CLINICAL CASE MANAGER JOB DESCRIPTION

A Clinical Case Manager holds that coordination accountable. Working within nonprofit agencies, county-funded programs, and community-based organizations that serve populations experiencing homelessness, severe mental illness, and co-occurring disorders, this role carries direct responsibility for biopsychosocial assessment, individualized service planning, and HIPAA-compliant documentation across a caseload that routinely spans both field and office settings. The stakes are concrete: housing placements secured, Medi-Cal-billable services delivered, and client stability sustained.

As the Clinical Case Manager, you will conduct comprehensive assessments, build individualized service plans, and deliver direct case management and crisis intervention to adults and youth navigating mental illness, substance use, and housing instability, generating measurable progress toward stable community living. You serve a caseload of up to 20 clients within a multidisciplinary team, coordinating with community partners, government agencies, and treatment providers under the supervision of a program director or clinical supervisor.

Career Impact: Carrying a caseload of dually diagnosed adults or commercially sexually exploited youth under an MSW or LCSW licensure track builds the supervised hours and population-specific expertise that qualify clinicians for independent practice and senior program roles.

Business Impact: When this role performs well, clients move from emergency shelter into permanent supportive housing, meet Medi-Cal billing thresholds, and reduce their reliance on crisis intervention - outcomes that directly determine agency contract renewals and funder performance metrics.

Growth Opportunity: Clinicians who advance from this seat typically move into Clinical Supervisor, Program Manager, or Licensed Independent Practitioner roles, with caseload complexity and trauma-informed specialization making them competitive candidates across the behavioral health nonprofit sector.

• Conduct biopsychosocial assessments and administer standardized tools, including CES surveys and ASAM/ASI instruments, to determine service needs and housing eligibility.
• Develop individualized service plans with measurable short- and long-term goals in collaboration with clients, families, and relevant service providers.
• Deliver direct case management services including crisis intervention, supportive counseling, benefits advocacy, and independent living skills education across field and office settings.
• Coordinate referrals and linkages to housing, mental health treatment, substance use services, medical care, and financial assistance to ensure identified needs are met.
• Maintain HIPAA-compliant documentation of all client contacts, treatment plans, and progress notes within required billing and reporting deadlines.
• Advocate on behalf of clients before judicial, administrative, and community bodies, and with prospective landlords and entitlement programs, to remove barriers to housing stability.
• Participate in multidisciplinary team meetings, clinical supervision, and community partner coordination to monitor caseload progress and adjust service plans accordingly.
• Monitor and report on client progress, caseload data, and program outcome measures in accordance with funder and agency performance standards.

• Bachelor's degree in social work, psychology, counseling, or a related human services field, or equivalent work experience.
• Two or more years of case management or direct clinical services experience, with at least one year serving populations affected by mental illness, homelessness, or substance use disorders.
• Knowledge of trauma-informed care principles, harm reduction models, and strength-based approaches to working with vulnerable populations.
• Familiarity with public benefits systems, community resource networks, and entitlement programs serving low-income or disabled individuals.
• Demonstrated ability to conduct psychosocial assessments, formulate service plans, and maintain accurate clinical documentation under agency and regulatory standards.
• Ability to manage a caseload of up to 20 clients while meeting direct service hour requirements and documentation deadlines.
• Strong verbal and written communication skills, with demonstrated ability to work effectively across multidisciplinary teams and with diverse client populations.
• Willingness to work flexible hours, including evenings or weekends, and to provide services in field settings including client homes, shelters, and community sites.

• Master's degree in Social Work, Counseling, Marriage and Family Therapy, or Clinical Psychology, with active or eligible state licensure (LCSW, MFT, ACSW, or AMFT).
• Experience with Medi-Cal billing procedures, HMIS data systems, or electronic health record documentation in a behavioral health setting.
• Bilingual proficiency in a language spoken by the primary client population served by the program.
• CPR/First Aid certification or willingness to obtain prior to start date.

