Support at Home Case Manager Assistant

Title:        Support at Home Case Manager Assistant            

Department:     Social Services

FLSA Status:    Non-Exempt

Reports To:        Social Services Program Manager

Summary:     The Support at Home Program Case Manager Assistant supports the program in the delivery of services to clients enrolled in the Support at Home (SAH) Program. This position assists with the coordination of care plans, follow-ups, documentation, and communication between clients, caregivers, vendors, and the program team. The goal is to help older adults and adults with disabilities remain safely in their homes through efficient and compassionate service delivery.

Essential Functions:

⦁    Prepares for client intakes, home visits, and reassessments by organizing documents, scheduling appointments, and making reminder calls. Specific responsibilities include:

i)    Conducting intake;

ii)    Scheduling appointments;

iii)    Making home visits as needed.

iv)    Completing a comprehensive assessment of the consumer’s functional and cognitive capabilities and limitations during a home visit;

v)    Reassessing the client’s needs on a regular basis; and

vi)    Terminating services when appropriate.

⦁    Reviews, and tracks client eligibility documents such as income verification, medical certification, and program forms.

⦁    Inputs client data into tracking systems and case management databases; ensure records are accurate and current.

⦁    Follow-ups with clients, caregivers, and service providers to confirm schedules, services rendered, or changes in care needs.

⦁    Prepares standard correspondence, including approval letters, reminder notices, and termination notices.

⦁    Monitors client progress and documents notes from calls, visits, or provider reports.

⦁    Tracks deadlines for reassessments, service renewals, and benefit reviews to ensure compliance with program timelines.

⦁    Responds to phone inquiries and provides basic program information to clients and caregivers.

⦁    Maintains confidentiality and adheres to HIPAA and organizational privacy policies.

⦁    Prepares reports as required by funding sources.

⦁    Maintains complete client files and completes all required data collection forms and reports.

⦁    Reports incidents affecting clients to appropriate bodies, including Adult Protective Services.

⦁    Conducts outreach and community education to seniors, their family members, and service providers.

⦁    Performs other duties as assigned to support the smooth operation of the program.

Qualifications:

⦁    Bachelor’s degree in social work, psychology, counseling, rehabilitation, gerontology, sociology, or related field, Case management and social services experience may substitute for education.

⦁    Knowledge, skills, and experience necessary to assess the consumer’s need for services and perform the core functions of case management. Training in and/or experience with elder abuse issues is strongly preferred.

⦁    Sensitive to the needs of the elderly and disabled adults from diverse ethnic and minority cultures.

⦁    Ability to work effectively with older adults, individuals with disabilities, and diverse populations.

⦁    Strong attention to detail, time management, and follow-through.

⦁    Excellent verbal and written communication skills.

⦁    Proficiency in Microsoft Office Suite (Word, Excel, Outlook); experience with client databases a plus.

⦁    Bilingual and bi-literate preferred. (English, Chinese, Spanish, Vietnamese, Tagalog, etc.).

⦁    Able to handle sensitive client information with discretion.

⦁    Compassionate, organized, and able to work both independently and as part of a team.

⦁    Commitment to the mission of supporting aging in place and client-centered services.

⦁    Must be able to travel via public transportation or personal vehicle for the performance of job duties. If driving, must have and maintain a valid CA driver license, satisfactory driving record, and auto insurance coverage as specified in Self-Help's policy.

Self-Help for the Elderly is an Equal Employment Opportunity/Affirmation Action Employer and we welcome diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, age, national origin, sexual orientation, disability, protected veteran status or any other characteristics protected by law. We participate in E-Verify.

Qualified applicants with criminal history will be considered for employment in accordance with the San Francisco Fair Chance Ordinance.

We may provide reasonable accommodations to applicants with disabilities. If you need a reasonable accommodation for any part of the application or hiring process, please call (415) 677-7600 for special assistance.