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Case management specialist skills for your resume and career

Updated January 8, 2025

5 min read

Quoted experts

Adam Greer,

Sam Terrazas Ph.D.

Case management specialist example skills

Below we've compiled a list of the most critical case management specialist skills. We ranked the top skills for case management specialists based on the percentage of resumes they appeared on. For example, 18.6% of case management specialist resumes contained patients as a skill. Continue reading to find out what skills a case management specialist needs to be successful in the workplace.

15 case management specialist skills for your resume and career

1. Patients

Here's how case management specialists use patients:

Supervised in educating patients and direct care staff about self-management of chronic illness tailoring instructions to patient's individual circumstances.
Certified Nurse Technician- assisted patients with activity of daily living on the orthopedic and neurology unit.

3. Mental Health

Mental health is the state of wellbeing in which an individual can cope with the regular stresses and tensions of life, and can work productively without having any emotional or psychological breakdown. Mental health is essential for a person of any age and helps them make the right decisions in their life.

Here's how case management specialists use mental health:

Advocated for improved mental health services with psychiatric, community, and government individuals and organizations.
Supervised caseload of 85 Developmentally Disabled adults in the community and locked residential mental health settings.

4. Community Resources

Community resources are a set of resources that are used in the day to day life of people which improves their lifestyle in some way. People, sites or houses, and population assistance can come under the services offered by community resources.

Here's how case management specialists use community resources:

Conducted in-home assessments to 100 survivors of Hurricane Katrina that relocated to Detroit, crisis intervention and referrals to community resources.
Developed, streamlined, and implemented case management system to maximize community resources available to agency clientele.

5. 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 management specialists use patient care:

Provided excellent customer service and obtained the necessary documentation required by the hospital in order to provide patient care.
Provided clinically-based case management to support the delivery of efficient patient care.

6. Crisis Intervention

Here's how case management specialists use crisis intervention:

Developed family safety plans, conducted assessments, crisis intervention, and referrals for therapeutic services.
Provide individuals with crisis intervention, community referrals and ongoing therapy.

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7. Discharge Planning

Here's how case management specialists use discharge planning:

Discharge planning is accomplished utilizing collaborative practice with hospital discharge planners to implement insurance plan for best possible outcomes.
Developed teaching modules for unit specific utilization review and discharge planning needs.

8. Substance Abuse

Here's how case management specialists use substance abuse:

Provide supervision to gender-specific juveniles, especially who have a history with human trafficking and substance abuse.
Identify inmates diagnosed with mental illness, physical disability or substance abuse history4.

9. Care Coordination

Here's how case management specialists use care coordination:

Provide disability management, medical care coordination, and catastrophic case management.
Provided case management and care coordination for military beneficiaries.

10. Financial Assistance

Financial assistance refers to governmental assistance one may receive for a variety of reasons. This help is typically in the form of money, whether a loan, scholarship, grant, or reduced taxes provided to an individual or organization. One of the more common forms of financial assistance is student loans, which offer many prospective students a chance for higher education.

Here's how case management specialists use financial assistance:

Determine applicants' eligibility for financial assistance programs* Frequent client contacts as well as other to obtain and verify information
Assisted clients entering Skilled Nursing facilities secure placement and financial assistance including Medi-Cal Long Term Care Benefits.

11. Management Services

Management services may refer to a number of supervisory duties depending on the type of work. A manager may be required to oversee a team of employees complete a series of tasks or monitor the quality of a product. Overall, any form of management involves supervising a worksite, whether this is a restaurant, grocery store, or manufacturing plant.

Here's how case management specialists use management services:

Handled program record keeping, data collection and evaluation to provide for continuous improvement of case management services and delivery.
Applied a solution focused casework model, performed specialized and culturally competent case management services to youth and families.

12. Primary Care

Here's how case management specialists use primary care:

Provided primary care, case management and medication management with a focus on population health emphasizing primary prevention and secondary prevention.
Developed and maintained professional relationships with primary care physicians to best use alternative care therapies.

13. Group Therapy

Group psychotherapy or group therapy is the practice of treating a group of clients together in one sitting throughout multiple sessions. This practice allows people to receive encouragement and support from their peers who are taking the same group therapy.

Here's how case management specialists use group therapy:

Provide individual therapy sessions and co-facilitate group therapy meetings.
Facilitate group therapy meetings and conduct individual counseling sessions.

14. Utilization Review

Another name for utilization review is utilization management. It is the process of ensuring that healthcare services are used in a suitable manner. Utilization review is a critical component of adding value to the health care system. Mostly, UR is carried out by healthcare insurance companies, but hospitals and other healthcare providers also perform the process. Utilization review has three types of assessment namely: concurrent, prospective, and retrospective.