• Average caseload size maintained at or below 20 active clients, reflecting sustainable service capacity.
• Direct service hours delivered per week measured against the program's 25-hour minimum threshold.
• Timeliness of clinical documentation, measured by percentage of notes completed within required billing deadlines.
• Housing placement rate for clients enrolled in permanent supportive housing programs, tracked quarterly.
• Referral connection rate, measuring the percentage of identified service needs linked to active providers within 30 days.
• Typical tools: electronic health record systems (commonly EHR or HMIS platforms); client database and billing software (commonly CRM-based systems).

• Base Salary Range: $48,000 to $62,000 per year, depending on licensure and experience.
• Bonus: Uncommon in nonprofit settings; some agencies offer modest performance or retention stipends.
• Equity: Not applicable; nonprofit and government-funded employers do not typically offer equity.
• Health Benefits: Medical, dental, and vision coverage; employer contribution varies by agency size.
• PTO: 10 to 15 days annually; many agencies offer additional sick leave and paid holidays.
• Common Perks: Clinical supervision toward licensure hours, mileage reimbursement for field travel, and employee assistance programs.

Figures are estimates based on general US market benchmarks and may be outdated. Adjust based on location, company size, and seniority level.

Reasonable accommodations are available to qualified individuals with disabilities throughout the application and employment process - requests may be directed to the hiring organization's HR department. Employment in this role is contingent on successful completion of a background check, drug screening, and tuberculosis test as required by applicable state regulations and funder agreements. All applicants are considered without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other characteristic protected under federal, state, or local law. Candidates must be authorized to work in the United States at the time of hire.

The Clinical Case Manager owns street-level outreach and biopsychosocial assessment for individuals experiencing homelessness, developing individualized service plans that connect clients to permanent housing, advocacy, and behavioral health interventions. Reporting to program leadership within a community-based services team, the Clinical Case Manager advances client stability by linking individuals to documentation support, community resources, and prospective landlord advocacy.

Key Responsibilities

• Perform persistent and frequent outreach in all areas where those experiencing homelessness reside and congregate.
• Respond to community requests for street outreach intervention.
• Coordinate intake and needs assessments for all clients.
• Complete biopsychosocial assessments that drive intervention and supportive services.
• Collaborate with clients to develop individualized service plans that address barriers to obtaining housing and services.
• Provide on-going case management support to advance service plan goals, including advocacy and assistance with procuring documentation and services.
• Provide transportation in a program vehicle to client appointments.
• Provide behavioral health interventions designed to mitigate harmful impacts of mental health symptoms and functional barriers.
• Maintain expertise of pertinent community services and resources to effectively provide information, referrals, linkages, and advocacy.
• Identify appropriate permanent housing options for clients based on their needs and advocate with prospective landlords.
• Develop relationships within the community, including local businesses, landlords, and other service providers.
• Maintain and execute confidential information according to HIPAA standards.

Required Qualifications

• Master's degree in human services field; MSW or MFT strongly preferred.
• CPR/First Aid certification required or willingness to obtain.
• High level of tolerance and understanding for individuals with urgent and multiple case management and health needs.
• Proficiency with Microsoft Office and electronic database systems such as CRM, EHR, or HMIS.
• Ability to work independently and as part of a team.
• Mature judgement, highly motivated, self-starting, and proactive.
• Excellent written and verbal communication skills.
• Strong sense of prioritization and ability to coordinate multiple demands in a high-pressure environment.
• Ability and willingness to work flexible hours, which may include evenings or weekends.
• Tuberculosis test required.
• Drug test required.

Embedded within a multidisciplinary team serving youth shelters and drop-in centers, the Clinical Case Manager delivers targeted clinical case management and intervention services to homeless, disconnected, and commercially sexually exploited youth. Working closely with city and county agencies, school districts, and community programs, the Clinical Case Manager strengthens youth resilience through mental health consultations, psychosocial risk assessments, and prevention activities that reduce risk factors for at-risk youth and families.

