What does a case specialist do?
The duties of a case specialist depend on their line of work and industry of employment. Typically, their responsibilities include performing research and analysis, conducting interviews and assessments, gathering and analyzing data on cases, identifying areas needing improvement, and implementing solutions against problem areas. They may also perform clerical tasks such as answering calls and correspondence, preparing and processing documentation, liaising with internal and external parties, updating databases, and maintaining records, all while adhering to the company's policies and regulations.
Case specialist responsibilities
Here are examples of responsibilities from real case specialist resumes:
- Initial triage of members, administrative intake of members and managing the admission/discharge information post-notification.
- Verify appropriate CPT and CLIN codes are assign to each case.
- Verify appropriate CPT and CLIN codes are assign to each case so organization can be bill correctly.
- Recognize on several occasions for providing quality care which result in saving numerous patients lives
- Schedule non-emergency transportation for Medicaid recipients to Medicaid billable appointments via phone and fax.
- Provide Medicaid enrollment services for the agency as a state certify Medicaid enrollment specialist.
- Develop skills and proficiency in demonstrating compliance with HIPAA regulations, professional conduct and ethical practice.
- Assist in the planning and implementation of new program offering physical and occupational therapeutic services to patients.
- Understand information to accurately respond by providing fair balance scientific data to customers via HIPAA adherence in data acquisition.
- Deliver direct services to children with autism by executing individualize plans, completing necessary documentation and communication effectively with team.
- Help train and mentor new specialists that work in ABD.
- Communicate effectively with low-income housing residents promoting education, i.e., obtaining GED or enrolling in a college program.
Case specialist skills and personality traits
We calculated that 19% of Case Specialists are proficient in Management System, Data Entry, and Patients. They’re also known for soft skills such as Compassion, Time-management skills, and Communication skills.
We break down the percentage of Case Specialists that have these skills listed on their resume here:
- Management System, 19%
Maintained sensitive and confidential information, documentation completed on AccuTrax data base/case management system to ensure compliance with audits.
- Data Entry, 9%
Perform all other office duties; data entry, filing, and answering phones, and keep proper maintenance for a caseload
- Patients, 8%
Assisted in the planning and implementation of new program offering physical and occupational therapeutic services to patients.
- Phone Calls, 8%
Provide monthly phone calls to each student's parent(s), in order to discuss progress.
- Social Work, 7%
Communicated with eye doctors, school officials, and social workers on a daily base.
- Triage, 4%
Enter relevant information needed for generation of report submissions, and attach all source documents to the case Triage whitemail.
Common skills that a case specialist uses to do their job include "management system," "data entry," and "patients." You can find details on the most important case specialist responsibilities below.
Compassion. The most essential soft skill for a case specialist 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 specialist resume shows how their duties depend on compassion: "provided home visits and worked with dying patients and their families to provide them support and compassion during grieving process. "
Time-management skills. Another essential skill to perform case specialist duties is time-management skills. Case specialists responsibilities require that "social and human service assistants often work with many clients." Case specialists also use time-management skills in their role according to a real resume snippet: "assisted social workers with meeting discharge deadlines, placement of patient in other facilities after discharge. "
Communication skills. This is an important skill for case specialists to perform their duties. For an example of how case specialist 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 specialist: "set client expectation regarding their irs settlement through ongoing communication. ".
Interpersonal skills. A big part of what case specialists do relies on "interpersonal skills." You can see how essential it is to case specialist responsibilities because "social and human service assistants must make their clients feel comfortable discussing sensitive issues." Here's an example of how this skill is used from a resume that represents typical case specialist tasks: "volunteer homemaker: position required intense training in child development, early childhood behavior and interpersonal/intergenerational group dynamics. "
Organizational skills. Another crucial skill for a case specialist to carry out their responsibilities is "organizational skills." A big part of what case specialists relies on this skill, since "social and human service assistants must often complete lots of paperwork and work with many different clients." How this skill relates to case specialist duties can be seen in an example from a case specialist resume snippet: "implement solid analytical and organizational skills in preparing case documents for patients. "
Problem-solving skills. Lastly, "problem-solving skills" is an important element of what a case specialist does. Case specialist responsibilities require this skill because "social and human service assistants help clients find solutions to their problems." This resume example highlights how case specialist duties rely on this skill: "assisted local bbbs with scheduling arbitrations for unresolved claims. "
The three companies that hire the most case specialists are:
- QTC Management81 case specialists jobs
- International Institute of New England11 case specialists jobs
- The Independent Traveler8 case specialists jobs
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Compare different case specialists
Case specialist vs. Case worker
Caseworkers are social workers who watch over the welfare of underprivileged individuals and at-risk families by counseling and providing them with assistance. Usually employed under the government or a local non-profit organization, a caseworker must conduct a thorough interview and house visits to determine the needs of the family. They then refer them to any programs or agencies that can give them the specific care and help needed. Furthermore, it is crucial to identify neglect and abuse signs, reporting them to the authorities right away.
