How to hire a case management assistant

How to hire a case management assistant, step by step

Here's a step-by-step case management assistant hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write a case management assistant job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new case management assistant
• Step 8: Go through the hiring process checklist

What does a case management assistant do?

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1. Identify your hiring needs

   Before you start hiring a case management assistant, identify what type of worker you actually need. Certain positions might call for a full-time employee, while others can be done by a part-time worker or contractor.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

   Yes

   No

   Hiring the perfect case management assistant also involves considering the ideal background you'd like them to have. Depending on what industry or field they have experience in, they'll bring different skills to the job. It's also important to consider what levels of seniority and education the job requires and what kind of salary such a candidate would likely demand.

   This list presents case management assistant salaries for various positions.

   Type of Case Management Assistant	Description	Hourly rate
   Case Management Assistant	Social and human service assistants provide client services, including support for families, in a wide variety of fields, such as psychology, rehabilitation, and social work. They assist other workers, such as social workers, and they help clients find benefits or community services.	$13-25
   Social Service Coordinator	A social service coordinator is responsible for assisting the essential needs of the citizens within a community by providing them financial assistance, employment services, and social provisions through coordinating with various organizations and social institutions. Social service coordinators conduct counseling to assess social needs and processing referral services for particular purposes... Show more	$15-24
   Case Aide	A case aide is responsible for supporting the community operations and projects to provide high-quality services for the citizens and assist them with the resources for their daily needs. Case aides are also employed in a health care institution or private households to look for patients and monitor their conditions... Show more	$12-19

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Patients
   • Home Health
   • Social Work
   • Community Resources
   • Patient Care
   • Discharge Planning
   • Data Entry
   • Durable Medical Equipment
   • Mental Health
   • Rehabilitation
   • Litigation
   • Social Services
   • Support Services
   • Office Equipment

   Check all skills

   Responsibilities:

   • Initial triage of members, administrative intake of members and managing the admission/discharge information post-notification.
   • Facilitate patient care, schedule appointments, communicate medical and claim information to patients and their attorneys.
   • Maintain up-to-date and comprehensive electronic and paper filing systems in strict accordance with HIPAA regulations.
   • Communicate with Medicare patients regarding inpatient and outpatient stays; counsele patients regarding medication income difficulties.
   • Provide resources, authorization for charity medications, collect accurate clinical information require for proper discharge with distinct HIPAA regulations.
   • Oversee the team's audits to ensure they are in line with NCQA and URAC standards.

   More case management assistant duties

3. Make a budget

   Including a salary range in the case management assistant job description is a good way to get more applicants. A case management assistant salary can be affected by several factors, such as the location of the job, the level of experience, education, certifications, and the employer's prestige.

   For example, the average salary for a case management assistant in Tennessee may be lower than in California, and an entry-level engineer typically earns less than a senior-level case management assistant. Additionally, a case management assistant with lots of experience in the field may command a higher salary as a result.

   Average case management assistant salary

   $39,145yearly

   $18.82 hourly rate

   ---

   Entry-level case management assistant salary

   $28,000 yearly salary

   Updated January 22, 2026

   Average case management assistant salary by state

   Rank	State	Avg. salary	Hourly rate
   1	California	$54,783	$26
   2	New York	$47,680	$23
   3	Minnesota	$45,188	$22
   4	North Carolina	$43,600	$21
   5	Florida	$41,978	$20
   6	North Dakota	$41,544	$20
   7	Oregon	$41,470	$20
   8	Rhode Island	$40,051	$19
   9	Texas	$39,939	$19
   10	Arizona	$39,626	$19
   11	Washington	$39,081	$19
   12	Colorado	$39,020	$19
   13	Indiana	$38,756	$19
   14	Ohio	$38,282	$18
   15	Pennsylvania	$37,530	$18
   16	Illinois	$36,953	$18
   17	Arkansas	$36,605	$18
   18	Virginia	$36,542	$18
   19	Massachusetts	$35,657	$17
   20	Alaska	$34,866	$17