Core Functions

• Manage, track, and report data on the status of student progress.
• Manage a caseload and supervision while staying focused on a variety of critical priorities, including mental health prevention, consultation, and psychoeducation.
• Provide quality mental health services in youth shelter and drop-in center settings to support youth with behavioral, mental health, and substance use issues.
• Strengthen and support efforts to create a positive climate, prevent conflict and violence, and enhance the culture of all programs.
• Demonstrate familiarity with psychosocial issues and dynamics of working with commercially sexually exploited youth.
• Utilize principles and practices of behavioral health supports in settings serving youth disconnected from safety.
• Identify available youth and family resources and assess eligibility for a variety of healthcare and social service programs.
• Demonstrate cultural responsiveness and a track record of developing collaborative rapport with youth and referrals.
• Apply theories and principles of mental health consultation, multidisciplinary counseling, youth support, trauma-informed practice, cultural responsiveness, and positive youth development.

Qualifications & Experience

• Licensed MFT, Psy.D., or LCSW preferred; will consider Associate Clinical Social Worker Intern or MFTI with trauma-informed treatment experience.
• Minimum of two years of experience working with high-risk youth.
• Knowledge of scope, nature, and referral protocol for public sector and community-based agencies serving children, youth, and families.
• Knowledge of conflict resolution, violence prevention, and substance abuse treatment and prevention.
• Knowledge of developmental, academic, social, and emotional needs of runaway, homeless, and commercially sexually exploited youth.
• Knowledge of screening, intake, and assessment procedures.
• Knowledge of applicable federal, state, and local laws, rules, and regulations.
• Knowledge of legal and ethical guidelines governing confidentiality and mandatory reporting requirements.
• Knowledge of strength- and asset-based models for working with youth and families.
• Proficiency in computer applications related to the work.

Reporting to program leadership, the Clinical Case Manager evaluates the needs of adults living with mental, emotional, and substance abuse problems and develops treatment plans in coordination with providers, family members, and support systems. Partnering with community housing partners and a multi-disciplinary adult team, the Clinical Case Manager enables client stability by carrying a caseload of up to 20 clients and delivering individual therapy, crisis intervention, and independent living skills education in both office and field settings.

Primary Duties

• Provide case management, mental health services, and crisis intervention for adults living with severe mental illness.
• Develop and maintain strong clinical relationships with clients.
• Assist clients in maintaining stability in the community by offering support and linkage to needed services.
• Collaborate with community partners in housing.
• Provide case management and independent living skills education to clients in the office and in the home.
• Rotate on-call cell phone to support clients after hours and on weekends.
• Maintain timely documentation of services provided.
• Carry a caseload of up to 20 clients and deliver 25 hours of direct service per week.
• Provide officer-of-the-day responsibilities as part of the adult team.

Skills & Qualifications

• Master's degree in Social Work, Counseling, Marriage and Family Therapy, or Clinical Psychology with current state registry certification.
• Minimum of 3 years of experience, including experience supporting a mental health program.
• Experience in case management and mental health services with severely mentally ill and dually diagnosed adults.
• Experience with Medi-Cal billing and documentation.
• Comprehensive mental health and substance abuse counseling, assessment, and crisis intervention skills.
• Working knowledge of Microsoft Word, Excel, and Access.
• Willingness to work from a strength-based, harm reduction, client-centered model with emphasis on evidence-based practices.
• Ability to work cooperatively on a multi-disciplinary team.
• Strong organizational, communication, time management, and interpersonal skills.
• Ability to maintain accurate and timely clinical documentation.
• Ability to outreach to clients across various neighborhoods and meet clients in diverse environments, including homes, SROs, and board-and-care facilities.

Sitting at the intersection of direct client services and systems navigation, the Clinical Case Manager delivers lifespan case management for individuals with intellectual and developmental disabilities and their families, providing information, referral, linkage, and support to access entitlements and benefits. Operating across internal departments and a complex network of public and private organizations, the Clinical Case Manager enables families to effectively navigate service systems and achieve their desired outcomes.

