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Become A Case Management Assistant

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Working As A Case Management Assistant

  • Getting Information
  • Documenting/Recording Information
  • Organizing, Planning, and Prioritizing Work
  • Communicating with Supervisors, Peers, or Subordinates
  • Performing for or Working Directly with the Public
  • Deal with People

  • Unpleasant/Angry People

  • Stressful

  • $44,741

    Average Salary

What Does A Case Management Assistant Do At Community Reach Center

* Assists in pinpointing program and management problems and participates in problem resolution.
* Attends and participates in group sessions, in-service education and training opportunities, meetings, and special events.
* Attends and participates in staff meetings, training classes and supervision.
* Completes all quarterly/annual productivity standards as outlined.
* Coordinates and monitors client’s progress through treatment continuum.
* Coordinates case management services and facilitate discharge planning for consumers in jail, hospital or hospital alternative settings, treatment programs, or other institutional settings.
* Develops professional relationships with community resources.
* Documents intervention and program activity according to Community Reach Center’s policies and procedures.
* Facilitates and contributes to the accomplishment of tasks by consumers, empowers consumers to reach optimum level of achievement, and sets a positive example and provides role modeling as well as technical expertise to accomplish goals.
* Facilitates at least one group per week for clients.
* Facilitates consumers’ and families general maintenance in their community through teaching, the development of supports, and advocacy activities.
* Is able to meet the minimum billing requirements.
* Maintains accurate and timely clinical records consistent with corporation standards.
* Maintains confidentiality of consumer records.
* Must be sensitive to the diverse cultural and situational need of the clients in the program.
* Participates in and promotes a positive, supportive, cooperative team environment.
* Participates in and utilizes opportunities that provide professional growth through attendance at Center in-services and other conferences and by conducting consultation and education functions as indicated.
* Participates in on-going program development, implementation and evaluation.
* Projects a positive image to other agencies and the general public.
* And will work closely with organizations on resources and care coordination.
* Promotes cooperative working relationships and a positive team atmosphere
* Provide transportation for consumers in center vehicles when clinically indicated.
* Provides care to consumers and their families in a manner that recognizes the human potential, is empathic and demonstrates unconditional positive regard while promoting safety, comfort and the therapeutic environment.
* Provides limited therapy using Evidence based Practices such as Motivational Interviewing and Cognitive Behavioral Therapy..
* Provides prevention/early intervention, case management, family psychoeducation, and other clinical interventions to consumers and families as appropriate to the position. (Case management is defined as Service Planning, Referral, Monitoring/Follow-up, and Assessment.)
* Provides therapeutic crisis intervention and emergency services as required.
* Uses assessment tools to determine and address problems and issues particular to the client including substance abuse treatment, finances, legal involvement, vocational status, transportation and healthcare.
* Will be evaluated on Clinical practitioner competencies.
* Works in a team environment to provide case management services as needed.
* Works with consumers in the use of basic community resources, referring, linking, and advocating as needed.
* Acts as a liaison when necessary

What Does A Case Management Assistant Do At Tenet Healthcare

* Arrange post-discharge services
* Create and follow up
* on electronic referrals using the Case Management system
* Review patient choice letters with
* patients/families for required signatures
* Provide follow up Important Message to
* Medicare patients prior to discharge
* Communicate with patients, families and other
* members of the care team
* Complete tasks assigned by Case Manager and
* Social Work staff
* Make copies, send faxes and complete phone
* calls
* Complete process reviews or audits as
* requested
* Validate demographic and payer information
* and notify patient access if updates are necessary.
* Other duties as assigned
* UtilizationManagement
* Validates patient’s demographic and payer informationwith patient/family and notifies Patient Access immediately if anycorrections are needed
* Validates that all commercial/managed care dischargeshave an authorization for status and level of care provided and notifiesDirector of Case Management (DCM) of variances
* Provides Important Message follow up letter to Medicarepatients per Tenet policy and under the direction of the RN Case Manager orSW.
* TransitionManagement** .
* Makes referrals for post-acute servicesunder the direction of the RN Case Manager or Social Work (SW) staffutilizing the electronic Tenet Case Management system
* Provides patients and families withchoices of post-acute providers per Tenet policy
* Responds to post-acute providers timelyand completes referrals per Tenet policy
* Documents and communicates all elements of the post-acutereferral to the RN Case Manager or SW and the healthcare team, patient/familyand post-acute providers
* Completes tasks as assigned by RN or LVN Case Managerand/or SW staff
* Makes copies, send faxes and complete phone calls toarrange post-acute services and to ensure that appropriate hospitalinformation is communicated to post-acute providers
* Documents all referrals and tasks in the Tenet CaseManagement system per Tenet policy
* Education
* Provides patients and healthcare teaminformation regarding resources and benefits available to the patient alongwith the economic impact of care options
* Compliance
* Adheres to federal, state, and localregulations and accreditation requirements impacting case management scope ofservices
* Adheres to department structure andstaffing, policies and procedures to comply with the CMS Conditions ofParticipation and Tenet policies
* Withinscope of job, requires critical thinking skills, decisive judgment and theability to work with minimal supervision
* Must be able to work in a stressful environment.
* Follows standard precautions using personalprotective equipment as required.
* Patient data – hospital admission, discharge, transfer system
* Healthcare staff documentation related to patient care
* Regulatory and payor requirements
* Allscripts® Care Management System
* Clinicaldata interface and secure faxing
* Patient Medical Record including Cerner and HPF
* Hospital specific Clinical Software