   Average case management assistant salary by company

   Company

   Rank	Company	Average salary	Hourly rate	Job openings
   1	Erlanger Health System	$58,782	$28.26	13
   2	Mount Nittany Medical Center	$58,577	$28.16
   3	LCMC Health	$55,208	$26.54	5
   4	Dignity Health	$54,008	$25.97	17
   5	McGuireWoods	$53,190	$25.57
   6	Encompass Health	$52,759	$25.36	153
   7	East Alabama Health	$49,184	$23.65	8
   8	Hca Hospital Services Of San Diego	$48,710	$23.42
   9	Oak Ridge Associated Universities, Inc.	$44,280	$21.29
   10	Kaiser Permanente	$44,117	$21.21	187
   11	Sutter Health	$43,130	$20.74	24
   12	HonorHealth	$42,983	$20.66
   13	Northwell Health	$42,442	$20.40	75
   14	The University of Kansas Health System	$42,114	$20.25	18
   15	Eisenhower Medical Center	$41,833	$20.11	3
   16	Miriam Hospital	$41,735	$20.06
   17	Hennepin County Library	$41,410	$19.91	2
   18	International Rescue Committee	$41,365	$19.89	2
   19	Augusta Health	$41,303	$19.86
   20	Touro College	$40,994	$19.71	1

4. Writing a case management assistant job description

   A good case management assistant job description should include a few things:

   • Summary of the role
   • List of responsibilities
   • Required skills and experience

   Including a salary range and the first name of the hiring manager is also appreciated by candidates. Here's an example of a case management assistant job description:

   Case management assistant job description example

   As a Case Management Assistant, you will accurately arrange services for assigned patient populations including Home Health, Durable Medical Equipment, Ambulance, Housing, Skilled Nursing Facility and others in order to ensure that appropriate continuing care services are in place for patient transitions. To help achieve our mission, you will communicate and document accurate clinical/financial information in both verbal and written forms in order to assist Case Managers and/or Social Workers in appropriate assessments, implementations and evaluations of patients' continuing care needs. Your ability to interpret and communicate payor requirements to Case managers, Social Workers, patients and physicians is required. Receiving and documenting benefit and contract level requirements in order to ensure the appropriate utilization of benefits and services is of vital importance. Your ability to support the case management outcome model through clinical, clerical and support services in order to assist with the planning, assessment and implementation of appropriate patient transitions is expected.
   Job Responsibilities
   
   * Conducts timely arrangements of services to meet customer requirements, as evidenced by measurement of turnaround time (request to completion).
   * Addresses/solves provider and payor issues quickly with support from Case Management staff and performs other duties as assigned.
   * Accurately communicates financial and clinical information to clinicians, patients, families, care team members and external customers.
   * Accurately documents, as evidenced through chart review, clinical and financial patient information in order to assist with discharge, planning and access to continuing care services.
   * Communicates with payor and documents detailed instructions on billing, authorization and utilization of services.
   * Performs support services including faxing, data entry, filing and reception in order to assist with patient transition.
   * Completes state and federal forms related to patient level of care, according to regulatory standards, in order to assist with patient transition.
   * Anticipates needs of department and performs various duties to assist with the flow and management of patient care.
   
   Requirements
   
   Education: High School diploma or GED
   
   Experience: 2 year of customer service. Two years preferred but not required in healthcare.
   
   Knowledge of medical terminology.

   Copy this example

   

5. Post your job

   To find the right case management assistant for your business, consider trying out a few different recruiting strategies:

   • Consider internal talent. One of the most important sources of talent for any company is its existing workforce.
   • Ask for referrals. Reach out to friends, family members, and current employees and ask if they know or have worked with case management assistants they would recommend.
   • Recruit at local colleges. Attend job fairs at local colleges to recruit case management assistants who meet your education requirements.
   • Social media platforms. LinkedIn, Facebook and Twitter now have more than 3.5 billion users, and you can use social media to reach potential job candidates.

   Post your job online:

   • Post your case management assistant job on Zippia to find and recruit case management assistant candidates who meet your exact specifications.
   • Use field-specific websites.
   • Post a job on free websites.

6. Interview candidates

   During your first interview to recruit case management assistants, engage with candidates to learn about their interest in the role and experience in the field. During the following interview, you'll be able to go into more detail about the company, the position, and the responsibilities.

   It's also good to ask about candidates' unique skills and talents. You can move on to the technical interview if a candidate is good enough for the next step.

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new case management assistant

   Once you've found the case management assistant candidate you'd like to hire, it's time to write an offer letter. This should include an explicit job offer that includes the salary and the details of any other perks. Qualified candidates might be looking at multiple positions, so your offer must be competitive if you like the candidate. Also, be prepared for a negotiation stage, as candidates may way want to tweak the details of your initial offer. Once you've settled on these details, you can draft a contract to formalize your agreement.

   It's also good etiquette to follow up with applicants who don't get the job by sending them an email letting them know that the position has been filled.

   Once that's done, you can draft an onboarding schedule for the new case management assistant. Human Resources should complete Employee Action Forms and ensure that onboarding paperwork is completed, including I-9s, benefits enrollment, federal and state tax forms, etc. They should also ensure that new employee files are created for internal recordkeeping.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

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