Case managers
She didn’t call. She already knew.
In CareBravo®, case managers see their own members (hours used against hours approved, plan dates and checked shifts) without calling the agency. They can read and request, never change a schedule, and every view is logged.
A case manager sees her own members, checked and current, without picking up the phone. She sees what she needs, and nothing else. It is one more thing made from the caregiver’s tap at the door.
We email you the highlights the moment you ask. No call. Nobody calls unless you ask.

Real product screens. Sample agency, sample data.
What she sees, and what she never does.
| She sees | Her own members only: hours used against hours approved, plan dates, checked shifts, and the requests the agency has already sent. |
| She can | Read and request. She can approve a request on her screen. The agency confirms the schedule. |
| She cannot | Change a schedule. See caregiver pay or personnel files. See other case managers’ members or your other payers. See clinical notes beyond the plan. |
| You see | Every view is logged, so you can see who looked at what. |
How you invite her.
Open Referral sources, add your coordinator, and send the invite. She sees her own members and nobody else’s.

Questions owners ask.
How long do I have to keep client records for Georgia Medicaid waivers?
The EDWP manual says to keep records for six years after the final claim is filed, and clinical records for six years after a discharged client’s last date of service. If a lawsuit or audit is pending, keep them until it ends. Records must stay in Georgia and be ready for DCH on request. Read the full answer
What does case management mean in Georgia’s waivers, and who does it?
In Georgia’s waivers, case management means assessing needs, writing the care plan, arranging services, and checking that care happens. In CCSP, care coordinators work through the Area Agencies on Aging. SOURCE has its own case management. ICWP clients pick a case manager. NOW and COMP clients pick a Support Coordinator agency. Read the full answer
Can the same company do case management and home care in Georgia?
In Georgia’s CCSP and SOURCE manual, case management agencies may not also provide direct services in the same structure or operation. The manual also lists conflict-of-interest safeguards. Owners who want both usually need separate, clearly separated entities. Check the manual and ask DCH before you plan the structure. Read the full answer
You take the bravo. We take the work.
Find out what is draining your agency.
Then invite your coordinator, and let her see her members without a call.
We email you the highlights the moment you ask. No call. Nobody calls unless you ask.