Outpatient Case Manager

Santa Fe Recovery; Santa Fe (NM); On-site; USD 42,000 - 62,000; Full time

Job summary

Santa Fe Recovery is seeking a dedicated Case Manager to assess clients, develop and monitor Individual Service Plans, and connect clients with community resources to promote independence and continuity of care.

You will document, coordinate with families and providers, maintain HIPAA-compliant records, and support trauma-informed, person-centered services in a collaborative clinical team.

Qualifications

• Excellent written and verbal communication with diverse populations.
• Cultural sensitivity and trauma-informed care.
• Empathetic engagement while upholding high service standards.
• Interpersonal skills that promote teamwork.
• Advanced knowledge of HIPAA and confidentiality.
• Advanced knowledge of community and referral resources.
• Proficient in writing clear and effective case management DAP notes.
• Proficient in office equipment and systems (EHR, MS Word/Outlook).
• Coordinate volunteer and vocational activities for participants.
• Critical thinking and problem solving.
• Ability to manage multiple tasks and organize workload.
• Attention to detail in documentation and records.
• Maintain professional relationships at all levels within the organization.
• Familiarity with mental health, housing, employment, and other community resources.
• Unrestricted NM Driver’s License.

Responsibilities

• Triage clients to determine level of Case Management care.
• Follow up with clients to ensure service goals are met.
• Educate and connect clients to resources related to Individual Service Plans.
• Maintain positive relations with community services.
• Liaise with family, friends, partners, and outside resources to ensure continuity of care.
• Promote resources and skills training for person-centered care.
• Work with clinical team to address daily concerns and intervene when needed.
• Assist clients in developing an Individual Service Plan.
• Uphold participant confidentiality per policies and laws.
• Maintain case files and documentation per agency policies.
• Identify and maintain relationships with new employment, housing, medical, and community resources.
• Educate clients on scheduling appointments related to services.
• Ensure timely completion of documentation.
• Perform other duties as assigned.

Skills

Communication skills

Cultural sensitivity

Empathetic client engagement

Interpersonal teamwork

HIPAA knowledge

Community resources knowledge

DAP notes writing

Office tech proficiency

Volunteer/vocational coordination

Critical thinking

Task organization

Attention to detail

Professional relationships

Knowledge of mental health services

Unrestricted NM Driver’s License

Education

High School/GED

CCSS Certified

CPSW Certified

CPR/First Aid Certification

Job description

Description

SUMMARY:

The Case Manager is responsible for assessing clients to determine the appropriate level of Case Management, developing and monitoring Individual Service Plans, and connecting clients with community resources. The role involves ongoing support and coordination with clients, families, and service providers to ensure person-centered care, promote independent living skills, and maintain continuity of services. Responsibilities include documentation, crisis intervention, and fostering relationships with community partners. Strong communication, organizational, and problem-solving skills are essential, along with knowledge of HIPAA, trauma-informed care, and community resources.

REPORTING:

CCBHC Case Manager Supervisor

POSITIONS SUPERVISED:

None

DUTIES AND RESPONSIBILITIES:

The Case Manager’s responsibilities include, but are not limited to:

• Triage clients to determine level of Case Management care.
• Continue to follow up with clients throughout services to ensure that service goals are addressed.
• Educate and connect clients on available resources related to Individual Service Plan.
• Maintain positive relations with community services.
• Liaison with family, friends, partners, and outside resources to create a supportive environment and ensure continuity of care.
• Promote healthy resources, and daily skills training to provide the highest quality person-centered care.
• Work closely with other members of the clinical team in addressing daily concerns, intervening if crisisintervention is required, and offering additional directives for care toprovide the highest quality person-centered care.
• Assist participants in developing an Individual Service Plan to facilitate the continuity of care.
• Uphold participant confidentiality in accordance with company policies and procedures and local, state, and federal laws and regulations.
• Maintain case files and other required documentation according to agency policies
• Regularly identify and maintain relationships with new employment, housing, medical, and other communityresources.
• Educate clients on how to schedule personal appointments related to services identified in Individual Service Plan
• Ensure all documentation is completed in a timely manner
• Other duties as assigned.

Requirements

MINIMUM QUALIFICATIONS:

Skills/Knowledge/Abilities:

1. Excellent written and verbal communication skills with the ability to effectively communicate with diverse populations

2. Cultural Sensitivity and Trauma Informed Care

3. Capable of empathetically engaging with clients while upholding high service standards.

4. Interpersonal skills that promote and encourage teamwork

5. Advanced knowledge of HIPAA and confidentiality

6. Advanced knowledge of community and referral resources

7. Proficient in writing clear and effective case management DAP notes

8. Highly skilled in the use of standard office equipment and systems: phone, copier, computer programs including Electronic Health Records, Microsoft Word and/or Outlook tools.

9. Ability to coordinate volunteer and vocational activities for participants

10. Critical thinking/problem solving

11. Ability to manage a variety of tasks and organize workload

12. Attention to detail

13. Maintain effective professional relationships with all levels within the organization

14. Familiarity with community resources including mental health, social, financial, educational, housing, employment, childcare, and other support that may be required.

15. Unrestricted NM Driver’s License

Education and Experience:

1. High School/GED and
2. CCSS Certified (Comprehensive Community Support Services) or
3. CPSW (Certified Peer Support Worker) or
4. 4 years’ experience in Substance Misuse or Mental Health field with the ability to obtain CCSS and/or CPSW
5. Current CPR/First Aid Certification (or willingness to become certified)

PM21