Case manager tools
Case manager resources and tools
A referral finder that turns insurance plus address into an in-network list, a printable resource and referral sheet, client handouts, and the case-management and discharge templates.
How it works
Open the client’s plan and address
The finder centers the search on where they are going, not where they are.
Get the list
At least two of each kind, in network where the directory says so.
Build the sheet
Pick what fits, add the meetings and the crisis line, print.
Document it
Case-management note and discharge summary templates match the sheet.
Referral finder
Insurance + address in. Referral list out.
Therapists, psychiatrists and IOPs from Psychology Today, doctors and dentists from Zocdoc, hospitals from CMS, phone numbers filled from the NPI registry, then the payer’s own directory checked for network status. Printable page and Word file for the discharge packet.
Clinician planResource & referral sheet
The sheet the client leaves with
Eight sections: medical and psychiatric, MAT, sober living, meetings, primary care, legal and benefits, food and basic needs, crisis. Type your referrals, download the Word sheet. Nothing is stored.
Clinician planClient handouts
12 handouts plus 120 group handouts
Craving Survival Steps · Daily Recovery Check-In · Gratitude and Reflection Log · Grounding Techniques · HALT Self-Check · Overdose Safety and Naloxone Steps and more, as Word to adapt.
Clinician planNotes and discharge templates
Case Management Note · Discharge Summary and Continuing Care Plan
Word templates with Kipu build sheets: the case-management note, the discharge summary and continuing-care plan, the leaving-against-clinical-advice acknowledgment.
Program planGood to know
- Directories change daily; confirm coverage and availability by phone before the first appointment.
- The referral finder stores the city, state and ZIP of a search, never the street address.