Physiotherapy employment contract

Insurance Rehabilitation Case Manager Employment Contract UK

Set independent coordination of funded rehabilitation while separating clinical recommendations from insurer authority and legal case strategy.

Watercolour illustration showing Case Manager (Insurance Rehab) at work in Physiotherapy on a pale sage background
This contract includes Assess rehabilitation needs and practical barriers. Prepare costed outcome-focused rehabilitation plans. Coordinate approved providers and appointments. Preview before payment PDF and editable DOCX files after checkoutBuilt for UK employers

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Reviewed for straightforward UK employer use

This page is maintained for UK employers creating case manager (insurance rehab) contracts for physiotherapy. HRHeaven uses a legally validated and solicitor-approved self-service contract framework, with wording for role duties, confidentiality, notice, holiday, probation and practical workplace expectations. It does not replace individual legal advice for complex or disputed circumstances.

Last updated
19 June 2026
Content owner
HRHeaven employment documentation team
Review standard
UK employer template review, versioned clause logic and preview before payment

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What's included in your contract

Job description

Clear role overview and key responsibilities.

Probation period

Clear probation terms for the selected arrangement.

Role-specific duties

Maintained responsibilities, records and authority boundaries for the selected role.

Working hours

Standard and flexible working arrangements.

Holiday entitlement

Holiday terms explained for the selected arrangement.

Confidentiality

Client and company confidentiality.

Disciplinary process

Clear process and employee rights.

Notice periods

Notice terms explained for both parties.

You’ll receive your contract in both PDF & DOCX formats

Download a polished PDF ready to issue and an editable DOCX copy for future updates.

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Before you create it

Use this Case Manager (Insurance Rehab) contract with confidence

Practical checks to help an employer choose the right starting point and prepare the information the document needs.

When to use this contract

Coordinate coordinated rehabilitation plans, deliver proportionate progress reports, and coordinate controlled provider and funding referrals.

Workplace context: Practice reception, clinical administration areas and approved patient-facing areas.

What makes this role different

Follow the Employer's documented arrangements covering multi-party confidentiality. Follow the Employer's documented arrangements covering independence. Follow the Employer's documented arrangements covering travel. Follow the Employer's documented arrangements covering funding authority. Follow the Employer's documented arrangements covering patient confidentiality.

Not a fit / obtain specialist advice

Recheck the role or obtain appropriate advice if the work would exceed these maintained authority boundaries: The manager recommends and coordinates within delegation; funders approve expenditure and treating clinicians own care decisions. May allocate routine work and make operational decisions only within documented staffing, financial, contractual and policy limits.

What to prepare before you issue it

  • the claimant groups and funding arrangements
  • the geographic caseload and travel expectations
  • the report recipients and consent process
  • the purchasing and budget authority
  • the provider panel and referral controls
  • the conflict, complaint and escalation procedures

Day-to-day operating brief

What Case Manager (Insurance Rehab) work looks like in practice

An insurance rehabilitation case manager coordinates assessment, treatment providers, funding and return-to-function goals while remaining independent in reporting. Terms should address insurer and claimant data, travel, cost authority, conflicts and the boundary between coordination and clinical treatment.

Responsibilities reflected in the contract

  • Assess rehabilitation needs and practical barriers.
  • Prepare costed outcome-focused rehabilitation plans.
  • Coordinate approved providers and appointments.
  • Report progress accurately to authorised stakeholders.
  • Monitor agreed budgets and supplier invoices.
  • Manage consent, conflicts and confidential records.

A realistic working scenario

An insurer requests removal of an unfavourable clinical opinion. The case manager preserves the report, explains evidential limits and escalates the conflict.

Outputs to agree

  • coordinated rehabilitation plans
  • proportionate progress reports
  • controlled provider and funding referrals

Records and evidence

  • Instruction and consent.
  • Needs assessment.
  • Provider and cost approval.
  • Outcome and conflict.
  • Work records.
  • Handover notes.

Reporting relationship

Typically reports to Senior Manager, Director or Business Owner. Confirm the employer's actual reporting structure in the builder.

Authority and escalation

  • The manager recommends and coordinates within delegation; funders approve expenditure and treating clinicians own care decisions.
  • May allocate routine work and make operational decisions only within documented staffing, financial, contractual and policy limits.

Supervision

  • Allocate and review assigned work within delegated authority and escalate formal people matters through the Employer's procedures.

Tools and systems

  • HR systems.

