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Case Manager I

Division: Client Support Services
Department: Outpatient (ACT)
Supervised By: Program Manager
FLSA Status: Non-Exempt/Regular/Full-time
Effective Date: March 2007

Position Summary

Assist the client in living as independently a life as possible. Performs tasks including linkage, advocacy, referral, crisis management and follow-up. Provides services that are goal-oriented activities that assist clients by locating, coordinating, and monitoring necessary care and services insuring that they are appropriate and accessible. Work with clients occurs in a variety of settings.

Essential Duties/Responsibilities

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Consistently exercises discretion and judgment to analyze, interpret, make deductions and then decide what actions are necessary based on the varying facts and circumstances of each individual case.
  • Works with supervisory assistance evaluating possible courses of conduct and making decisions where there is no opportunity to seek supervisory assistance.
  • Participates as team member who maintains ACT team caseload providing interventions as needed and within area of expertise and limits of credentials; assures procurement of additional services as needed
  • Provides crisis management for clients, including on-call, and makes recommendations for interventions as appropriate with support of clinical supervisor
  • Manage and operate a system to dispense money to clients according to individual client budgets in accordance with client’s treatment plan
  • Acquires and provides to the team the detailed information regarding an assigned client to establish the foundation for the Treatment Plan
  • Works with the client on a day-to-day basis using professional judgment and discretion to implement the team determined Treatment Plan
  • Assists in development, implementation and revision of individual treatment plans; assures that services provided are specified in the Treatment Plan and monitors progress toward treatment goals
  • Consults and cooperates with community systems to facilitate linkage, referral, crisis management, advocacy, and follow up with the focus on attaining treatment goals
  • Provides crisis management for clients; makes linkages for interventions as appropriate
  • Provides individual and group Activities of Daily Living (ADL) training.
  • Maintains client and program records in accordance with applicable standards and regulations, grant requirements, etc.
  • Monitors client’s self administration of medication as assigned
  • Maintains a high level of ethical conduct regarding confidentiality, dual-relationships, and professional stature
  • Participates in continuing education activities, remaining knowledgeable in area(s) of expertise
  • Attend meetings as appropriate and meet regularly with supervisor to exchange pertinent information and receive supervision
  • Completes Hoosier Assurance Plan (HAP) training as required and passes all vignettes (Medical/IPS, Satellite, CAS, and Client Support Services Divisions only)
  • Completes all Hoosier Assurance Plan (HAP) assessments and paperwork as required (Medical/IPS, Satellite, CAS, and Client Support Services Divisions only)
  • Performs other duties as assigned
Minimum Qualifications/Requirements
  • Bachelor’s degree required. Preferred majors include Psychology, Social Work, Sociology, Family/Consumer Sciences, Child Development, Substance Abuse, Education, Criminology, Counseling, and Therapy Fields
  • Only the above majors qualify for Case Manager II status*
  • Prior experience working with clients who have been diagnosed with severe and persistent mental illnesses
  • Knowledge and skills in community based behavioral health care and case management preferred
  • Good interpersonal and communication skills
  • Agreement to use personal transportation in work capacity including transporting clients
  • Able to work evenings and weekends as assigned related to on-call duties
  • Occasional flexible scheduling required
  • Ability to learn and effectively utilize electronic medical record system

**Case Manager I without qualifying major will not be eligible for CMII. No exceptions.

Certificates, Licenses, Registrations
  • Valid driver’s license in accordance with motor vehicle policy (Valid Chauffeurs License if drive 15-passenger vans with clients)
  • CPI (as required by supervisor)
  • CPR (as required by supervisor)
Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of the job, the employee is regularly required to communicate in person or by telephone. The employee must be able to travel to client locations. The employee is frequently required to stand, walk, reach, bend; use hands to finger, handle or feel objects, tools or controls; and reach with hands and arms. The employee occasionally must sit. The employee must occasionally lift and/or move up to 40 pounds.

Work Environment

The employee works with seriously mentally ill individuals where a high degree of stress is possible. The majority of service is provided in the community including consumer’s homes and community businesses. The condition of each environment will vary widely. The position does not normally involve exposure to blood, body fluids or tissues; but it may require performing unplanned tasks where exposure may occur. The position requires the use of standard precautions.

Conditions of Employment
  • Satisfactory reference and background investigation checks
  • Completion of a pre-employment drug screening and completion of post-employment drug or alcohol tests upon reasonable suspicion of use
  • Completion of tuberculin screening no later than three days prior to the new employee’s first work day and annually thereafter
  • Completion of Center-wide new employee orientation and ALL required paperwork prior to reporting to work
  • Completion of Total Quality Management training
  • Attendance at all mandatory staff development and training
  • Completion of HCI Case Management Training
  • Successful completion of a six month on-the-job orientation period
  • Participation in payroll electronic deposit
  • Adherence to Compliance Program Plan
  • Demonstrated computer literacy through successful completion of pre-employment testing may be required

Job descriptions are not intended, and should not be construed, to be exhaustive lists of all responsibilities, skills, efforts or working conditions associated with a job. They are meant to be accurate reflections of the principal job elements essential for making fair pay decisions about jobs.

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