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What does a case manager assistant do?

Updated January 8, 2025
9 min read
Quoted expert
Lesley Casarez Ph.D.

In hospitals and clinics, a case manager assistant provides support tasks to assist case managers and ensure that patients get to receive the healthcare treatment that they need. Their role primarily focuses on coordinating patient care services by gathering and analyzing patient records, liaising with physicians and other medical personnel, and updating patient records and databases, ensuring accuracy and timeliness. Their responsibilities also entail reaching out to insurance providers to secure payment arrangements, conducting research and analyses, and helping patients and families understand the available treatment procedures.

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Case manager assistant responsibilities

Here are examples of responsibilities from real case manager assistant resumes:

  • Manage all issues utilizing a ticketing system, while monitoring outage events from start to resolution with consistent management notification.
  • Maximize customer service & eliminate unnecessary payroll costs by scheduling on an hourly basis.
  • Provide social work evaluation and treatment services to patients and families with complex psychological needs independently and with supervision.
  • Maintain adherence to JCAHO, HIPAA, and other regulatory requirements.
  • Maintain all confidential personal files, licensing and CPR compliance records.
  • Assist with daily operations, including quality assurance, and protecting all HIPPA information, ensuring patient confidentiality.
  • Enter data, and maintain data, into RMS system, and comply with HIPAA and departmental policy and procedures.
  • Coordinate and execute point of sale (POS) relating to promotional and or special activity by account or market.
  • Administer of daily respite and drug rehabilitation medication.
  • Maintain close contact with drug rehabilitation and respite clients during their rehabilitation.
  • Provide leadership and development for associates through regular performance feedback, communicate career opportunities, and provide recognition.
  • Execute administrative tasks for departmental operations, including metric performance analysis, performance appraisals, disciplinary documentation, and payroll.
  • Provide limit psychological services and work under close supervision, screening and evaluating patients and assisting in diagnostic and therapeutic procedures.
  • Compile and review multiple reports for statistical and financial tracking purposes to identify case management trends and assist in financial forecasting.
  • Demonstrate success in identifying and resolving internal and operational challenges with a direct leadership approach to overcome obstacles and increase productivity.

Case manager assistant skills and personality traits

We calculated that 17% of Case Managers Assistant are proficient in Patients, Home Health, and Patient Care. They’re also known for soft skills such as Emotional skills, Communication skills, and Interpersonal skills.

We break down the percentage of Case Managers Assistant that have these skills listed on their resume here:

  • Patients, 17%

    Provide limited psychological services and work under close supervision, screening and evaluating patients and assisting in diagnostic and therapeutic procedures.

  • Home Health, 12%

    Have to make phone calls ongoing to set up appointments, therapy sessions, home health services and specialty appointments.

  • Patient Care, 9%

    Provide direct patient care when necessary, including performance of admission screening, comprehensive clinical assessments and case management.

  • Rehabilitation, 8%

    Scheduled Specialty medical exams, imaging, diagnostic, transportation/translation and rehabilitation services.

  • Mental Health, 6%

    Managed a caseload of attorneys recovering from substance related disorders and/ or mental health disorders.

  • Social Work, 6%

    Provide administrative and program support to medical social workers.

"patients," "home health," and "patient care" are among the most common skills that case managers assistant use at work. You can find even more case manager assistant responsibilities below, including:

Communication skills. Another soft skill that's essential for fulfilling case manager assistant duties is communication skills. The role rewards competence in this skill because "social and human service assistants talk with clients about the challenges in their lives and assist them in getting help." According to a case manager assistant resume, here's how case managers assistant can utilize communication skills in their job responsibilities: "coordinated tanf resources and communications to meet program objectives. "

Interpersonal skills. This is an important skill for case managers assistant to perform their duties. For an example of how case manager assistant responsibilities depend on this skill, consider that "social and human service assistants must make their clients feel comfortable discussing sensitive issues." This excerpt from a resume also shows how vital it is to everyday roles and responsibilities of a case manager assistant: "developed and coordinated therapeutic recreational activities for 52 patients to promote psychosocial rehabilitation and encourage interpersonal skills development. ".

Organizational skills. For certain case manager assistant responsibilities to be completed, the job requires competence in "organizational skills." The day-to-day duties of a case manager assistant rely on this skill, as "social and human service assistants must often complete lots of paperwork and work with many different clients." For example, this snippet was taken directly from a resume about how this skill applies to what case managers assistant do: "supervised financial recording keeping and preparation for organizational records developed substance abuse program including mentoring for clients. "

Problem-solving skills. Another crucial skill for a case manager assistant to carry out their responsibilities is "problem-solving skills." A big part of what case managers assistant relies on this skill, since "social and human service assistants help clients find solutions to their problems." How this skill relates to case manager assistant duties can be seen in an example from a case manager assistant resume snippet: "conflict resolution, data entry. "

Compassion. Another skill commonly found on case manager assistant job descriptions is "compassion." It can come up quite often in case manager assistant duties, since "social and human service assistants often work with people who are in stressful and difficult situations." Here's an example from a resume of how this skill fits into day-to-day case manager assistant responsibilities: "provide assistance and support for adults with severe and persistent mental illness while showing kindness and compassion. "

See the full list of case manager assistant skills

The three companies that hire the most case manager assistants are:

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Compare different case managers assistant

Case manager assistant vs. Social services case manager

Social services case managers conduct in-person appointments and phone intake assessments. They manage the organization's documents and report for non-federal grants and federal grants. These professionals counsel clients and their families, making it easy to develop life skills, service plan goals, and sustain financial stability. Social services case managers also conduct activities and monitor the service environment to maximize client well-being and success. Furthermore, social services case managers maximize client assistance by working with community partners.

