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 (UM) Guidelines - Adult Services (PDF)

April 4, 2017

June 14, 2017

Texas Resilience and Recovery Utilization Management (UM) 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 June 14, 2017