Clinical Case Manager

Balance Treatment Center; Monterey, Northern (CA, KY); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

401K with employer match

Paid holidays, sick days and 5+ weeks'

Job summary

Balance Treatment Center in Monterey, CA is seeking a Clinical Case Manager to coordinate care for clients and families, ensuring communication across the treatment team and alignment with clinical goals. You will work closely with therapists, psychiatrists, families, and external providers to deliver comprehensive, coordinated care that supports clinical progress and long-term stability.

The role reports to the Program Supervisor and requires collaboration to maintain documentation, treatment

Qualifications

• Bachelor’s or Master’s degree in psychology, social work, counseling, or related behavioral health field.
• Experience in mental health, behavioral health, or substance use treatment preferred.
• Strong organizational and communication skills.

Responsibilities

• Maintain the well-being of clients and the integrity of the program.
• Coordinate care between therapists, psychiatrists, families, schools, and external providers to ensure continuity of treatment.
• Serve as a primary point of contact for families regarding care coordination and treatment logistics.
• Support communication between Balance Treatment Center and referring providers, outpatient therapists, and other community partners.
• Facilitate coordination of psychiatric appointments, outside providers, and additional clinical resources when appropriate.
• Participate in multidisciplinary treatment team meetings to review client progress and clinical needs.
• Support therapists in tracking treatment plan goals and client progress.
• Assist in updating treatment plans and documenting coordination of care.
• Ensure treatment planning reflects collaboration with clients and families whenever appropriate.
• Maintain consistent communication with families regarding treatment progress, coordination needs, and discharge planning.
• Provide psychoeducation to families about the treatment process and available resources.
• Support families in navigating challenges that may arise during treatment participation.
• Begin discharge planning early in treatment to ensure continuity of care.
• Coordinate referrals to outpatient providers, step-down programs, or additional services when clinically appropriate.
• Ensure follow-up appointments and treatment connections are established prior to discharge.
• Maintain accurate and timely documentation of care coordination in the EMR.
• Ensure documentation meets clinical, regulatory, and payer requirements.
• Support therapists and program leadership in maintaining organized clinical records related to care coordination and discharge planning.
• Work collaboratively with therapists, psychiatrists, program leadership, and administrative staff to support the treatment environment.
• Participate in team meetings and case consultations.
• Assist in identifying barriers to treatment engagement and developing solutions with the clinical team.
• Assist with coordination related to client scheduling, treatment participation, and program logistics when needed.
• Help maintain a structured and organized treatment experience for clients and families.
• Support the program in maintaining strong relationships with referral sources and community providers.

Skills

Organizational skills

Communication skills

Multidisciplinary collaboration

Education

Bachelor’s or Master’s in psychology, social work, counseling

Job description

ABOUT US

Balance Treatment Programs are leading the way in comprehensive mental health care. Our mission is to improve the lives of individuals and their families by addressing the issues that are preventing growth. We strive to ensure our programs remain responsive to the demands of the nation-wide challenges in mental health care. Our programs provide an intensive evidence-based approach to treatment. We are dedicated to maintaining the utmost level of integrity in our programs. We are accredited by the Joint Commission. We value a strong and passionate team, able to share their diverse contributions. We support an environment for growth that is inspiring, warm, collaborative, ethical and professional.

BENEFITS

We are a strongly connected staff committed to each our own well-being, as well as a comprehensive approach to the care of our clients. Our leadership team is lead by employee feedback and committed to employee retention and career growth. Position has robust growth potential.

• Competitive benefits package (health insurance, dental, vision, life insurance)
• 35+ hours eligible for full benefit package
• 401K with employer match up to 4% for all full and part time employees
• Paid holidays, paid sick days and accrued vacation time provides 5+ weeks of paid time off annually.

