Job description of a case manager: Case Manager Job Description Template

Case Manager Job Description Template

Case Manager

[Intro paragraph] Employers seeking the highest quality applicants often begin their job description with a few sentences highlighting the things that make the opportunity unique and the value their organization brings to new hires. This is your chance to really make your facility or service shine and set yourself apart from competing postings.

Case Manager Job Responsibilities:

• Accomplishes clients’ care by assessing treatment needs; developing, monitoring, and evaluating treatment plans and progress; facilitating interdisciplinary approaches; monitoring staff performance.
• Admits new clients by reviewing records and applications; conducting orientations.
• Determines clients’ requirements by completing intake interviews; determining need for therapeutic medical, psycho-social, and psychiatric evaluations; reviewing therapist evaluations, treatment objectives, and plans.
• Establishes treatment programs by setting schedules and routines; coordinating services being provided; arranging resources, including transportation and escort.
• Monitors cases by verifying clients’ attendance; observing and evaluating treatments and responses; advocating for needed services and entitlements; obtaining additional resources; intervening in crises; providing personal support.
• Maintains clients’ records by reviewing case notes; logging events and progress.
• Communicates clients’ progress by conducting weekly interdisciplinary meetings and evaluations; disseminating results and obstacles to therapeutic team and family; identifying treatment influences.
• Prepares clients’ discharge by reviewing and amplifying discharge plans; coordinating discharge and post-discharge requirements; orienting and training family members; providing resources.
• Improves staff competence by providing educational resources; balancing work requirements with learning opportunities; evaluating the application of learning to changes in treatment results.
• Improves treatment results by studying, evaluating, and re-designing processes; implementing changes; rewriting policies and procedures.
• Meets budget by monitoring expenses; implementing cost-saving actions.
• Prepares reports by collecting, analyzing, and summarizing treatment and results data and trends; compiling statistics; completing grant and subsidy applications.
• Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
• Enhances department and organization reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.

[Work Hours & Benefits] This part of your case manager job description is where you want to include details about the working hours and benefits at your organization. The most effective job descriptions advise potential applicants about flexible hours or work-week structures, and any driving or travel requirements. You can also describe benefits you offer, like tuition or continuing education credits, childcare reimbursement, or paid parental leave.

Case Manager Skills and Qualifications:

• Documentation skills
• Analyzing information
• Decision making
• Research skills
• Verbal communication
• Written communication
• People skills
• Resolving conflict
• People management
• Integrity
• Connecting with children

Education, Experience, and Licensing Requirements:

• High School Diploma or GED
• 3+ years customer service experience, preferably in human services, possess demonstrated commitment to customer service
• Professional or personal experience supporting individuals with disabilities, mental illnesses, or challenging behaviors highly preferred
• Must have a valid in-state driver’s license, provide current registration and insurance, and have a driving record with no more than 2 points within the last 3 years
• Must be over 21 years old

[Call to Action] Here is where you turn potential applicants into actual applicants. The best performing listings include a strong call to action in this location, letting case managers know exactly how to apply with details on how and where to submit an application, resume, and other supporting documents.

Put Your Case Manager Job Description to Work for You

Even the most well-qualified applicants aren’t necessarily the right fit for such a vital role, which is why you want to make sure you job description attracts the right people. Once you’ve perfected your pitch, find great case manager job applicants by posting your open position for free on Monster’s world-class job board.

Case Manager job description template

This Case Manager job description template is optimized for posting on online job boards or careers pages. It is easy to customize as a nurse, medical or mental health case worker for your company.

Case Manager responsibilities include:

• Coordinating and providing care that is safe, timely, effective, efficient, equitable, and client-centered
• Handling case assignments, draft service plans, review case progress and determine case closure
• Helping clients achieve wellness and autonomy

Job brief

We are looking for a Case Manager to enhance the quality of patient management, maximize satisfaction and promote cost effectiveness. The successful candidate will be accountable for the full patient care cycle. Case Manager duties include assessing, planning, implementing, monitoring and evaluating actions required to meet the client’s health and human services needed. A certified Case Manager is a plus.

Responsibilities

• Coordinate and provide care that is safe, timely, effective, efficient, equitable, and client-centered
• Handle case assignments, draft service plans, review case progress and determine case closure
• Help clients achieve wellness and autonomy
• Facilitate multiple care aspects (case coordination, information sharing, etc)
• Help patients make informed decisions by acting as their advocate regarding their clinical status and treatment options
• Develop effective working relations and cooperate with medical team throughout the entire case management process
• Arrange abeyances with social services, health and governmental agencies
• Take the extra mile and interact with patients to keep track of their progress and to ensure satisfaction
• Record cases information, complete accurately all necessary forms and produce statistical reports
• Promote quality and cost-effective interventions and outcomes
• Assess and address motivational and psychosocial issues
• Adhere to professional standards as outlined by protocols, rules and regulations

Requirements and skills

• Proven working experience in case management, including as a Nurse, Medical, Mental Health Care Manager or a related job
• Excellent knowledge of case management principles, healthcare management and reimbursement
• Previous experience with psychological aspects of care
• Effective communication skills
• Excellent organisational and time management skills
• Familiarity with professional and technical emerging knowledge
• Problem solving skills and ability to multi-task
• Compassionate with teamwork skills
• Current license, certification or registration
• BS degree in related healthcare field

Frequently asked questions

What does a Case Manager do?