The annual salary of social services case managers is $8,492 lower than the average salary of case managers assistant.Even though case managers assistant and social services case managers are distinct careers, a few of the skills required for both jobs are similar. For example, both careers require patients, mental health, and social work in the day-to-day roles and responsibilities.

These skill sets are where the common ground ends though. The responsibilities of a case manager assistant are more likely to require skills like "home health," "patient care," "rehabilitation," and "data entry." On the other hand, a job as a social services case manager requires skills like "foster care," "law enforcement," "face-to-face interviews," and "medicaid." As you can see, what employees do in each career varies considerably.

Social services case managers earn the highest salaries when working in the finance industry, with an average yearly salary of $39,234. On the other hand, case managers assistant are paid more in the health care industry with an average salary of $43,403.On average, social services case managers reach higher levels of education than case managers assistant. Social services case managers are 11.1% more likely to earn a Master's Degree and 0.7% less likely to graduate with a Doctoral Degree.

Case manager assistant vs. Mental health case manager

A Mental Health Care Manager supervises the development and implementation of care plans for clients. They regularly check on their clients and make recommendations for improving clients health care needs.

Mental health case manager positions earn higher pay than case manager assistant roles. They earn a $2,228 higher salary than case managers assistant per year.While the salary may differ for these jobs, they share a few skills needed to perform their duties. Based on resume data, both case managers assistant and mental health case managers have skills such as "patients," "rehabilitation," and "mental health. "

While some skills are similar in these professions, other skills aren't so similar. For example, resumes show us that case manager assistant responsibilities requires skills like "home health," "patient care," "data entry," and "client intake." But a mental health case manager might use other skills in their typical duties, such as, "management services," "substance abuse issues," "severe mental illness," and "medicaid."

Mental health case managers may earn a higher salary than case managers assistant, but mental health case managers earn the most pay in the government industry with an average salary of $45,655. On the other hand, case managers assistant receive higher pay in the health care industry, where they earn an average salary of $43,403.Average education levels between the two professions vary. Mental health case managers tend to reach higher levels of education than case managers assistant. In fact, they're 11.4% more likely to graduate with a Master's Degree and 0.7% less likely to earn a Doctoral Degree.

What technology do you think will become more important and prevalent for case manager assistants in the next 3-5 years?

Lesley Casarez Ph.D.Lesley Casarez Ph.D. LinkedIn profile

Director, Quality Enhancement Plan Program Coordinator, M.S. Professional School Counseling Associate Professor, Curriculum and Instruction, Angelo State University

Graduates will need to learn to use technology in which virtual platforms are taking place and web conferencing platforms. Numerous platforms are being used, so the particular platform itself is not as crucial as being well-versed in how virtual education differs from face-to-face environments. Typically, the instructional role in online learning is more of a facilitator, as the educator guides the students to think critically, integrate, and apply new knowledge. This may be difficult for educators who would rather stand in front of a classroom and pass on their knowledge through lecture-based formats. Additionally, being well-versed in various web conferencing platforms will benefit graduates, as they move into a career that is currently requiring communication in virtual environments.

Case manager assistant vs. Social work case manager

A Social Work Case Manager counsels groups or individuals in dealing with chronic illness, loss of a loved one, or substance abuse. They evaluate the needs of each individual client and maintain detailed records of their progress in the healing process.

On average scale, social work case managers bring in higher salaries than case managers assistant. In fact, they earn a $4,975 higher salary per year.Using the responsibilities included on case managers assistant and social work case managers resumes, we found that both professions have similar skill requirements, such as "patients," "home health," and "patient care.rdquo;

The required skills of the two careers differ considerably. For example, case managers assistant are more likely to have skills like "data entry," "client intake," "scheduling appointments," and "administrative tasks." But a social work case manager is more likely to have skills like "acute care," "psychosocial assessments," "msw," and "compassion."

Social work case managers earn the highest salary when working in the health care industry, where they receive an average salary of $54,462. Comparatively, case managers assistant have the highest earning potential in the health care industry, with an average salary of $43,403.Most social work case managers achieve a higher degree level compared to case managers assistant. For example, they're 28.3% more likely to graduate with a Master's Degree, and 0.4% more likely to earn a Doctoral Degree.

Case manager assistant vs. Foster care case manager

A Foster Care Case Manager provides social work counseling to foster children, families, and foster parents. They plan and coordinate treatments for the required children in accordance with specified requirements.

Foster care case managers tend to earn a lower pay than case managers assistant by an average of $1,067 per year.According to resumes from case managers assistant and foster care case managers, some of the skills necessary to complete the responsibilities of each role are similar. These skills include "mental health," "social work," and "data entry. "Each job also requires different skills to carry out their responsibilities. A case manager assistant uses "patients," "home health," "patient care," and "rehabilitation." Foster care case managers are more likely to have duties that require skills in "foster care," "foster children," "child abuse," and "management services. "In general, foster care case managers earn the most working in the professional industry, with an average salary of $40,491. The highest-paying industry for a case manager assistant is the health care industry.foster care case managers reach higher levels of education compared to case managers assistant, in general. The difference is that they're 8.9% more likely to earn a Master's Degree, and 1.0% less likely to graduate with a Doctoral Degree.

Types of case manager assistant

Updated January 8, 2025

Zippia Research Team
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.

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