Case Management Liaison

Stanford Health Care Tri-Valley•Pleasanton, CA
•$40 - $49

About The Position

The Case Management Liaison is a member of the health care team who assists with coordinating discharge planning and insurance verification under the direction of a Social Worker and Case Manager, as assigned by the Social Work Supervisor. The position serves as a communication and organization focal point for arranging services and equipment in the acute-care setting and for transitions to another facility or home. It performs clerical functions that support the transition of patients to their next care setting and applies SHC–ValleyCare values to its duties. The role supports patient-centered interactions according to Stanford Health Care’s C-I-CARE standards, including anticipating patient needs, guiding patients and families, and coordinating the complexity of care. The position is with Stanford Health Care Tri-Valley.

Requirements

  • High school diploma or GED equivalent.
  • At least one year of prior experience as a Discharge Planning Assistant.
  • Strong basic computer skills.
  • Attention to detail.
  • Basic knowledge of medical terminology.
  • Knowledge of home health, skilled nursing, and basic clerical assistant duties.
  • Strong command of the English language.
  • Insurance verification experience.
  • Excellent communication skills.
  • Basic Life Support (BLS) certification.

Nice To Haves

  • Bachelor’s degree.
  • Two years of progressive clerical experience involving referrals to home health, skilled nursing facilities, transportation, and durable medical equipment.

Responsibilities

  • Perform clerical and secretarial functions for nursing department personnel within the assistant sphere of responsibility.
  • Maintain a master binder or file of computer-generated forms, admissions, transfer packets, and department logs.
  • Assist with arranging patient transportation to skilled nursing facilities, home health, and hospice services.
  • Check utilization review calls, assist with faxing clinical reviews to payors, and enter information into the electronic medical record.
  • Perform admission, concurrent, and retrospective reviews under the direction of the Case Manager and according to established guidelines.
  • Assist with departmental staffing timekeeping input.
  • For CTI discharge assistance, prepare and maintain discharge reports, track patient files, follow up on post-discharge needs with skilled nursing facilities, and coordinate follow-up appointments.
  • Perform clerical activities and data entry related to discharge planning, utilization review, patient disposition, and community referrals.
  • Assist with compiling resource information and developing resource files.
  • Perform duties in accordance with the hospital’s C-I-CARE standards and patient-centered interaction framework.
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