Case Management Aide

General Statement of Duties:

The Case Management Aide (Case Aide) supports case workers in the performance of professional social casework services in the Adult or Child Welfare Services Program within Health and Human Services of Montrose County. Ensures administrative/programmatic support to ensure quality, effective and efficient social services are provided to clients with a focus on Adult Protective Services (APS), Long Term Care Medicaid recipients, Non-Emergent Medical Transportation, and/or Child Welfare.

Works under the supervision of the Caseworker Supervisor and performs a variety of routine work within established policies, procedures and receives detailed instructions on new projects and assignments.

This position has no supervisory responsibilities.

Any one position may not include all of the duties listed nor do the listed examples include all duties which may be found in positions of this class.

• Provides routine clerical support to Adult and/or Child Welfare Services staff including completion of reports and documentation of site visits.
• Data entry into all appropriate systems, including all case management information.
• Establishes and maintains filing systems, including updating materials, retrieving information and ensuring accuracy of files.
• Maintains the principles of client confidentiality in every interaction.
• Attends and participates in agency staff meetings and/or agency committees.
• Supports caseworkers in carrying out service plans; provides assessment of client to assist in the decision making processes; documents observations and interactions; assists in accessing community resources; staff cases as needed in order to provide information regarding safety and welfare of the client.
• Participates in and attends meetings on client progress; exchanges information with other staff, departments or collateral agencies as appropriate.
• Makes referrals to related programs and services as appropriate.
• Responds to phone inquiries when caseworker is not available.
• Attends training to enhance and maintain knowledge, trends and developments in the field of human services.
• Prepares intake packets for caseworkers.
• Assists in preparation of agendas and/or scheduling program/department meetings and staff meetings, notifying participants, and scheduling conference rooms, meeting documentation.
• Prepares and sends letters to physicians, providers, and clients as needed.
• Provides transportation for clients to and from appointments, including medical or agency, as needed.
• Attends court hearings and testifies in court as needed.
• Completes home visits and telephone calls to clients to assist with casework functions.
• Assists at-risk adults with completing applications for assistance, including gathering and compiling required documentation and submitting to appropriate agency.
• Documents all client and provider contacts in the appropriate state system.
• May be responsible for Non-Emergency Medical Transportation approvals and requests for reimbursement from clients, checks for accuracy and eligibility.
• Regular and predictable attendance is required.

• Conducts the annual state required client satisfaction survey. Interviews clients by phone, prepares summary, and submits to HCPF.
• Gathers information from each provider agency on a monthly basis. Requests information, processes information into data base, maintains documentation file, and communicates with case workers about problems.
• Prepares the forms for Prior Authorization Request (PAR) for the SEP program. Gathers information, checks for accuracy, and submits to HCPF.
• Forwards approved…