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Case Manager
Case Manager-November 2024
Clifton Heights
Nov 9, 2025
About Case Manager

  The position of Case Manager includes and is responsible for the daily activities that maintain quality consumer and Direct Care service to each case. It involves direction of cases from intake, through service delivery, and until the termination of service delivery.

  Responsibilities:

  Knowledge of HHAeXchange and Generations Homecare Systems and being able to use the web-based systems for purposes of inputting & updating records, maintaining accurate data, closing out cases, and case note documentation and communication.

  Monitoring PCA, COSA, HHAeXchange , and other contracted computer portals for new or changes to existing service authorizations. Communicating changes to appropriate staff.

  Compiling data for each new consumer and entering it into the system: authorization & medical numbers, assigned billing source, and the necessary intake and pertinent information per consumer that will be needed to properly assign an aide to the case. File will need to be created.

  Calculation of hours to create a service plan for each consumer or altering service plans as needed as consumer authorizations change. Reporting to case managers if errors are found. (i.e. miscalculation of hours based on weeks in a month).

  Oversee the final Creation of Direct Care Workers calendars.

  Liaison between agency and care managers or our agency and a consumer and/or their families and Direct Care Workers.

  Maintain initial and daily communication with consumers, families, care managers, and Direct Care Workers as needed, and document all case notes and communication into Generations.

  Ensure daily Staffing Coordinator accuracy in scheduling, planning, supervision of direct care workers, and quality control.

  90 Day Direct Care Worker Evaluation in coordination with the Director of Operations for review and documentation.

  Daily communication with Staffing Coordinator to give direction and problem solving as needed.

  Compile, follow-up, and resolving of incident complaint forms. Discuss all incidents as they are received with the Director of Operations and completion of quarterly reporting of all incidents as required.

  Completing Quarterly reports and annual quality Management Plan

  Problem solving amongst agency, care management, consumers, and family members.

  Participate in pop-up or unannounced consumer home visits within the first 90 days of service to assure quality assurance and proper staff protocol.

  Review logs from home visits by RN and office staff so concerns can be addressed.

  Monthly verification of consumer eligibility status for service.

  Review of documentation of when consumer services are coming due for re-evaluation and notifying the care manager of the need to acquire updated service plan documentation in a timely manner.

  Review of system reminders of which aides need to complete mandated State training as well as those needing standard yearly training.

  Uploading completed training into document center.

  Compiling of in-service topics from State mandated training, PA My Learning Center site and other training resources for aide in-services.

  Completion of Workers' Comp claims and documentation.

  Assist with interviewing applicants as needed.

  Assist with staffing of cases as needed.

  Send out email and text message blast to staff and consumers.

  Adhere to all company policies and mandates regarding COVID 19. Ensure safety precautions are being followed by visitors to the office-washing hands upon entering, and mask wearing. Sanitize equipment after usage.

  Answering, directing, and assisting incoming calls while being conscious of hold times. Documentation of calls daily into the call center/office to office.

  Input of case notes and communication into Generations and/or HHAeXchange daily

  Assist as needed in daily operations within the office such as training of staff, filing, copying, and required administrative tasks of CEO/President.

  Daily checking of emails s well as addressing and sharing of the information.

   

  Other Requirements:

  Hours of position involve being in the office Monday through Friday from 9am to 5pm unless otherwise approved.

  Participation in all staff and employee meetings and Zoom calls.

  Assist in developing agenda for meetings and Zoom calls.

  Ask questions if unsure about appropriate actions to be taken.

  Communicate all concerns and issues to the supervisory staff or team.

  Participation in office events, marketing, commercials, and social media events.

  Answering, directing, and assisting with incoming calls.

  Maintain confidentiality and adherence to all HIPAA regulations.

  Provide recommendations to improve recruitment and retention of staff.

   

  Qualifications:

   

  2 years experience

  Interpersonal communication skills

  One year in home care knowledge and experience

  Basic computer skills

  Understanding of staffing, schedule coordination, and office protocol

  Ability to work independently or as part of a group.

  Compliance with all state and local laws and regulations.

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