Mental Health Case Manager I/II

Statement of Purpose

The Mental Health Case Manager I fulfills assigned role as a part of the treatment team, maintaining the well being of clients and integrity of the program. Mental Health Case Manager assist client with accessing resources and support. To gain, restore, improve or maintain independent living,

Major Tasks, Duties and Responsibilities

• Knowledge of mental health, mental health, family systems, and drug and

alcohol dependency.

• Assist client with accessing resources and support, including public benefits.

• Ability to build a collaborative support system with community employers, agencies and organizations, employing eligible clients as they move into the transitional period.

• Ability to build a collaborative partnership with governmental housing agencies to readily respond to client needs for housing.

• Ability to confront behavioral changes, identify a crisis, and recognize when additional assistance is necessary.

• Ability to recognize personal issues that has an impact on job performance and interactions with clients.

• Ability to write and verbalize clear statements, summarizing client progress to primary counselor and the treatment team.

• Able to write documentation and progress reports.

• Ability to note documentation in Electronic health record system.

• Ability to plan and facilitate groups and classes.

• Occasionally provides transportation for clients.

• Ability to demonstrate ethical and professional behavior.

• Ability to convey respect for cultural and lifestyle diversities of clients and staff.

• Basic knowledge of referrals, both in and out of the BHS treatment system.

• Knowledge of 12-Step/recovery resources in the community.

• Ability to communicate clearly, with clients, staff, peers, supervisors and non-BHS resources.

• Basic understanding of computer operations; Windows and word processing (MS Word). Ability to readily adapt to the Electronic Health Record information system.

Case Manager Competencies and Performance Expectations

All Case Manager's are expected to:

• Document client intake and treatment progress
• Identify a crisis
• Facilitate an educational group
• Liaison with and refer to treatment team, inside and outside agencies
• Assess and report client behavioral changes
• Identify personal boundaries and be able to work as part of the treatment team
• Adhere to professional standards
• Recognize personal biases working within diverse populations
• Meet productivity standards
• Enter client notes within required timeframe

Statement of Purpose

The Mental Health Case Manager II fulfills assigned role as a part of the treatment team, maintaining the well being of clients and integrity of the program. Mental Health Case Manager assist client with accessing resources and support. To gain, restore, improve or maintain independent living,

Major Tasks, Duties and Responsibilities

• Knowledge of mental health, mental health, family systems, and drug and

alcohol dependency.

• Assist client with accessing resources and support, including public benefits.

• Ability to build a collaborative support system with community employers, agencies and organizations, employing eligible clients as they move into the transitional period.

• Ability to build a collaborative partnership with governmental housing agencies to readily respond to client needs for housing.

• Ability to confront behavioral changes, identify a crisis, and recognize when additional assistance is necessary.

• Ability to recognize personal issues that has an impact on job performance and interactions with clients.

• Ability to write and verbalize clear statements, summarizing client progress to primary counselor and the treatment team.

• Able to write documentation and progress reports.

• Ability to note documentation in Electronic health record system.

• Ability to plan and facilitate groups and classes.

• Occasionally provides transportation for clients.

• Ability to demonstrate ethical and professional behavior.

• Ability to convey respect for cultural and lifestyle diversities of clients and staff.

• Basic knowledge of referrals, both in and out of the BHS treatment system.

• Knowledge of 12-Step/recovery resources in the community.

• Ability to communicate clearly, with clients, staff, peers, supervisors and non-BHS resources.

• Basic understanding of computer operations; Windows and word processing (MS Word). Ability to readily adapt to the Electronic Health Record information system.

Prerequisite Qualifications

Following are the qualifications required to perform the essential functions of this position. Qualifications may be subject to modification based on the Americans with Disabilities Act.

Bilingual abilities may be required within certain BHS programs.


High school diploma or equivalency and years documented experience providing mental health services.

Must have valid California driver's license and liability insurance if driving personal vehicle on BHS business.

Vision, hearing, manual dexterity and eye-hand coordination must be adequate for performance of job duties. Able to sit at desk, use keyboard, write and physically perform other job duties. Able to move about the facility to observe clients and staff.

Specific qualifications may vary based on assignment. The supervisor will initial those items on the following list, which apply and write N/A to indicate those qualifications, which are not applicable:

_____ Class "B" California Driver's License.

_____ Class "C" California Driver's License

_____ Personal vehicle with liability insurance for reimbursable mileage, generally short distances.

_____ First Aid certification, obtain within 90 days of employment and maintain current thereafter.

_____ CPR certification, obtain within 90 days of employment and maintain current


_____ Medication training required within 30 days of employment.

_____ Bi-lingual (specify: ___________________)

_____ Develop computer skills adequate to perform Caminar/word processing duties within 90 days of employment.

The above statements reflect the general duties considered necessary to describe the principal functions of the job as identified and shall not be considered as a detailed description of all the work requirements which may be inherent in the position.