In-Home Care Case Manager & Client Advocate

FAMILY TREE PRIVATE CARE; San Antonio (TX); On-site; USD 42,000 - 70,000; Full time

Job summary

FAMILY TREE PRIVATE CARE is seeking a Case Manager to manage client relationships and serve as a trusted advisor to families. The role focuses on delivering exceptional care, guiding care plans, and ensuring high client satisfaction.

Responsibilities include in-home assessments, onboarding, pricing transparency, and coordinating with care teams to place suitable caregivers. Strong customer service and outcomes focus are essential.

Qualifications

• Fluent in Microsoft Office 365.
• Able to organize and maintain electronic client records.
• Strong interpersonal skills.
• Able to build strong relationships with clients.
• Skilled at leading conversations.
• Organized and detail oriented.
• Problem-solving and decision-making skills.
• Excellent written and oral communication skills.
• Able to manage time well and work efficiently.
• Strong attention to detail.
• Works independently.
• Flexible, humble, and team oriented.
• Compassionate and empathetic.
• Grit, passion, and perseverance.

Responsibilities

• In-Home Visits (Assessments/Follow-Up)
• Perform initial in-home assessments in clients’ homes to determine care needs and develop appropriate plans of care for families in need.
• Establish a strong first impression when visiting new clients to ensure high rate of conversion from prospect to client.
• Maximize sales potential by building a strong rapport with families, developing a thorough understanding of customer needs/requirements, and providing recommendations on the best arrangement of services (caregiving, nursing, and/or care management).
• Ensure successful onboarding of new clients (e.g. new client paperwork)
• Establish transparency with pricing and cost of services prior to start.
• Ongoing Client Support (Issue Management)
• Serve as primary point of contact for all client communication (including billing-related and scheduling-related inquiries).
• Serve as “account executive” for assigned clientele, maximizing the quality of care provided and profitability of services provided.
• Ensure that ClearCare system is updated with documentation of all client communication (including all in-home follow-up visits and phone calls) and client records (e.g. plan of care, orders, etc.).
• Collaborate with care coordination team to ensure that caregivers placed in clients’ homes are the best fit for meeting the needs and requirements of families served.
• Positive Health Outcomes
• Provide on-site training and education to caregivers as needed and ensure that caregivers are always introduced to clients on or before their first day in a clients’ home.
• Ensure that caregivers are educated on the plan of care and all relative signs and symptoms of a client’s diagnosis.
• Track various quality KPIs (30, 90, 180-day readmission rate for clients, diagnosis-related recovery trends, hospitalizations, discharges, etc.)

Skills

Microsoft Office 365

Organizational skills

Interpersonal skills

Relationship building

Communication

Time management

Attention to detail

Independent work

Team oriented

Compassionate and empathetic

Job description

FAMILY TREE PRIVATE CARE is seeking a Case Manager to manage client relationships and serve as a trusted advisor to families. The role focuses on delivering exceptional care, guiding care plans, and ensuring high client satisfaction.

Responsibilities include in-home assessments, onboarding, pricing transparency, and coordinating with care teams to place suitable caregivers. Strong customer service and outcomes focus are essential.