Primary Job Functions:
Clinical:
- Chart Review and Documentation
- Conduct structured reviews of clinical records to assess service utilization, client engagement, and treatment plan compliance.
- Document all findings and coordination efforts in the electronic health record using the Care Manager System.
- Identify gaps in care, missed services, or follow-up needs and take appropriate action.
- Care Coordination
- Coordinate physical, behavioral, and social health services across internal programs and external providers.
- Facilitate client access to community-based services such as housing, benefits, employment supports, and substance use care.
- Ensure referrals are generated, tracked, and closed with appropriate documentation.
- Hospital Discharge and Transition Support
- Conduct follow-up calls within 24 hours of psychiatric or medical hospital discharges.
- Confirm follow-up appointments are scheduled, and discharge instructions are supported and understood.
- Notify care team members of transitions and facilitate continuity of care.
- Service Monitoring and Engagement
- Monitor client attendance at therapy, psychiatry, and medical appointments.
- Address patterns of disengagement, such as missed appointments, and initiate outreach or peer support referrals.
- Review PHQ-9 and other screening tools to track clinical progress and inform care needs.
- Referral and Linkage Management
- Create, follow up, and close referrals in the Care Manager System.
- Communicate with service providers to confirm that referrals were completed and appointments attended.
- Resolve barriers such as transportation, insurance, or documentation needs.
- Risk Identification and Response
- Monitor client risk levels and report any significant changes to the treatment team.
- Support crisis response planning by facilitating communication across care team members and community resources.
- Treatment Plan Support
- Assist with treatment plan implementation by ensuring services align with identified goals and timelines.
- Coordinate updates to the treatment plan as client needs or engagement levels change.
- Ongoing Caseload Management
- Manage assigned client caseloads, respond to alerts, and complete scheduled reviews as outlined in care protocols.
- Participate in team huddles and interdisciplinary case discussions.
- Compliance and Reporting
- Ensure documentation meets agency, Medicaid, and CCBHC standards.
- Maintain timely and accurate entries in line with quality assurance requirements.
- Productivity Standard
- Care Managers are expected to review an average of 8-10 charts per day as they build familiarity with the process and complete full chart reviews.
- Once training is completed and review skills are developed, productivity will increase to 15-20 chart reviews per day, depending on chart complexity, and new patient chart reviews.
- Documentation of reviews must be completed daily to ensure timely follow-up and coordination of care.
Supervision and Consultation:
- Seeks supervision and consultation as needed.
- Accepts and employs suggestions for improvement.
- Actively works to enhance care management skills
Clinical Record Keeping:
- Documents interactions with patients and chart reviews.
- Documents within Care Manager appropriate follow up and provision of linkage to services.
Courteous and respectful attitudes towards patients, visitors, and co-workers:
- Treats patients with care, dignity, and compassion.
- Respects patient’s privacy and confidentiality.
- Is pleasant and cooperative with others.
- Personal values don’t inhibit ability to relate and care for others.
- Is sensitive to the patient’s needs, expectations, and individual differences.
Caseload Management:
- Effectively manages caseload based on patient needs and staffs with supervisor regularly.
Administrative and Other Related Duties as Assigned:
- Actively participates in Performance Improvement activities.
- Actively participates in AltaPointe committees as required.
- Follows AltaPointe policies and procedures
- Attends required in-service training and other workshops, trainings.