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Case consultant skills for your resume and career

Updated January 8, 2025

2 min read

Below we've compiled a list of the most critical case consultant skills. We ranked the top skills for case consultants based on the percentage of resumes they appeared on. For example, 23.0% of case consultant resumes contained data entry as a skill. Continue reading to find out what skills a case consultant needs to be successful in the workplace.

15 case consultant skills for your resume and career

1. Data Entry

Data entry means entering data into a company's system with the help of a keyboard. A person responsible for entering data may also be asked to verify the authenticity of the data being entered. A person doing data entry must pay great attention to tiny details.

Here's how case consultants use data entry:

Perform all other office duties; data entry, filing, and answering phones, and keep proper maintenance for a caseload
Completed data entry for high and low profile cases, filed and distributed and completed proper destruction of all civil cases.

2. Medical Care

Here's how case consultants use medical care:

Case Management of clients'medical care.
Facilitated and ensured relocating families with special needs children were referred to the appropriate special education and medical care providers.

3. Outbound Calls

An outbound call is made by the call center representative to the customers on behalf of the company. Such calls help increase sales and generate revenue for the organization.

Here's how case consultants use outbound calls:

Worked with Case Management nurses by initiating health risk assessments through outbound calls to members.
Handle inbound and outbound calls to verify fraud claims with customers.

4. Inbound Calls

Here's how case consultants use inbound calls:

Take inbound calls from agent and customers assisting them in getting their applications in good order.
Answered inbound calls from member and providers in a call center environment.

5. Estate Planning

Estate planning revolves around the process of preparing and arranging the distribution of an individual's assets in case of death or incapacitation.

Here's how case consultants use estate planning:

Incorporate life insurance related concepts in Retirement Planning, Education Planning and Estate Planning.

6. Annuities

Here's how case consultants use annuities:

Maintained a comprehensive knowledge of state regulations and tax requirements/guidelines that pertain to fixed annuities.

7. State Regulations

State regulations are the rules made by the state authorities under a specific Act. When a government intervenes in the private market to implements policies, they are known as state regulations. These policies help in achieving the economic, political, and social targets which might not be able to achieve otherwise.

Here's how case consultants use state regulations:

Justified decisions when challenged, by citing City and State regulations and procedures.
Supported and provided monitoring of positive outcome measures as defined by the state regulations and agency quality assurance processes.

8. Term Care

Here's how case consultants use term care:

Demonstrate seasoned case management leadership in acute med/surg, long-term care, and acute psych facilities.

9. Medical Services

Here's how case consultants use medical services:

Prepare applications and forms for applicants for such purposes as employment, and medical services.
Coordinated medical services, working with the Red Cross and training for the Agency.

10. Disability Claims

Here's how case consultants use disability claims:

Assist managers in providing guidance and technical direction to Disability Examiners responsible for developing and adjudicating federal Social Security Disability claims.

11. Data Collection

Data collection means to analyze and collect all the necessary information. It helps in carrying out research and in storing important and necessary information. The most important goal of data collection is to gather the information that is rich and accurate for statistical analysis.

Here's how case consultants use data collection:

Facilitated daily data collection and analyzed data for quarterly reports to secure funding.
Reported weekly to MD for onsite data collection and meetings.

12. Patient Care

Patient care entails the diagnosis, recovery, and control of sickness as well as the maintenance of physical and emotional well-being through the use of healthcare providers' services. Patient care is described as services provided to patients by health practitioners or non-professionals under guidance.

Here's how case consultants use patient care:

Coordinate patient care with other health care professionals and family members while ensuring ongoing and appropriate administration of client care plans.
Provided education for patient care assistants with the goal of improving sensitivity to patient needs and communication with facility residents.

13. CMS

A Content Management System or CMS is computer software that works as a framework where content can be assembled and managed by using a database. CMS is an important asset in web development. This platform enables users to create, edit, collaborate on, publish and store digital content. It helps users to manage their content and modify it from a single system.

Here's how case consultants use cms:

Provided content for new company website and continued site maintenance using CMS editing tool.
Participated in successful CMS survey.

14. EMR

Here's how case consultants use emr:

Implemented EMR (Electronic Medical Records) systems in various hospital settings, including inpatient community hospitals and outpatient specialty hospitals.
Project Management of evaluation, conversion, validation, installation and implementation of client hospitals' EMR.

15. SQL

Here's how case consultants use sql:

Assisted in determining and resolving application and system problems using data access tools such as CCL and SQL.
Source problems by drilling down detailed patient billing using SQL Pad or Transform to verify quality of data.

What skills help Case Consultants find jobs?

Tell us what job you are looking for, we’ll show you what skills employers want.

List of case consultant skills to add to your resume

The most important skills for a case consultant resume and required skills for a case consultant to have include:

Data Entry
Medical Care
Outbound Calls
Inbound Calls
Estate Planning
Annuities

State Regulations
Term Care
Medical Services
Disability Claims
Data Collection
Patient Care

Updated January 8, 2025

Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

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