What are the responsibilities and job description for the Case Manager position at Square Medical Group?
Square Medical Group’s (“Square” or “SMG”) mission is to deliver enduring, material improvements in both clinical and wellness outcomes to patients addressing co-occurring challenges with substance use disorder (SUD) and behavioral health (BH). We do this through delivering a specialized continuum of outpatient care of 1,000 units/week to a population of ~5,000 Members across Massachusetts: medication management, in-person and virtual therapy for individuals, couples, and families, in-person and virtual intensive outpatient and partial hospitalization programs (IOP/PHP), transcranial magnetic stimulation (TMS), in-house laboratory services, as well as residential services.
Square’s success has only been possible through a cohort of dedicated and passionate professionals. Team members are deeply committed and personally invested in supporting Square Members. Their enthusiasm stems from a genuine desire to make a lasting impact on the lives of those who face complex adversity. Each team member brings empathy, expertise, and dedication to their work, understanding the unique challenges of co-occurring disorders. Whether through providing clinical care, offering emotional support, or advocating for comprehensive treatment plans, our employees approach their roles with compassion and a relentless drive to help patients heal and reclaim their lives. Their investment goes beyond the job. They are driven by a shared mission to foster recovery and improve mental health outcomes.
Team members are required to share Square’s core values that drive all our activities. Brief descriptions of the core values are below:
- Respect: Follow the Golden rule and treat everyone, patients and colleagues, with respect
- Proactive Collaboration: hold a team-first mentality in order to identify issues and collaborate with others to solve problems before they impact the business
- Empathy: understand the patient population and view BH / SUD as a chronic disease
- Curiosity: open, flat communication for innovation purposes (value different opinions)
- Work / Life Balance: we recognize that our work is a marathon, not a sprint. We encourage our staff to take time to recharge themselves, do work in a professional manner then go home each day to spend time as you see fit
- Accountability: team members demonstrate respect to colleagues, other front line team members, and patients by holding ourselves to the highest standard of accountability
Program Overview :
The COERRS program thrives on a culture built on respect, where every team member's voice is valued; proactive collaboration, ensuring seamless teamwork to achieve shared goals; and empathy, fostering understanding and compassion in every interaction. We embrace Curiosity to continuously learn and innovate, promote Work/Life Balance to support holistic well-being, and uphold accountability to deliver on our commitments with integrity and excellence. This foundational culture empowers us to drive meaningful results while nurturing a positive, supportive, and high-performing environment.
The residential recovery programs are structured rehabilitation-oriented treatment focused on trauma-informed care and harm reduction. It is designed for motivated individuals who want to enhance the quality of their day-to-day lives. Through active engagement in groups and the development of the community, we will work together to overcome challenges that interfere with our abilities to live life to the fullest.
Members will be assigned a weekly life skill to ensure ongoing cleanliness/maintenance of the house. Members are expected to take part in assigned life skills. Staff will help if Members are unsure about how to complete a task. Life Skills are necessary to independent living.
On average, Members spend between three to six months in the three phases of the residential program. Each phase of the program rewards Members with increasing levels of responsibilities and freedoms. Throughout the program, Members are supported by deep expertise from SMG’s outpatient services, our core capability. Members are also able to stay with our outpatient practice post-discharge for continuity of care.
Role Summary:
As a Case Manager, you will play a pivotal role in supporting Members with complex behavioral health and substance use needs as they work toward stability and reintegration. This is not a paperwork-only role, you will build trust, foster therapeutic engagement, and serve as a fierce advocate for Members navigating housing, healthcare, legal, vocational, and social systems. Using a harm reduction and trauma-informed lens, you will coordinate individualized services, remove real-world barriers, and empower Members to take ownership of their recovery journey. Your work will directly shape each Members’s path toward independence, one meaningful connection at a time.
Key Responsibilities:
You will play a vital role in delivering high-quality, person-centered behavioral health care to a diverse adult population. This position offers the opportunity to make a meaningful impact on the lives of Members while working within a supportive, mission-driven team. Your responsibilities will require flexibility, creativity, and collaboration to ensure each Member receives care that meets their unique needs and goals.
