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Case specialist skills for your resume and career

Updated January 8, 2025

4 min read

Quoted experts

Dr. Amy Pearce Ph.D.,

Michelle Kelley Shuler Ph.D.

Below we've compiled a list of the most critical case specialist skills. We ranked the top skills for case specialists based on the percentage of resumes they appeared on. For example, 19.3% of case specialist resumes contained management system as a skill. Continue reading to find out what skills a case specialist needs to be successful in the workplace.

15 case specialist skills for your resume and career

1. Management System

A management system is a set of policies, processes, and procedures taken by an organization or a business to ensure it can fulfill its tasks and achieve its objectives. A management system makes sure that the company excels financially and improves the user experience. The management system also takes care of the worker's and employees' needs and manages their workload and oversees their performance. Apart from interior matters of the company, a management system also deals with exterior matters like legislations, tax matters, and law issues.

Here's how case specialists use management system:

Maintained sensitive and confidential information, documentation completed on AccuTrax data base/case management system to ensure compliance with audits.
Documented problem data electronically and submitted to Problem Management via Quality Management System (QMS).

2. Data Entry

Data entry means entering data into a company's system with the help of a keyboard. A person responsible for entering data may also be asked to verify the authenticity of the data being entered. A person doing data entry must pay great attention to tiny details.

Here's how case specialists use data entry:

Perform all other office duties; data entry, filing, and answering phones, and keep proper maintenance for a caseload
Completed data entry for high and low profile cases, filed and distributed and completed proper destruction of all civil cases.

3. Patients

Here's how case specialists use patients:

Assisted in the planning and implementation of new program offering physical and occupational therapeutic services to patients.
Recognized on several occasions for providing quality care which resulted in saving numerous patients lives

4. Phone Calls

Phone calls are a wireless or wired connection made over a telephone or a mobile phone between two people. Two parties are involved in a phone call, the caller and the receiver. A caller dials the number of the one he wants to call, and the recipient hears a bell or a tune to which he picks up the call. The call establishes a connection between them through which they can communicate. The voice is converted into signals and is transmitted through wired or wireless technology.

Here's how case specialists use phone calls:

Provide monthly phone calls to each student's parent(s), in order to discuss progress.
Prepare income withholding orders, answer telephone calls, prepare necessary orders, motions, petitions, etc.

6. Triage

Triage is a method of prioritizing a patient or a group depending on the severity, diagnosis, and condition of the disease needing immediate medical care. It is often to determine a condition and identifying the appropriate destination before assessing where the patient will be going. A triage nurse commonly performs it.

Here's how case specialists use triage:

Enter relevant information needed for generation of report submissions, and attach all source documents to the case Triage whitemail.
Completed various triage functions including; clinical screenings, financial assessment, insurance authorization and intake scheduling.

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7. Strong Customer Service

Here's how case specialists use strong customer service:

Provided strong customer service to internal and external employees.

8. Probate

Here's how case specialists use probate:

Provide customer service to attorneys and the public regarding Probate Court matters.

9. Court Papers

Here's how case specialists use court papers:

Copied, filed, retrieved, and sorted court papers, documents, and folders.
Copied, filed and retrieved all court papers according to established procedure.

10. Rehabilitation

Here's how case specialists use rehabilitation:

Facilitated appropriate rehabilitation treatment and follow-up care for chemically dependent children and family members.
Provide legal, medical, educational and rehabilitation referrals.

11. Medical History

Here's how case specialists use medical history:

Obtain medical history for specific conditions.
Obtain medical history for specific conditions and determine appropriate examinations, tests and specialists required for each case.

12. Outbound Calls

An outbound call is made by the call center representative to the customers on behalf of the company. Such calls help increase sales and generate revenue for the organization.

Here's how case specialists use outbound calls:

Worked with Case Management nurses by initiating health risk assessments through outbound calls to members.
Handle inbound and outbound calls to verify fraud claims with customers.

13. Summonses

Here's how case specialists use summonses:

Prepared complaints, petitions, summonses, warrants, orders of commitment, and other courtroom-related requirements with accuracy and efficiency.
Prepare and enter into Juris complaints, petitions, summonses, warrants, and other standard form court documents.