Case Managers help their patients understand their options concerning the specific situation they are dealing with at the time. They are liaisons between patients and their treatment or care options. There are case managers for mental health, substance abuse, rehabilitation, legal, medical and more.

What are the duties and responsibilities of a Case Manager?

Case Managers work directly with their clients. They review their records, speak with their family members, and understand their history to assess their needs and conditions properly. They partner with organizations on behalf of their patients to find the best options. An essential part of a case manager’s responsibilities is preparing the proper care plan.

What makes a good Case Manager?

A good case manager is empathetic, caring, organized, and has strong relationship-building skills. Case managers understand and know about different resources available in the community. They also have excellent documentation, time management, and multitasking skills. What makes an effective case manager is their ability to communicate with the patient and their families.

Who does Case Manager work with?

Case managers work in various settings, so who they work with depends on the situation. They can collaborate with administrators, insurance companies, providers, medical teams, and Social Workers.

Case Manager Sample Job Description 2022

A Case Manager is a health care provider, primarily a Registered Nurse, whose responsibilities include helping people with chronic illnesses, mental health issues, and other life-changing conditions gain access to rehabilitation programs; and other community services.

So in this article, as we continue, I’ll show you what a typical case manager job description should look like. So if you’ve been told that you’ll be the next account manager in your workplace, here’s what you’ll do.

Just come with me!

Pause! See the table of contents below for what to expect from this article.

What is a case manager?

According to Merriam Webster A Case Manager is a person (social worker or nurse) who assists in planning, coordinating, monitoring and evaluating health care services for a patient with an emphasis on quality of care, service continuity and cost effectiveness.

Ideally, many things come with them. In addition to caring for patients in the hospital, they can also follow their patients home and take care of them from the comfort of their home.

Read: The 20 highest paying jobs in Canada in 2022

What does a case manager do?

Understanding what a case manager does is very important. The reason is that it can help you decide if this career path is right for you.

So, in the following lines, we will discuss what are the main responsibilities of a curator. So what does a case manager do? Case managers have the following responsibilities in a work setting;

• Assess clients’ physical and mental condition, as well as their needs, preferences and abilities, and use this information to create personalized care plans.
• Create care plans with clients, family and friends support networks, and healthcare professionals.
  Listening to client concerns and providing advice or intervention as needed
• Track client progress, including referrals, home visits, and other critical interactions.
• Periodically evaluate clients’ progress and make necessary adjustments to improve outcomes
• Monitor discharged clients to ensure they are satisfied with their services and that their physical and mental health has not deteriorated.

Where do case managers work?

Case managers work in a variety of environments. And it depends a lot on their specific experience or the specific needs of their patients. You can find case managers in work settings such as;

• hospitals:
• Insurance companies
• Private practices
• Stationary rehabilitation institutions, etc.

Read also: 15 of the highest paid professions in Florida 9000

How much does the case-manager earn?

How much a case manager earns largely depends on his level of knowledge, employer and location.

However, the average case manager salary ranges from $7.25 to $44. 85 per hour. Collectively, a case manager earns $38,863 per year.

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Case Manager: Training, Skills and Requirements

Case Managers must have a bachelor’s degree or higher. The areas of study differ depending on the area in which the case manager wants to work.

In essence, a bachelor’s degree in nursing qualifies an account manager for a job in the healthcare industry, while a bachelor’s degree in psychology can help account managers get a job in mental health.

Psychology and counseling, sociology and social work are some of the disciplines that lead to a career as an account manager.

To become a successful case manager, you may also need to go to a professional and get certified. Many employers, especially in middle and senior case management positions, also require candidates to be certified by the Case Management Board.

Case manager job description template

The following is a typical case manager job description template compiled by Glassdoor .

Job Description

We are one of the leading companies in our industry. We have a 4.0 rating on Glassdoor from our staff. We are currently hiring a Case Manager to help us continue to grow. If you’re serious about your next job, Example Co. is a great place to move forward. This is the opportunity you’ve been looking for.

Responsibilities of the Case Manager

• Coordinate and facilitate patient care through assessment, evaluation, planning and implementation
• Communicate the patient’s needs to the various members of the care team and take appropriate action.
• Manage discharge plans after completion of care
• Work with patients, families, physicians and nurses to provide high quality care
• Act as a patient advocate for coverage and financial assistance.
• Conducting a full medical medical history using detailed documentation
• Regular coordination with third-party payers

Qualification of the case manager

• degree of bachelor’s nursing
• Certified cesseed 5 years of clinical experience, preferably in case management or equivalent
• Ability to walk and stand 50-80% of the time
• Computer proficiency, including experience with Microsoft Excel
• Strong written and verbal communication skills
• Excellent clinical assessment and analytical skills

Below is another sample account manager job description that you can download and use . This is curator Resource.work .