What Does A Case Management Assistant Do At The Jewish Board

* include but are not limited to:
* Provide in-home services to residents within the scope of program regulations and mission
* Carry primary responsibility for a caseload under supervision
* Provide a range of direct services, including active, hands-on skills training and supportive counseling, targeted to help residents reach wellness and community integration goals
* Provide instruction in general safety and security to all residents
* Conduct regular safety and maintenance checks of the apartments; assist in resolving facility-related problems
* Conduct apartment meetings, helping roommates live together successfully
* Ensure that residents understand the rules and occupancy requirements of the program and assist them in meeting them
* Complete all required documentation, such as admission package, assessments, service plans and reviews, progress notes, medication logs, walk-through and safety logs in a comprehensive and timely manner
* Prepare and submit monthly billing documentation, if applicable
* Assist residents in discharge planning
* Provide linkage and case management services
* Maintain contact with primary treatment providers or other service providers to coordinate service plans, attending case conferences, as needed
* Involve family members in service planning, as indicated
* Escort and advocate for residents (court, school, hospital, benefits offices)
* Provide crisis management and intervention
* Attend staff meetings and trainings
* Participate in resident community meetings and group services
* Other duties as assigned

What Does A Case Management Assistant Do At Mercy Medical Center Clinton

* Maintain an accurate in-house census of BPCI patients utilizing Episode Connect software
* Establishes partnerships with site Experience of Care champions in order to align BPCI efforts with patient satisfaction outcomes
* In coordination with hospital based Case Management team, orchestrate in-person or virtual multi- disciplinary rounds to gather and document all necessary clinical information from physical therapy, nursing, etc. to determine the best discharge plan for the patient
* Communicate with the Principle Accountable Practitioner of each patient to facilitate patient family meetings and discharge plan confirmation
* In collaboration with the Patient Care Team, identify all clinical and social concerns of the patient while ensuring documentation in appropriate systems
* Coordinate and track all patients’ discharge dispositions and destinations via communication with patient care team
* Attend BPCI work group meetings to report on success of program initiatives and processes
* Utilize real-time data and Remedy-generated reports to track key performance indicators and identify areas of concern
* Trinity Health's Commitment to Diversity and Inclusion
* Trinity Health employs more than 120,000 colleagues at dozens of hospitals and hundreds of health centers in 21 states.
* Because we serve diverse populations, our colleagues are trained to recognize the cultural beliefs, values, traditions, language preferences, and health practices of the communities that we serve and to apply that knowledge to produce positive health outcomes.
* We also recognize that each of us has a different way of thinking and perceiving our world and that these differences often lead to innovative solutions.
* Trinity Health's dedication to diversity includes a unified workforce (through training and education, recruitment, retention and development), commitment and accountability, communication, community partnerships, and supplier diversity.
* Trinity Health offers rewarding careers in a community environment with all the advantages of working at one of the nation's largest health systems.
* We provide high-quality, people-centered care in 22 states through our network of hospitals, facilities, community-based services, and continuing care locations - including home care, hospice, Program of All Inclusive Care for the Elderly (PACE), and senior living facilities.
* If you are looking for a rewarding clinical or administrative position, you'll find exceptional career possibilities, opportunities for advancement and a job with meaning at Trinity Health.
* Trinity Health employs more than 131,000 colleagues across 22 states.
* We honor and embrace a diverse representation of people, ideas and backgrounds.
* Our dedication to diversity is evident in our commitment to training, education, recruitment, retention and development, as well as community partnerships and supplier diversity.
* Because we serve diverse populations, our colleagues are trained to recognize the cultural beliefs, values, traditions, language preferences and health practices of the communities we serve and to apply that knowledge to produce positive outcomes.
* We recognize that each of us has a different way of thinking and perceiving our world, and that our differences not only serve to unite us, but also lead to innovative

What Does A Case Management Assistant Do At Kelly Services

* Performs effective discharge planning and collaborates with member support system and health care professionals involved in the continuum of care.
* May provide case management to member segments with chronic or catastrophic illness

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How To Become A Case Management Assistant

Requirements for social and human service assistants vary, although they typically have at least a high school diploma and must complete a brief period of on-the-job training. Some employers prefer to hire workers who have additional education or experience.


Although a high school diploma is typically required, some employers prefer to hire workers who have relevant work experience or education beyond high school. A certificate or an associate’s degree in a subject such as human services, gerontology (working with older adults), or social or behavioral science is common for workers entering this occupation.

Human service degree programs train students to observe and interview patients, carry out treatment plans, and handle people who are undergoing a crisis. Many programs include fieldwork to give students hands-on experience.