Duties

• Provide information, referral, linkage, and support for children, youth, and adults with intellectual and developmental disabilities and their families regarding available services, supports, entitlements, and benefits.
• Assist individuals and families with accessing and navigating the complex system of public and private organizations.
• Formulate an understanding of client and family needs in collaboration with the family and all relevant service providers to access desired services.
• Develop and maintain positive working relationships with internal colleagues, departments, and external service providers.
• Ensure all documentation and billing are completed in a timely manner and in accordance with agency expectations.
• Track requests for services and needs not available, and collaborate with colleagues to develop needed services.
• Carry out responsibilities in accordance with relevant professional standards.

Education & Experience

• Bachelor's degree from a 4-year college or university with at least 5 years of case management experience; MSW strongly preferred.
• Experience working with individuals with disabilities and their families.
• Knowledge of public benefits and entitlements.
• Ability to manage multiple stakeholders.
• Flexible and able to adapt quickly to changes in priorities, modalities, settings, and methods.
• Excellent verbal and written communication skills.
• Ability to travel to multiple locations and client homes.
• Must have access to a reliable vehicle, current driver's license, and valid automobile insurance.

A key member of a Permanent Supportive Housing program team, the Clinical Case Manager delivers comprehensive assessments using CES surveys, ASAM/ASI, and vulnerability index tools to link homeless individuals to permanent, affordable housing and coordinated supportive services. Collaborating across community-based organizations, medical providers, and internal supervision, the Clinical Case Manager improves client health outcomes by developing individualized case plans and implementing harm reduction, trauma-informed, and Housing First interventions.

Functions

• Conduct comprehensive assessments, including CES surveys, ASAM/ASI, and vulnerability index tools, to determine appropriate housing options and supportive service needs.
• Conduct ongoing quarterly needs and financial assessments to identify continued housing and supportive service needs.
• Develop individualized case plans with measurable goals and objectives to assist participants in achieving desired outcomes.
• Network with representatives in other agencies and community-based organizations to support individuals in attaining services such as housing, mental health care, medical treatment, financial assistance, and legal advocacy.
• Collaborate with community-based organizations to obtain referrals and ensure contractual capacity is met.
• Assist participants in locating and obtaining housing in an expedient manner in line with the Housing First Model.
• Provide intensive case management services, self-help groups, workshops, and assistance with completing applications.
• Perform home visits, eviction prevention, budgeting, life skills coaching, and other housing retention services.
• Document client progress related to housing and supportive services in the HMIS and DHS CHAMP data systems within required deadlines.
• Implement harm reduction, trauma-informed care, housing first, and integrated care interventions consistently.
• Maintain a solution-focused, strengths-based, and client-centered approach with managers, co-workers, and clients.
• Ensure performance management standards are met through ongoing supervision.
• Maintain client records in accordance with HIPAA and all confidentiality requirements.
• Comply with agency and program policies, procedures, and applicable regulations.
• Attend supervision, staff meetings, trainings, conferences, and workshops to promote professional development.
• Report to work on time and maintain reliable and regular attendance.

Experience & Qualifications

• Master's degree or Bachelor's degree in social services or human services field, or 3+ years of experience working in housing with culturally diverse populations, including co-occurring disorders and homelessness.
• Familiarity with principles of Harm Reduction, Motivational Interviewing, Trauma-Informed Care, Housing First, and Integrated Care.
• Experience working with culturally diverse communities and vulnerable populations.
• Knowledge of non-violent crisis intervention.
• Familiarity with HMIS database.
• Ability to effectively present information and respond to questions from clients, staff, and the general public.
• Ability to define problems and apply critical thinking skills to identify solutions.
• Ability to multitask, establish priorities, manage time, and meet deadlines under time constraints.
• Ability to respond effectively to sensitive inquiries or concerns.
• Strong written communication skills.
• Bilingual preferred.

Stable reintegration outcomes for court-involved youth depend on the Clinical Case Manager, who conducts comprehensive C-PACT assessments, develops individualized case and treatment plans, and serves as the liaison between youth, parents, the Department of Juvenile Justice, and community service professionals. Based within a facility-based day treatment program and reporting to program leadership, the Clinical Case Manager ensures youth successfully complete court obligations through evidence-based interventions, mentoring, and coordinated community supervision.

