Clinician approvals

Use Clinician to receive routed referrals, submit externally completed signed assessments, answer assigned pend questions, and review approval Case history for an eligible organization.

Prepare referral routing

Open the Clinician organization, then select Clinician > Options. Under Referral routing, choose an AT director destination and select Save route. The route is ready when CareMap says the organization is ready to receive authenticated referrals.

A Support Coordinator can select the Clinician organization only while it has an active Clinician role, an eligible operator, and a ready route to an eligible AT director. If the organization is unavailable, review those conditions instead of assuming every Clinician organization can receive a referral.

Submit a signed assessment

1. Open Assessment queue. This tab contains open and claimed assessment work for the organization.
2. Open a referral and review its Case, assessment contact, referrer, and referral information.
3. Select Claim assessment. Only the person who currently owns the claim can submit the assessment.
4. Choose the signed assessment file. CareMap accepts PDF, Word, and supported image files.
5. Select Submit to AT review.

Submission freezes a new Assessment Packet version, completes the current Clinician work, and sends the Case to the AT director queue. It is not AT approval or DBHDS approval, and it does not create an order, authorization, License, or Supplier obligation.

If AT review requests a revision, the Case shows the request and creates new Clinician revision work. Claim that work, upload the revised signed assessment, and select Submit to AT review again. Earlier versions remain in the Case history; a revision does not replace them.

Use the other Clinician tabs

• Pend responses contains only questions assigned to this organization and the Clinician role. Claim the response, enter the requested information, optionally attach supporting files, and select Submit response. This satisfies that dependency but does not close the overall pend.
• Cases contains active and historical Cases visible to your role. Organization managers can see Cases involving the organization; other staff see Cases in which they participated. Open a Case to review its status, lanes, documents, and history.
• Options controls the referral route described above.

Recover from a missing item or failed action

• An empty queue can be correct. Select Refresh and check Cases before asking the sender to confirm the referral destination.
• If routing is unavailable, confirm the Clinician role, eligible organization membership, AT director destination, and ready status.
• If work is claimed by someone else, do not upload against it. An authorized operator can release or reassign the work when appropriate.
• If CareMap reports that an action is stale, refresh the Case and repeat the action from its current state.
• If a file is missing, unsupported, or cannot be read, choose the completed signed assessment again in a supported format. Keep the original until the new version appears in Case history.
• If submission still fails, record the Case reference, visible status, approximate time, and displayed message for support. Do not share the assessment file in an unsecured message.