Workplace context

  • Practice reception, clinical administration areas and approved patient-facing areas.

Training and certification

  • Complete employer-required safeguarding training.
  • Complete employer-required health and safety training.

Contract priorities

  • multi-party confidentiality
  • independence
  • travel
  • funding authority

Information the employer should prepare

  • the claimant groups and funding arrangements
  • the geographic caseload and travel expectations
  • the report recipients and consent process
  • the purchasing and budget authority
  • the provider panel and referral controls
  • the conflict, complaint and escalation procedures

Individually written and reviewed against the maintained role record.

Maintained role evidence

The facts this Case Manager (Insurance Rehab) contract is built around

These role-pack details give an employer something concrete to check before using the contract for physiotherapy work.

Work setting

Practice reception, clinical administration areas and approved patient-facing areas.

Primary duties

  • Assess rehabilitation needs and practical barriers.
  • Prepare costed outcome-focused rehabilitation plans.
  • Coordinate approved providers and appointments.
  • Report progress accurately to authorised stakeholders.

Tools and training to confirm

  • HR systems.
  • Complete employer-required safeguarding training.
  • Complete employer-required health and safety training.

Governance focus

Employer procedures and role controls. Follow the Employer's documented arrangements covering multi-party confidentiality. Follow the Employer's documented arrangements covering independence. Follow the Employer's documented arrangements covering travel.

Contract builder output

Case Manager (Insurance Rehab) clauses and builder inputs

HRHeaven builds the contract from the employer's answers, the selected industry, and the role-specific wording for this job.

Role wording

Case Manager (Insurance Rehab) duties

Coordinate coordinated rehabilitation plans, deliver proportionate progress reports, and coordinate controlled provider and funding referrals.

Assess rehabilitation needs and practical barriers. Prepare costed outcome-focused rehabilitation plans. Coordinate approved providers and appointments. Report progress accurately to authorised stakeholders. Monitor agreed budgets and supplier invoices.

Builder answers

What the contract builder captures

Employer and employee details Role title and reporting line Pay, hours and working pattern Holiday, probation and notice Workplace and site rules Company branding and e-sign

Preview before purchase

Complete the builder, check the document output, then pay only when you are ready to download.

Specific clauses

What is added to the finished contract

The manager recommends and coordinates within delegation; funders approve expenditure and treating clinicians own care decisions.

May allocate routine work and make operational decisions only within documented staffing, financial, contractual and policy limits.

Follow the Employer's documented arrangements covering multi-party confidentiality.

Follow the Employer's documented arrangements covering independence.

£19.99 one-off contractPreview before payment, then download the branded PDF and send for signature.

Employee handbook bundle

Case Manager (Insurance Rehab) Contract + Employee Handbook Bundle

Pair the contract with a fully customisable employee handbook and keep the role wording, workplace rules, branding and policies aligned from day one.

Industry-specific policies Contract and handbook generated together UK-focused policy content Easy to edit and maintain

After the contract

Run the employee lifecycle with HR Actions

Once the Case Manager (Insurance Rehab) contract is created, HR Actions help physiotherapy employers manage the next HR steps: recruitment, probation, performance, absence, disciplinary, grievance and offboarding.

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HRHeaven can pre-fill known employee, role, timeline and document facts, then asks the employer to confirm the missing details.

Stay ready for the next step

Timeline, reminders and audit

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Launch eligible HR Actions across your organisation without paying per employee case.

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Frequently asked questions

Can reports be shared with the insurer?

Only within informed consent, contractual purpose and data-protection limits, distinguishing clinical facts from opinion.

Who chooses treatment?

The case manager may recommend options, but consent, clinical suitability and funding each remain distinct decisions.

Does the insurer direct the Case Manager's clinical opinion?

No; funding decisions may sit with the insurer, but reports must distinguish independent assessment from approval authority.

Who owns an insurance rehabilitation report?

The contract should define commissioning, access and retention while respecting confidentiality and the client's applicable information rights.

Can the Case Manager purchase treatment directly?

Only within written authority, budget limits and supplier controls, with exceptions referred before a commitment is made.

How are rehabilitation conflicts of interest managed?

Declare financial or referral relationships promptly and use the employer's recorded process for independence and alternative provision.

May reports be shared with solicitors?

Only where authority and lawful disclosure arrangements are confirmed, limiting content to the relevant commissioned purpose.

What happens when funding is declined?

Record the decision, explain practical consequences within role boundaries and identify safe onward or self-funded options where authorised.

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