Accountabilities

• Conduct comprehensive assessments to develop case management and treatment plans for youth in accordance with organizational, state, federal, and funder guidelines.
• Serve as the liaison between youth, parents, the Department of Juvenile Justice, and other service professionals to develop a mutually agreed-upon formal plan with short- and long-term goals.
• Conduct ongoing home visits for assigned participants.
• Provide supportive counseling to strengthen youth's ability to make appropriate life decisions through regular contact with youth and guardians.
• Ensure community service activities reflect the youth's skills, experience, aptitude, and interests, or address court-required obligations, and monitor progress toward meeting obligations.
• Mentor youth to ensure program participation and adherence to program standards and probation requirements.
• Identify, recommend, and implement programs and services in response to evolving youth and program needs.
• Complete all required administrative and case management documentation while maintaining confidentiality.
• Provide accurate case status information to courts, probation staff, and attorneys in compliance with applicable requirements.
• Serve as liaison to other community-based organizations to promote program visibility and effective service utilization.
• Conduct evidence-based and promising practice groups in accordance with model fidelity.
• Track completion of interventions through written and data entry methodology in accordance with SPEP guidelines.
• Collect and evaluate program outcome measures and prepare routine and special reports as requested.
• Promote and support value-added educational and vocational services.
• Conduct participant drug screens and assist with curfew checks.
• Provide transportation of youth as needed in compliance with fleet safety requirements.
• Coordinate activities that enhance positive youth experience and provide community supervision for program outings.
• Maintain a high standard of role model behavior and participate in required training and development activities.
• Report any acts, incidents, or conditions reflecting the possibility of abuse or inappropriate relationships, and report any use of physical force per applicable guidelines.

Background & Experience

• Bachelor's degree required.
• Master's degree preferred, in social work, psychology, rehabilitation counseling, or a related field.
• With a Master's degree, minimum of one year of professional experience working with at-risk or delinquent youth.
• With a Bachelor's degree, a minimum of three years of professional experience working with at-risk or delinquent youth.
• Sound understanding of case management, treatment planning, group dynamics, and experiential education.
• Advanced oral and written communication skills.
• Must be in good physical health and able to participate in recreational youth activities.
• Must be able to pass a physical intervention evaluation including physical techniques and a written certification exam.

As the Clinical Case Manager, this role delivers comprehensive psychosocial services across a continuum of high and low intensity levels to individuals living with severe mental illness, providing psychological evaluations, crisis interventions, and individual, group, and family therapy to assigned persons. The community mental health team relies on this work to connect clients to employment opportunities, rehabilitative housing, natural support systems, and daily living skills education that sustain long-term stability.

Role Responsibilities

• Provide psychological evaluations, problem identification, crisis interventions, and individual, group, and family therapy to assigned persons.
• Assist caseload in meeting basic needs for food, clothing, shelter, personal safety, and general medical and dental care.
• Assist clients with applications for income, medical, housing, or other benefits to which they are entitled.
• Identify persons for whom a protective payeeship is necessary and arrange this assistance.
• Ensure persons assigned have access to needed services and community resources by arranging for or providing transportation.
• Provide comprehensive psychosocial services across a continuum of high and low intensity service levels.
• Identify strengths and symptoms with individuals to facilitate goal-setting and connection to appropriate resources.
• Educate and empower progress in daily living skills such as medication use, diet, exercise, personal hygiene, shopping, cooking, budgeting, housekeeping, and use of transportation.
• Help persons develop social skills, interests, and leisure time activities to provide a sense of participation and personal worth.
• Support individuals in finding and connecting to appropriate employment opportunities, vocational rehabilitation services, or supported work environments.
• Assist in locating rehabilitative or supportive housing arrangements that offer appropriate levels of support.
• Offer support, consultation, and education to families, friends, landlords, employers, and community agencies in contact with persons served.
• Identify and work with potential natural support systems such as neighborhood networks, churches, and community organizations.
• Make full use of support systems to encourage treatment program engagement.
• Maintain a trauma-informed environment of wellbeing.

