Section 361.73 - Roles and Responsibilities of Case Managers(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 .26 Tex. Admin. Code § 361.73
The provisions of this §10.321 adopted to be effective September 1, 2006, 31 TexReg 6797; amended to be effective January 20, 2008, 33 TexReg 432; amended by Texas Register, Volume 40, Number 06, February 6, 2015, TexReg 614, eff. 2/9/2015; Entire chapter transferred from T. 40, Pt. 1, Ch. 10 by Texas Register, Volume 47, Number 08, February 25, 2022, TexReg 0985, eff. 3/15/2022