There are some key differences in the responsibilities of each position. For example, case specialist responsibilities require skills like "management system," "data entry," "phone calls," and "date stamps." Meanwhile a typical case worker has skills in areas such as "substance abuse," "child abuse," "customer service," and "foster care." This difference in skills reveals the differences in what each career does.
Case workers tend to make the most money working in the education industry, where they earn an average salary of $40,730. In contrast, case specialists make the biggest average salary, $42,553, in the finance industry.The education levels that case workers earn slightly differ from case specialists. In particular, case workers are 2.6% more likely to graduate with a Master's Degree than a case specialist. Additionally, they're 0.2% less likely to earn a Doctoral Degree.Case specialist 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.
In addition to the difference in salary, there are some other key differences worth noting. For example, case specialist responsibilities are more likely to require skills like "date stamps," "triage," "strong customer service," and "probate." Meanwhile, a case aide has duties that require skills in areas such as "foster care," "substance abuse," "social services," and "foster children." These differences highlight just how different the day-to-day in each role looks.
Case aides earn a lower average salary than case specialists. But case aides earn the highest pay in the government industry, with an average salary of $34,543. Additionally, case specialists earn the highest salaries in the finance with average pay of $42,553 annually.case aides earn similar levels of education than case specialists in general. They're 3.9% less likely to graduate with a Master's Degree and 0.2% less likely to earn a Doctoral Degree.What technology do you think will become more important and prevalent for case specialists 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 specialist vs. Case coordinator
A case coordinator is responsible for assisting patients and families in receiving high-quality health care services, coordinating with medical institutions and professionals for medications and residential care resources. Case coordinators must have excellent communication and organizational skills, especially in reviewing patients' documents and insurance details for hospital admissions. For case coordinators employed in the community office, they also facilitate planning health care programs and activities to educate people about health awareness and management.
Some important key differences between the two careers include a few of the skills necessary to fulfill the responsibilities of each. Some examples from case specialist resumes include skills like "phone calls," "date stamps," "triage," and "probate," whereas a case coordinator is more likely to list skills in "customer service," "home health," "patient care," and "discharge planning. "
Case coordinators make a very good living in the finance industry with an average annual salary of $41,850. On the other hand, case specialists are paid the highest salary in the finance industry, with average annual pay of $42,553.When it comes to education, case coordinators tend to earn similar degree levels compared to case specialists. In fact, they're 3.4% more likely to earn a Master's Degree, and 0.2% more likely to graduate with a Doctoral Degree.Case specialist vs. Community support specialist
A community support specialist is responsible for supporting and providing care services for citizens with mental health conditions and other medical illnesses. Community support specialists coordinate with organizations and health institutions to generate resources that would help the patients in their daily activities, medications, and treatment plans. They also strategize community events and activities to observe the patients' social and personal behaviors and endorse them to a mental health professional for in-depth examination and counseling.
Even though a few skill sets overlap between case specialists and community support specialists, there are some differences that are important to note. For one, a case specialist might have more use for skills like "management system," "data entry," "patients," and "phone calls." Meanwhile, some responsibilities of community support specialists require skills like "independent living," "substance abuse," "developmental disabilities," and "direct services. "
Community support specialists enjoy the best pay in the non profits industry, with an average salary of $37,451. For comparison, case specialists earn the highest salary in the finance industry.The average resume of community support specialists showed that they earn similar levels of education compared to case specialists. So much so that theyacirc;euro;trade;re 3.8% more likely to earn a Master's Degree and less likely to earn a Doctoral Degree by 0.7%.Types of case specialist
Updated January 8, 2025