14. Medicaid

Here's how case specialists use medicaid:

Provided Medicaid enrollment services for the agency as a state certified Medicaid enrollment specialist.
Insure Federal and State regulations are followed related to Medicare and Medicaid reimbursement.

15. HIPAA

Here's how case specialists use hipaa:

Developed skills and proficiency in demonstrating compliance with HIPAA regulations, professional conduct and ethical practice.
Understand and comply with HIPAA confidentiality requirements.

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What skills help Case 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 specialist resumes?

Dr. Amy Pearce Ph.D.

Professor of Psychology, Arkansas State University

Typically, I recommend that all psychology majors gain research experience and communicate their findings via conference presentations, or peer-reviewed publications. Highlighting analytical and quantitative skills, plus software training is recommended. Graduates who know how to collect, enter, analyze, interpret, and report data will be desired. If a student plans to directly enter the workforce in a psychology-related field, then picking up courses to complete undergraduate certificate programs, such as neuropsychological testing or statistics, will be beneficial. As will be any internships or applicable job experiences.

What soft skills should all case specialists possess?

Michelle Kelley Shuler Ph.D.

Department Chair: Human Services, Austin Community College

I would refer to this skill set as "essential" and consist of compassion, empathy, teamwork, the ability to listen, a sense of humor, and most importantly, the ability to practice self-care. I include self-care in this list because working in the human service field can be exhausting and emotionally overwhelming. Taking care of ourselves helps to prevent burnout and possibly leaving the profession.

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

Michelle Kelley Shuler Ph.D.

Department Chair: Human Services, Austin Community College

a. Must have strong basic computer skills and knowledge of software such as excel spreadsheets, google docs, etc. Most, if not all, agencies use electronic health records and treatment planning, so it is necessary to be competent in this area.
b. A degree and additional certifications will assist you in seeking employment. It will also increase your level of competency and diversify the communities you serve. For example, at Austin Community College, we offer our students a chance to complete a certification in Mental Health First Aid Training. This increases their marketability and skill level.

What case 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 specialists need?

Dr. Joseph Constantine Ph.D.

Assistant Professor, California University of Pennsylvania

While adaptability has always been heralded as the key predictor of employment success in the future, rapid changes in the social and economic landscape also bring with them an increased need for more traditional skills such as building relationships, understanding specific community needs, networking with other professionals, and advocating for more intensive treatment protocols.

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

Dr. Abby Templer Rodrigues Ph.D.

Assistant Professor of Sociology, Missouri State University

Employers look for oral and written communication skills, the ability to work effectively in diverse teams, analytical and quantitative reasoning, and the ability to adapt to new technologies (Ciabattari et al. 2018). Employers specifically prefer college graduates who have experience applying these skills through internships, service learning, senior projects or collaborative research, field projects, or study abroad (Ciabattari et al. 2018).

References

Ciabattari Teresa, Lowney Kathleen S., Monson Renee A., Senter Mary Scheuer, and Chin
Jeffrey. 2018. "Linking Sociology Majors to Labor Market Success." Teaching Sociology 46 (3): 191-207.
Handwerker, Elizabeth Weber, Peter B. Meyer, and Joseph Piacentini. 2020. "Employment
Recovery in the Wake of the COVID-19 Pandemic." Monthly Labor Review, December, 1-24.
Langin, Katie. 2020. "U.S. faculty job market tanks." Science 370(6514): 272-273.

Do you want to know more?

List of case specialist skills to add to your resume

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

Management System
Data Entry
Patients
Phone Calls
Social Work
Triage
Strong Customer Service
Probate
Court Papers
Rehabilitation
Medical History
Outbound Calls
Summonses
Medicaid
HIPAA
Worksheets

CPT
District Court
Community Resources
Diagnostic Test Results
Mental Health
CMS
Child Support Cases
Quality Customer Service
Inbound Calls
Federal Regulations
DHS
Technical Assistance
Hippa
Crisis Intervention
Intake Interviews
Health Care Services

Arbitration
FMLA
Court Orders
Court Hearings
Contractual Obligations
Customer Satisfaction
IRS
Client Cases
Computer System
CPS
Court Reports
DCFS
Community Agencies
Calworks

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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