Here's how case management specialists use utilization review:

Assisted with utilization review for the organization through appropriate communications with the physicians, ensuring proper documentation procedures were kept.
Performed ongoing utilization review and procured authorizations as needed for services and DME with multiple private insurance agencies.

15. InterQual

Here's how case management specialists use interqual:

Provided concurrent reviews of Medicare, Medicaid, and commercial payers utilizing InterQual Criteria.
Used ICD-9CM and CPR coding as well as InterQual Criteria for Level of Care.

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What skills help Case Management Specialists find jobs?

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

What skills stand out on case management specialist resumes?

Adam Greer

Career Services Specialist, Auburn University

Clearly, the distance/online working skills will stand out with our HDFS majors. Our students have a strong foundation in learning to work with people, and now they have a new way to work with people and remove barriers that might have previously prevented an in-person meeting.

What soft skills should all case management specialists possess?

Sam Terrazas Ph.D.

Professor and Academic Chair Department of Social Work, The University of Texas Permian Basin

Social workers need to be skillful in documentation in writing case notes, assessments, and good managers of their time. Managing a client's case requires social workers to be diligent and ensure that all required documentation is completed on time and within professional standards. Social workers must also be effective communicators understanding their own power and the multiple professional roles they hold.

What hard/technical skills are most important for case management specialists?

Sam Terrazas Ph.D.

Professor and Academic Chair Department of Social Work, The University of Texas Permian Basin

Social workers practice in various areas of practice and organizational auspices that may differ in the hard/technical skills that are most important. In general, the hard/technical skills most important can be categorized based on the level of education-BSW (Bachelors of Social Work) versus MSW (Masters of Social Work).

BSW's practice in a range of organizations providing various types of services; however, in general practice in the realm of case management that requires that ability to demonstrate cultural responsiveness, develop an alliance with clients, apply NASW and a state's ethics and professional standards of practice, conduct assessments, and to develop plans to meet a client's goals.

MSW's practice in many areas such as administration, clinical, public policy and advocacy, child welfare, public safety, and health care. Each of these practice areas requires specific technical skills; however, in general, MSW's are trained to assess individuals, families, groups, and communities. To that end, MSW's must understand the cultural context and how socio/economic local, state, federal policies impact social welfare problems such as poverty, intimate partner violence, and mental illness. MSW's must possess strong engagement skills/therapeutic alliance-building, diagnostic/evaluation skills, ethical application of interventions and therapeutic approaches, and advocacy skills.

What case management specialist skills would you recommend for someone trying to advance their career?

Joyce Serido Ph.D.

Associate Professor and Extension Specialist, University of Minnesota

If this pandemic has taught us anything, it is the need to be resilient in the face of uncertainty - so seek out opportunities for creative problem solving, be willing to contribute as part of a team. Use this as an apprenticeship period, learn from experienced leaders in areas that interest you, and ask for advice and insight. And stay open to opportunities that emerge. In other words, explore options as you prepare for the next step, be that particular industry or further education. Perhaps the goal for this year is not to have "the answer" - but rather "the next step."

What type of skills will young case management specialists need?

Chris Hennington Ph.D.

School Counseling Program Coordinator, Lubbock Christian University

School counselors will be tasked with the usual school counseling responsibilities while also encountering trauma that students experience outside of school and in school. Being well versed in trauma response is going to be a vital aspect of being a school counselor. Kids are experiencing more trauma, but we are getting better at recognizing and treating trauma as well.

What technical skills for a case management specialist stand out to employers?

Dr. T. Thao Pham Ph.D.

Associate Professor, MSW Program Director, California University of Pennsylvania

Agencies are looking for graduates with leadership skills, collaborative skills, grant-writing skills, clinical skills, and good organization skills. Graduates are expected to meet high expectations from employers early on and those who may find themselves moving quickly in the organization as administrators. We have many recent graduates who are now managers, supervisors, and coordinators within 3 years of graduating.

Do you want to know more?

List of case management specialist skills to add to your resume

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

Patients
Social Work
Mental Health
Community Resources
Patient Care
Crisis Intervention
Discharge Planning
Substance Abuse
Care Coordination
Financial Assistance
Management Services
Primary Care
Group Therapy
Utilization Review
InterQual
Medical Necessity

Social Services
Support Services
Utilization Management
Medical Services
Medical Care
Community Agencies
Mental Illness
IV
Community Services
Social Security
Durable Medical Equipment
Management System
CPR
HIPAA
Emotional Support
Developmental Disabilities

Family Therapy
Domestic Violence
PCP
Psychosocial Assessments
Hippa
Medication Management
Medication Administration
Competency Development
Medical Appointments
Anger Management
Court Reports
Court Hearings
Court System
IEP
Court Proceedings

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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