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Case Manager Job Description
Case manager job description for healthcare, social services and insurance: duties, skills, qualifications and licences to check before you hire.
The role in brief
A case manager assesses a person's needs, plans their care or support, coordinates services from different providers, advocates for them and follows up until the goals are met. The Case Management Society of America describes case management as a collaborative process of assessment, planning, care coordination, evaluation and advocacy. Case managers work in hospitals, health insurers, social services, mental health, housing, disability, workers' compensation and legal settings, so the role's duties and required licence depend heavily on the sector. Many healthcare case managers are registered nurses or social workers.
- Assess each client's needs, risks, strengths and goals, using the organisation's assessment tools
- Write and update a care, support or service plan with the client, their family and other professionals
- Find and arrange services such as healthcare, rehabilitation, housing, benefits, food assistance or community support
- Help clients complete applications for programmes and benefits
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Applying for a role like this? Practise the assessment free →Responsibilities
- Assess each client's needs, risks, strengths and goals, using the organisation's assessment tools
- Write and update a care, support or service plan with the client, their family and other professionals
- Find and arrange services such as healthcare, rehabilitation, housing, benefits, food assistance or community support
- Help clients complete applications for programmes and benefits
- Coordinate between providers, payers and the client so services are delivered on time
- Advocate for the client's needs and choices
- Monitor progress, review the plan regularly and adjust it when circumstances change
- Keep accurate, timely case notes and meet documentation, privacy and reporting standards
- Manage a caseload and prioritise urgent or high-risk cases
Required skills
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Nice to have
Qualifications
- 1Degree in social work, nursing, psychology, human services or a related field; the exact requirement depends on the sector
- 2Professional licence or registration where the role requires one, such as a nursing or social work licence for clinical case management
- 3Experience in health, social care or human services
- 4Driving licence where the role involves home or community visits
- 5Background checks required for roles working with children or vulnerable adults where you operate
Compensation and environment
Work environment
Career growth
Case managers move to senior case manager, team leader, case management supervisor or programme manager roles, or specialise in areas such as complex care, utilisation management or care coordination.
Common questions
What does a case manager do?
A case manager assesses a client's needs, builds a plan, arranges and coordinates services, advocates for the client and follows up to make sure the plan works.
What qualifications does a case manager need?
It depends on the sector. Healthcare case managers are often registered nurses or licensed social workers. Social service case managers usually need a bachelor's or master's degree in social work, human services or a related subject. State the required licence or degree in the job description.
Is a case manager the same as a social worker?
Not always. Many social workers do case management, but case managers can also be nurses or other professionals. If the role needs a social work licence or registration, say so in the job description.
What is a CCM?
In the US, CCM is the Certified Case Manager credential issued by the Commission for Case Manager Certification. Eligibility combines education or licensure with case management experience; check the Commission's site for current rules.
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