Efficiency Boost: How CedrusMed Saves Time for Case Managers

In Targeted Case Management (TCM), juggling documentation, tracking client progress, and ensuring regulatory compliance can often feel like an overwhelming task load for one person to take on. Since 2020, CedrusMed has been dedicated to simplifying these tasks so case managers can better focus on their clients. CedrusMed’s TCM features many tools that streamline documentation processes, enhance accuracy, and maximize time efficiency. 

Below are just some of the program features that function specifically to aid case managers:

Seamless Online Record Keeping and Document Search

Case managers often need to retrieve client information quickly, and sorting through files of physical paperwork is a highly time-consuming task. 

CedrusMed’s online case-keeping feature allows all client notes and important documents to be stored digitally and securely in one place. The ability to search for cases by the client’s name or case number makes this feature even more efficient. Additionally, notes can be searched for by the reference name inside a client’s case. Whether it’s a progress note, case, or legal document, case managers can access essential information with just a few keystrokes, eliminating the need to sift through physical files or manually search through disorganized folders.

Comprehensive Case Filing for Long-Term Client Management

Managing long-term clients often means maintaining extensive case histories. CedrusMed’s case filing system stores all past documentation, including closed cases, for easy retrieval at any time.

Case managers can pull up old records instantly by searching a client’s name, making it possible to review a client’s history in seconds. This is particularly useful for clients with recurring services, as their entire documentation archive is readily available without needing to re-enter or hunt down historical data. 

Registered Client Signatures for Faster Approvals

Getting a client’s signature used to involve physical paperwork, multiple meetings, and logistical challenges; with CedrusMed, clients can now provide registered signatures digitally without the need to sign every new document manually. Once a client’s digital signature is in the system, the client can apply it to future documents, making the process much faster and more efficient.

Client Portal for Remote Document Signing

CedrusMed’s client portal feature takes efficiency a step further by allowing clients to log into the system and sign all pending documentation remotely. Case managers can upload documents, notify clients, and receive signed forms without arranging in-person meetings. This primarily benefits geographically distant clients or when schedules don’t align. 

By eliminating the need for travel and face-to-face interactions for signature collection, CedrusMed helps case managers save valuable time and allows clients to sign their documentation from anywhere.

Error Fixing and Document Editing Made Simple

Mistakes happen in case management; even minor errors can lead to delays.

This streamlined approach to error correction reduces delays, minimizes stress, and ensures that case managers can meet deadlines efficiently.

In-Note Communication for Real-Time Feedback

Supervisors and case managers often need to communicate about documentation, particularly when approvals or corrections are needed.

CedrusMed allows for in-note communication, meaning feedback can be provided directly within the note itself. If a supervisor rejects a note or suggests changes, they can highlight the areas that need attention, and case managers can address these issues immediately within the same document.

This eliminates the need for back-and-forth emails or meetings, speeding up the approval process and ensuring that notes are finalized without unnecessary delays.

Unit Tracking for Authorization Compliance

Keeping track of service units is critical to ensuring that case managers do not exceed authorized limits.

CedrusMed’s built-in unit tracking system allows case managers to monitor how many units they have used and how many remain. This system provides a visual calendar overview of the units used in a week, helping managers keep track of their work. Additionally, our authorization setup ensures that case managers can plan their services in compliance with authorizations, preventing overuse or underuse of allocated units. 

These features ensure compliance and help case managers avoid unintentional overscheduling or exceeding their service limits.

Overlapping Security to Prevent Scheduling Conflicts

One of the most common issues case managers face is accidental scheduling overlaps. CedrusMed’s overlapping security feature detects potential scheduling conflicts and prevents case managers from creating services that overlap with others. This safeguard ensures that no two appointments or services are logged for the same period, helping case managers stay organized and preventing costly errors in service documentation.

Save Time and Enhance Patient Care with CedrusMed

CedrusMed’s commitment to simplifying case management processes has transformed how professionals handle their workload. By automating repetitive tasks, streamlining documentation, and enhancing communication, CedrusMed helps case managers save time, reduce stress, and provide better care to their clients. With these powerful tools at their fingertips, case managers can focus less on paperwork and more on what really matters—making a difference in their clients’ lives.