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Case Manager - Mental Health
Job Code:2017-10-036
Location:Monfort Family Clinic
FT/PT Status:Regular Full Time

Job Responsibilities:

Position Summary:

The Case Management Specialist is responsible for the delivery of patient care services through coordination, implementation, and supervision of patients.  

Essential Job Duties & Responsibilities:

  • Identifies clients that will benefit from care coordination.Works with agencies and service providers to facilitate care coordination and information sharing.
  • Provides case management to assigned patients.
  • Team Based Care – Clinical Care Collaboration – Works in collaboration and continuous partnership with providers, clinical staff, and community resources in a team approach to promote access to appropriate care in the goal of enhancing patient health.
  • Pre-Visit Team Based Planning – Reviews daily schedule and chart by care team.Documented instructions are written on the schedule, typed into the EHR appointment note, or in the EHR as a flag or clinical list update.Ensures patient visit is more efficient by identifying:1. Records from transitions of care are available during the patient visit.2.Results from labs or diagnostic are in the EHR.3.Labs or other services that are not specified in the standing orders protocols.
  • Screens patient for healthcare needs.
  • Develops a client-focused case management plan.
  • Documents patients’ case management plans and ongoing activities. Charts data in Electronic Health Record (EHR).
  • Identifies patients’ insurance coverage or other sources of payment for services.
  • Identifies and addresses patient risk factors and/or obstacles to care.
  • Identifies patient needs, current services, and available resources and connects the patient to services and resources to meet established goals.
  • Communicates the care preferences of patient, serving as their advocate, and verifying that interventions meet the patients’ needs and goals of treatment.
  • Educates the patient/family/caregiver about the case management process and evaluates their understanding of the process.
  • Monitors patients according to the guidelines set by the CDC, CCGC, State and Sunrise Community Health.
  • Assists with scheduling appointment; follow-up care, referrals and medication refills.
  • Attends assigned trainings (cardiovascular, CCSP, PM, Medicaid).
  • Provides health coaching and patient education for Diabetes patients.
  • Connects patients with MFC for colonoscopy appointments.
  • In charge of tracking and distribution of insulin samples.
  • Back up to Social Worker.
  • Newborn coordinator back-up.
  • Assists patients with transportation needs (Bus Tokens).
  • Other duties as assigned.

Education & Experience Requirement:

High School Diploma, and/or GED required. Bachelor’s degree (B.A.) in human services, social work and/or nursing preferred and 1-2 years’ related experience and/or training; or equivalent combination of education and experience.  

Preferred Skills & Abilities:

  • Knowledge of principles, methods and procedures for diagnosis, treatment, and rehabilitation of physical and mental dysfunctions.
  • Knowledge of group behavior and dynamics, societal trends and influences, human migrations, ethnicity, cultures and their history and origins.
  • Knowledge of the information and techniques needed to diagnose and treat human injuries, diseases.This includes symptoms, treatment alternatives, drug properties, and interactions, and preventive health care measures.
  • Knowledge and skill required for administrative procedures.
  • Knowledge of principles and processes for providing excellent customer service. 

    Computer Skills:

  • Experience with Microsoft Office Products: Outlook, Word, Excel, and PowerPoint.Ability to sufficiently perform daily word processing tasks and work with data in spreadsheets. 


  • Interpersonal Skills – Responds promptly to internal and external customer needs, maintains confidentiality.
  • Active Listening – Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
  • Social Perceptiveness – Being aware of others’ reactions and understanding why they react as they do.
  • Service Orientation – Actively looking for ways to help people.
  • Communication – Communicates well both verbally and in writing.
  • Judgment & Decision Making – Considering the relative costs and benefits of potential actions to choose the most appropriate one.
  • Planning/Organizing – Prioritizes and plans work activities.
  • Problem Solving –Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions.
  • Dependability – Being reliable, responsible, and dependable and fulfilling obligations.
  • Adaptability/Flexibility – Being open to change (positive or negative) and to considerable variety in the workplace.
  • Initiative – A willingness to take on responsibilities and challenges.

Working Conditions & Physical Demands:

This position works in a medical clinic office setting and while performing the duties of this job, the employee is regularly required to sit; stand, walk, and use hands/fingers to handle or feel. Specific vision abilities include close, color vision, peripheral vision, depth perception and the ability to adjust focus.


Current immunizations are required to work at Sunrise Community Health and may vary dependent upon the position. Influenza (Flu) and Tdap Vaccines are required for ALL staff.  


Job Qualifications:

Other Job Information (if applicable):