Professional Experience

• Master's degree in psychology, social work, or a related human services field.
• One year of experience in mental health or human services preferred.
• Knowledge of methods of psychotherapy and trauma-informed principles and practices.
• Knowledge of community resources and ability to assess crisis situations and intervene appropriately.
• Familiarity with the DSM-V and diagnostic techniques.
• Effective written and verbal communication skills.
• Ability to work flexible hours as required.
• Ability to give, receive, and analyze information, formulate work plans, maintain confidentiality, and articulate goals and action plans.
• Energetic, with a positive and creative attitude.

Clinical Case Manager delivers clinical analyses of functional impairment and work capacity for short-term disability and accommodation claims, partnering with case managers and treating providers to coordinate timely, advocacy-driven return-to-work plans. The work directly supports the disability and leave organization by translating ICD-10 diagnostic codes and medical documentation into actionable clinical recommendations that balance compliance with FMLA, ADAAA, and related regulations against the needs of individual claimants.

Day-to-Day Responsibilities

• Work cross-functionally to provide medical evaluations and clinical services to the disability and leave organization.
• Serve as a clinical subject matter expert to disability and leave case managers and provide clinical analyses related to functional impairment and work capacity.
• Assist case managers with clinical recommendations, interpreting medical documents, and guidance for complex cases.
• Co-manage cases in partnership with case managers to optimize the case management process and proactively impact optimal outcomes.
• Partner with treating providers to clarify clinical information, gain insight into recommended restrictions and limitations, and determine severity of functional impairment.
• Assist with development of clinical tools, templates, processes, and protocols under the direction of clinical leadership.

Technical Qualifications

• Current Registered Nurse license, BSN, MBBS, or MD required.
• Certification with CCM or CDMS.
• Minimum of 3 years of clinical work experience in a clinical setting.
• Minimum of 1 year of experience in the disability management industry managing short-term or long-term disability claims.
• Prior experience in occupational health, worker compensation, disability, or health case management.
• Understanding of regulations under FMLA, ADAAA, EEOC, OFCCP, and various state and local leave of absence laws.
• Utilization review experience or experience using specific clinical criteria or protocols.
• Experience navigating a large organization and engaging multiple stakeholder groups with varying levels of clinical knowledge.
• Exceptional written and verbal communication skills.
• Ability to exercise sound critical thinking and problem-solving skills with minimal guidance.

The Clinical Case Manager owns intake, assessment, goal-oriented care planning, and ongoing monitoring for adults with chronic illnesses and disabilities, formulating clinically substantiated diagnoses and delivering individual and family therapy within an Adult Services program. Reporting to agency leadership alongside agency-wide committees and community stakeholders, the Clinical Case Manager advances client self-sufficiency by linking individuals to governmental programs and community resources.

Scope of Work

• Using a case management model of service, provide intake, assessment, concrete assistance, referral to appropriate services, and ongoing monitoring of status for clients of the Adult Services program.
• Assess financial and social service needs of clients with chronic illnesses and disabilities and help clients identify and utilize appropriate governmental programs and community resources.
• Establish written, goal-oriented care plans with the client and monitor achievement of goals and problem-solve identified barriers in accordance with agency-wide standards.
• Conduct individual and family clinical evaluations and formulate clinically substantiated diagnoses and clinical treatment plans with specific goals.
• Provide time-limited, problem-solving-oriented individual and family therapy to achieve agreed-upon goals.
• Maintain electronic documentation of case management and clinical activities in a thorough, accurate, and complete manner.
• Provide intake coverage for incoming requests for service, including initial assessment and triage to appropriate staff and service areas.
• Represent the agency in the community by providing workshops, speaking at organizations, and facilitating groups.
• Participate in staff meetings, agency-wide committees, consultation, and training.
• Perform duties in compliance with agency standards, programmatic work plans, policy and procedures, and all applicable guidelines.
• Comply with agency standards for recordkeeping and meet individual service and productivity performance standards.

