Case Manager QIDP

Essential Job Responsibilities

• Maintain assigned permanent caseload of up to 20 clients based on programmatic needs.
• Take on and support additional clients as needed and assigned.
• Maintain client case record in electronic record system (Cx360) per program procedures; reviews and updates annually or as needed to ensure accuracy of information.
• Schedule and lead service planning meetings annually and as needed per timelines established by licensure requirements.
• Develop and implement individualized strategies that coordinate internal and external services to mitigate identified risks and maximize the client’s progress toward selected outcomes and community inclusion (Implementation Strategy) according to timelines established by licensure requirements; completes timely revisions and/or updates to the Strategy as needed.
• Care for Health Services based on individual client needs and licensure requirements.
• Schedule and attend client medical appointments, ensures appointments are kept when delegated, and ensures that appropriate documentation is complete and forwarded to the appropriate team members; maintains documentation of services provided in client case record.
• Care for Behavioral Intervention Services based on individual client needs and licensure requirements; obtains documentation of client and/or guardian consent to implement services.
• Monitor service delivery and client satisfaction with services; maintains documentation of services provided in client case record.
• Care for Community Day Services based on individual client needs and preferences. Monitor service delivery and client satisfaction with programming and offerings.
• Care for Behavioral Health Services based on individual client needs and licensure requirements. Schedules and attends Psychiatry appointments; ensures that appropriate documentation is complete and forwarded to appropriate team members. Maintains documentation of services provided in client case record.
• Care for Employment Services based on individual client needs and preferences. Monitor service delivery, client satisfaction, and maintain applicable documentation of services provided in client case record.
• Consult with supervisor, department staff, stakeholders, and/or other providers to secure and coordinate any external services and programs provided to clients. Monitor service delivery, client satisfaction, and maintain contracts and documentation of services provided (as applicable) in client case record.
• Coordinate leisure and recreation activities for clients; ensures all applicable registration documents, consents, and payments are completed according to registration timelines for external recreation opportunities.
• Care for Specialized/External Transportation Services based on individual client needs and preferences; completes required application processes and registrations for services. Monitor service delivery, client satisfaction, and maintain documentation of services provided in client case record.
• Complete and submit requests for additional funding, services, and supports; collaborate with applicable departments, providers, and regulatory agencies to compile required documentation for submissions. Complete timely follow-up on submissions and communicate outcomes to applicable team members; maintain documentation of submissions and outcomes in client case record.
• Demonstrate a strong understanding of client rights and privacy under DHS, HCBS, and CARF standards; monitor services to ensure rights and privacy are protected and report any suspected or witnessed violations according to policies and procedures.
• Develop and implement strategies for necessary modifications and/or restrictions of rights according to licensure requirements; submit and present strategies and supporting documentation for review to Human Rights Committee quarterly or as indicated by review.
• Obtain and maintain required consent for implementation, monitor implementation and progress, and maintain documentation in client case record.
• Complete and score appropriate assessment tools with information and perspective from applicable team members annually and as needed per timelines established by licensure requirements. Receive and review client assessments and documentation including but not limited to: Health Risk Screenings, Nutrition Assessment, Functional Behavioral Assessment, Sexuality Assessment, etc. annually and as needed per timelines established by licensure requirements; complete follow-up with departments and providers to ensure required timelines are met. Provide results/scores of assessments to applicable departments and providers for service planning and delivery. Ensure relevant information is documented in the Implementation Strategy; maintain documentation in client case record.
• Review and analyze data and case notes completed by applicable team members monthly or as needed for assigned caseload; collaborate with applicable departments, team members, and supervisors to ensure problems or concerns are addressed immediately.
• Complete Monthly Progress Reviews to document progress toward outcomes and other pertinent updates per procedure; exercise clinical judgement and client input to advance client through objectives outlined in Implementation Strategy. Maintain documentation in client case record and provide copies of reports upon request for authorized support team members.
• Obtain signed consents and authorizations to exchange information and/or provide services from client and/or guardian (as applicable) annually and as needed according to licensure requirements. Maintain documentation in client case record.
• Meet with assigned caseload to provide ongoing financial education (as appropriate), review income, and establish budgets for essential expenses (program fees, rent, utility bills, etc) and discretionary income spending at least monthly or as needed/defined in Implementation Strategy. Maintain documentation according to policies and procedures.
• For clients from assigned caseload residing in agency-controlled properties: fill in financial obligation information on Residency Agreement per procedure; review and sign Residency Agreement with client and/or guardian as applicable annually or as needed. Maintain documentation according to procedure.
• For clients from assigned caseload residing in affordable and/or subsidized housing: assist client and/or guardian as applicable to complete and submit applications, re-certifications, and/or lease renewals annually or as needed. Maintain documentation according to procedure.
• Complete client case record quality assurance reviews as assigned; provide feedback and documentation to assigned primary case manager and designated supervisor.
• Compile and enter data on program outcome measures and assist clients from assigned caseload to complete client satisfaction surveys according to CARF standards and timelines.
• Conduct at least 2 unannounced site visits to program locations serving assigned caseload per month; receive and provide feedback to departments, team members, and supervisors using solutions-focused language and positive approaches.
• Conduct at least 1 scheduled site visit to a program location serving assigned caseload per week; receive and provide feedback to departments, team members, and supervisors using solutions-focused language and positive approaches.
• Provide direct feedback and training using positive approaches to staff during visits to assure client programming, documentation, safety, rights and confidentiality standards per agency, state, and federal regulations are being met during service delivery.
• Report problems or concerns observed regarding physical environment, clients, and/or staff to site/program Manager and Clinical Director to ensure they are addressed immediately.
• Provide any performance and discipline feedback regarding staff to program Manager.
• Participate in regular staff meetings at program locations using solutions-focused language and positive approaches; reviews meeting topics with all staff not in attendance at the meetings for assigned caseload.
• Provide staff training on client plans and strategies annually, upon revisions to strategies, when a knowledge gap is identified, and as requested by program management; maintain documentation per procedure and provide records to