Case Management Aide

Pay Range:

$20.98 - $24.68 hourly (DOE)

MONTROSE COUNTY BENEFIT INFORMATION:

2026 Montrose County Benefit Information

General Statement of Duties: The Case Management Aide (Case Aide) supports case workers in the performance of professional social casework services in the Adult or Child Welfare Services Program within Health and Human Services of Montrose County. Ensures administrative/programmatic support to ensure quality, effective and efficient social services are provided to clients with a focus on Adult Protective Services (APS), Long Term Care Medicaid recipients, Non-Emergent Medical Transportation, and/or Child Welfare.

Supervision Received: Works under the supervision of the Caseworker Supervisor and performs a variety of routine work within established policies, procedures and receives detailed instructions on new projects and assignments.

Supervision Exercised: This position has no supervisory responsibilities.

Essential Functions: Any one position may not include all of the duties listed nor do the listed examples include all duties which may be found in positions of this class.

• Provides routine clerical support to Adult and/or Child Welfare Services staff including completion of reports and documentation of site visits.
• Data entry into all appropriate systems, including all case management information.
• Establishes and maintains filing systems, including updating materials, retrieving information and ensuring accuracy of files.
• Maintains the principles of client confidentiality in every interaction.
• Attends and participates in agency staff meetings and/or agency committees.
• Supports caseworkers in carrying out service plans; provides assessment of client to assist in the decision making processes; documents observations and interactions; assists in accessing community resources; staff cases as needed in order to provide information regarding safety and welfare of the client.
• Participates in and attends meetings on client progress; exchanges information with other staff, departments or collateral agencies as appropriate.
• Makes referrals to related programs and services as appropriate.
• Responds to phone inquiries when caseworker is not available.
• Attends training to enhance and maintain knowledge, trends and developments in the field of human services.
• Prepares intake packets for caseworkers.
• Assists in preparation of agendas and/or scheduling program/department meetings and staff meetings, notifying participants, and scheduling conference rooms, meeting documentation.
• Prepares and sends letters to physicians, providers, and clients as needed.
• Provides transportation for clients to and from appointments, including medical or agency, as needed.
• Attends court hearings and testifies in court as needed.
• Completes home visits and telephone calls to clients to assist with casework functions.
• Assists at-risk adults with completing applications for assistance, including gathering and compiling required documentation and submitting to appropriate agency.
• Documents all client and provider contacts in the appropriate state system.
• May be responsible for Non-Emergency Medical Transportation approvals and requests for reimbursement from clients, checks for accuracy and eligibility.
• Regular and predictable attendance is required.

Additional Responsibilities specific to the Single Entry Point (SEP) and Adult Protective Services (APS) program:

• Conducts the annual state required client satisfaction survey. Interviews clients by phone, prepares summary, and submits to HCPF.
• Gathers information from each provider agency on a monthly basis. Requests information, processes information into data base, maintains documentation file, and communicates with case workers about problems.
• Prepares the forms for Prior Authorization Request (PAR) for the SEP program. Gathers information, checks for accuracy, and submits to HCPF.
• Forwards approved PARs from SEP and Long Term Home Health Program to appropriate provider agencies.
• Obtains eligibility information through the CBMS system on pending clients and shares with caseworkers.
• Obtains eligibility information through the CBMS system and shares with Region 10/ADRC as appropriate.
• Answering screening phone. Takes referrals and/or provide community resources.
• Assists with preparation of rosters, logs, tracking information, files and required reports and notifies appropriate staff when due.
• Responsible for Adult Protection System business object reports. Reports are down loaded once a month for case counts and trend surveillance.
• Responsible for taking APS referrals and entering into the State CAPS computer system.

Additional Responsibilities specific to the Child Welfare (CW) program:

• Prepares materials for child welfare caseworkers to be presented at client meetings and court appointments.
• Serves as intake screener for child abuse and neglect and youth in conflict referrals.
• Schedules client appointments for meetings with caseworkers and other related parties and sends out notification letters for a variety of meetings.
• Handles social security documents that must be sent to SSA on behalf of children placed under custody of the department.
• Determines MOE of Child Welfare eligibility within the TRAILS system and implements data entry through the Eligibility Program and CBMS.
• Calculates and determines Medicaid determination of children in foster care.

