About The Position

The Case Management Assistant II supports case managers and social workers in helping patients and their families identify and use internal and external resources for social, emotional, and environmental needs. The role verifies benefits, obtains insurance authorizations, contacts vendors and referral agencies, and accurately records information in clinical systems. The assistant provides clerical and administrative support, maintains departmental records and files, prepares reports, schedules meetings, and performs audits under the supervision of Case Management Managers. The role also supports patient discharge planning by coordinating post-discharge services and appointments, communicating with patients, families, facilities, payers, case managers, and social workers, and documenting activities in Cerner or other designated systems. Work is performed safely and in accordance with departmental procedures.

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 support role in care management 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 preferred.

Responsibilities

  • Provide clerical support to the department and produce requested standardized reports accurately and on time.
  • Maintain accurate, current departmental records, files, and forms.
  • Set priorities, demonstrate urgency, and schedule meetings and patient/family conferences appropriately.
  • Perform audit activities under the supervision of the Managers of Case Management.
  • Meet with case managers and social workers on assigned units to discuss discharge planning needs and the status of outstanding activities.
  • Contact referral agencies and arrange post-discharge services and appointments as requested by case managers.
  • Notify case managers, social workers, and patients or families of arranged appointments and document them in Cerner.
  • Assist with offering and documenting patient choices of post-acute providers.
  • Notify designated facilities of admission needs, verify bed availability, and provide updates about discharge condition and plans.
  • Print or copy 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 confirm that transportation is arranged.
  • Document discharge planning activities in the electronic health record or other location as required by department policy.
  • Communicate with case managers and social workers about the discharge planning status of patients and assigned tasks throughout the day and before the end of the shift.
  • Collaborate with the interdisciplinary care team and with case managers and social workers to discuss discharge plans and needs with patients, families, representatives, and care team members.
  • Confirm actual and projected discharge dates with patients and families or representatives.
  • Ensure authorization is obtained for post-discharge services when required, or follow up daily with the facility or payer if authorization is not obtained within 24 hours.
  • Follow established departmental safety rules and report unsafe activities, conditions, hazards, or violations to a supervisor in a timely manner.
  • Perform other related duties as required.

Benefits

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