Clinical Case Manager

• Begin discharge planning early in treatment to ensure continuity of care.
• Coordinate referrals to outpatient providers, step-down programs, or additional services when clinically appropriate.
• Ensure follow-up appointments and treatment connections are established prior to discharge.
• Maintain accurate and timely documentation of care coordination in the EMR.
• Ensure documentation meets clinical, regulatory, and payer requirements.
• Support therapists and program leadership in maintaining organized clinical records related to care coordination and discharge planning.
• Work collaboratively with therapists, psychiatrists, program leadership, and administrative staff to support the treatment environment.
• Participate in team meetings and case consultations.
• Assist in identifying barriers to treatment engagement and developing solutions with the clinical team.
• Assist with coordination related to client scheduling, treatment participation, and program logistics when needed.
• Help maintain a structured and organized treatment experience for clients and families.
• Support the program in maintaining strong relationships with referral sources and community providers.

Qualifications

Following are the qualifications required to perform the essential functions of this position. Qualifications may be subject to modification based on the Americans with Disabilities Act. Bachelor’s or Master’s degree in psychology, social work, counseling, or a related behavioral health field. Experience working in mental health, behavioral health, or substance use treatment settings preferred. Strong organizational and communication skills. Ability to collaborate effectively with multidisciplinary clinical teams. Experience coordinating care with families and external providers preferred. Knowledge of mental health treatment systems, levels of care, and community resources preferred. Must have valid California driver’s license and liability insurance if driving personal and/or company vehicle on Balance Treatment Center business. Vision, hearing, manual dexterity and hand-eye coordination must be adequate for performance of job duties. