Case Management Liaison

St. Charles Health System; Bend (OR); On-site; USD 52,000 - 66,000; Full time

Job summary

St. Charles Health System in Bend, OR is seeking a Case Management Liaison to support discharge planning, care coordination, and timely documentation. The role collaborates with unit Nurse Case Managers and Social Service Specialists to ensure smooth transitions and high-quality patient care.

The position emphasizes arranging post-acute services, coordinating with providers and payors, and maintaining patient confidentiality throughout the discharge process.

Qualifications

• High school diploma or equivalent is required.
• Associate’s degree or higher preferred.
• One year of relevant healthcare or service experience required.
• Prior case management experience preferred.

Responsibilities

• Supports discharge planning under supervision of CM/SSS.
• Documents all work thoroughly in the medical record.
• Identifies follow-up PCP/Specialist for appointments.
• Schedules post-acute follow-up appointments.
• Coordinates post-acute services and transportation.
• Ensures payer authorizations for post-acute services.

Skills

Discharge planning coordination

Documentation accuracy

Patient/family communication

Education

High school diploma or equivalent

Associate’s degree or higher (preferred)

Job description

The Case Management Liaison works directly with unit Nurse Case Manager(s) and Social Service Specialist(s) and reports to the Manager of Nurse Case Management & Nurse Navigation. The Case Management Liaison supports the Case Management team to assist with the completion of required forms/documentation, coordination of care, and post-acute follow-up arrangements. The Case Management Liaison collaborates with the Case Management team and other members of the interdisciplinary team to ensure that patients receive exceptional care and avoid unnecessary delays in discharge.

This position does not directly manage any other caregivers.

Essential Functions And Duties

• Supports discharge planning activities under the direction of the Nurse Case Manager (CM) or Social Service Specialist (SSS).
• Complies with all documentation requirements. Thoroughly and appropriately documents all work completed within the medical record.
• Assists with identification of Primary Care Provider (PCP) / Specialist for follow-up appointment(s), as appropriate.
• Schedules follow up appointment(s) with PCP / Specialist / post-acute provider.
• Provides choice lists to patient / caregiver for post-acute services.
• Provides patient / caregiver with information regarding community resources, indigent programs, and refers to temporary housing (i.e. shelter or Ronald McDonald house), as appropriate.
• Communicates with vendors, physician offices, clinics, etc. for discharge planning purposes, as appropriate.
• Gathers all necessary information and submits referrals for post-acute services.
• Confirms and documents payor authorizations for post-acute services (i.e. placements, Home Health / Home Care, DME, etc.).
• Follows-up with post-acute agencies to identify patient acceptance for post-acute services.
• Finalizes communication of post-acute service with patient / caregiver.
• Arranges post-discharge transportation.
• Coordinates medication delivery from onsite pharmacy at the time of discharge, as appropriate.
• Presents and explains regulatory notices (i.e. Medicare Letter (IMM), Beneficiary Notification Letter (BNL) etc. (as appropriate); obtains patient / caregiver acknowledgement.
• Identifies any post-acute delay/avoidable days tied to placement and reports/escalates to Nurse Case Manager and/or Social Service Specialist.
• Provides misc. information to payors as it relates to discharge planning activities, as appropriate.
• Faxes, copies, scans EMR information for discharge planning purposes, as appropriate.
• Supports the vision, mission and values of the organization in all respects.
• Supports Value Improvement Practice (VIP- Lean) principles of continuous improvement with energy and enthusiasm, functioning as a champion of change.
• Provides and maintains a safe environment for caregivers, patients and guests.
• Conducts all activities with the highest standards of professionalism and confidentiality. Complies with all applicable laws, regulations, policies and procedures, supporting the organization’s corporate integrity efforts by acting in an ethical and appropriate manner, reporting known or suspected violation of applicable rules, and cooperating fully with all organizational investigations and proceedings.
• Delivers customer service and/or patient care in a manner that promotes goodwill, is timely, efficient and accurate.
• May perform additional duties of similar complexity within the organization, as required or assigned.

Education

Required: High school diploma or equivalent

Preferred: Associate’s degree or higher

Licensure/Certification/Registration

Required: N/A

Preferred: N/A

Experience

Required: One (1) year of relevant experience in the healthcare or service environment.

Preferred: Prior Case Management experience.