Case Manager 2

EXAMPLES OF DUTIES:

• Complete long-term care financial intake interviews and resource assessments to inform the financial decision-making process; complete required documentation and benefit-generating actions in the ONE Eligibility system and other databases; examine legal documents and trusts, explain disqualifying transfers of assets, and calculate disqualification timeframes; obtain information from collateral contacts; assess forms for accuracy; document income, resources, and consumer information.
• Interview Medicaid, SNAP, TANF, ERDC, Refugee Cash, TA-DV, and other program applicants, , recipient's relatives, guardians, and their representatives to determine and document initial and ongoing eligibility and financial needs in accordance with Federal and State guidelines; provide eligibility re-determination when financial or medical status changes occur; screen for unmet needs such as health care and social services.
• Input consumer information and perform financial calculations utilizing the ONE Eligibility system to determine eligibility and accuracy of benefits; provide consumers with information to make informed choices; process and maintain case records and monthly reporting forms; communicate overpayments and respond to consumer inquiries.
• Provide housing referrals, locate affordable housing options and stable housing plans, and assist consumers with move in; identify and obtain equipment, supplies, home modifications, and other housing assistance supplies for consumers; coordinate medical transportation.  
• Provide ongoing support to consumers and their families; make referrals for ongoing case management and state provided services; serve as advocate for consumers with managed health care plans; assist consumers with hearings requests and attend as a witness or unit representative.
• Register consumers and enter data in the ONE Eligibility system and other referral systems and databases; troubleshoot service authorizations; make updates to systems and databases including consumers address, income, and changes in service setting.
• Respond to crisis situations involving consumers by making referrals to Mental Health, Crisis Line, Adult Protective Services, Senior Law Clinic, Service Intake, and other services; collaborate with internal staff to provide or arrange medical, financial, and social services for individuals with complex psycho-social or medical problems requiring ongoing assistance.
• Analyze and review federal, state, and local laws, regulations, policies, and procedures in order to ensure compliance.
• In addition to the above duties, the Case Manager 2 will: maintain an ongoing case load and perform complex case management duties; assess, evaluate, and document eligibility for full spectrum Federal and State program services and benefits; provide resource referrals when applicant becomes ineligible for programs; conduct a comprehensive needs assessment with consumer, their family, guardian, and collateral contacts to develop an accurate portrayal of consumers’ strengths, needs, choices, and risks; develop service plans with appropriate levels of service and risk mitigation; connect and monitor consumers health and safety needs; coordinate cost effective care planning, engage in problem resolution, and facilitate referrals with agencies and individuals such as doctors, attorneys, guardians, and community partners; create service plans including care needs such as behavioral support services, home health care, emergency response systems, and others; monitor and adjust the consumer's long-term care services; authorize provider payments and update State billing systems; communicate and support providers with billing discrepancies; monitor, troubleshoot, and address problems involving diverse systems; engage in transition and diversion activities or referrals for consumers in acute or nursing facility settings; coordinate discharge and relocation plans for a safe transition to a community-based care setting; participate on committees, work groups, and in identifying needed policy and systems issues and potential improvements; provide support and information regarding consumer needs, placements, transitions, and related processes to homecare workers (HCWs), caregivers, and/or external and facility partners including technical assistance and policy communication.
• In addition to the above duties, the Case Manager Senior will: perform highly complex case management duties for ongoing cases; evaluate complexity of cases and consumers needs and staff complex cases within assigned team or other branches; complete case management process start to finish in highly complex cases or stabilize cases and assign to lower level Case Managers; provide consultation to Case Managers and staff of partner programs and agencies; provide referrals to private and public guardians; write an investigative report summarizing findings and testify in court as required; respond to and resolve customer complaints, conduct case review and follow up; file petitions with District Attorney's Office for Civil Commitments; provide monitoring and compliance with treatment plans per Civil Commitments and community conditions while under Psychiatric Security Review Board (PSRB); plan OSH discharges and community placements; approve and certify homecare workers (HCWs) through Medicaid; may provide lead work to other case management staff including consulting on complex cases
• Perform other duties as assigned.

LEVEL AND TYPE OF WORK AND/OR SUPERVISION:

Case Manager 1

• Journey level
• Paraprofessional
• Perform the full range of duties, working independently, applying well-developed subject knowledge, and exercising judgment and initiative.
• Receive occasional instruction or assistance as new or unusual situations arise.
• Fully aware of the operating procedures and policies within the work unit.
• Work is reviewed based on compliance, appropriateness, and effectiveness in meeting goals and deadlines.
• Receive general supervision from manager or staff.

Case Manager 2

• Journey level
• Professional
• Perform the full range of duties, working independently, applying well-developed subject knowledge, and exercising judgment and initiative.
• Receive occasional instruction or assistance as new or unusual situations arise.
• Fully aware of the operating procedures and policies within the work unit.
• Work is reviewed based on compliance, appropriateness, and effectiveness in meeting goals and deadlines.
• Receive general supervision from manager or staff.

Case Manager Senior

• Advanced level
• Professional
• Perform the most difficult assignments requiring a higher level of responsibility, applying advanced subject knowledge, and exercising significant independent judgment and initiative.
• Receive work assignments in terms of objectives, priorities, and deadlines.
• Work is reviewed for technical accuracy, compliance to program objectives, and overall results.
• Receive direction from manager or staff.              
• May exercise functional and technical supervision over staff.

MINIMUM QUALIFICATIONS GUIDELINES:

Any combination of experience and training that would likely provide the required knowledge, skills, and abilities is qualifying. Requirements are determined at the time of recruitment based on responsibilities of the individual position and business needs of the department.

Case Manager 1

Training and experience for journey level, paraprofessional classifications are typically equivalent to an associate's degree and one (1) to four (4) years of experience that demonstrates the ability to perform the duties of the position. (Equivalency 3-6 years of qualifying training and/or experience).

Case Manager 2

Training and experience for this journey level, professional classification is typically equivalent to an associate's degree and one (1) to four (4) years of experience that demonstrates the ability to perform the duties of the position. (Equivalency 3-6 years of qualifying training and/or experience).

Case Manager Senior

Training and experience for this advanced level, professional classification is typically equivalent to an associate's degree and three (3) to six (6) years of experience that demonstrates the ability to perform the duties of the position. (Equivalency 5-8 years of qualifying training and/or experience).

Depending upon assignment, candidates may be required to pass a criminal background check, have a valid driver license, and/or additional training, licenses, or certificates.