Lead Case Manager (53327)

Westcare•Saint Petersburg, FL

About The Position

The Lead Case Manager provides advanced case management services to WestCare patients and clients experiencing substance use disorders, mental health conditions, or co-occurring diagnoses. The position serves as a subject-matter resource for complex cases involving multiple systems and helps coordinate recovery-oriented care. The Lead Case Manager collaborates with counselors, clinical teams, social service providers, and external agencies to improve service delivery, strengthen resource pathways, and maintain regulatory and documentation compliance. The role provides guidance and support to program staff but has no supervisory responsibilities. The position includes screening and assessing clients, developing individualized treatment plans, advocating for access to treatment and other supports, coordinating referrals, addressing barriers to recovery, and providing crisis support. It also includes supporting client groups, participating in clinical staffing discussions, documenting and auditing case files, maintaining EHR data, contributing to policies and procedures, and participating in community outreach and education. Work takes place in indoor and outdoor settings, including group and individual counseling environments, with direct contact with clients of all ages and levels of functioning. The setting may be fast-paced and noisy. A minimum of 40 hours per week is expected, with significantly more hours required at times. Duties may require work before or after normal working hours, and employees must be able to work the hours necessary to complete job tasks. Regular attendance is required.

Requirements

  • Bachelor’s degree in a human services or related field.
  • At least one year of professional experience providing case management services.
  • Strong experience with Microsoft Office Suite.
  • Ability to work collaboratively and professionally with others and function well in a team environment.
  • Ability to exercise good judgment and discretion.
  • Excellent verbal and written communication skills.
  • Ability to complete work tasks within scheduled work hours and work the hours necessary to complete job tasks.
  • Ability to collect and analyze complex numerical and written data and verbal information and reach logical conclusions.
  • Ability to cooperate and exchange information with clients, coworkers, managers, the public, and employees at all levels.
  • Ability to work under stress and in emotionally charged settings.
  • Ability to perform essential duties and activities with or without accommodation, including mobility for office, residential, or outdoor settings; standing, walking on even and uneven surfaces, extended sitting, bending, twisting, reaching, balancing, and occasional lifting and carrying up to 30 pounds.
  • Ability to use computer and telephone systems, including eye-hand coordination and fine hand manipulation for typing, writing, and working with files.
  • Ability to use approved physical and mental/verbal de-escalation techniques to defend oneself and clients in abusive situations.
  • Ability to speak, hear, and see as needed to communicate information, complete paperwork, and observe client behavior and activities.
  • Willingness to seek out new work projects and contribute ideas and efforts to improve WestCare services.
  • Ability to meet new requirements that may be imposed during employment, including vaccination requirements issued by local, state, federal, or funding entities.

Nice To Haves

  • Certified Addiction Professional (CAP) certification preferred.

Responsibilities

  • Manage complex cases involving co-occurring disorders and/or legal involvement, such as probation or child welfare.
  • Collaborate with internal teams, social service providers, and external agencies to coordinate services.
  • Advocate for client access to detox, inpatient and outpatient treatment, Medication-Assisted Treatment, housing, employment resources, and related supports.
  • Conduct client screenings and assessments and develop individualized treatment plans based on clients’ strengths, needs, abilities, and preferences.
  • Facilitate referrals to mental health providers, peer support groups, and community agencies.
  • Educate clients about and connect them with resources for food, clothing, shelter, transportation, healthcare, and employment.
  • Assist clients in establishing or reconnecting with community-based support systems.
  • Help clients identify and address barriers to recovery, including stigma, transportation, and insurance limitations.
  • Provide crisis support and guidance related to overdose risk, psychiatric concerns, loss of housing, and other incidents.
  • Coordinate with emergency services, crisis stabilization units, and other response teams as needed.
  • Lead or support client groups as assigned.
  • Participate in clinical staffing discussions and provide input on client strengths, resources, treatment needs, and planning.
  • Prepare accurate and timely documentation and reports for internal and external stakeholders, including funders.
  • Audit case files for accuracy, compliance, and completeness.
  • Ensure adherence to HIPAA, state licensing standards, and funding regulations, including Medicaid and SAMHSA requirements.
  • Use and help maintain Electronic Health Record systems to support data accuracy and program alignment.
  • Participate in community outreach and educational initiatives related to substance use and recovery.
  • Contribute to developing and improving policies and procedures that support recovery-oriented care.
  • Provide guidance and support to staff managing urgent or high-needs cases.
  • Collaborate professionally with WestCare staff to foster positive community relationships and portray a professional image.
  • Embrace and embody the mission, vision, guiding principles, clinical vision, and goals of WestCare Foundation.
  • Perform other duties as assigned according to programmatic needs.
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