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Case Manager - Clinical – Intermediate Professional (PSU2128)

Additional Levels

Additional levels that exist for this job profile can be seen below.
Missing levels within the leveling matrix can be added based on business need.

Job Summary and Representative Duties

The Case Manager - Clinical provides comprehensive, patient-centered case management services for individuals experiencing medical, behavioral health, occupational, or psychosocial challenges that impact health, well-being, and functional outcomes; serves as an advocate and liaison among patients, providers, and University departments; develops and implements individualized care plans; facilitates access to healthcare, community, and organizational resources; monitors progress and promotes continuity of care across the treatment continuum.

  • Serve as an integral member of a patient treatment team; collaborate with physicians, behavioral health providers, and multidisciplinary teams to advocate for patient needs, design a comprehensive care plan, coordinate clinical services, and develop specialized care recommendations
  • Develop and implement case management plans; establish treatment objectives; facilitate patient access to treatment and resources; determine appropriate actions and evaluate effectiveness; create recovery plans to promote continuity of care and positive treatment outcomes
  • Conduct comprehensive behavioral health assessments; evaluate patient needs and identify mental health concerns
  • Serve as a liaison among patients, healthcare providers, internal health and wellness units, insurance representatives, and community organizations to coordinate care, facilitate communication, and ensure timely access to behavioral health services, including crisis intervention and hospitalization when clinically indicated
  • Provide ongoing case management support through patient follow-up, care coordination, resource navigation, and referrals to therapists, psychiatrists, treatment programs, and community-based services; monitor patient progress and adjust care plans based on clinical needs and interdisciplinary input
  • Evaluate insurance coverage, behavioral health benefits, and provider availability by communicating with insurance carriers, conducting resource research, and assisting patients in understanding healthcare costs, medical billing, coverage options, and eligibility for insurance programs
  • Coordinate the collection, review, and management of medical and psychological records; facilitate requests for prior treatment documentation to support clinical assessment, treatment planning, and continuity of care
  • Support crisis response and risk management activities by reviewing crisis reports, providing daytime on-call case management coverage, conducting follow-up assessments, and escalating care when appropriate to ensure patient safety and service continuity
  • Coordinate student hospitalization processes; support psychiatric evaluation and hospitalization procedures; facilitate intake, admission, and discharge activities; review required documentation and release authorizations
  • Prepare, maintain, and manage clinical documentation, case records, referrals, assessments, and related reports in accordance with organizational policies, regulatory requirements, and professional standards

Level Matrix

Level:
– Intermediate Professional
Base Description:
– Completes activities, tasks, and/or projects of a functional nature.
Level Summary:
– Demonstrates ability to perform intermediate tasks in defined skill areas. Demonstrates intermediate knowledge of internal procedures. Works under general supervision, performing assignments that may be varied and sometimes difficult. Supports team decisions and follows through with team responsibilities. Interprets and communicates information clearly and accurately. Demonstrates intermediate problem–solving skills.
Supervisory Responsibilities:
– May serve as direct supervisor for part–time, student, and/or temporary workers or volunteers
Fiscal Responsibilities:
– May validate and pay invoices
Problem Solving:
– Encounters generally routine problems; occasionally faces more complex and/or varied problems
– Typically follows recommended course of action and procedures to resolve problems
– Applies knowledge of larger unit goals, priorities, and related procedures in determining course of action
Independence of Action:
– Work is generally monitored by supervisor
– Detailed instructions and procedures are generally provided
– Uses available guidelines to make appropriate adaptations to routine situations and refers other situations to supervisor
Communication and Collaboration:
– Communicates internally within working unit and/or the University
– May communicate with external audiences
– Collaborates closely with team members
– Interprets and communicates information, ideas and instructions clearly and accurately both verbally and in written materials intended for distribution
Salary Structure
  • Comp Grade – 9
  • Minimum – $59,580.00
  • MidPoint – $72,936.00
  • Maximum – $86,400.00
Critical Skills
  • Caseload management
  • Community engagement
  • Crisis intervention
  • Cultural competency
  • Data Analysis
  • Needs Assessment
  • Networking
  • Patient advocacy
  • Patient education
  • Presentation Skills
  • Program evaluation
  • Records management
  • Scheduling
  • Writing
FLSA Exemption Status
Exempt
Minimum Education
Bachelor's Degree
Minimum Experience
1+ years of relevant experience
Equivalency
N/A