AltaPointe Health Systems
Case Manager
Case Managers assist with monitoring consumers’ well-being across mental health, physical health, living, learning, working, and social environments. They travel to the consumer’s home, boarding homes, or other community-based settings, and if working with children, to schools. The primary role is to increase psychological adjustment by empowering consumers and sometimes family members with information, education, and support to follow through after case management ends.
Primary Job Functions Clinical Responsibilities
Demonstrates ability to assess the consumer’s needs utilizing the SUN‑R
Identifies goals and plans for appropriate services documented in ISP
Provides appropriate linkage to community resources
Monitors consumers to secure placement in the least restrictive environment
Provides ongoing monitoring of consumers’ progress and needs as assessed in the SUN‑R
Advocates on behalf of the consumer to secure community resources
Effectively collaborates with treatment team members and outside sources in the delivery of case management services
Works closely with treatment team and ensures that the team is aware of any issues that may arise with the consumer
Assists in de‑escalating crisis situations with consumers and/or their families
Effectively demonstrates the application of adult‑specific competencies
Provides outreach services to consumers and families
Provides training of basic living skills to improve consumers quality of life and to help enable them to be able to maintain in the least restrictive setting
Assists consumers with transportation needs to psychiatric appointments
Makes multiple contacts per week with consumers
Provides training of basic living skills to improve consumers quality of life and to help enable them to be able to maintain in the least restrictive setting
Supervision and Consultation
Seeks clinical supervision and consultation as needed
Accepts and employs suggestions for improvement
Actively works to enhance case management skills
Clinical Record Keeping
Documents in a timely manner per AltaPointe standards
Documents appropriate, complete, and comprehensive SUN‑R assessments
Documents measurable and specific goals in the individualized service plan
Documents in a clear and concise manner: types of consumer problems, ISP goals addressed and services provided
Includes problem, ISP/Treatment plan goal, intervention provided, consumer responses, and plans for continued services in each progress note
Documents case disposition, case closings, and follow‑up
Documents legibly
Documents using Avatar appropriately
Case Load Management
Effectively manages caseload based on consumer needs
Meets AltaPointe productivity standards
Courteous and Respectful Towards Consumers, Visitors and Co‑workers
Treats consumers with care, dignity and compassion
Respects consumer’s privacy and confidentiality
Is pleasant and cooperative with others
Assists consumers and visitors as needed
Personal values do not inhibit ability to relate and care for others
Is sensitive to the consumer’s needs, expectations and individual differences
Is gentle and calm to consumers and families
Administrative and Other Related Duties as Assigned
Actively participates in performance improvement activities
Actively participates in AltaPointe committees as required
Completes assigned tasks in a timely manner
Complies with AltaPointe policies and procedures
Attends required in‑service training and other workshops
Physical Requirements
Frequent standing, sitting, and walking in bursts of 5 to 10 minutes
Occasional extended standing or walking with the consumer as time permits
Occasional forward bending from the hips while kneeling to reach to the side
Occasional full squat/lunge from a standing position
Occasional maintenance of back extension while on stomach with body weight on hips and legs
Occasional ability to place body weight on one knee and one elbow on the same side
Occasional knee lift and reach to same side toward the floor
Lift up to 10 pounds occasionally during shift
Strong grasp needed to use keys to open doors throughout the facility and to maintain constant contact with a consumer during a takedown procedure or other hold techniques
Pushing/pulling force up to 25 pounds occasionally during shift
Minimum Qualifications Bachelor’s degree in a behavioral health or social services related discipline preferred. Must meet all driving requirements.
Knowledge in adult specialty, outlined below, to be attained within (6) six months of employment.
