Clinical Case Manager

OccuMedX Group, Inc. • Charlotte, NC

5d • Onsite

About The Position

The Clinical Case Manager provides centralized clinical case management, documentation oversight, and client support for OccuMedX occupational health programs across construction and industrial sites. The role manages occupational injury and illness cases from initial notification through closure, coordinates follow-up and return-to-work activity, reviews clinical documentation, and serves as a clinical resource to onsite medical personnel, Operations, Human Resources, leadership, and client stakeholders. The role also supports Fit for Duty services, employee exposure management, clinical quality initiatives, and injury data and trend reporting in accordance with applicable law, client requirements, OccuMedX protocols, and the individual's scope of practice.

The position coordinates and supports Post Offer Employment Test (POET) programs, including drug and alcohol testing and physical ability or functional testing. It reviews results and makes work-status, restriction, or clearance recommendations within scope and policy, while ensuring documentation, chain-of-custody, confidentiality, and compliance. The Case Manager also coordinates internal employee injury and exposure follow-up, supports bloodborne pathogen response and Hepatitis B vaccination documentation when assigned, and assists with audits, investigations, reporting, and clinical process improvement.

The role is office-based, with occasional travel to client sites as needed. It involves prolonged computer use, chart review, telephone or video communication, and documentation. Availability outside standard business hours may be required for urgent case consultation, exposure response, or client escalation.

Requirements

• Active clinical license as a Registered Nurse (RN).
• Minimum 3–5 years of clinical experience.
• Strong written and verbal communication skills, including client-facing communication.
• Familiarity with electronic health record (EHR) systems.
• Strong clinical judgment, critical thinking, and attention to detail.
• Exceptional follow-through and ability to manage multiple active cases, deadlines, and competing priorities.
• Ability to recognize clinical risk and escalate concerns promptly.
• Strong documentation, auditing, coaching, and professional communication skills.
• Client-focused, solutions-oriented approach, balancing clinical quality, compliance, and operational needs.
• Ability to work effectively across departments and with geographically dispersed onsite teams.
• Commitment to confidentiality and regulatory compliance.

Nice To Haves

• Clinical experience in occupational health, emergency medicine, urgent care, or onsite medical services.
• Experience with injury case management, chart review, and clinical documentation.
• Experience performing or overseeing drug testing and physical ability testing.
• Knowledge of OSHA, bloodborne pathogen standards, and Fit for Duty program requirements.
• Case management or occupational health certification, such as CCM, COHN, COHN-S, or similar.
• Experience supporting construction, industrial, or multi-site client environments.

Responsibilities

• Manage occupational injury and illness cases for client workforces and internal employees from initial notification through case closure.
• Establish and document timely case follow-up, including worker contact, treatment status, referrals, restrictions, appointments, and return-to-work progress.
• Coordinate promptly with onsite medical personnel when a new injury, change in condition, escalation, or other case-management concern is identified.
• Escalate complex, high-risk, delayed-recovery, or clinically concerning cases to leadership.
• Maintain clear case status, outstanding action items, and closure criteria to ensure appropriate follow-up.
• Coordinate follow-up, referrals, and return-to-work activity in collaboration with clients and internal teams.
• Monitor injury trends across client sites and internal operations and identify opportunities for early intervention.
• Review clinical charts, incident documentation, treatment notes, and follow-up entries for completeness, accuracy, timeliness, and alignment with OccuMedX clinical standards.
• Identify missing documentation, inconsistencies, clinical concerns, and recurring documentation or practice gaps; communicate required corrections or education needs to the clinical quality department.
• Support consistent documentation in the Company's electronic health record and other approved clinical systems.
• Serve as a clinical resource to onsite teams regarding injury management, exposure response, and follow-up.
• Collaborate with the Medical Director, supervising provider, or other appropriate clinician when a case exceeds the role's scope or requires provider-level medical decision-making.
• Promote early intervention and appropriate escalation while avoiding unnecessary delays in care.
• Coordinate and support client POET programs, including drug and alcohol testing and physical ability or functional testing, in accordance with company policy, client requirements, and applicable regulations.
• Coordinate and perform drug and alcohol testing, and administer and oversee physical ability and functional capacity testing.
• Review POET results and provide recommendations regarding work status, restrictions, or clearance within scope and policy.
• Ensure proper documentation, chain-of-custody, confidentiality, and compliance for testing activities.
• Serve as a professional clinical point of contact for assigned client stakeholders regarding case status, occupational health workflows, and permitted work-status information.
• Participate in client case reviews, operational meetings, quality discussions, and program reviews as requested.
• Support onboarding of new client programs by helping establish injury-reporting, case-management, escalation, documentation, and Fit for Duty workflows.
• Communicate timely, accurate, and appropriate information while protecting confidential medical information.
• Coordinate internal employee occupational injury and exposure follow-up in partnership with Human Resources and Operations, as appropriate.
• Support bloodborne pathogen exposure response, including timely post-exposure evaluation, documentation, and follow-up.
• Coordinate and track Hepatitis B vaccination offers, declinations, and related compliance documentation when assigned.
• Maintain employee medical information separately and confidentially in accordance with applicable privacy, OSHA, and Company requirements.
• Ensure compliance with OSHA, DOT when applicable, state regulations, and client-specific requirements.
• Provide clinical information and documentation to support employer OSHA recordkeeping and recordability determinations without independently making legal determinations outside assigned authority.
• Track case-management metrics, follow-up completion, case aging, injury trends, escalation patterns, and other clinical quality indicators.
• Assist with audits, investigations, and internal or client-facing reporting.
• Serve as a liaison among onsite medical personnel, Operations, leadership, and client representatives.
• Participate in clinical process-improvement initiatives and help standardize case-management practices across OccuMedX sites.
• Support orientation and ongoing education of onsite medical personnel regarding case-management expectations, escalation pathways, and documentation standards.
• Maintain reliable availability and responsiveness during assigned working hours, including for time-sensitive case escalations and client needs.
• Communicate case-related and POET findings professionally and in a timely manner.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed