Case Manager Technician
Easter Seals-Goodwill Northern Rocky Mountain, Inc - Idaho

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Position Summary:
Case manager technician is the program staff member who will assist case manager’s with program administrative duties. The case manager technician will implement case management methods, procedures and practices. Will assists case manager with schedules, phone calls, document preparation and assimilation of participant handbook.

Essential Job Duties & Expected Outcomes:

Administrative duties: functions in the capacity of an assistant to the case management staff.

Program: Assists case manager with participant file assignment, schedules, phone calls, document preparation and assimilation of participant handbook.

Quality Assurance: Assures the participant files are adequately maintained in compliance with contract standards. Assisting with program file reviews and compliance requirements.

Reports: Creates graphs, charts, and reports for regular reporting requirements of funding sources and ESGW NRM.

Referral & Related Activities

Assists participants, providers, contractors, and new referrals via telephone or in person with community resources.

Develop and maintain regional service provider, natural supports, community activities and additional services in program database for case managers, participant’s and their families.

Customer Service

Provides great customer service and follows program guidelines

Program Knowledge

Knowledge of community resources for children with disabilities and their families.

Knowledge of and/or trainings in best practices in case management methods.


Encourage, promote, and provide guidance to participants and their families to assist them with self-sufficiency along with program and Department compliance.

Reviews all processes on a yearly basis to assure those processes are current and within or exceeding guidelines and recommends procedure improvements.

Essential Job Requirements:

High school diploma or equivalent.

A minimum of (6) month experience working with the population being served or a minimum of two years’ experience in clerical field.

Required Skills

Proven oral, written, organizational, and record keeping skills.

Experience with Microsoft Office and Excel.

Knowledge of local community resources.

Ability to move from one task to another quickly and with ease.

Professional attitude and appearance.

Ability to manage change with a positive attitude.

Physical Requirements

Ability to move independently or with reasonable accommodation within the facility and community.

Applicant must be physically and mentally able to perform all requirements of the job.

The ESGW NRM policy requires all employees to be free and clear of TB evidenced by a negative Tine Test of chest x-ray within 30 days of employment start date.

Background Check

Applicant must pass a Department criminal history background check.

Attitude: Understands and demonstrates the organization’s mission, vision, values and culture.

Conduct: Interacts with employees, clients, customers, families, agencies, support professionals and other community members in a professional and respectful manner at all times.

Alignment: Alignment and support of ESGW policies and procedures.

Team Player

Works collaboratively to achieve common goals.

Employee Conduct Policy

Maintains and supports a positive work environment through professional and courteous behavior.


Maintains complete confidentiality of all information involved with program/service participants, staff and/or other fiscal matters.


Follows all safety rules and requirements. Promotes a strong safety culture and maintains a safe environment for customers/clients and co-workers.


Meets the attendance requirements for this position.

Employee Policies/Procedures

Follows ESGW and Department policies and procedures, including policies outlined in the employee handbook.

Customer Service

Consistently provide good customer service by handling customers’ and employees’ questions and concerns in a timely, professional and courteous manner.

Individual Development/Training:
Identifies personal strengths and development needs; works to improve skills and performance proficiency; takes action toward self-development.

Attends state conferences and training sessions to gather updated information for case management staff, participants and providers.

Philosophical Compatibility:
All children and families are unique, with different strengths and challenges, therefore all intervention methods must be individualized to meet each child and family’s needs.

Optimal development occurs in the context of the most natural environment and with the family at the center of all treatment interventions.

Parents are first and foremost the experts on their children, we must prioritize their concerns and goals and commit to working collaboratively with the family as partners and involve them into the community whenever appropriate and possible.

Intervention is most successful when it is embedded into the family and child’s daily routine and natural schedule.

Staff collaboration, continuous education, supervision and ongoing, positive communication is key to a successful program.

This job description is subject to review or revision on an annual basis or when a change in job duties occurs. It is not intended to be all inclusive in terms of job detail. ESGW NRM is an Affirmative Action/Equal Opportunity Employer encouraging applications from women, minorities, disabled, and veterans of the U.S. Armed Services.

Required Skills

Required Experience