Education & Experience

• Master's degree in Social Work, Psychology, or a related field from an accredited college or university.
• Licensed or license-eligible MFT or LCSW strongly preferred.
• Minimum of 2 years of experience providing support services to families or individuals in a human services setting, including at least 1 year of case management experience.
• Experience working with mental health-related issues and crisis intervention techniques.
• Proven clinical knowledge and skill in providing treatment to diverse client groups, including individuals with chronic mental illness.
• Knowledge and experience providing case management services within a social service organization.
• Knowledge of Jewish traditions and both Jewish and general community resources.
• Strong verbal and written communication skills.
• Highly organized, supportive, patient, responsible, energetic, and a team player.
• Ability to work independently and as part of a team.

Embedded within a social services program team, the Clinical Case Manager, Entry, delivers Intensive Case Management Services to clients with multiple psychological co-morbidities, conducting comprehensive screenings and coordinating individualized planning to support successful reentry into society. Working closely with judicial bodies, administrative systems, and a dedicated service team, the Clinical Case Manager ensures identified needs are met through service linkages, case conferences, and facilitated support groups that promote long-term client stability.

Work Activities

• Conduct comprehensive screenings and assessments with individuals and families to collect functional, environmental, psychosocial, financial, employment, housing, educational, and health information.
• Assess barriers facing clients and develop a case plan.
• Coordinate individualized planning with clients to meet short- and long-term needs.
• Provide service linkages and support systems to ensure identified needs are met.
• Coordinate case conferences with clients, consult with the service team, and monitor progress toward agreed-upon goals.
• Act as advocate for clients before judicial, community, social service, and administrative bodies as needed.
• Facilitate support groups and client participation.

Education & Experience

• Master's degree in social work, psychology, or counseling from a fully accredited college or university.
• Registration with the Board of Behavioral Sciences as an ACSW or AMFT.
• 6 months of intern or training experience in social services.
• Knowledge of case management ethics, HIPAA, programmatic standards of operation, clinical documentation methods, and client-focused ideology.
• Knowledge of psychosocial treatment modalities, including CBT, DBT, motivational interviewing, relapse prevention, and Seeking Safety.
• Knowledge of and ability to work with issues related to homelessness, aging in place, substance abuse, mental health diagnosis, and trauma history.
• Proficiency in Microsoft Office, including Outlook, Word, and Excel.
• Case management skills in social services delivery.
• Ability to perform under circumstances of possible emotional stress and conflict, including with uncooperative clients.
• Strong oral and written communication skills in English.
• Dependable, collaborative, prompt, positive, flexible, organized, and comfortable with conflict resolution and mediation.

Reporting to the CAPS director, the Clinical Case Manager provides direct case management services to undergraduate and graduate students, coordinating referrals to community mental health and medical providers and scheduling bridging services to ensure continuity of care. Partnering with counseling center clinicians, hospital discharge teams, and campus resource networks, the Clinical Case Manager strengthens student access to support by maintaining up-to-date referral databases, resource guides, and tracking systems.

Performance Expectations

• Provide direct case management services to undergraduate and graduate students.
• Collaborate with counseling and medical center clinicians to provide continuity of care and follow-up for students with significant and emergent psychological and medical needs.
• Provide consultation to students and their families for referral purposes.
• Schedule intakes with community providers and support students in arranging logistics such as transportation and copayments.
• Provide follow-up support to ensure successful connection to referrals.
• Schedule bridging services as needed while students connect to additional supports.
• Consult with hospitals regarding discharge planning paperwork for return-to-campus approval.
• Maintain timely and accurate documentation of all clinical support activities.
• Create and maintain tracking and follow-up systems.
• Maintain an up-to-date referral list of local mental health providers, medical providers, and community services.
• Maintain a database of local mental health and medical providers, including sliding scale options, insurance panels, and contact information.
• Create, maintain, and facilitate a list of campus and community resources available to students.
• Develop and maintain referral resource guides and lists of specialty resources.
• Consult with the CAPS director for follow-up on CARE team students and conduct referrals.
• Establish and maintain collaborative working relationships within the college.

