Case Managers

Intake & Assessment (Case Management Side)

• Complete comprehensive case management assessments after clinical intake (or same day when needed).

• Identify needs in:

  • Housing & shelter

  • Income / employment / vocational training

  • Medical and mental health care

  • Substance use treatment

  • Legal, probation, parole, child welfare

  • Benefits (Medicaid, Medicare, Marketplace plans, SNAP, TANF, SSI/SSDI, victim compensation, childcare, transportation, etc.).

• Obtain and maintain signed ROIs to coordinate care with all relevant parties.

Service Planning & Coordination

• Develop individualized service plans with measurable goals that match the clinical treatment plan.

• Coordinate:

  • Housing placements and transitions

  • Medical and therapy appointments

  • Transportation arrangements (with our transportation team)

  • School, job training, employment, and childcare resources

  • Legal and community resources (probation, courts, DV programs, shelters, etc.).

• Track progress and update service plans regularly (at least every 3090 days or as payer requires).

Ongoing Remote Case Management Contacts

• Provide case management via:

  • Phone calls

  • Video/telehealth

  • Secure messaging / portals

  • Occasional coordination with partners by phone/email.

• Use structured, billable contacts
  , not casual check-ins:

  • Problem / need identified

  • Specific interventions (calls, applications, arrangements made)

  • Education, coaching, and advocacy

  • Concrete outcomes and next steps.

Documentation & Billing Support

• Complete same-day documentation for all contacts using our DAP/SOAP or agency-approved format.

• Accurately record:

  • Date, start/end time, and total minutes

  • Location / POS and modality (telehealth/phone/community)

  • Service type (case management, eligibility support, care coordination, etc.).

• Ensure every note supports medical necessity and clearly ties back to the service plan.

• Use our internal billing cheat sheets and follow coding guidance (e.g., T1016 or other case management codes) so Billing Paradise can submit clean claims.

• Communicate with Billing / Eligibility when:

  • Authorization is needed, expiring, or out of units

  • A claim is denied due to documentation or eligibility issues

  • Client insurance changes or lapses.

Client Advocacy & Crisis Coordination

• Help clients navigate crises related to housing, safety, food, transportation, and access to care.

• Collaborate with therapists, medical providers, and leadership when higher clinical intervention is needed.

• Follow agency protocols for risk, safety plans, and mandated reporting
  .

Teamwork & Systems Use (Remote)

• Work daily inside:

  • Our EMR/practice management system

  • Microsoft Teams (chat, meetings, channels)

  • Phone/telehealth platforms (for calls and video sessions).

• Attend case reviews, staff meetings, and trainings via Teams.

• Help refine case management SOPs and suggest improvements to workflows as we grow.