Case Manager Resources

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

  • Orientation
  • Annual Training Requirements
  • Reference Materials
  • Forms

Case Manager Orientation

All case managers must complete the Indiana Family and Social Services (FSSA) Case Manager Orientation (CMO) within the first six months of employment. A case manager cannot apply for a waiver billing number until successful completion of this orientation. Please note that case 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 case managers to Indiana’s waiver administration, operation requirements, and the role and expectations of case managers in ensuring the health and safety of the individuals being served. Orientation information includes:

  • Aged & Disabled (A&D) and Traumatic Brain Injury (TBI) Waivers
  •  Service Definitions
  • Level of Care
  • Medicaid
  • Hearing and Appeals
  • Incident Reporting
  • 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 case managers:

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

An additional eighteen (18) hours of training must be completed annually by all active case managers.

  • These trainings do not have to be preapproved by the Division of Aging (DA), but must be relevant to core case management functions as defined in Section 6 of the DA’s Medicaid Waiver Provider Manual.
  •  Case managers must complete Training Justification Form.
  • 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;
    • and Behavioral issues.
  • Other trainings with justification provided outlining how the topic relates to core case management functions.

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

  • Case management orientation;
  • Required annual re-trainings as cited above in Section c.ii.1 of this policy;
  • Vendor fairs;
  • Staff meetings (unless there is an outside or expert speaking on a relevant topic as defined in section c.ii.2.e of this policy 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 case manager’s first year.

Reference Materials


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