1. Develop individualized service plans in collaboration with clinical and housing teams
a. Build strong, trust-based relationships with Members and act as a consistent point of support throughout their program stay
b. Conduct holistic assessments of Members needs across behavioral health, housing, medical, financial, educational, and vocational domains
c. Deliver one-on-one coaching that promotes life skills, recovery goals, and self-efficacy
2. Coordinate referrals and connections to community services, providers, and benefits
a. Support discharge planning and post-program transitions to outpatient care or stable housing
b. Facilitate sober support building and engagement in community recovery resources
3. Contribute to a positive, supportive team culture that values communication, compassion, shared learning, and a commitment to SMG’s mission
a. Participate in team huddles, case reviews, and interdisciplinary planning sessions
b. Maintain timely documentation in the EMR, track outcomes, and support quality improvement efforts
c. Model professional communication, mutual respect, and recovery-oriented behavior in all Member interactions
Specific Tasks:
The duties and responsibilities listed below are intended to describe the general nature of work and are not intended to be an all-inclusive list. Other duties and responsibilities may be assigned.
1. Care coordination
a. Conduct and document initial case management assessments focused on behavioral health, housing, income, healthcare access, education, and social supports
b. Develop individualized, strengths-based service plans in collaboration with the clinical team and Members
c. Provide one-on-one coaching to support life skills development, self-advocacy, and goal achievement
d. Engage in routine check-ins with Members to monitor progress and adjust service plans as needed
2. Assist Members in applying for housing, benefits, transportation, job training, and primary care services
a. Support discharge planning by identifying step-down care options and preparing necessary documentation
b. Support Member insurance authorizations and care coordination
c. Coordinate and track referrals to external service providers and community-based resources
3. Link the Member with any other staff or services (i.e. Linkage), including those outside the house and outside the SMG, to achieve the goals of the plan
4. Monitor the progress of the Member and adjust the plan as needed
5. Advocate for the Member to achieve and utilize necessary services
6. Team coordination
a. Participate in weekly staff meetings, clinical case reviews, and Members phase progression discussions
b. Maintain timely and accurate documentation in the electronic medical record (EMR), including progress notes, assessments, and service logs
Required Skills for Success:
- Empathetic Communication: Ability to build rapport quickly, listen actively, and communicate with compassion, especially with individuals experiencing complex behavioral health challenges
- Organizational Excellence: Capable of managing multiple Members and priorities simultaneously while keeping documentation timely and thorough
- Problem-Solving Agility: Skilled at navigating barriers and identifying creative, real-world solutions in housing, healthcare access, benefits, and recovery support
- Clinical Collaboration: Comfortable working within a multidisciplinary team, sharing insights, and incorporating clinical input into service planning
- Recovery-Oriented Mindset: Deep respect for Members' autonomy and recovery journey; demonstrates a nonjudgmental, strength-based approach to care
- Adaptability: Responds effectively to changing Members needs, shifting priorities, and a fast-paced environment
- Accountability and Integrity: Holds self to a high standard of ethical and professional conduct, including HIPAA compliance and Members confidentiality
- Tech Proficiency: Comfortable using electronic health records, video conferencing platforms, and standard productivity tools (Word, Excel, Outlook)
Qualifications:
Required:
- Working knowledge of behavioral health recovery principles, harm reduction, trauma-informed care, and social determinants of health
- Familiarity with housing, employment, healthcare, and social services across Greater Boston
- Strong communication, organization, and problem-solving skills
- Proficiency with basic technology and EMR systems
Preferred:
- Associate’s degree in Psychology or related field 1 year of relevant experience, OR 3 years of related experience in lieu of degree
- Experience working in residential treatment, behavioral health, or substance use settings
- Bilingual or multilingual fluency (Spanish, Portuguese, Haitian Creole)
Working Conditions:
ATTENDANCE: Regular job attendance is an essential job function
Schedule:
- Full-time, 40 hours per week
- Days and hours are flexible as long as performance metrics set by Manager are achieved
Additional benefits include:
- Eight holidays
- Twenty days PTO (15 vacation and 5 sick days)
- Health insurance
- Dental insurance
- 401(k)
- Life insurance
- Parental leave
- Vision insurance
Job Type: Full-time
Pay: $50,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Work Location: In person
Salary : $50,000