Case Manager UR

JOB TITLE: Case Manager PROGRAM: Progressive PHP

DATE: July 2011 Revised March 2020 POSITION REPORTS TO: Clinical Supervisor

JOB PURPOSE OR MISSION: Coordinate patient case management issues with other treatment team members; perform direct and indirect patient care duties to assist patients in maintaining recovery.

ESSENTIAL JOB FUNCTIONS include, but are not limited to:

Weight

Time

1. Perform direct and indirect patient case management duties to assist patients in maintaining

recovery, personal dignity, safety, and discharge planning.

A. Facilitate patient admissions through conducting telephone interviews and completion of

admission paperwork including consents, agreements, and financial obligations forms once patient

arrives.

B. Coordinate case management issues with other treatment team members to be documented in treatment

plans.

C. Coordinate appointments and transportation and aftercare needs of patients before, during, and

following treatment.

D. Meet with patients to discuss insurance and help facilitate any changes that need to happen to help the

patient.

E. Provide on going support and case manager expertise to patients to help improve quality of life.

40%

40%

2. Participate as an active member of the treatment team in the development, implementation, and evaluation of patient’s treatment plan from admission through discharge.

A. Assist Therapist and Discharge Coordinator with discharge planning and community

resources.

B. Contribute treatment plan goals and objectives to Therapist.

C. Facilitate and document educational lecture groups in conjunction with other Treatment Team

members.

D. Deescalate potentially volatile situations and/or patients as needed.

25%

25%

3. Participate in the Performance Improvement process.

A. Review and comply with P&P’s.

B. Promote confidentiality.

C. Gather assigned PI. data monthly as needed.

15%

15%

4. Serve as the Case Manager to assist patients with but not limited to:

A. Financial obligations while in treatment.

B. Communicating with family/payees.

C. Facilitating monthly budgets

D. Insurance issues.

E. Social Security check issues.

F. Obtaining proper documents patients need (i.e. Driver’s License, Social Security card, etc.).

G. Assist with further educational needs after discharge.

H. Working with community resources and patient to increase patient care.

10%

10%

5. Performs other duties and projects as assigned.

A. Attend educational in services and staff meetings.

B. Carry out any special assignments and projects as requested by Supervisor.

10%

10%

MINIMUM EDUCATIONAL EXPERIENCE REQUIREMENTS: Minimum of a Bachelor’s degree in related field or equivalent years of experience in the field.

SPECIAL SKILL AND KNOWLEDGE REQUIREMENTS:

Time management skills to complete assignments

Organizational skills

Good verbal and oral communication skills

Adhere to strict boundaries and professionalism

Problem solving skills and ability to multitask

Computer literacy

PHYSICAL REQUIREMENTS:(requirements to accomplish the essential functions of the job and the frequency of these requirements):

Physical Activity

Not at all

Rare

Occasional

Frequent

Continuous

Lifting

x

Bending/stooping

x

Crawling

x

Climbing

x

Reaching above shoulder level

x

Crouching

x

Kneeling

x

Balancing

x

Pushing/pulling

x

Excessive walking

x

Excessive talking

x

Hearing

x

Repetitive motions

x

ENVIRONMENTAL DEMANDS (Exposure to extreme environmental issues such as handling toxins, hazardous chemicals, sharps, bio hazards, etc. in order to do the essential functions of the job) –very low exposure to bio hazardous materials.

GENERAL PERFORMANCE CRITERIA

• 
  Displays willingness to help others.
• Displays self-direction by actually seeking solutions to problems.
• Seeks out and offers new ideas for improving processes.
• Displays commitment to customers and organization.
• Completes assignments accurately, in a timely manner and within procedural guidelines.
• Organizes and prioritizes work.
• Deals constructively with stress.
• Uses appropriate customer etiquette, i.e.. telephone, conversation, demeanor, etc.
• Takes directions well, accepts constructive criticism and responds accordingly.
• Respects customer's, co-worker's and organization's confidentiality.
• Follow policies/procedures such as appearance, dress, safety, appropriate patient/staff interactions, etc.
• Works positively with both internal and external customers.
• Is punctual in all aspects of work.
• Adheres to attendance policy.

PRIMARY CUSTOMERS: Patients, external resources, treatment team members, administration.

POSITIONS REPORTING DIRECTLY TO THIS POSITION: None