Case Manager

Family Tree Private Care•San Antonio, TX

About The Position

The Case Manager manages client relationships, serves as a trusted advisor to clients’ families, and works to maximize customer loyalty. The role focuses on delivering exceptional care to older adults and people with disabilities and supporting quality health outcomes through quality caregiving services. The Case Manager performs in-home assessments and follow-up visits, develops plans of care, supports client onboarding, and serves as the primary contact for client communications. The position also collaborates with care coordination teams and caregivers, provides caregiver education as needed, and tracks quality indicators such as readmissions, recovery trends, hospitalizations, and discharges.

Requirements

At least 2–3 years of customer service experience.
Fluency in Microsoft Office 365.
Ability to organize and maintain electronic client records.
Strong interpersonal skills and ability to build relationships with clients.
Skill in leading conversations.
Organization and attention to detail.
Problem-solving and decision-making skills.
Excellent written and oral communication skills.
Ability to manage time effectively and work efficiently.
Ability to work independently.
Flexibility, humility, and a team-oriented approach.
Compassion and empathy.
Grit, passion, and perseverance.
Ability and willingness to drive to various parts of greater Houston to visit clients in their homes.

Nice To Haves

At least 1 year of experience managing or coordinating services for patients or clients.
Experience in home care or a related industry, such as home health, hospice, or hospital services.
Experience working in a sales-driven environment.
Experience working in a clinical setting or strong customer service experience.

Responsibilities

Perform initial in-home assessments to determine care needs and develop appropriate plans of care.
Build rapport with prospective clients and families, understand their needs, and recommend suitable caregiving, nursing, or care management services.
Support conversion of prospective clients into clients by establishing a strong first impression.
Ensure successful onboarding of new clients, including completion of paperwork.
Explain pricing and service costs before services begin.
Serve as the primary contact for client communications, including billing and scheduling inquiries.
Manage assigned client relationships while maximizing care quality and service profitability.
Maintain ClearCare records, including documentation of client communications, follow-up visits, phone calls, plans of care, and orders.
Collaborate with the care coordination team to match caregivers with clients’ needs and requirements.
Provide on-site training and education to caregivers as needed.
Ensure caregivers are introduced to clients on or before their first day in the home.
Educate caregivers about clients’ plans of care and relevant signs and symptoms of their diagnoses.
Track quality indicators, including 30-, 90-, and 180-day readmission rates, diagnosis-related recovery trends, hospitalizations, and discharges.