Utilization Management (UM) Guidelines and Manual

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Utilization management (UM) is the process by which a local mental health authority (LMHA) ensures that

  • People receive timely, quality, cost-effective services in the most appropriate treatment setting; and 
  • LMHAs have an effective mechanism to manage the utilization of clinical resources.

By implementing UM activities, the LMHA strives to achieve a balance between the demand for services, availability of resources, and the needs and well-being of people who need mental health services.

TRR requires the development of standardized, evidenced-based practices that are provided to address a person's identified needs. The clinical guidelines identify the evidence-based services, amount, duration, and scope of the delivery for the services, as well as the population being served.

The UM Manual is a document that provides a resource for technical assistance to LMHA’s to develop and monitor their local UM Programs and UM Processes.

The UM Guidelines are to be utilized by the LMHAs to implement a UM Program. The UM Guidelines contain DSHS approved processes and procedures for key UM components.


Date Posted Revision Date (if Applicable)
Utilization Management (UM) Documents

Texas Resilience and Recovery Utilization Management Guidelines - Adult Services (PDF)

August 28, 2015

September 1, 2015

Texas Resilience and Recovery Utilization Management Guidelines- Child and Adolescent Services (PDF)

August 8, 2013 April 1, 2016

Utilization Management (UM) Program Manual - May 2014 (PDF)

June 20, 2014  
Last updated October 10, 2016