(a) Upon receipt of a referral from DADS, a case manager
monitors the filing of legal documents, accountings, reports, notifications,
and taxes as required by state law.
(b) A case manager performs the following duties in
accordance with the other duties and responsibilities outlined in
the order granting guardianship:
(1) locates, secures, and manages a ward's estate;
(2) ensures that a ward has access to adequate care,
protection, and services based upon identified needs and the service
plan;
(3) makes decisions on medical issues such as major
surgery, life-threatening illness, treatment options, and, if guardian
of the estate, makes decisions regarding the ward's estate other
than routine expenditures for maintenance and education;
(4) monitors to ensure inventory, appraisement, list
of claims, and annual accountings have been completed;
(5) completes annual reports of the guardian of the
person;
(6) hires professionals, including accountants, providers,
repair persons, or realtors, with the funds of a ward's estate to
perform services for the ward;
(7) resolves issues or problems that affect a ward;
(8) as much as possible, considers a ward's wishes
and choices when decisions are being made about the ward;
(9) maintains documentation of face-to-face visits;
(10) informs the appropriate DADS and contractor staff
concerning major issues involving a ward and documents all actions
in the ward's record; and
(11) ensures that cases that are closed or transferred,
or if the guardianship is transferred to another case manager, has
documentation that is complete and up-to-date.
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Source Note: The provisions of this §361.73 adopted to be effective September 1, 2006, 31 TexReg 6797; amended to be effective January 20, 2008, 33 TexReg 432; amended to be effective February 9, 2015, 40 TexReg 609; transferred effective March 15, 2022, as published in the February 25, 2022 issue of the Texas Register, 47 TexReg 983 |