Case Management Assistant

Under the direction of the Social Work Manager in Case Management, the Case Management Assistant (CMA) provides care and service safely and efficiently for a full range of services to patients of all ages and their families. The CMA supports the operation and communications of the department for both point-of-entry and inpatient settings, collaborating with the healthcare team as directed by the Case Manager and Social Worker.

Responsibilities

• Maintain patient, employee, physician, and corporate confidentiality; respect the rights, privacy, and property of others.
• Communicate timely, relevant, and accurate information to Case Managers and professionals involved in patient care; maintain routine communication with case managers on referral request status.
• Communicate Social Work and Case Management referrals to assigned staff and notify the department director/manager when staff cannot facilitate the referral.
• Receive, screen, and route telephone calls and written communications to appropriate staff; return calls and relay messages as needed; inform staff of urgent correspondence.
• Communicate with payers to verify patient benefits at the case manager’s request; alert staff to adverse determination responses from insurance companies.
• Fax surgery procedure updates to Business Office staff for Medicaid reimbursement coordination.
• Receive and record new or changed contact information for the sitter’s list.
• Route contact information from Home Health agencies to appropriate staff to facilitate continuity of care.
• Obtain necessary forms to initiate referrals for care transitions; distribute post-acute placement requests as directed by the RN, CM, or SW.
• Monitor patient progression toward desired outcomes; facilitate discharge planning, resource referrals, and patient education.
• Participate in RN, CM, and SW team planning meetings; coordinate resources and services to support team goals and discharge plans.
• Continuously monitor patients from admission through discharge to ensure timely referrals and coordination of post-acute needs.
• Ensure data integrity by running reports to validate correct entry into the hospital system.
• File and maintain insurance communication documents and tracking logs.
• Maintain and restock social work and case management forms as needed.
• Complete special projects or assignments to support department operations.
• Perform the professional, clinical, or technical competencies of the assigned unit or department.

Requirements

• High School Graduate.
• 3 or more years of broad administrative or secretarial experience.

Preferred Qualifications

• Associate’s or Bachelor’s Degree.
• Healthcare background.

Skills

• Some knowledge of contractual reimbursement methodology.
• Some knowledge of community agencies and resources.
• Excellent verbal and written communication skills.
• Strong customer service skills.
• Ability to manage multiple tasks simultaneously.
• Organizational skills and commitment to confidentiality.
• Experience with MS Office programs.

Schedule

Full time