Case Manager

Case Managers assist with monitoring consumers’ well‑being including needs in the areas of mental health, physical health, living, learning, working, and social environments. Case managers travel to wherever consumers reside—whether that is at home, boarding homes, or other community‑based living—to provide monitoring. When working with children, they would be going to the schools as well. The primary role of the case manager is to increase psychological adjustment for the consumer by empowering the consumer, and sometimes family members, with information, education, and support in order to follow through once case management ends.

• Demonstrates ability to assess 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 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

• Seeks clinical supervision and consultation as needed
• Accepts and employs suggestions for improvement
• Actively works to enhance case management skills

• 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

• Effectively manages caseload based on consumer needs
• Meets AltaPointe productivity standards

• 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

• 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 to required in‑service training and other workshops

• Frequent standing, sitting, and walking in bursts of 5 to 10 minutes; may include pacing with the consumer and occasional sitting or standing extensions as permitted by the consumer’s behavior
• Occasional forward bending from the hips while kneeling to reach laterally
• Occasional need to assume a full squat or lunge from a standing position
• Occasional need to maintain back extension while on the stomach with body weight on hips and legs for several minutes
• Occasional need to place own body weight on one knee and one elbow on the same side of the body
• Occasional need to kneel and reach to the same side toward the floor
• Lift up to 10 pounds occasionally during shift
• Strong grasp needed to use keys to open doors throughout the…