About The Position

The Case Management Assistant II supports case managers and social workers in helping patients and families identify and use internal and external resources to address social, emotional, and environmental needs. The role verifies benefits, obtains insurance authorizations, contacts vendors about referrals and orders, and accurately enters information into clinical systems. The assistant provides clerical and administrative support to the department, maintains records and files, produces reports, schedules meetings, and performs audits under the supervision of Case Management managers. The position also supports patient discharge planning by coordinating with case managers, social workers, patients, families, facilities, referral agencies, and the interdisciplinary care team. Duties include arranging post-discharge services and appointments, confirming facility availability and authorizations, coordinating transportation, communicating discharge-plan updates, and documenting activities in Cerner or other designated records. The position is scheduled Monday through Friday, 8:00 a.m. to 4:30 p.m., with rotating weekends and holidays. The assistant is expected to work safely, follow departmental procedures, and report safety concerns promptly.

Requirements

  • High school diploma or equivalent required.
  • Ability to multitask and work in a fast-paced work environment.
  • An equivalent combination of education and experience may be substituted.

Nice To Haves

  • Bachelor's degree in social work or a related field or behavioral sciences.
  • Three years of experience in a care-management support role, which may be considered equivalent to an associate degree in social work or a related field or behavioral sciences.
  • Home health care and/or managed care experience.

Responsibilities

  • Provide clerical support to the department and produce standardized reports accurately and on time.
  • Maintain accurate departmental documentation, files, and forms.
  • Set priorities, demonstrate urgency, and schedule meetings appropriately.
  • Arrange details for patient and family conferences and meetings.
  • Perform audit activities under the supervision of Case Management managers.
  • Meet with case managers and social workers on assigned units to review discharge-planning needs and outstanding activities.
  • Contact referral agencies to make post-discharge arrangements for patients.
  • Make follow-up appointments as requested and notify case managers, social workers, patients, and families of arrangements.
  • Document appointments and discharge-planning activities in Cerner or other designated records.
  • Assist with offering and documenting choices of post-acute providers.
  • Notify designated facilities of admission needs, verify bed availability, and update facilities about discharge condition and plans.
  • Copy or print relevant chart sections and send them to accepting agencies or facilities to support continuity of care.
  • Arrange transportation as directed by the Case Manager and verify transportation plans with patients and families.
  • Obtain authorization for post-discharge services when required, or follow up daily with the facility or payer if authorization is not received within 24 hours.
  • Communicate discharge-planning status and assigned-task updates to case managers and social workers throughout the day and before leaving.
  • Collaborate with the interdisciplinary care team, patients, families, representatives, case managers, and social workers on discharge plans and needs.
  • Perform assigned work safely, follow departmental safety rules, and report unsafe activities, conditions, hazards, or violations promptly.
  • Perform other related duties as required.

Benefits

  • Health insurance
  • Paid time off
  • Retirement benefits
  • Employee assistance program
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