POSITION

The Clinical Case Manager plays a vital role in supporting the treatment process by coordinating care for clients and families, strengthening communication across the treatment team, and ensuring that each client’s treatment journey is organized, supported, and aligned with clinical goals. Working closely with therapists, psychiatrists, families, and external providers, the Clinical Case Manager helps ensure that clients receive comprehensive, coordinated care that supports both clinical progress and long-term stability. The Clinical Case Manager reports to the PROGRAM SUPERVISOR.

Responsibilities

• Maintain the well-being of clients and the integrity of the program.
• Coordinate care between therapists, psychiatrists, families, schools, and external providers to ensure continuity of treatment.
• Serve as a primary point of contact for families regarding care coordination and treatment logistics.
• Support communication between Balance Treatment Center and referring providers, outpatient therapists, and other community partners.
• Facilitate coordination of psychiatric appointments, outside providers, and additional clinical resources when appropriate.
• Participate in multidisciplinary treatment team meetings to review client progress and clinical needs.
• Support therapists in tracking treatment plan goals and client progress.
• Assist in updating treatment plans and documenting coordination of care.
• Ensure treatment planning reflects collaboration with clients and families whenever appropriate.
• Maintain consistent communication with families regarding treatment progress, coordination needs, and discharge planning.
• Provide psychoeducation to families about the treatment process and available resources.
• Support families in navigating challenges that may arise during treatment participation.
• Begin discharge planning early in treatment to ensure continuity of care.
• Coordinate referrals to outpatient providers, step-down programs, or additional services when clinically appropriate.
• Ensure follow-up appointments and treatment connections are established prior to discharge.
• Maintain accurate and timely documentation of care coordination in the EMR.
• Ensure documentation meets clinical, regulatory, and payer requirements.
• Support therapists and program leadership in maintaining organized clinical records related to care coordination and discharge planning.
• Work collaboratively with therapists, psychiatrists, program leadership, and administrative staff to support the treatment environment.
• Participate in team meetings and case consultations.
• Assist in identifying barriers to treatment engagement and developing solutions with the clinical team.
• Assist with coordination related to client scheduling, treatment participation, and program logistics when needed.
• Help maintain a structured and organized treatment experience for clients and families.
• Support the program in maintaining strong relationships with referral sources and community providers.

QUALIFICATIONS

Following are the qualifications required to perform the essential functions of this position. Qualifications may be subject to modification based on the Americans with Disabilities Act.

• Bachelor’s or Master’s degree in psychology, social work, counseling, or a related behavioral health field.
• Experience working in mental health, behavioral health, or substance use treatment settings preferred.
• Strong organizational and communication skills.
• Ability to collaborate effectively with multidisciplinary clinical teams.
• Experience coordinating care with families and external providers preferred.
• Knowledge of mental health treatment systems, levels of care, and community resources preferred.

• Must have valid California driver’s license and liability insurance if driving personal and/or company vehicle on Balance Treatment Center business.
• Vision, hearing, manual dexterity and hand-eye coordination must be adequate for performance of job duties. Able to sit at desk, use keyboard, write and physically perform other job duties. Able to move about the facility to observe clients and staff.

• Must be customer-service driven.
• Specific qualifications may vary based on assignment. The supervisor will initial those items on the following list, which apply and write N/A to indicate those qualifications which are not applicable:

• Personal vehicle with liability insurance for reimbursable mileage, generally short distances.
• Class “C” Driver’s License.
• First Aid certification, obtain within 90 days of employment and maintain current thereafter.
• CPR certification, obtain within 90 days of employment and maintain current thereafter.
• Medication training required within 30 days of employment.
• Bilingual (specify: ___________________)
• Develop computer skills adequate to perform word processing duties within 90 days of employment.

The above statements reflect the general duties considered necessary to describe the principal functions of the job as identified and shall not be considered as a detailed description of all the work requirements which may be inherent in the position.

We are an Equal Opportunity Employer committed to providing a fair and inclusive work place.

I have read and received a copy of this job description.

Employee Name (Print): __________________________________________________________

Employee signature: _______________________________Date: ______/_______/_______

Supervisor signature: _______________________________Date: ______/_______/_______

Healing Happens Together!