Case Manager Job Description: Top Duties and Qualifications

A Case Manager, or Social Service Assistant, is responsible for helping those with chronic illness, mental health issues or life-altering conditions to gain access to rehabilitation programs and other community services. Their duties include meeting with clients and their families, connecting clients with professional services and maintaining consistent communication with clients to assess their wellbeing and make changes to their treatment plan as needed.

Build a Job Description

Case Manager duties and responsibilities

Case Managers perform several tasks to achieve the best outcomes for their clients. These duties usually involve working with their clients directly and often working with the clients’ family members and close friends and health care workers. Responsibilities vary depending on the Case Manager’s industry and employer, but they may include:

  • Assessing clients’ physical and mental wellness, needs, preferences and abilities and using these to develop tailored care plans
  • Working with clients, family and friend support networks and health care professionals to put care plans in place
  • Listening to clients’ concerns and providing counseling or intervention as required
  • Recording clients’ progress including charting referrals, home visits and other notable interactions
  • Evaluating clients’ progress periodically and making adjustments as needed to improve outcomes
  • Following up with discharged clients to ensure they were satisfied with services and they are still in good physical and mental health

Case Manager Job Description Examples:


Case Manager

1. Read and understand the principles.

2. Coordinate the delivery of each person’s Person Directed Plan and Implementation Plan.

3. Ensure the IP is implemented within 10 days from the day you receive the PDP.

4. Ensure the IP program objectives are in the homes by the first of each month.

5. Complete the Icap every three years or sooner if needed and review it with the CAC.

6. Schedule and coordinate the staff training regarding special needs, current objectives, diet, abuse

neglect-exploitation reporting guidelines and all other relevant information related to your

consumers, write up and distribution. Record progress and lack of progress toward achieving ISP goals.

7. Schedule and conduct quarterly monitoring with Foster Care and SHL consumers.

8. Provide discharge-planning services. Develop a pre-discharge plan. Plan for re-entry into system, when


9. Respond to emergency situations and fulfill on-call responsibilities following all guidelines.

10. Complete internal chart audits quarterly.

11. Ensure all necessary assessments are completed within the appropriate time frame.

12. Monitor implementation of service outlined in the PDP and IP.

13. Monitor IP Goals and objectives.

14. Home walk through monthly.

15. Observe vocational programs and or schools a minimum of once a month.

16. Supervise delivery of consumer plan of care. Integrate various aspects of service delivery under the

HCS Program and services from other sources. Ensure consumer receives appropriate generic services;

supervise delivery of training and habilitation.

17. Retrieve record and file all documentation, records and reports.

18. Ensure nursing is aware of all needed doctor’s appointment and participate in the process.

19. Arrange transportation as needed for scheduled or unscheduled meeting. Transport when needed.

20. Complete the process for Trust Fund requests timely. Ensure all receipts are turned into accounting for

verification and accounting records.

Job Type: Full-time

Salary: $46,500.00 to $50,000.00 /year


  • case management: 1 year (Preferred)

  • Human Services: 1 year (Preferred)

  • Social, Behavior Services: 2 years (Preferred)


  • Bachelor's (Preferred)

    Work Location:

  • One location


  • Health insurance

  • Dental insurance

  • Vision insurance

    Typical start time:

  • 9AM

    Typical end time:

  • 6PM


  • Monday to Yes
  • ×

    Case Manager

    Case Manager – Disaster Preparedness & Relief Services – Dallas, TX

    Catholic Charities Dallas is looking for Case Managers to join our team. You will be part of the Disaster Preparedness & Relief Services

  • program.

    JOB Description

    Case Management

    You will utilize knowledge of government and community-based resources available to disaster clients and provide disaster case management services to help satisfy unmet needs

    Advocate For

    You will determine eligibility, develop and implement resource plans, and monitor client progress. You will advocate on clients’ behalf with service and benefit providers.


    You will provide follow-up to facilitate survivors’ return to pre-disaster level of well-being.


