HCBA Intake Case Manager

Libertana; Palo Alto (CA); Remote; USD 60,000 - 85,000; Full time

Job summary

Libertana is seeking an Intake Case Manager to provide ongoing case management for applicants from enrollment through waiver participation. This remote/field role requires coordination with the RN and strong documentation practices.

The position emphasizes maintaining Medi-Cal eligibility, collaborating with care teams, and delivering culturally sensitive services to diverse populations. A master’s in social work or related degree is required, with HIPAA-compliant responsibilities.

Qualifications

• Master’s Degree in Social Work or Bachelor’s degree in related field.
• Minimum of two years of experience providing direct mental health or intensive case management.
• Experience working with clients with mental illness, or chronic health issues.
• Proficient knowledge of managed care organizations, Medicare, and Medi-Cal.
• Excellent interpersonal skills and sensitivity to working with culturally diverse populations.
• Well-organized and able to comply with documentation and reporting requirements.
• Ability to maintain professional boundaries with clients and effectively manage time.
• Current CPR certification.

Responsibilities

• Case Manager is assigned a case load and supports the client during enrollment.
• Ensure proper tracking, charting, progress notes and case records with time guidelines.
• Maintain timekeeping and schedule per supervisor.
• Collaborate with the RN on the Intake Team.
• Report signs of abuse or neglect to DHCS and Ombudsman/APS as applicable.
• Ensure active Medi-Cal eligibility monthly and assist with application steps.

Skills

Case management

Mental health

Cultural competency

Documentation

Time management

CPR certification

Medicare/Medi-Cal knowledge

Education

Master’s Degree in Social Work

Bachelor’s degree in related field

Tools

MedCompass

NetSmart

EHR systems

Job description

Current job opportunities are posted here as they become available.

Reporting To: HCBA Lead Intake Case Manager/Program Manager

Work Type: Remote/ Field Work

POSITION SUMMARY:

The Intake Case Manager manages and maintains their caseload, provides case management services to each of their applicant clients or caregivers on an ongoing basis until or shortly thereafter the applicant is enrolled in the HCBA waiver.

QUALIFICATIONS:

• Master’s Degree in Social Work or Bachelors degree in related field.
• Minimum of two years of experience providing direct mental health or intensive case management.
• Experience working with clients with mental illness, or chronic health issues.
• Proficient knowledge of managed care organizations, Medicare, and Medi-Cal
• Excellent interpersonal skills and sensitivity to working with culturally diverse populations.
• Well-organized and able to comply with documentation and reporting requirements.
• Ability to maintain professional boundaries with clients and effectively manage time.
• Current CPR certification.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

The following is a representation of the major duties and responsibilities of this position. The agency will make reasonable accommodations to allow otherwise qualified applicants with disabilities to perform essential functions.

• Case Manager is assigned a case load of which they support the client during the enrollment process.
• The CM must ensure proper tracking, charting, progress notes and case records for each enrolled client within time guidelines and is completed according to Agency policy and procedure. Documents patient intervention and response to intervention accurately, using established guidelines.
• CM must ensure proper timekeeping and scheduling as discussed with their supervisor by clocking in/out for all shifts and lunch breaks.
• CM must work collaboratively with the RN on the Intake Team.
• The CM must report all signs of abuse or neglect to DHCS and the Ombudsman (if abuse or neglect occurs in an RCFE) or DHCS and APS (if abuse or neglect occurs in PH).
• CM ensures that their clients have active Medi-cal eligibility each month. Medical eligibility needs to be checked in the first few days of each month for each client. If a client does not have active Medi-cal the CM will support the applicant through the application process. Completing the Institutional Deeming (ID) letter for the client.
• CM must schedule client visits as needed according to nurses schedule and availability and according to waitlist guidelines.
• CM must document a case note on any case work they do for a client within 24 hours of the work done.
• Contact information must be documented in MedCompass and NetSmart.
• CM will complete acuity assessments and any other assessment that is needed.
• CM must complete the Acuity tool documentation within 3 days of the visit.
• CM must get clearance from supervisor on assessments before sending assessment for RN signature.
• CM will schedule an RN visit with the applicant and schedule the event in the RN’s open calendar.
• CM works with the participants, their legal representatives, circles of support, and/or primary care physicians and providers to:
  • Develop goals associated with the participant’s assessed needs, individual circumstances, and preferences.
  • Identify the external services the participant receives to be charted on the POT.
  • Provide information, education, counseling, and advocacy to, and on behalf of, participants.
• Provide support in accessing waiver support services including home modifications and personal care services.
• CM Assists patients and families to utilize family and community agencies.
• Establishing a care coordination schedule based on the needs and acuity of the participant as determined by their initial service needs assessment and subsequent reassessments.
• Respects the patient\'s and family\'s rights and property as defined by the federal and state laws. Always maintains and conserves confidentiality of patient and agency information conforming to HIPAA regulations.
• Regularly attends and participates in scheduled case conferences, staff meetings and Agency in-services.
• Participates in appropriate continuing education as may be requested and/or required by your immediate supervisor. Participates in professional continuing education and maintain active license in the State of California.
• Conforms to all agency policies and procedures.
• Provides proof of Master’s degree for Social worker (MSW) or other degree and provides Agency of such. Maintains license and provides Agency of such.
• CM must ensure that a communication from a supervisor is responded to within 24 hours.
• Driving may be required to geographical areas that are covered by the company.
• Maintains a comfortable working environment for all employees.
• Follows policies and procedures as per Employee Handbook
• Maintains all credentials up to date.
• Performs other duties that may be assigned.

PHYSICAL REQUIREMENTS:

• Stand, sit, talk, hear, and use of hands and fingers to operate computer, telephone, and keyboard on a frequent basis up to 40% of the time.
• Reach, stoop, kneel and bend up to 20% of the time
• Moderate amount of walking up to 15% of the time.
• Moderate amount of driving up to 25%of the time.
• Close vision requirements due to computer work on a frequent basis
• Light to moderate lifting may be required up to 25lbs on a frequent basis.