Case Manager Resources

Referral Forms

Required Service Agreement – To activate or continue services, we require an active service agreement. This must be received from MN-ITS, an insurance payor, or be part of an active CSSP/CSP.

CSSP/CSP – Please use this verbiage for CSSP/CSP

  • Transportation:
  • Chore Services:
  • Assessement/Home Modifications:
  • Pass Through Purchasing:

Lyft Pass – To enable your client to use Lyft for transportation, specific requirements must be met. Please click here for a quick explanation.

Patient Responsibility – We monitor and invoice clients for their Patient Responsibilities/Spenddown from MN DHS. A copy of the invoice sent to your client will also be sent to you. Clients can pay through our website’s payment portal, by mailing a check, or by calling our office to pay with a credit card. For payment inquiries, contact

Take Backs – For take-back requests, please use the Take Back Request Form. Do not send requests via email directly.

Smiling case manager talking to smiling client

ConnectAbility of MN is currently providing the following services:

  • Transportation Coordination
  • Lyft Transportation Program
  • Chore Services Coordination
  • Pass-Through Purchasing
  • Assistive Technology Assessments
  • Environmental Accessibility Assessments
  • Home Accessibility Modifications
  • Transitional Services

We provide services for the following waivers:

  • AC, BI, CAC, CADI, DD, and EW

We conduct comprehensive environmental accessibility assessments in the home or virtually. A detailed report is provided within 48 hours of the assessment. Our project coordinators are certified access specialists (CASp) in Minnesota.Service Descriptions: 


Transportation Coordination T2003

We coordinate and monitor transportation services for daily, weekly, monthly, or one-time rides using various providers, including Metro Bus, community programs, cabs, Tri-CAP, private transportation, and Medi-Van. If we do not have established relationships with transportation vendors in your area, we will create those partnerships.


Chore Services Coordination S5120, S5110, S5130, S5170

Our chore services coordination includes a wide range of services such as lawn care, snow removal, annual yard cleanup, roof raking, cleaning, handyman services, and food delivery. All providers undergo background checks and must pass state and federal exclusionary lists.

We prioritize finding local vendors and appreciate referrals.


Pass-Through Purchasing T2029

We facilitate the purchase of various items from numerous vendors. We handle the ordering, track shipping, confirm delivery with the client, and bill the waiver. For larger items like adaptive bikes, we arrange all the logistics for FOB (freight on board) items. This service also includes billing for occupational therapy, physical therapy, and family therapy.


Assistive Technology T2029, S5165, S5162, S5160, S5161

Assistive technology covers a broad range of devices, from iPads with specialized apps to full home automation systems. We can order devices, install necessary programs and apps, and ship them directly to clients. We also arrange training if required. Our services include switches and controllers, software, monitors, sensors, locks, and voice automation.


Environmental Accessibility AssessmentsT1028

We conduct comprehensive environmental accessibility assessments in the home or virtually. A detailed report is provided within 48 hours of the assessment. Our Project Coordinators are certified access specialists (CASp) in Minnesota.


Accessibility Home Modifications- S5165

While we prefer to conduct an environmental accessibility assessment before modifications, it is not mandatory. As a licensed contractor (Lic # BC766720), we provide two bids, manage the project, hire subcontractors, maintain all paperwork, and ensure clear communication between subcontractors, the client, and you.

All vendors must pass background checks, state and federal exclusionary lists, be licensed and insured, and provide a W9 form. We prioritize local service vendors and appreciate referrals.

For more information, request our detailed informational packet that guides you through our process and services.


Transitional Services- T2038, T2038.U1, T2038.U2

Transitional Services include:

  • Essential furniture (e.g., bed frame, box spring, mattress, dining table and chairs, dressers, lamps, sofas)
  • Household supplies (e.g., cleaning supplies, dishes, drinking glasses, flatware, pots and pans, sheets, towels)
  • Lease or rental deposits
  • Moving expenses (e.g., moving vehicle rental, packing, and unpacking)
  • Pest and allergen treatment of the home