What does a case management assistant do?
A Case Management Assistant is responsible for supporting the community people for their health and social services needs. They coordinate with various institutions and personnel to process these people's requests and perform administrative duties under a case manager's supervision. They also submit documents, write reports, verify referral information, and monitor the case progress. Case Management Assistants must have excellent communication and organizational skills, especially in interacting with people in determining immediate solutions.
Case management assistant responsibilities
Here are examples of responsibilities from real case management assistant resumes:
- 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.
- Create and implement audit process to ensure NCQA compliance.
- Make referrals to home care and/or DME vendors using Medicare/Medicaid criteria/eligibility.
Case management assistant skills and personality traits
We calculated that 22% of Case Management Assistants are proficient in Patients, Home Health, and Social Work. They’re also known for soft skills such as Compassion, Time-management skills, and Communication skills.
We break down the percentage of Case Management Assistants that have these skills listed on their resume here:
- Patients, 22%
Facilitated patient care, scheduled appointments, communicated medical and claim information to patients and their attorneys.
- Home Health, 10%
Structured office work flow which facilitated faster transition between inpatient therapy and home health/outpatient therapy.
- Social Work, 10%
Assisted social workers with administrative duties, including filing and obtaining classified documents.
- Community Resources, 6%
Delivered prevention, intervention and education services leveraging community resources and partnerships; maintained positive public relations with community resources.
- Patient Care, 6%
Work collaboratively with case management and interdisciplinary staff and coordinate patient care with staff both at case conference and informally.
- Discharge Planning, 5%
Maintained an awareness and understanding of referral resources and initial referral posting processes on the Case Management discharge planning software program.
"patients," "home health," and "social work" are among the most common skills that case management assistants use at work. You can find even more case management assistant responsibilities below, including:
Compassion. The most essential soft skill for a case management assistant to carry out their responsibilities is compassion. This skill is important for the role because "social and human service assistants often work with people who are in stressful and difficult situations." Additionally, a case management assistant resume shows how their duties depend on compassion: "facilitate all incoming inquiries of prospective clients, loved ones and mental health/medical professionals with a sense of urgency and compassion. "
Time-management skills. Another soft skill that's essential for fulfilling case management assistant duties is time-management skills. The role rewards competence in this skill because "social and human service assistants often work with many clients." According to a case management assistant resume, here's how case management assistants can utilize time-management skills in their job responsibilities: "calendar internal and client deadlines for paralegals and attorneys. "
Communication skills. This is an important skill for case management assistants to perform their duties. For an example of how case management assistant responsibilities depend on this skill, consider that "social and human service assistants talk with clients about the challenges in their lives and assist them in getting help." This excerpt from a resume also shows how vital it is to everyday roles and responsibilities of a case management assistant: "helped with evidence organization and communication between clients and attorneys for a international multi district litigation with strict deadlines. ".
Interpersonal skills. For certain case management assistant responsibilities to be completed, the job requires competence in "interpersonal skills." The day-to-day duties of a case management assistant rely on this skill, as "social and human service assistants must make their clients feel comfortable discussing sensitive issues." For example, this snippet was taken directly from a resume about how this skill applies to what case management assistants do: "demonstrated strong interpersonal communication skills while supervising offenders and defendants through referrals to external community resources. "
Organizational skills. A commonly-found skill in case management assistant job descriptions, "organizational skills" is essential to what case management assistants do. Case management assistant responsibilities rely on this skill because "social and human service assistants must often complete lots of paperwork and work with many different clients." You can also see how case management assistant duties rely on organizational skills in this resume example: "model and reinforce excellent customer service and professionalism as a celt team member and consistently model our organizational shared core values. "
Problem-solving skills. Another skill commonly found on case management assistant job descriptions is "problem-solving skills." It can come up quite often in case management assistant duties, since "social and human service assistants help clients find solutions to their problems." Here's an example from a resume of how this skill fits into day-to-day case management assistant responsibilities: "researched and resolved escalated issues relating to mitigation and litigation loans"
The three companies that hire the most case management assistants are:
- Encompass Health10 case management assistants jobs
- BayCare Health System8 case management assistants jobs
- HealthTrust7 case management assistants jobs
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Compare different case management assistants
Case management assistant vs. 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. They also perform administrative and clerical duties as needed, responding to the citizens' inquiries and concerns, collecting their documents, and coordinating with the community office on planning livelihood programs and activities for social benefits.
There are some key differences in the responsibilities of each position. For example, case management assistant responsibilities require skills like "data entry," "provides administrative support," "litigation," and "social services." Meanwhile a typical social service coordinator has skills in areas such as "social service programs," "community services," "medicare," and "local agencies." This difference in skills reveals the differences in what each career does.
Social service coordinators really shine in the professional industry with an average salary of $42,652. Comparatively, case management assistants tend to make the most money in the professional industry with an average salary of $48,758.social service coordinators tend to reach higher levels of education than case management assistants. In fact, social service coordinators are 14.4% more likely to graduate with a Master's Degree and 0.9% less likely to have a Doctoral Degree.Case management assistant vs. 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. They coordinate with other institutions in requesting fundings and sponsorships for community programs to help the citizens, especially for financial support. A case aide must have excellent communication and organizational skills in processing paperwork and sorting files for service reference.
Each career also uses different skills, according to real case management assistant resumes. While case management assistant responsibilities can utilize skills like "home health," "patient care," "discharge planning," and "durable medical equipment," case aides use skills like "foster care," "phone calls," "foster children," and "child safety."
On average, case aides earn a lower salary than case management assistants. Some industries support higher salaries in each profession. Interestingly enough, case aides earn the most pay in the government industry with an average salary of $34,543. Whereas case management assistants have higher pay in the professional industry, with an average salary of $48,758.case aides earn similar levels of education than case management assistants in general. They're 2.8% less likely to graduate with a Master's Degree and 0.9% less likely to earn a Doctoral Degree.What technology do you think will become more important and prevalent for case management assistants in the next 3-5 years?
Lesley Casarez Ph.D.
Director, Quality Enhancement Plan Program Coordinator, M.S. Professional School Counseling Associate Professor, Curriculum and Instruction, Angelo State University
Case management assistant vs. Activity assistant
Activity assistants are the ones who organize and execute activities in different settings, including recreation centers, camps, cruise ships, and retirement or nursing homes. They design programs to encourage physical activity, increase socialization, deliver continuing education, and provide entertainment. They are also the ones who handle logistics, select and demonstrate activities, maintain proper equipment, and ensure the safety of participants. They can work full-time, part-time, or seasonally in different settings depending on the kind of clients that they cater to.
The required skills of the two careers differ considerably. For example, case management assistants are more likely to have skills like "social work," "community resources," "discharge planning," and "data entry." But a activity assistant is more likely to have skills like "senior care," "customer service," "good judgment," and "compassion."
Activity assistants typically earn similar educational levels compared to case management assistants. Specifically, they're 3.9% less likely to graduate with a Master's Degree, and 1.5% less likely to earn a Doctoral Degree.Case management assistant vs. Behavioral assistant
Behavioral Assistants are responsible for providing support and capacity in behavioral and clinical services for students with disabilities. Their duties include addressing behavior management safety needs, supporting emotional and social needs, giving academic support, and implementing behavioral improvement plans. They also deal with physical management, behavior de-escalations, and undertake student reviews with the teacher regularly. Behavioral Assistants will also collect data, write student reports, and ensure health and hygiene protocols are adhered to.
Types of case management assistant
Updated January 8, 2025
