What are the responsibilities and job description for the Case Manager position at Primary Health Solutions?
Description
Case Manager
Department: South
Reports To: Assistant Managers of Traditional Case Management
FLSA Classification: Exempt
About Primary Health Solutions
Our Mission
We meet people where they are and partner with them on their journey towards wellness.
Our Vision
The destination for servant leaders to provide comprehensive and exceptional care.
Our Values
R – Respect
I – Innovation
S – Stewardship
E – Excellence
Traditional Adult Case Manager Summary
The Adult Case Manager is responsible for delivering Community Psychiatric Support Treatment
(CPST) services to adults age 18 and older with complex and multiple service needs. This role includes
developing collaborative, goal-oriented treatment plans and supporting clients in achieving
identified outcomes. The position requires effective time management, the ability to work
independently in community-based settings, and the capacity to collaborate within a
multidisciplinary team to ensure coordinated, client-centered care.
The Adult Case Manager works under the direct reporting of the Assistant Managers of Traditional
Case Management and in guidance / collaboration with other PHS Leaders.
A Day in the Life
Success Requirements
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
Education/Experience
Experience providing case management to adults with severe and persistent mental illness and dual diagnosed populations. A Bachelor’s degree in counseling, social work, human services or a related field or an Associate’s degree in human services or a related field with at least 3 years of experience working in the field.
Language Skills
Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization.
Reasoning Ability
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. The ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Computer Skills
To perform this job successfully, an individual should have the ability to gain knowledge of current
practice management system, electronic medical record, Microsoft Word, text paging, Internet.
Certificates, Licenses, Registrations
Clinical licensure, Ohio nursing license.
Other Applicable Requirements
Excellent communications skills, both written and verbal. Ability to work effectively and independently with all levels of clinical and administrative staff within the health centers and with community leaders. Strong leadership qualities and leadership experience. Demonstrates program development and implementation skills. Ability to represent the organization effectively in a variety
of settings and with diverse communities. Demonstrates understanding and appreciation for diverse cultures.
Case Manager
Department: South
Reports To: Assistant Managers of Traditional Case Management
FLSA Classification: Exempt
About Primary Health Solutions
Our Mission
We meet people where they are and partner with them on their journey towards wellness.
Our Vision
The destination for servant leaders to provide comprehensive and exceptional care.
Our Values
R – Respect
I – Innovation
S – Stewardship
E – Excellence
Traditional Adult Case Manager Summary
The Adult Case Manager is responsible for delivering Community Psychiatric Support Treatment
(CPST) services to adults age 18 and older with complex and multiple service needs. This role includes
developing collaborative, goal-oriented treatment plans and supporting clients in achieving
identified outcomes. The position requires effective time management, the ability to work
independently in community-based settings, and the capacity to collaborate within a
multidisciplinary team to ensure coordinated, client-centered care.
The Adult Case Manager works under the direct reporting of the Assistant Managers of Traditional
Case Management and in guidance / collaboration with other PHS Leaders.
A Day in the Life
- Coordinate ongoing assessment and monitoring of clients and families to support symptom management and optimal functioning.
- Provide crisis intervention services for clients in acute distress.
- Educate and connect clients to community resources, ensuring access to services that meet their needs.
- Monitor service delivery and advocate for clients across providers to ensure coordinated care.
- Provide education on mental health, symptoms, and medication management to clients and families.
- Promote recovery and self-sufficiency, supporting development of natural supports.
- Deliver interventions that enhance coping and daily functioning across home, work, and community settings.
- Lead or co-facilitate therapeutic groups, aligned with Individual Service Plan (ISP) goals.
- Meet established productivity standards (6,4800 annual minutes / 5,400 monthly).
- Complete documentation and reporting accurately and on time, maintaining at least 90% on clinical record reviews.
- Administer required outcome and satisfaction surveys per schedule.
- Maintain compliant clinical records, including timely notes, service plans, updates, and required documentation per policy.
- Complete incident reports as required.
- Demonstrate proficiency in agency systems.
- Attend and actively participate in all required meetings and case conferences.
- Maintain reliable attendance and punctuality.
- Complete required training and continuing education to meet licensure and agency standards.
- Adhere to professional, ethical, and HIPAA standards at all times.
- Participate in supervision, actively seeking and applying feedback.
- Ensure confidentiality of all client, employee, and agency information.
- Demonstrate sound judgment, time management, and decision-making.
- Apply problem-solving skills and adaptability in complex situations.
- Provide culturally competent services and promote inclusivity.
- Participate in quality improvement initiatives.
- Demonstrate flexibility and support team coverage as needed.
- Communicate professionally and responsively, providing excellent customer service.
- Collaborate effectively with internal teams and external partners.
- Utilize required technology and systems proficiently.
- Complete assignments accurately and on time.
- Follow emergency protocols and ensure appropriate response and coordination.
- Support a safe, clean, and secure environment.
- Comply with all policies, procedures, and reporting requirements, including ethical concerns
Success Requirements
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
Education/Experience
Experience providing case management to adults with severe and persistent mental illness and dual diagnosed populations. A Bachelor’s degree in counseling, social work, human services or a related field or an Associate’s degree in human services or a related field with at least 3 years of experience working in the field.
Language Skills
Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization.
Reasoning Ability
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. The ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Computer Skills
To perform this job successfully, an individual should have the ability to gain knowledge of current
practice management system, electronic medical record, Microsoft Word, text paging, Internet.
Certificates, Licenses, Registrations
Clinical licensure, Ohio nursing license.
Other Applicable Requirements
Excellent communications skills, both written and verbal. Ability to work effectively and independently with all levels of clinical and administrative staff within the health centers and with community leaders. Strong leadership qualities and leadership experience. Demonstrates program development and implementation skills. Ability to represent the organization effectively in a variety
of settings and with diverse communities. Demonstrates understanding and appreciation for diverse cultures.