Intake & Eligibility Tracking for Case Managers and Oversight Agencies
Clear Workflows from Initial Intake to Annual Redetermination
Therap's Eligibility module standardizes waiver and service determination workflows in a single, web‑based platform. Oversight agencies build templates once, while Case Managers or Support Coordinators manage form entries and share access with linked providers as needed. Centralizing individual history, eligibility criteria, funding categories, and redeterminations ensures network‑wide consistency and compliant decisions without duplicate paperwork.
Functionality
Build Configurable Templates
Oversight agencies can configure standardized eligibility templates complete with custom questionnaires, scoring criteria, and specific approval categories.
Track Workflow Statuses
Monitor applicant progress in real time as files move through initial intake, review, and final determination.
Record Categories & Durations
Log exact eligibility categories, grant funding streams, and effective start and end dates for each individual.
Manage Annual Redeterminations
Complete recurring eligibility reviews and update funding status without re‑entering baseline demographic data.
Adjust Active Eligibility Periods
Update client eligibility dates and status details as individual support needs or funding rules shift.
Maintain Audit‑Ready Files
Store a complete digital record of current and historical eligibility related forms directly within individual profiles.
Benefits
Standardize Oversight Workflows
State and regional oversight agencies can enforce consistent evaluation criteria across all provider networks using unified templates.
Prevent Service Disruptions
Track expiration dates and eligibility durations to complete redeterminations on time and keep individual funding active.
Reduce Data Entry Errors
Pre‑formatted questionnaires and centralized individual profiles eliminate duplicate paperwork for case managers and support coordinators.
Therap Ratings and Reviews
Frequently Asked Questions
How does Therap support state or oversight agency requirements for eligibility?
Oversight agencies can build custom templates within Therap that reflect exact state waiver criteria, specific questionnaires, and mandatory processing statuses. This guarantees that all case managers follow standardized evaluation guidelines across the entire agency network.
Can case managers complete annual eligibility redeterminations in the system?
Yes. Case managers and support coordinators can generate new eligibility forms for existing clients to conduct periodic redeterminations, updating eligibility periods and funding categories as individual needs change over time.
Who can create and manage eligibility templates?
Administrative users at oversight agencies have role‑based permissions to set up and modify eligibility templates, while case managers and support coordinators use these approved templates to complete individual evaluations.
Can past eligibility records be accessed after a redetermination is completed?
Yes. Therap retains a complete record of past eligibility determinations, status changes, and filled questionnaires on the individual's profile, providing a searchable audit trail for regulatory reviews.
How are eligibility start and end dates tracked?
Users record specific eligibility periods directly on the individual's form. The system tracks these duration dates, making it clear when an individual's waiver coverage is active, expiring, or due for renewal.