Case Manager Sample Job Description

Case managers are healthcare professionals who help people with a large variety of issues. They assist both individuals and families in coping with complex physical or mental health conditions. Case managers are there to find the most effective treatment possible, so that their clients can live a long and happy life.

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Assists and teaches clients how to identify their needs, access and maintain linkages to services such as DSS/SSI, Medicaid, housing, treatment and other services that support health and recovery.

Job Results & Essential Functions

Clients Able to Access & Maintain Benefits

Essential Functions
  1. Meets with current or prospective clients (primarily individuals awaiting admission and/or planning for discharge) to assess their needs for services such as DSS/SSI, Medicaid, housing, physical health, mental health and substance dependence treatment, legal aid, vocational rehabilitation, parenting education, leisure and recreation.
  2. Effectively assesses and monitors client needs and provides timely interventions.
  3. Teaches clients relevant independent living skills as needed and appropriate, such as money management, searching for safe affordable housing, selecting health care providers, etc.

Agency Paid for Services

Essential Functions
  1. Participates in case finding by attending case reviews, community meetings and meeting with staff to identify individuals in need of case management services.
  2. Develops a case management plan, in conjunction with counseling staff, that addresses assessed needs; identifies and refers clients to appropriate services; monitors clients progress in obtaining services and advocates for services, as needed.

Clients Linked to External Services

Essential Functions
  1. Develops and maintains a supportive and collaborative relationship with other care providers and family members and coordinates work with admissions coordinator, finance office, and unit program staff.

Position Qualifications

Minimum Education & Experience
Case Manager II: Relevant MS and at least one year of relevant paid experience or bachelors degree in Social Work, Psychology, Counseling, or other related human service field or RN or CASAC and at least two years of relevant paid experience, or a minimum of three years relevant paid experience.
Case Manager I: High school diploma and less than three years relevant paid case management experience. Some relevant education preferred.

• NYS motor vehicle license, safe driving record, and availability of personal car for work.

Other Skills/Knowledge/Experience
• Demonstrated knowledge of community resources including social security, public assistance and Medicaid systems.
• Demonstrated ability to relate effectively with culturally diverse persons who have chemical dependency and/or MICA problems.
• Effective written and oral communication and ability to work cooperatively with clients, staff and community professionals

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