Case Manager Job Description Template

Use this Case Manager job description template to advertise the open roles for free using You can use this template as a starting point, modify the requirements according the needs of your organization or the client you are hiring for.
Case Manager Job Description Template

Job Brief

We are looking for a Case Manager to enhance the quality of patient management, maximize satisfaction and promote cost effectiveness. The successful candidate will be accountable for the full patient care cycle. Case Manager duties include assessing, planning, implementing, monitoring and evaluating actions required to meet the client’s health and human services needed. A certified Case Manager is a plus.


  • Coordinate and provide care that is safe, timely, effective, efficient, equitable, and client-centered
  • Handle case assignments, draft service plans, review case progress and determine case closure
  • Help clients achieve wellness and autonomy
  • Facilitate multiple care aspects (case coordination, information sharing, etc)
  • Help patients make informed decisions by acting as their advocate regarding their clinical status and treatment options
  • Develop effective working relations and cooperate with medical team throughout the entire case management process
  • Arrange abeyances with social services, health and governmental agencies
  • Take the extra mile and interact with patients to keep track of their progress and to ensure satisfaction
  • Record cases information, complete accurately all necessary forms and produce statistical reports
  • Promote quality and cost-effective interventions and outcomes
  • Assess and address motivational and psychosocial issues
  • Adhere to professional standards as outlined by protocols, rules and regulations


  • Proven working experience in case management, including as a Nurse, Medical, Mental Health Care Manager or a related job
  • Excellent knowledge of case management principles, healthcare management and reimbursement
  • Previous experience with psychological aspects of care
  • Effective communication skills
  • Excellent organisational and time management skills
  • Familiarity with professional and technical emerging knowledge
  • Problem solving skills and ability to multi-task
  • Compassionate with teamwork skills
  • Current license, certification or registration
  • BS degree in related healthcare field

What does Case Manager do?

A Case Manager typically performs various tasks on a day-to-day basis, which can vary depending on the industry or type of case management. Here are some common responsibilities:

  1. Assessing clients: Meeting with clients to evaluate their needs, strengths, and goals. Gathering necessary information and conducting assessments to identify any potential risks or challenges.

  2. Developing care plans: Creating individualized care plans based on the client's needs, preferences, and resources. This involves setting goals, determining appropriate interventions, and coordinating services.

  3. Coordinating services: Collaborating with other professionals, such as healthcare providers, social workers, and legal representatives, to ensure the clients receive appropriate services and resources. This may involve making referrals, arranging appointments, or coordinating communication between different providers.

  4. Monitoring progress: Regularly reviewing and evaluating the client's progress towards their goals. Reassessing the care plans as needed and adjusting interventions or services accordingly. Tracking changes and outcomes to ensure optimal client satisfaction and well-being.

  5. Advocacy: Acting as an advocate for the clients' rights and needs, ensuring they receive fair treatment and have access to necessary services and resources. Assisting with applying for benefits, navigating legal processes, and communicating with other parties involved.

  6. Documentation: Maintaining accurate and up-to-date records of all client interactions, assessments, care plans, and interventions. This includes writing progress notes, reports, and other required documentation to comply with regulatory and organizational standards.

  7. Case coordination: Facilitating communication and collaboration among different service providers involved in the client's care. This may include attending meetings, conferences, or treatment planning sessions, and facilitating information exchange.

  8. Crisis intervention: Assisting clients during emergencies or crisis situations and providing immediate support. Collaborating with emergency responders or relevant agencies to ensure the clients' safety and well-being during difficult times.

  9. Educational and supportive services: Providing education, guidance, and support to clients and their families. This may involve teaching coping skills, providing resources, and connecting them to support groups or community organizations.

It's important to note that the specific duties of a Case Manager can vary depending on the field they work in, such as healthcare, social services, or legal settings.

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