Case Manager

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.

Core Competencies

• 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