
HCBA Intake Case Manager
Posted Aug 5

Posted Aug 5
This is a fully remote position, open to applicants in California.
• Oversee and manage a caseload of applicants or caregivers through the HCBA waiver enrollment process.
• Provide continuous case management services throughout the enrollment phase.
• Monitor, document, and maintain progress notes and case records in accordance with agency policies and timelines.
• Accurately record patient interventions and their responses.
• Keep updated timekeeping and scheduling records.
• Collaborate with the RN on the Intake Team for effective case management.
• Report any signs of abuse or neglect to the relevant agencies.
• Confirm clients' active Medi-Cal eligibility on a monthly basis and assist with applications as necessary.
• Prepare Institutional Deeming letters.
• Organize client visits and RN appointments.
• Document case notes within 24 hours and ensure contact information is updated in MedCompass and NetSmart.
• Conduct acuity assessments and other necessary evaluations.
• Develop participant goals tailored to assessed needs, circumstances, and preferences.
• Identify external services for documentation on the Plan of Treatment (POT).
• Offer information, education, counseling, advocacy, and support in accessing waiver services.
• Assist patients and their families in navigating family and community agencies.
• Establish care coordination schedules based on participant needs and acuity levels.
• Safeguard patient and agency confidentiality in compliance with HIPAA.
• Attend case conferences, staff meetings, and agency training sessions.
• Engage in continuing education and uphold professional credentials.
• Respond to supervisor communications within a 24-hour timeframe.
• Carry out other assigned responsibilities.
• Master's degree in Social Work or a bachelor's degree in a related field.
• At least two years of experience in providing direct mental health or intensive case management services.
• Experience working with clients who have mental illness or chronic health conditions.
• Strong knowledge of managed care organizations, Medicare, and Medi-Cal.
• Exceptional interpersonal skills and a sensitivity to culturally diverse populations.
• Highly organized and capable of adhering to documentation and reporting standards.
• Ability to maintain professional boundaries while managing time efficiently.
• Current CPR certification is required.
• Must maintain an active license in the State of California.
• Ensure all credentials are kept current.
• Capable of performing necessary computer, telephone, keyboard, walking, lifting, pushing, pulling, and driving tasks.
• Able to lift and push/pull weights up to 25 pounds.
• Driving may be necessary within company-designated geographical areas.
• Reasonable accommodations available for qualified applicants with disabilities.
• Continuing education opportunities as requested and/or required.
• Professional development through continuing education.
• Flexible remote/field work arrangement.
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