Case Manager Anna Sample

Responsible for conducting risk/needs assessments and developing service plans for all clients assigned to their caseload. Schedule and facilitate case management meetings with clients, facilitate scheduled workshops, programs, and groups addressing clients' needs, and develop resources for needed client services.

Scope of Duties:

• Conduct orientation and assessment of all new clients via the approved agency Assessment Tools.


• Complete Service Plans on all assigned clients based on approved agency assessment tools with client input.


• Monitor and document client progress according to funding source standards and/or operational policy and procedures.


• Update service plan with client input.


• Schedule and facilitate case management meetings with clients as required.


• Identify and/or develop resources and link clients to needed services.


• Facilitate scheduled workshops/programs/groups addressing client's needs. 


• Fulfill obligations of training agreements entered into for core curriculum programs.


• Develop appropriate discharge plan on all assigned clients as per contractual requirements.


• Facilitate house meetings as needed.


• Participate in required internal/external Treatment Team meetings.


• Complete all required reports and other documentation.


• Demonstrate competency in program related certifications.


• Provide support to program assistant function.


• Act as liaison between funding source and community resources and program.


• Advocate on behalf of needs of program participants (clients).


• Ensure access to appropriate recreational venues.


• Attend hearings as subpoenaed or assigned.


• Interact verbally and non-verbally with all clients, staff, and outside contacts professionally with respect and courtesy.


• Maintain client and staff confidentiality in compliance with administrative policies and procedures.


• Attend and participate in regularly scheduled staff meetings, supervisory conferences, and training sessions.

ADA Essential Functions:

• Regularly required to stand and walk.


• Occasionally lift and move up to 25 lbs.


• Ability to observe an area that can be seen up and down or to the left and right while eyes remain fixed on a given point.