CASE MANAGER

Case Manager

The Case Manager is responsible for assessing participant needs, coordinating and implementing individualized service plans, and advocating for access to services and resources that support successful recovery and community integration. Working collaboratively with participants, families, providers, and community partners, the Case Manager assists individuals in navigating behavioral health, housing, employment, healthcare, transportation, and social service systems. The Case Manager promotes person-centered care and provides coordination, support, and advocacy to help participants achieve their goals and improve overall quality of life.

Direct Duties

• Conducts comprehensive assessments to identify participant strengths, needs, preferences, and barriers to success.
• Develops, implements, and monitors individualized service and treatment plans.
• Assists participants in establishing recovery goals and achieving positive outcomes.
• Advocates for participants to ensure access to appropriate services, supports, and community resources.
• Provides community-based case management and support services.
• Conducts screenings, referrals, and service coordination activities.
• Connects participants to behavioral health, medical, housing, employment, transportation, educational, and social service resources.
• Assists participants with obtaining benefits and entitlements, including but not limited to Medicaid, Social Security benefits, housing assistance, and community resources.
• Coordinates services among providers, families, caregivers, and support systems.
• Monitors participant progress and adjusts service plans when necessary.
• Maintains regular participant contact through office, community, home, and virtual visits as appropriate.
• Supports crisis intervention and resource coordination when needed.
• Provides education regarding available services, resources, and recovery supports.
• Accurately documents services provided, participant progress, and service outcomes.
• Maintains compliance with agency, licensing, accreditation, and funding source requirements.
• Documents time worked accurately.
• Other duties as assigned by management.

Other Responsibilities

• Participates in multidisciplinary treatment team meetings and care coordination activities.
• Collaborates with internal programs and external community providers to ensure continuity of care.
• Establishes and maintains relationships with community service agencies and referral sources.
• Identifies service gaps and participates in program development and quality improvement initiatives.
• Completes assessments, case notes, treatment plans, discharge planning, and other required documentation.
• Assists with program reporting and compliance activities.
• Maintains confidentiality and protects participant information in accordance with HIPAA and agency policies.
• Demonstrates professionalism, ethical conduct, and sound judgment.
• Participates in required trainings, supervision, and professional development activities.
• Supports overall program operations and administrative responsibilities.
• Other duties as needed to support participant success and program effectiveness.

Education and Experience

• Bachelor's Degree in Human Services, Social Work, Psychology, Counseling, Sociology, Behavioral Health, or a related field required.
• One (1) year of case management experience preferred.
• Minimum two (2) years of experience supporting individuals in behavioral health, addiction recovery, mental health, or related human service settings preferred.
• Valid driver's license with acceptable driving record required.
• Ability to work effectively in both office and community-based settings.

Required Skills

• Intermediate computer proficiency and ability to utilize documentation systems.
• Strong verbal and written communication skills.
• Strong organizational and time management abilities.
• Ability to assess participant needs and identify appropriate resources.
• Excellent problem-solving and critical thinking skills.
• Ability to work independently and manage multiple priorities.
• Ability to establish and maintain professional relationships with participants, providers, and community partners.
• Strong advocacy and service coordination skills.
• Knowledge of community resources, entitlement programs, and behavioral health services.
• Ability to maintain confidentiality and professional boundaries.

Job Competencies

Communication Skills

Effectively communicates with participants, family members, providers, community agencies, and team members.

Assessment & Critical Thinking

Evaluates participant needs, identifies barriers, and develops appropriate service recommendations.

Care Coordination & Case Management

Coordinates, monitors, and evaluates service delivery to support successful outcomes.

Collaboration & Teamwork

Works effectively within interdisciplinary teams and develops strong community partnerships.

Advocacy

Promotes participant rights and assists individuals in accessing services, supports, and benefits.

Problem Solving

Identifies service gaps and develops solutions to address participant needs.

Resource Knowledge & Navigation

Demonstrates knowledge of behavioral health, housing, employment, healthcare, transportation, and community support systems.

Documentation & Compliance

Maintains accurate, timely, and compliant documentation in accordance with agency and regulatory standards.

Cultural Competence & Person-Centered Care

Provides services that respect individual diversity, values, preferences, and recovery goals.

Vehicle Requirements

• Current driver's license with acceptable driving record.
• Current vehicle registration and insurance as required.
• Reliable transportation for community-based responsibilities.

Equipment/Machines

Equipment Operations

• Telephone
• Cellular phone
• Computer
• Copier
• Fax machine
• Calculator

Computer Software Applications

• Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
• Electronic Health Record (EHR) systems
• Case management software platforms
• Agency-specific software applications

Physical Demands

Physical Requirements

• Sitting at a desk or meeting table for extended periods.
• Standing and walking in office and community environments.
• Reaching, bending, lifting, stooping, and twisting.
• Climbing stairs and navigating community settings.
• Driving a vehicle to participant and community service locations.
• Ability to travel throughout the service area as required.

Lifting Requirements

• Ability to lift and carry up to 50 pounds occasionally.

Working Conditions

• Modern, well-lit office environments.
• Community-based service locations.
• Participant homes, healthcare facilities, and community agencies.
• Multiple office locations and field-based assignments.
• Multiple levels of stairs with elevator access where available.

Accident, Health Hazard and Security Knowledge

• Bloodborne Pathogens
• Right-To-Know
• HIPAA
• Security Procedures
• Fire and Safety Regulations
• Emergency Preparedness Procedures

General Requirements

• Maintain and abide by OSHA requirements and guidelines.
• Observe all Fire and Safety Policies and Procedures.
• Observe all Fiscal, Office, Human Resources, and Personnel Policies and Procedures.
• Observe all Agency Policies and Procedures.
• Observe all HIPAA Policies and maintain confidentiality.
• Complete and return all required Human Resources documentation.
• Attend all required trainings and meetings.
• Maintain a professional demeanor and exercise