Case Management Assistant

The purpose of the Case Manager Assistant (CMA) is to support and under supervision of the Clinical Case Manager to coordinate referrals and implement in facilitating the discharge plan developed and identified by the Clinical Case Manager. This position efficiently and effectively coordinating movement through the continuum of care to ensure timely discharge by effectively coordination of necessary durable medical equipment (DME), home care services, home health nurse/aide, therapies, hospice, home infusion, enteral and teaches. The CMA compiles documentation from the patient's chart through Epic to produce a discharge packet for all patients discharging to a SNF/Acute/Rehab facility this packet will be delivered to the patient's floor before the arrival of the ambulance. The CMA monitors all primary and secondary Medicare in-patients insuring they are delivered the Important Message from Medicare before discharge. The CMA researches hospital authorizations approvals/denials and requests for additional medical documentation. Verifies correct level of care in the Clinical Case Management module and Epic Auth Certification tab.

Apply By Date: May 25, 2026 at 11:59pm. Selection activities may start at any time.

Minimum Qualifications - For full consideration, applicants are encouraged to upload license and/or certification if required of the position

• High School Diploma or Equivalent
• Minimum of two (2) years of experience working in a health care organization.
• Extensive knowledge of health insurance regulations, policies and procedures, Medi-Cal, Medicare guidelines, private insurance and managed care operations and workers compensation.
• Knowledge of terminology, abbreviations, and acronyms of medical and nursing treatment plans and level of care.
• Physical and emotional stamina to regularly work within tight time frames and critical deadlines, and to deal with upset irate or hostile members of the public.
• Ability to learn the dynamics of the organization, both operational and political, and must be resourceful and diplomatic in facilitating the completion of projects.
• Knowledge of use of computers, including Epic and referral management system applications, WEB based search engines, and other software programs, including Microsoft Office, i.e. PowerPoint, Excel and Access.
• Demonstrated understanding of the need to utilize discretion and maintain confidentiality when discussing patient matters.
• Ability to communicate effectively with diverse audiences including physicians, nurses, allied health professionals, administrators and a wide variety of non-technical staff.
• Ability to read and comprehend English text.
• Ability to request authorizations electronically for outpatient professional medical services via external websites/web-links.
• Good problem solver with the ability to define, clarify, and set priorities for producing quality results.
• Knowledge of durable medical equipment and Home Health resources in the community.
• Typing skills and working knowledge of printers, copies, scanners and fax machines.
• Understands the need to utilize discretion and maintain confidentiality when discussing patient matters.

Preferred Qualifications

• Bachelor's degree in healthcare management, public health, or other healthcare or related field
• Minimum of two (2) years of experience in acute or post-acute discharge planning or case management.
• Knowledge and understanding of institutional goals and principles.

Key Responsibilities

• 40% - CMA Process and Practice
• 15% - Medicare Important Message Delivery
• 15% - Insurance Verification
• 15% - Documentation and Communication
• 15% - Customer Service and Interpersonal Skills

Department Overview

The purpose of the Clinical Case Management Department is to support the interdisciplinary team in facilitating patient care, with the underlying objective of enhancing the quality of clinical outcomes and patient satisfaction while managing the cost of care and providing timely and accurate information to payors.

Department Specific Job Scope

This position works closely with the clinical case managers to coordinate and arrange discharge referrals for home heath, hospice, durable medical equipment (DME), infusion services, enteral services, and bedside teaching. This position is also responsible for delivering chart copies, insurance authorization and denial letters, Important Message (IM) letters, and Commence Health Appeals.

POSITION INFORMATION

• Salary or Pay Range: $31.24-$38.82
• Salary Frequency: Hourly
• Salary Grade: 235
• UC Job Title: ACCESS REPR PRN
• UC Job Code: 009099
• Number of Positions: 1
• Appointment Type: Staff: Career
• Percentage of Time: 100
• Shift (Work Schedule): Weekdays, Rotating Weekends and Holidays
• Location: Medical Records Building (HSP012)
• Union Representation: EX-Patient Care Technical
• Benefits Eligible: Yes
• This position is 100% on-site

Benefits

Outstanding benefits and perks are among the many rewards of working for the University of California. UC Davis offers a full range of benefits, resources and programs to help you bring your best self to work, as well as to help you and your family achieve your health, wellness, financial and career goals. Learn more about the benefits below and eligibility rules by visiting either our handy Benefits Summary for UC Davis Health Employees or Benefits Summary for UC Davis Employees and our Benefits Page.