Knowledge Skills & Abilities

• Master's degree in higher education, student affairs, counseling, social work, or mental health counseling.
• One to three years of experience working in a clinical setting with direct clinical support contact.
• Experience working in education or a closely related setting with demonstrated knowledge of systems.
• Experience managing referrals and working as part of a case management support team.
• Understanding of treatment programs, mental health terminology, and diagnostic categories.
• General knowledge of medical privacy guidelines.
• Ability to communicate difficult and sensitive information effectively.
• Ability to work within and assist others in navigating complex systems.
• Ability to work well on an interdisciplinary team in a fast-paced, high-acuity environment.
• Ability to work independently and collaboratively.

Sitting at the intersection of utilisation review and discharge planning, the Clinical Case Manager performs admission and concurrent review for all payers, coordinates multi-disciplinary team meetings, and initiates denial and appeal processes to resolve utilisation issues across medical, surgical, and critical care settings. Operating across internal clinical staff, patients, families, carers, and external stakeholders, the Clinical Case Manager ensures informed decision-making and positive patient outcomes through effective coordination and stakeholder communication.

Job Functions

• Perform admission and concurrent review for all payers and maintain legible documentation.
• Participate in multi-disciplinary team meetings to coordinate patient care plans and take a proactive role in comprehensive discharge planning.
• Initiate patient and family conferences with the healthcare team to achieve positive outcomes.
• Provide support and information to clinical staff on the management of patients with simple or complex discharge planning needs.
• Liaise with patients, families, and carers to facilitate informed decision-making when discharge planning is complex.
• Support and facilitate case conferences involving the multi-disciplinary team, patients, families, and carers.
• Demonstrate behavior supportive of the team in achieving department goals.
• Initiate denial and appeal processes, track issues, and develop action plans for resolution.
• Act in accordance with data protection requirements to protect patient privacy.
• Support the case manager team as a backup resource as required.
• Develop and sustain good working relationships with internal and external stakeholders.

Requirements

• NMC Registered Nurse with substantial postgraduate experience.
• Experience in utilisation review and discharge planning.
• Extensive bedside patient experience, including medical, surgical, or critical care settings.
• Extensive knowledge of discharge planning and community resources.
• Knowledge of current trends that influence healthcare practice.
• Stakeholder management skills.
• Ability to take initiative to work independently and within teams.
• Excellent communication, organisation, and computer skills with a dynamic approach to problem-solving.

A key member of the medical records and billing team, the Clinical Case Manager manages the accurate production of medical records, billing for discharged patients through an electronic medical records system, and daily case and payment status tracking in coordination with patients, attorneys, and the medical team. Collaborating across clinical staff, legal contacts, and administrative personnel, the Clinical Case Manager ensures proper documentation reaches appropriate parties and clients remain informed about their treatment plans.

Key Deliverables

• Accurately produce medical records and bill patients who have been discharged using an electronic medical records system.
• Send records to appropriate parties in a timely manner.
• Provide updates via email and phone regarding patient treatment plans and appointments to appropriate parties.
• Make and answer phone calls to and from patients, attorneys, and others regarding patient care and case status.
• Work in a team to facilitate the volume of requests and status updates for patient cases, medical records, and payment status.
• Build strong relationships with the medical team throughout the case management process.
• Interact with patients to ensure they are informed about their treatment plans and answer any questions.
• Track the status of cases and payments on a daily basis.
• Ensure accurate documentation is sent to the appropriate parties.

Position Requirements

• At least one year of experience with medical billing.
• Health insurance industry experience.
• Excellent knowledge of case management principles and healthcare management.
• Ability to work with patients with disabilities, mental illnesses, or challenging behaviors.
• Good communication and interpersonal skills.
• Ability to be compassionate, empathetic, patient, and calm when working with patients.
• Solid organizational skills and a high level of attention to detail.
• Ability to remain up-to-date with emerging medical knowledge and technology.