Knowledge of psychiatric disorders in the adult population and/or knowledge of addiction as a primary/secondary illness
Knowledge of cultural diversity
Knowledge of behavior management, crisis intervention and interventions common to acute psychotic consumers, and/or consumers with substance abuse issues as well as, to non‑violent crisis intervention practice
Knowledge of Psychiatric Rehabilitation principles and/or Substance abuse treatment principles
Knowledge of available community resources
Knowledge of educational methods appropriate to adults with severe and persistent psychiatric disorders
Knowledge of rules and regulations regarding appropriate benefit entitlements such as social security, Medicaid, and Medicare
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Primary Job Functions Clinical Responsibilities
Demonstrates ability to assess the consumer’s needs utilizing the SUN‑R
Identifies goals and plans for appropriate services documented in ISP
Provides appropriate linkage to community resources
Monitors consumers to secure placement in the least restrictive environment
Provides ongoing monitoring of consumers’ progress and needs as assessed in the SUN‑R
Advocates on behalf of the consumer to secure community resources
Effectively collaborates with treatment team members and outside sources in the delivery of case management services
Works closely with treatment team and ensures that the team is aware of any issues that may arise with the consumer
Assists in de‑escalating crisis situations with consumers and/or their families
Effectively demonstrates the application of adult‑specific competencies
Provides outreach services to consumers and families
Provides training of basic living skills to improve consumers quality of life and to help enable them to be able to maintain in the least restrictive setting
Assists consumers with transportation needs to psychiatric appointments
Makes multiple contacts per week with consumers
Provides training of basic living skills to improve consumers quality of life and to help enable them to be able to maintain in the least restrictive setting
Supervision and Consultation
Seeks clinical supervision and consultation as needed
Accepts and employs suggestions for improvement
Actively works to enhance case management skills
Clinical Record Keeping
Documents in a timely manner per AltaPointe standards
Documents appropriate, complete, and comprehensive SUN‑R assessments
Documents measurable and specific goals in the individualized service plan
Documents in a clear and concise manner: types of consumer problems, ISP goals addressed and services provided
Includes problem, ISP/Treatment plan goal, intervention provided, consumer responses, and plans for continued services in each progress note
Documents case disposition, case closings, and follow‑up
Documents legibly
Documents using Avatar appropriately
Case Load Management
Effectively manages caseload based on consumer needs
Meets AltaPointe productivity standards
Courteous and Respectful Towards Consumers, Visitors and Co‑workers
Treats consumers with care, dignity and compassion
Respects consumer’s privacy and confidentiality
Is pleasant and cooperative with others
Assists consumers and visitors as needed
Personal values do not inhibit ability to relate and care for others
Is sensitive to the consumer’s needs, expectations and individual differences
Is gentle and calm to consumers and families
Administrative and Other Related Duties as Assigned
Actively participates in performance improvement activities
Actively participates in AltaPointe committees as required
Completes assigned tasks in a timely manner
Complies with AltaPointe policies and procedures
Attends required in‑service training and other workshops
Physical Requirements
Frequent standing, sitting, and walking in bursts of 5 to 10 minutes
Occasional extended standing or walking with the consumer as time permits
Occasional forward bending from the hips while kneeling to reach to the side
Occasional full squat/lunge from a standing position
Occasional maintenance of back extension while on stomach with body weight on hips and legs
Occasional ability to place body weight on one knee and one elbow on the same side
Occasional knee lift and reach to same side toward the floor
Lift up to 10 pounds occasionally during shift
Strong grasp needed to use keys to open doors throughout the facility and to maintain constant contact with a consumer during a takedown procedure or other hold techniques
Pushing/pulling force up to 25 pounds occasionally during shift
Minimum Qualifications Bachelor’s degree in a behavioral health or social services related discipline preferred. Must meet all driving requirements.
Knowledge in adult specialty, outlined below, to be attained within (6) six months of employment.
Knowledge of psychiatric disorders in the adult population and/or knowledge of addiction as a primary/secondary illness
Knowledge of cultural diversity
Knowledge of behavior management, crisis intervention and interventions common to acute psychotic consumers, and/or consumers with substance abuse issues as well as, to non‑violent crisis intervention practice
Knowledge of Psychiatric Rehabilitation principles and/or Substance abuse treatment principles
Knowledge of available community resources
Knowledge of educational methods appropriate to adults with severe and persistent psychiatric disorders
Knowledge of rules and regulations regarding appropriate benefit entitlements such as social security, Medicaid, and Medicare
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