The Access Case Manager serves as a clinical representative and educator for Shepherd to external referral sources and evaluates the external patients as to the appropriateness of their admission to Shepherd. The Access Case Manager works directly with patients and their families, creating an engaging and dynamic work environment. In this multifaceted role, the Access Case Manager helps to improve the patient experience at Shepherd Center. This position is primarily a face-to-face role that requires meeting with prospective patients, families, and hospital staff. In situations when it is not feasible for travel i.e., driving distances over 5 hours each way, inclement or actual unsafe weather conditions. Instances where there is a request to not go on site these cases are to be approved by CAM/Director. The Access Case Manager represents Shepherd to the external community. Establishes and maintains rapport with families and referral sources. Participates with marketing department to assist with referral development and managing account activities using the Salesforce CRM platform as outlined in the individual marketing plan. Screens all medical records to make sure that the information is useful and in chronologic order based on date. Assists Admissions Dept for follow-up on clinical verification when there is a gap in time from referral from clinic. Screen orders both externally and from SC clinics to ensure appropriateness of referrals and determine if any Pathways OP referrals can be converted to Day Program referrals if appropriate and space allows. Determine if a patient does not meet admissions criteria and refer patients to alternate programs based on telephone interview.
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Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree