Monkeypox: Get the Facts COVID-19 Updates

Case Management

Case Management services are person-centered and support DD Waiver individuals to pursue their desired life outcomes. In general, case management services include:

  • Helping with activities and information needed to complete the initial allocation process and annual recertification of Level of Care for DD Waiver;
  • Advocacy for individual’s rights, choices and self-determination, as well as promoting individual self-advocacy;
  • Assessment;
  • Linking to natural and generic supports and services in the individual’s own community,
  • Leading person-centered planning and assisting and supporting the individual/family to direct and participate in service planning and decision making;
  • Leading Interdisciplinary Team (IDT) meetings to develop or revise an Individual Service Plan ISP;
  • Ensuring DD Waiver services are selected through the Secondary Freedom of Choice (SFOC) process;
  • Submitting ISPs, budgets and other required information for prior authorization of DD Waiver services;
  • Monitoring ISP implementation and progress, services and supports, as well as the health and safety of individuals receiving DD Waiver services; and
  • Maintaining and distributing necessary records.

How to Request Fillable Forms

Not all forms on this page are available for download. Please send request for a fillable form to Request for DDW Fillable Forms

Essential Information

Case managers must stay informed and rely on many forms, instructions, and resources to do their job. Below are quick links to documents and websites with important information for case managers.


Code of Ethics

Allocation and Annual LOC Submissions

Individual Service Plan


Adults and Children: Submission to Outside Reviewer (C.O.R.E.)

Jackson Class Members: Submission to New Mexico Third Party Assessor

Decision Consultation and Team Justification Process

Monthly Site Visits

History and Physical Comagine Form

  • DDW Case Management Form : HP_10.14.2020 [Not Available for Download]

  • Training

    Please visit the Training Unit section of our website to learn more about core curriculum training for case managers.

    Quarterly Statewide Case Management Directors Meetings

    Case Management Agency Directors attend a mandatory meeting each quarter to get updates and clarification on important DD Waiver Program Information. Please visit the Case Management Agency Directors section of our website for more information including meeting agendas and minutes.