  • A four-year degree in social work or a related field of study is preferred but may be substituted by significant relevant work experience

  • Disaster relief and referral process experience is a plus

  • Excellent interpersonal and communication skills; verbal and written communication skills

  • Computer literate and experience with MS Office suite of products

  • Strong organizational and time management skills required

    Compensation & Benefits

    Catholic Charities Dallas offers a variety of benefits to our staff including medical, dental, vision, and life insurance. Our employees can participate in a retirement plan with an employer contribution after one year of employment. Paid Time Off (PTO) allows employees the flexibility to take time off as they need and we have a generous holiday schedule. This is a full-time, non-exempt position with a salary range of $16.00 to $18.00 per hour, based on skills and experience.

    TO Apply

    For consideration, all applicants must apply and submit their resume and cover letter via email to [website]

    Due to the volume of responses, only qualified parties will be contacted. Catholic Charities Dallas is an equal opportunity employer.

    About Disaster Preparedness & Relief Services

    DP&RS is a holistic program designed to address immediate and long-term need of victims of disasters.

    About US


    Catholic Charities calls the community to action to join us in addressing the root causes of poverty, hunger, and homelessness by serving, educating, and empowering all those in need.


    Catholic Charities will be recognized as an effective leader serving the most vulnerable in our communities on their journey toward hope, independence and a better life.

    OUR Values


  • – giving of ourselves and welcoming all


  • – treating all with empathy, care and consideration


  • – doing what is just, honest, and merciful

    Respect – acknowledging the dignity and worth of every person

    Commitment – giving attention, energy, and passion to all we do

    For more information, you can visit our website at: [website]

    Job Type: Full-time

    Salary: $16.00 to $18.00 /hour


  • relevant: 1 year (Preferred)

  • case management: 1 year (Preferred)


  • Spanish and English authorization:

  • United States Temporarily due to Covid-19
  • ×

    Case Manager

    Looking to make an impact? You’ve found the opportunity. At Lifewell, you’ll join a team passionate about providing hope, healing and health to the ones we serve. Our mission drives us, and you’ll see this in our desire to help others reach a balanced mental health lifestyle. We align our thinking on three values: person-centered, evidence-based and quality-driven. Just as much as we care for those we serve, we care for our employees. We provide career growth paths to encourage personal and professional development and flexible shifts so you can focus on what’s most important. Come alongside others to encourage self-value and hope. Come alongside us and help lives change!

    Essential Duties and Responsibilities: As a Case Manager you will work collaboratively with the clinical team to engage, educate, communicate, and coordinate care with clients, their family, behavioral health, medical and dental providers, community resources and others in ensuring that all services prescribed in the individualized service plan are implemented. You will perform all case management functions associated with caseload including outreach and follow-up, staffings, client transportation, completing assessment and service planning processes and identifying the need for further or specialty evaluations. You will be responsible for maintaining the client’s comprehensive clinical record, including clinical documentation (assessments, provision of services, coordination of care, discharge planning, etc). You will provide continuous evaluation of the effectiveness of treatment through the ongoing assessment of the client and input from the client and relevant others resulting in modification to the service plan as necessary.

    Skills / Requirements:

  • A High School Diploma/GED and three years of relevant experience in a behavioral health setting;
  • An Associate’s degree and two years of relevant experience in a behavioral health setting; OR
  • A bachelor’s degree in the behavioral health field; OR
  • A non-behavioral health field bachelor’s degree and one year of relevant experience in a behavioral health setting.
  • Must be at least 21 years of age.
  • Background check.
  • Minimum typing speed of 25 wpm.
  • Some assignments require an Arizona Fingerprint Clearance Card.
  • Current Arizona Driver License and a current satisfactory 39-month Motor Vehicle Record (MVR).

    Job Type: Full-time

    Salary: $16.00 to $20.48 /hour

    Work Location:

  • One location


  • Health insurance

  • Dental insurance

  • Vision insurance

  • Retirement plan

  • Paid time off


  • Monday to Friday

  • Day shift

    Company's website:

  • Waiting period may apply
  • What does a Case Manager do?

    Case Managers typically work for government agencies or hospitals to help people across a variety of age groups with mental and physical conditions. They act as an advocate for their client’s health and make sure they receive the right care for their situation. Their job is to work with healthcare professionals like Doctors and Nurses to come up with a treatment plan that best fits their client’s needs. 

    They also arrange transitional plans for clients to continue receiving excellent care after being discharged from the hospital. Transitional plans ensure that clients continue to improve even without the constant care provided in a hospital setting.

