Case Management Liaison

Stanford Health Care Tri-Valley•Pleasanton, CA

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 role serves as a focal point for communication and organization of services and equipment in the acute setting and at the transitioning facility or home. It performs clerical functions that support the transition of patients to their next care setting and applies SHC–ValleyCare values to all job duties. The position also supports utilization review, discharge planning, patient disposition, community referrals, and post-discharge follow-up. Employees must perform duties in accordance with the hospital's C-I-CARE standards, which provide a framework for patient-centered interactions and an exceptional patient and family experience.

Requirements

High school diploma or GED equivalent.
One year of prior experience as a Discharge Planning Assistant.
Strong basic computer skills.
Detail-oriented.
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 with 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 assistant duties, run and maintain reports for CTI team discharges, track patient files, follow up on post-discharge needs with skilled nursing facilities, and act as a liaison for 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 all duties in accordance with hospital C-I-CARE standards and support a patient-centered experience.