Case Manager Job Description

Sep 13, 2026

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Case Manager responsibilities focus on delivering a comprehensive patient service model, including psychosocial assessment, care planning, linkage, advocacy, and continuous monitoring throughout the admission and treatment process. The role requires completing assessments within the first 24 hours, documenting a written discharge plan addressing the full continuum of care, providing treatment updates to outside providers and family members, managing each client’s treatment plan, coordinating with the attending psychiatrist, and arranging placement and triage services as needed. Clear, timely documentation is expected, alongside staff meeting participation.

LanguageEnglish

CategoryLetters

FormatPDF

Pages2

Reading Time1 min

AccessFree to download

Job Title and Reporting Lines

Job Summary

Primary Responsibilities

Other Responsibilities

Education, Certifications, Licenses

Experience

Special Skills and Equipment

Contacts and Working Environment

Disclaimer and Signatures

Case Manager Job Description | Job Title – Case Manager | Reports to: Director of Patient Administration | | --- | --- | | Job Code- | Overtime Status: _X Exempt (not eligible)_Non-Exempt(eligible) | | Department – Patient Administration | Prepared by: Date: | | Facility- | Approved by: Date: | | Job Summary
The incumbent will be responsible for delivering a patient service model including assessment, planning, linkage, advocacy, and monitoring. The incumbent will carry-out her/his duties by adhering to the highest standards of ethical and moral conduct, acts in the best interest of XXX Hospital, and fully supports the mission, vision, and values of XXX Hospital. The incumbent will have a working knowledge of health care systems, and have demonstrated ability to interact, relate to, work with, and support the activities of a diverse workforce. | | | Supervises
􀁸 None | | | Primary Responsibilities
􀁸 Completes a psychosocial assessment with patient, family member, or both within the first twenty-four hours of the admission process
􀁸 Documents on the day of admission, or within the first twenty-four hours, a written discharge plan that addresses use of the full continuum of care
􀁸 Provides treatment updates to providers outside of the hospital and family members for each assigned case
􀁸 Manages each assigned client’s treatment plan throughout the patient’s stay
􀁸 Coordinates with attending psychiatrist on treatment and discharge
􀁸 Provides placement and related triage services for each assigned case as needed
􀁸 Documents in a clear, timely and systematic fashion all actions taken with respect to each assigned case. | | | Other Responsibilities
􀁸 Attends staff meetings | | | Education/Certifications/Licenses
􀁸 Master’s degree in Social Work, Counseling and Psychology or related field
􀁸 Current licensure in the state
􀁸 CPI and CPR certified
􀁸 Certified professional in Health Care Risk Management (CPHRM) | | | Experience
􀁸 Required-2-3 years experience in health care environment as a case manager
􀁸 Preferred 4-5 years experience in health care environment as a case manager | | | Special Skills/ Equipment
􀁸 Proficient in Microsoft Office, Microsoft Project
􀁸 Bilingual in Arabic, ASL, Cantonese, Hindi, Japanese, Korean, Mandarin, Polish, Russian, Spanish, or Vietnamese preferred | | | Contacts
Internal patients, providers, staff, and volunteers
External patients and providers | | | Physical, Mental Demands/Working Environment
Note: Reasonable accommodations may be made for individuals with disabilities to perform essential functions of this position. | | | Case Manager Job Description continued | | | | | | | --- | --- | --- | --- | --- | --- | | General Activity | Number of Hours | | | | | | | None
Drive | 1-2
X | 2-4 | 4-6 | 6-8 | | | Sit | X | | | | | | Stand | X | | | | | | Walk | X | | | | | Motion | Up to 1/3 of shift
Bend X | | 1/3 or more of shift | | | | | Squat X | | | | | | | Crawl | | | | | | | Climb | | | | | | | Reach X | | | | | | | Lift X | | | | | | | Carry X | | | | | | | Push X | | | | | | | Pull X | | | | | | | Twist X | | | | | | | Turn X | | | | | | Use of Hands and Feet | Gross Motor Function
Right Hand X | | Precise Motor Function | | | | | Left Hand X | | | | | | | Right Foot X | | | | | | | Left Foot X | | | | | | Weight Lifted/Force Exerted | Up to 1/3 of shift
Up to 10 pounds | | 1/3 or more of shift | | | | | Up to 25 pounds X | | | | | | | Up to 50 Pounds | | | | | | | Up to 100 pounds | | | | | | | More than 100 pounds | | | | | | Body Fluid Exposure | No | | Yes XX | | | | Mental Demands | YES
Attention Span X | | YES
Memory X | | | | | Concentration X | | Patience X | | | | | Conceptualization X | | Problem Solving X | | | | | Influence People X | | Relate to Others X | | |

FAQs

What must the case manager complete within the first 24 hours of admission?

The case manager must complete a psychosocial assessment with the patient, a family member, or both within the first 24 hours of the admission process.

What documentation is required early in the admission timeline?

A written discharge plan must be documented on the day of admission, or within the first 24 hours, and it must address the full continuum of care.

How does the case manager coordinate treatment and discharge?

The case manager manages the client’s treatment plan throughout the patient’s stay and coordinates with the attending psychiatrist on treatment and discharge.

Sep 13, 2026

Upload by Fahsai