DOWNLOAD TEMPLATE HEREDownload

Account Manager Job Frequently Asked Questions

A competent case manager is compassionate and resourceful in helping his clients. They can act as an authority figure for their clients. This is very important because it gives direction and help to those who cannot provide it on their own. A good account manager can also speak on behalf of their clients to health care providers and government agencies.

In a hospital or social service facility, the case manager often reports to the director of case management. The Director of Case Management assigns client case managers and meets with the case management team to remind them of best practices for helping their clients.

Case managers can specialize in different areas depending on their previous work experience and interests. Case manager occupations include:

• Mental Health Manager
• Registered Nurse (RN) Account Manager
• Legal Affairs Manager
• Social Work Case Manager

Conclusion Yes ways to become a case manager. This is because most case managers start their careers in a different field before moving on to the position of case manager. Nurses and social workers are two of the most typical professions that lead to them becoming account managers.

If you want to become a sponsor as a nurse, social worker or other relevant professional, here are the simplest steps:

• Get the right degree
• Get the right license or certificate.
• Get practical experience
• Become certified.

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  What is a case manager?

  A case manager, also called a nurse case manager, is a healthcare professional who coordinates the overall care of individual patients. Account managers often work in specific health care settings, such as hospitals, and must follow the rules and policies of those facilities. Case managers spend most of their time in the office doing their daily medical tasks and supporting their patients indirectly.

  What is a care manager?

  A Care Manager is a healthcare professional who works one-on-one with patients to help create and manage their health plans. Care managers often work for clients, although they may also work for private companies. They often take an active part in the care plans they put together for their patients and spend most of their working time with their clients providing direct support.

  Differences between a case manager and a care manager

  Both account managers and care managers create and manage care plans for their patients, but there are many differences between the two professions. When choosing between the two career paths, consider the following differences:

  Job Responsibilities

  Case managers typically provide indirect care to their patients. Although they sometimes work directly with patients, their day-to-day tasks often involve finding and directing other professionals and services that provide care or coordinate services, such as insurance companies. The daily tasks of a case manager may include:

  • Care plan and scheduling

  • Work with healthcare professionals to ensure that treatment is effective and correct.

  • Helping patients and their loved ones make informed medical decisions

  • Making financial plans with patients

  • Connecting patients to local support systems

  • Helping to provide emotional support to friends and family0003

  • Patient record keeping

  • Document filing

  Care managers usually work closely with their patients to evaluate them and determine what type of care they want or need. This information helps them find systems and methods that can best support their patients. Care managers often perform administrative duties at the request of or on behalf of their patients. Some typical care manager responsibilities include:

  • Visiting patients at home

  • Construction of close relationships with patients and their medical brigades

  • Record for patients

  • Coordination of transport for meetings

  • Discussion to improve

  • Studying the legitimacy of patient care plans

  Education

  Becoming an account manager requires at least an associate’s degree in nursing. However, many employers prefer their managers to have a bachelor’s degree in nursing. Care managers also require an associate’s degree in nursing, although employees also take degrees in related fields, including:

  • Social work

  • Rehabilitation

  • Health Care

  • Psychology

  • Consulting

  Many nurses, Leaders of the Diplosterans, begins their cassocks, starting their casuals. While each state has its own requirements, some states require up to five years of nursing experience before you can become a case manager. It may be helpful to work in a nursing position that will give you case management experience, such as working for or with a case nurse.

  Care managers must also have five years of care management experience. However, the National Academy of Certified Care Managers (NACCM) specifies that three years of this experience must include an internship or other supervised experience, and the other two years must include direct patient care experience in areas such as social work, counseling, and nursing. control.

  Licenses and certifications

  Case managers require certification, and several institutions can provide these certifications, such as the Case Manager Certification Commission (CCMC) and the American Nurse Certification Center (ANCC). Some general requirements for certification include:

  • The current license RN

  • Experience in the pH of two years

  • Experience of conducting cases at least a year

  • Passing score for the organization certification exam

  Care manages are also required to certify, but certification is also required not from CMCC or ANCC. Instead, NACCM offers the most popular certification for care managers. Their requirements include:

  • Associate, bachelor’s or master’s degree in a related field

  • One to two years supervised care management experience, depending on your degree

  • Additional year of direct patient contact experience

  Work environment

  Many social workers work in offices in care facilities patients, although some may work elsewhere. Popular places for social workers to work include hospitals, health insurance companies, health maintenance organizations, and mental health facilities. Care managers often work where their patients are located, such as in private homes, nursing homes, or other nursing homes and assisted living.

  Compensation

  The average annual salary for office nurses is higher than for caregivers. Nurse Care Managers earn an average of $58,670 per year while Registered Nurse Care Managers earn an average of $69,818 per year.

  Skills

  Both case and care managers use a set of skills to excel in their jobs. Both need knowledge of health laws and regulations, and both can benefit from understanding the health problems and treatments of their clients. Personal qualities such as empathy, organization, and effective communication can also help managers of any type take care of their clients and patients. However, some skills are more useful for account managers, including:

  • Clinical skills

  • Team management

  • Project management

  • The ability to delegate tasks

  • The ability to communicate with medical workers

  Some skills are more useful for checkers.