If you are represented by a union, benefits are negotiated between the University of California (UC) and your union and finalized in a contract. Read your bargaining unit's employment contract, stay abreast of current negotiations and learn about collective bargaining at UC: https://ucnet.universityofcalifornia.edu/labor/bargaining-units/index.html

• High quality and low-cost medical plans to choose from to fit your family's needs
• UC pays for Dental and Vision insurance premiums for you and your family
• Extensive leave benefits including Pregnancy and Parental Leave, Family & Medical Leave
• Paid Holidays annually as stipulated in the UC Davis Health Policies or Collective Bargaining Agreement
• Paid Time Off/Vacation/Sick Time as stipulated in the UC Davis Health Policies or Collective Bargaining Agreement
• Continuing Education (CE) allowance and Education Reimbursement Program as stipulated in the UC Davis Health Policies or Collective Bargaining Agreement
• Access to free professional development courses and learning opportunities for personal and professional growth
• WorkLife and Wellness programs and resources
• On-site Employee Assistance Program including access to free mental health services
• Supplemental insurance offered including additional life, short/long term disability, pet insurance and legal coverage
• Public Service Loan Forgiveness (PSFL) Qualified Employer & Student Loan Repayment Assistance Program for qualified roles
• Retirement benefit options for eligible roles including Pension and other Retirement Saving Plans. More information on our retirement benefits can be found here

Physical Demands

• Standing - Frequent 3 to 6 Hours
• Walking - Frequent 3 to 6 Hours
• Sitting - Frequent 3 to 6 Hours
• Lifting/Carrying 0-25 Lbs - Occasional Up to 3 Hours
• Pushing/Pulling 0-25 Lbs - Occasional Up to 3 Hours
• Bending/Stooping - Occasional Up to 3 Hours
• Squatting/Kneeling - Occasional Up to 3 Hours
• Twisting - Occasional Up to 3 Hours
• Climbing (e.g., stairs or ladders) - Frequent 3 to 6 Hours
• Reaching overhead - Occasional Up to 3 Hours
• Keyboard use/repetitive motion - Frequent 3 to 6 Hours

Environmental Demands

• Loud noise levels - Occasional Up to 3 Hours

Mental Demands

• Sustained attention and concentration - Frequent 3 to 6 Hours
• Complex problem solving/reasoning - Frequent 3 to 6 Hours
• Ability to organize & prioritize - Frequent 3 to 6 Hours
• Communication skills - Frequent 3 to 6 Hours
• Numerical skills - Occasional Up to 3 Hours
• Constant Interaction - Frequent 3 to 6 Hours
• Customer/Patient Contact - Frequent 3 to 6 Hours
• Multiple Concurrent Tasks - Frequent 3 to 6 Hours

Work Environment

UC Davis is a smoke and tobacco free campus effective January 1, 2014. Smoking, the use of smokeless tobacco products, and the use of unregulated nicotine products (e-cigarettes) will be strictly prohibited on any UC Davis owned or leased property, indoors and outdoors, including parking lots and residential space.

Indoor workstation, occasionally walking to hospital, must be able to lift 25 lbs.

Special Requirements – Please contact your recruiter with questions regarding which activities apply by position

• This is a critical position, as defined by UC Policy and local procedures, and as such, employment is contingent upon clearing a criminal background check(s) and may include drug screening, medical evaluation clearance and functional capacity assessment
• This position is designated as a mandated reporter under CANRA and UC policy, and employment is contingent on compliance with applicable policies, procedures and training requirements

Misconduct Disclosure Requirement: As a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer.

A Culture of Opportunity and Belonging

At UC Davis, we’re committed to solving life’s most urgent challenges and building a healthier, more resilient world. We believe in growing through every challenge, continually striving to improve, and welcoming new perspectives that strengthen our community. We recognize that a vibrant and innovative organization values both individual strengths and shared purpose. The best ideas often emerge when people with different experiences come together.

As you consider joining UC Davis, we invite you to explore our Principles of Community, our Clinical Strategic Plan and strategic vision for research and education. We believe you belong here. The University of California, Davis is an Equal Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age or protected veteran status.

To view the University of California’s Anti-Discrimination Policy, please visit: https://policy.ucop.edu/doc/1001004/Anti-Discrimination

Because we want you to feel seen and valued, our recruitment process at UC Davis supports openness and authenticity. Research shows that some individuals hesitate to apply unless they meet every qualification. You may be an excellent fit for this role-or the next one. We encourage you to apply even if your experience doesn't match every listed requirement. #YouBelongHere

To learn more about our background check program, please visit: https://hr.ucdavis.edu/departments/recruitment/ucd/selection/background-checks