The level of education that social and human service assistants have completed often determines the responsibilities they are given. Those with a high school diploma are likely to do lower level work, such as helping clients fill out paperwork. Assistants with some college education may coordinate program activities or manage a group home.

Although postsecondary education is important, some employers may prefer or allow for applicants who have related work experience. In some cases, candidates may substitute such experience in place of postsecondary education. 


Many social and human service assistants, particularly those without any postsecondary education, undergo a period of on-the-job training. Because such workers often are dealing with multiple clients from a wide variety of backgrounds, on-the-job training in case management helps prepare them to respond appropriately to the different needs and situations of their clients.


For social and human service assistants, additional education is almost always necessary for advancement. In general, advancement to case management or social work jobs requires a bachelor’s or master’s degree in human services, counseling, rehabilitation, social work, or a related field.

Important Qualities

Communication skills. Social and human service assistants talk with clients about the challenges in their lives and assist them in getting help. These workers must be able to listen to their clients and to communicate the clients’ needs to organizations that can help them.

Compassion. Social and human service assistants often work with people who are in stressful and difficult situations. To develop strong relationships, they must have compassion and empathy for their clients.

Interpersonal skills. Social and human service assistants must make their clients feel comfortable discussing sensitive issues. Assistants also need to build relationships with other service providers to become familiar with all of the resources that are available in their communities.

Organizational skills. Social and human service assistants often must complete lots of paperwork and work with many different clients. They must be organized in order to ensure that the paperwork is filed properly and that clients are getting the help they need.

Problem-solving skills. Social and human service assistants help clients find solutions to their problems. They must be able to listen carefully to their clients’ needs and offer practical solutions.

Time-management skills. Social and human service assistants often work with many clients. They must manage their time effectively to ensure that their clients are getting the attention they need.

Some employers require a criminal background check. In some settings, workers need a valid driver’s license.

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Case Management Assistant jobs

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Case Management Assistant Career Paths

Case Management Assistant
Legal Assistant Office Manager
Business Office Manager
8 Yearsyrs
Nurse Case Manager
Career Manager
6 Yearsyrs
Career Coordinator Assistant Director Of Nursing Nursing Director
Career Services Director
9 Yearsyrs
Nurse Staff Nurse
Case Manager
5 Yearsyrs
Registered Nurse Case Manager Clinical Manager
Clinical Director
9 Yearsyrs
Therapist Clinical Supervisor
Clinical Manager
8 Yearsyrs
Case Management Coordinator Registered Nurse Case Manager Nursing Director
Clinical Services Director
11 Yearsyrs
Registered Nurse Case Manager Nursing Director Case Manager
Clinical Supervisor
8 Yearsyrs
Case Management Coordinator Program Director Service Director
Director Of Admissions
7 Yearsyrs
Case Manager Social Worker
Director Of Social Services
6 Yearsyrs
Home Health Aid Licensed Practical Nurse Career Manager
Health Care Manager
8 Yearsyrs
Specialist Registered Nurse Nurse Manager
Health Director
9 Yearsyrs
Home Health Aid Nurse Occupational Health Nurse
Health Services Manager
7 Yearsyrs
Case Manager Registered Nurse Case Manager
Nursing Director
9 Yearsyrs
Paralegal Office Manager
Practice Manager
9 Yearsyrs
Therapist Program Manager Senior Project Manager
Project Director
8 Yearsyrs
Paralegal Case Manager
Service Director
9 Yearsyrs
Legal Assistant Office Administrator Operations Manager
Site Manager
7 Yearsyrs
Specialist Program Coordinator Social Worker
Social Services Manager
5 Yearsyrs
Career Coordinator Therapist Medical Social Worker
Social Work Case Manager
6 Yearsyrs
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Case Management Assistant Demographics


  • Female

  • Male

  • Unknown



  • White

  • Hispanic or Latino

  • Asian

  • Unknown

  • Black or African American

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Languages Spoken

  • Spanish

  • French

  • Arabic

  • Vietnamese

  • Italian

  • Hmong

  • Russian

  • Tagalog

  • Portuguese

  • Amharic

  • Hindi

  • Burmese

  • Carrier

  • Chinese

  • German

  • Polish

  • Lakota

  • Mandarin

  • Ukrainian

  • Tigrinya

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Case Management Assistant

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Case Management Assistant Education

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Top Skills for A Case Management Assistant


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Top Case Management Assistant Skills

  1. Assistance
  2. Treatment Plans
  3. Discharge Planning
You can check out examples of real life uses of top skills on resumes here:
  • Interpret legal documents, related to immigration and government assistance.
  • Develop individualized treatment plans and discharge plans.
  • Case management/treatment and discharge planning.
  • Provide crisis intervention, community referrals; along with supervising social work student interns.
  • Facilitate individual/group therapy sessions as it pertains to substance abuse, mental health, childhood abuse, i.e.

Top Case Management Assistant Employers

Case Management Assistant Videos

Case management

Social Services Case Manager--Carlos Romero