MINIMUM QUALIFICATIONS

Required Knowledge, Skills and Abilities:

Education: A High school graduate or equivalent. Course work in behavioral or social science, general office procedures as it relates to the position; A Bachelor’s degree from an accredited college or university in Social or Behavioral sciences may substitute for the experience requirement.

Experience: A minimum of two (2) years of clerical experience in computer systems, data entry, and working with public in general office setting. Health care or human service experience preferred. One (1) year of experience assisting professionals in one or more of the following specialized social program areas: economically disadvantaged; mentally or physically disabled; at-risk adults/elders; child abuse and neglect. Bilingual writing, reading and speaking skills in Spanish strongly preferred.

Required Knowledge: Knowledge of unit's functions, policies and procedures. Telephone and organizational skills are essential for this position.

Language Skills: Must have the ability to communicate effectively both verbally and in writing and the skill to organize materials and present information clearly and concisely in verbal and written form. Must understand and follow verbal and written instructions. Must have proficient knowledge of the English language, proper grammar, punctuation and spelling in other oral and written communication and have the ability to write routine reports and correspondences. Must be able to read, comprehend and apply laws, rules, regulations, policies and standard operating procedures required for this position, as well as, basic how-to documents and manuals.

Interpersonal Skills: Must possess the ability to establish and maintain cooperative working relationships with fellow employees, representatives of other agencies and organizations and members of the community. Have strong customer service orientation and work collaboratively within a team environment. Interact professionally and diplomatically with County employees, other agencies and organizations and members of the community and manage difficult or emotional customer situations. Must have the skill to organize work flow and accomplish established objectives. Possess the ability to recognize when confidentiality is required and maintain strict confidentiality. Must maintain appropriate professional boundaries in relationships with customer/clients and the general public.

Mathematical Skills: Must have the ability to work with basic mathematical concepts such as addition, subtraction, multiplication and division and apply concepts such as fractions, percentages, ratios, and proportions to practical situations.

Reasoning Skills: Must be able to apply basic principles of logic and reasoning to a variety of practical problems. Have problem solving and troubleshooting skills. Must have strong organizational skills and the ability to prioritize and work on multiple tasks. Must be able to exercise some independent judgment and function under pressure. Must be able to accomplish assigned tasks to meet established performance standards and objectives and thinks through the consequences of a decision prior to making it.

Office Technology/Computer Skills: Must be able to effectively use modern office technology and equipment, including computers, calculators, telephone, copiers with scanning and faxing capabilities. Must have fundamental experience with word processing, database manipulation, spread sheets, email, and the knowledge to save and retrieve documents from a variety of destinations and sources. Must be able to learn the software and programs related to the position and the County.

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is regularly required to talk and hear. The employee frequently is required to sit and stand for long periods of time; use hands and fingers to handle or feel; and reach with hands or arms. The employee is required to stand, walk, climb or balance, twist, stoop, kneel, crouch. Must be able to respond to the customers’ needs and perform tasks requiring extensive hand and eye coordination. Dexterity of hands and fingers to operate a computer keyboard, mouse and other devices and objects. The employee must frequently lift and/or move objects up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. Physical ability and mobility to drive a motor vehicle to and from field and meetings as required. Ability to work extended shifts and attend training and meetings outside of regularly scheduled hours and the ability to work in stressful situations.

Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Ability to tolerate and be productive in a quiet to moderate noise level in the work place. Employee will have periodic exposure to hazards in the field such as driving and inclement weather and potentially hostile clientele. Exposure to computer screens. May visit client homes and encounter a variety of housekeeping standards and household pets. May be exposed to potential communicable health conditions and angry, hostile, frustrated individuals and those with behavioral and/or cognitive challenges. May travel to rural areas.

Special Requirements: Must possess and maintain a valid Colorado Driver’s License and satisfactory driving record. Ability to work evenings or weekends on an as needed basis. Successful completion of NIMS 700, IS 100 courses within one (1) year of hired.

Other Duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.