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Care Manager Resources

Care Manager Resources

Training is a critical element of quality care management services. All care managers are required to complete orientation training as well as ongoing annual training.

  • Orientation
  • Annual Training Requirements
  • Reference Materials
  • Forms

Care Manager Orientation

All care managers must complete the Indiana Family and Social Services Care Manager Orientation within the first six months of employment. A care manager cannot apply for a waiver billing number until the successful completion of this orientation. Please note that care managers may not provide services after six months or more leave of absence without attending CMO again.

The CMO provides a general overview of Medicaid and Home & Community Based Services waivers. The orientation introduces new care managers to Indiana’s waiver administration, operation requirements, and the role and expectations of care managers in ensuring the health and safety of the individuals being served. Orientation information includes:

  • Aged & disabled and traumatic brain injury waivers
  • Service definitions
  • Level of care
  • Medicaid
  • Hearing and appeals
  • Incident reporting - Course content will be added soon.
  • Quality improvement

The CMO is now offered exclusively online CMO online training modules

Annual Training Requirements

The following components of the online orientation must be reviewed annually by all active care managers:

  • Level of care modules – general, narrative, skilled needs, and activities of daily living;
  • Incident reporting module; and
  • Service definition module.

An additional 18 hours of training must be completed annually by all active care managers.

  • These trainings do not have to be preapproved by the Division of Aging, but must be relevant to core care management functions.
  • Training documentation is subject to review in compliance surveys and/or at the DA’s request.
  • Relevant topics can include the following:
    • Care coordination
    • Documentation
    • Medical terminology
    • Other public or privately funded long term services and support programs or benefits and
  • Specific diagnosis or treatment topics affecting a broad spectrum of the client base, including but not limited to:
    • Fall prevention
    • Adaptive equipment
    • COPD
    • Congestive heart failure
    • Diabetes
    • Traumatic brain injury
    • Kidney disease
    • Alzheimer’s Disease
    • Seizures
    • Stroke
    • Heart disease
    • Mental health issues
    • Behavioral issues
  • Other trainings with justification provided outlining how the topic relates to core care management functions.

The following will NOT be accepted as part of the required ongoing annual training:

  • Care management orientation;
  • Required annual re-trainings as described above;
  • Vendor fairs;
  • Staff meetings (unless there is an outside or expert speaking on a relevant topic or someone who attended a state training as a trainer is sharing that information);
  • Presentations related to employment issues, e.g. performance appraisal process, retirement; and
  • Communications that are part of supervisory oversight, e.g. reinforcement or retraining on job requirements, review of state guidelines, informational or training sessions specific to a case, etc.

Annual training requirements may be prorated based on start date in the case of a care manager’s first year.

Reference Materials


If you have questions or difficulties accessing online materials, please contact the Division of Aging by email: .