    Case Manager skills and qualifications

    A good Case Manager job description briefly details the preferred skills and qualifications for job applicants. This section should be concise and include only relevant details, yet it should be detailed enough to inform Case Managers whether they would be a good candidate for the available position. Case Managers usually have the following skills and qualifications:

    • Compassionate and able to relate to different clients with various needs
    • Motivational to encourage clients to follow their care plans
    • Strong verbal and written communication skills to explain to clients, family members and friends and professionals the case and care plan and maintain good case records
    • Critical thinking and problem solving to determine the best care plan for each client after assessing clients, analyzing notes from health care and social workers
    • Flexibility to change care plans if they are not getting the best results
    • Organization to manage several different cases at once
    • Computer literacy to maintain and manage case records

    Case Manager salary expectations

    Case Managers typically earn $18.65 per hour. However, salaries can vary depending on factors including the Case Manager’s experience, employer and location. Average salaries range from $7.25 to $44.85 per hour.

    Case Manager education and training requirements

    Case Managers require at least a bachelor’s degree. Fields of study vary depending on the field a Case Manager aspires to work in. For example, a bachelor’s degree in nursing equips Case Managers to work in the health care field. A bachelor’s degree in psychology helps Case Managers secure positions working in the mental health field. Counseling, sociology and social work are also common fields of study for Case Managers. Many employers also require candidates to hold Commission for Case Manager certification, especially in mid-level and senior Case Manager roles.

    Case Manager experience requirements

    Businesses hiring Case Managers typically require applicants to complete an internship. Internships, sometimes completed as part of degree programs, provide hands-on experience working in case management. In addition, unless the vacant position is for an entry-level Case Manager, organizations usually require candidates to have several years’ paid experience in a case management role.

    Job description samples for similar positions

    If this Case Manager job description sample does not meet your needs exactly, consider using one of the job description examples we have written for similar positions:

    Frequently asked questions about Case Managers


    What are the different types of Case Managers?

    There are a variety of areas for Case Managers to specialize in based on their previous work experience and interests. Here are a few examples of Case Manager specialties:

    • Mental Health Case Manager: These professionals specialize in providing treatment options and clinical resources to clients struggling with mental health conditions like anxiety, depression, bipolar disorder and PTSD.
    • Registered Nurse (RN) Case Manager: This type of Case Manager works in a hospital or clinical setting. They help current patients access health insurance and develop a recovery plan for when they leave the hospital.
    • Legal Case Manager: These individuals act as a point of communication between a client and their legal team in adoption situations, criminal trials and other legal matters.
    • Social Work Case Manager: These professionals work with clients and their families to enlist them in community programs that promote their personal life and wellbeing.


    What are the daily duties of a Case Manager?

    On a typical day, a Case Manager starts by working in an office setting. They review client case files and check their schedule for any client meetings. For clients who don’t have the means to travel, Case Managers make a point to visit them at their home, hospital or assisted living facility. During client meetings, Case Managers take notes about their client’s current physical and mental state. They make sure that their clients find their existing resources useful and discuss the next stages in their treatment plan. 

    Towards the end of the day, they add their notes to an ongoing report that documents their client’s progress. They also make phone calls and schedule appointments on their client’s behalf.


    What makes a good Case Manager?

    A good Case Manager is someone who uses their compassion and resourcefulness to bring positive change to their clients’ lives. They have leadership qualities that enable them to act as a person of authority to their clients. This is important as it helps give clients a sense of direction and guidance when they cannot provide it for themselves. Further, a good Case Manager has excellent verbal communication skills that allow them to give advice to their clients, schedule appointments and speak on behalf of their clients to healthcare providers and government services.


    Who does a Case Manager report to?

    A Case manager typically reports to the Director of Case Management in a hospital or social services facility. The Director of Case Management assigns Case Managers to clients and holds meetings with the case management team to remind them of the best practices to help their clients.

    Job Description Examples

    Need help writing a job description for a specific role? Use these job description examples to create your next great job posting. Or if you’re ready to hire, post your job on Indeed.

    No search results found

      *Indeed provides this information as a courtesy to users of this site. Please note that we are not your career or legal advisor, and none of the information provided herein guarantees a job offer.