Lead Case Manager - Lane County

• Researches and answers questions for HRSN staff concerning policy, procedures, statutes, and regulations.
• Interprets policy, procedures, statutes, and regulations and review updates, additions, and changes.
• Assesses the quality of case planning decisions, engagement of clients and provide feedback to supervisors and employees for the purpose of maintaining established agency standards and ongoing employee development.

• Provides training, coaching, and development to staff regarding the development of case plans, safety plans for DV clients, and client engagement.
• Trains staff on program policies, agency culture and values, procedures, and general guidelines.
• Observes HRSN staff performance and recommend actions to supervisors for improving or enhancing job skills. Provide instruction, demonstrate tasks, and observe skill level, behavior, weaknesses, or strengths of HRSN staff and provide feedback to supervisor concerning performance.

• Assesses the quality of services provided by reviewing case plans, assessments, safety plans, and engagement plans prepared by HRSN staff.
• Identifies problem areas in the implementation of new workflow and policies and recommend corrective actions.
• Supports court hearing processes to guide HRSN staff in providing accompanying clients to court.
• Audits and reviews case file documents and forms for completeness, accuracy and to ensure policies, federal and state statutes, acceptable standards of social work practice, and agency values are maintained.
• Reviews and evaluates action agreements for timeliness and conformance with planning standards, content, and quality requirements.

• Facilitates and participates in case staffing.
• Advises and assists HRSN staff in case planning, caseload management, and client services.
• Assures cases are opened and closed in accordance with all requirements.
• Tracks workflow to assure deadlines are met.
• Provides advice and guidance on decisions regarding utility and rent assistance, content of case plans, and implementation of recommended services and supports.
• Meets with clients alongside caseworkers for modeling and coaching of case planning, determining and assessing client needs.
• Liaises with community agencies and service organizations. Supports HRSN staff in reviewing and implementing recommendations made through service providers.

• Daily contact with multi-functional teams to coordinate services and policy interpretations, and in weekly contact with Coordinated Care Organizations (CCO'S) for policy clarification, to request or provide information, or to consult on program issues and changes.
• Daily contact with community agencies for joint planning of interagency services, court staff, and attorneys to request or provide information on eviction prevention issues.
• Daily contact with agency clients for purposes of responding to and clarifying case issues and agency actions.
• Frequent contact with law enforcement personnel, landlords for purposes of receiving, verifying, and exchanging case information and information on agency or interagency actions.

• The Case Manager lead works under the general supervision of a program manager or a supervisor.
• Work is reviewed for effectiveness and compliance with laws, rules, policies, and procedures through informal conferences, meetings, and case reviews.
• Referrals to and coordination with other public and private agencies are reviewed for appropriateness and effectiveness in meeting client needs.
• Agency administrative rules and policies are used to ensure compliance with agency standards and determine appropriate actions.
• They are also used to provide direction and procedural information, outline HRSN eligibility criteria for services.

• Knowledge of Health Related Social Needs Program
• Knowledge of trauma informed care.
• Knowledge of symptoms, behaviors, and treatment modalities associated with substance abuse.
• Knowledge of human sexuality and gender identity expression.
• Knowledge of the social, cultural, and spiritual practices of a variety of ethnic and cultural groups.
• Knowledge of conflict resolution and crisis intervention techniques.
• Knowledge of court systems.
• Knowledge of community resources useful in providing service to clients.

• Skill in motivational interviewing to assess the needs and dynamics of individuals.
• Skill assessing safety threats in the home.
• Skill connecting children and families with community resources.
• Skill preparing written case narratives and reports.
• Skill developing appropriate case plans, action plans, and service agreements for clients.
• Skill communicating on a one-on-one basis and in groups to provide information, advice, and assistance.
• Skill conducting safety assessments.
• Skill interpreting and applying laws, rules, and procedures.
• Skill working with volunteers and community agencies.
• Skill navigating complex systems and institutions (e.g., medical, justice, education, etc.)
• Skill setting goals and organizing and prioritizing work.
• Skill de-escalating angry, agitated, aggressive, and sometimes violent individuals.
• Skill providing testimony and discovery in court.

• High school diploma or equivalent (GED).
• Minimum 1–3 years of experience in social services, health navigation, housing, or case management.
• Demonstrated ability to interpret and apply federal, state, and local program rules and guidelines.
• Strong organizational, time management, and communication skills.
• Experience maintaining confidential client records and working with data entry systems.
• Basic computer proficiency (Google Suite, data management software).
• Ability to work collaboratively with multidisciplinary teams and community partners.
• Valid driver’s license and reliable transportation (as community visits may be required).

• 4 years of experience in case management, health-related social needs (HRSN), or care coordination.
• Prior leadership or supervisory experience (training, mentoring, or supporting case management staff).
• Familiarity with Oregon Health Plan, Coordinated Care Organizations (CCOs), and OHA 1115 Waiver HRSN programs.
• Knowledge of trauma-informed care, motivational interviewing, and person-centered service planning.
• Experience working with diverse, marginalized, or rural populations.
• Bilingual in English and Spanish (or another frequently spoken language in the region).
• Proficiency using case management systems such as Unite Us, Epic, or Salesforce Health Cloud

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