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Behavioral Health Clinical Emergency Medicine Nutrition Pharmacy Physical Health
Management Professional Supervisory
Penn State Job Catalog
Case Manager - Clinical – Advanced Professional (PSU2129)
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:
- – Advanced Professional
- Base Description:
- – Completes activities, tasks, and/or projects of a functional nature.
- Level Summary:
- – Demonstrates proficient and comprehensive knowledge of defined skill areas/applications. Applies knowledge of principles, practices, and procedures of a particular field to decision-making and problem–solving. Works under minimum supervision on varied and sometimes difficult work assignments, conferring with supervisor or subject matter experts on unusual matters. May lead others or a team in completion of complex assignments. Interprets and communicates information clearly, accurately, and persuasively. Researches and tries new approaches when solving difficult or novel problems.
- Supervisory Responsibilities:
-
– Indirect supervisor or mentor for other full–time employees
– May serve as direct supervisor for part–time, student, and/or temporary workers, volunteers, or a full–time employee
- Fiscal Responsibilities:
-
– May validate and pay invoices
– May monitor/track budgets and funding
- Problem Solving:
-
– Encounters generally routine problems with progressively more complex and/or varied problems
– Typically follows recommended course of action and procedures to resolve problems
– May apply specialized knowledge and skills to resolve complex and/or varied problems, with supervisor oversight
– Researches and tries new approaches when solving problems
- Independence of Action:
-
– Works with minimal supervision on more difficult work assignments, conferring with supervisor on unusual matters
– Follows precedents and procedures
– May set priorities and organize work within general guidelines established by supervisor
- Communication and Collaboration:
-
– Communicates internally and externally within working unit and the University
– May communicate with external audiences for business purposes
– Promotes open communication in a manner that builds relationships among team members
– Applies appropriate strategies for managing conflict; negotiate reasonable compromises; propose and evaluate possible solutions
– Interprets and communicates information, ideas and instructions clearly, accurately and persuasively both verbally and in written materials intended for distribution
Salary Structure
- Comp Grade – 10
- Minimum – $65,508.00
- MidPoint – $80,244.00
- Maximum – $94,980.00
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
3+ years of relevant experience
Equivalency
N/A