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 regarding referrals and orders, and accurately enters information into clinical systems. The assistant provides administrative and discharge-planning support, including maintaining departmental documentation and records, producing reports, scheduling meetings, arranging patient and family conferences, and conducting audit activities under the supervision of the Managers of Case Management. The position works with case managers, social workers, patients, families, facilities, referral agencies, payers, and the interdisciplinary care team to coordinate post-discharge services, appointments, authorizations, and transportation. Discharge-planning activity is documented in Cerner or another location as directed by department policy. The schedule is Monday through Friday, 8:00 a.m. to 4:30 p.m., with rotating weekends and holidays. The role requires multitasking in a fast-paced work environment and performing work safely in accordance with departmental rules and practices.

Requirements

  • High school diploma or equivalent required.
  • Ability to multitask and work in a fast-paced 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 preferred.
  • Three years of experience in a care-management support role will 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 preferred.

Responsibilities

  • Provide clerical support to the department.
  • Produce standardized reports in a timely and accurate manner, as requested.
  • Maintain accurate, up-to-date documentation in departmental records.
  • Set priorities and demonstrate a strong sense of urgency.
  • Create, organize, and maintain departmental files and forms.
  • Schedule meetings appropriately, considering their subject, urgency, and required time.
  • Prioritize and arrange details of patient and family conferences or meetings for department members.
  • Perform audit activities under the supervision of the Managers of Case Management.
  • Meet with case managers and social workers on assigned units each morning to discuss discharge-planning needs and outstanding activities from the previous day.
  • Contact referral agencies to make post-discharge arrangements for patients.
  • Make follow-up appointments for patients as requested by case managers.
  • Notify case managers or social workers and patients or families of arranged appointments, and document appointments in Cerner.
  • Assist case managers or social workers by offering patients a choice of post-acute providers.
  • Notify designated facilities of admission needs and verify bed availability.
  • Update facilities on patients’ discharge conditions and final discharge plans.
  • Print or copy chart sections to send to accepting agencies or facilities to support continuity of treatment.
  • Arrange transportation as directed by the Case Manager.
  • Maintain knowledge of discharge-planning resources available in the area.
  • Document discharge-planning activities in the electronic health record or another location according to department policy or process.
  • Communicate with case managers and social workers about the discharge-planning status of all patients.
  • Collaborate with the interdisciplinary care team to discuss discharge plans and needs with patients, families, patient representatives, and care-team members.
  • Collaborate with case managers and social workers to obtain and document choices for post-acute services in Cerner according to case-management policy.
  • Collaborate with case managers and social workers to confirm actual and projected discharge dates with patients and families or patient representatives, and verify transportation arrangements.
  • Ensure authorization is obtained for post-discharge services when required, or follow up daily with the facility or payer if authorization has not been obtained within 24 hours.
  • Collaborate with case managers and social workers with referral agencies to arrange post-discharge services, including verifying bed availability.
  • Update case managers and social workers on the status of assigned discharge-planning tasks throughout the day and before leaving for the day.
  • Perform assigned work safely and follow departmental safety rules and practices; promptly report unsafe activities, conditions, hazards, or violations that could cause injury.
  • Perform other related duties as required.

Benefits

  • Health insurance
  • Paid time off
  • Retirement benefits
  • Employee assistance program
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service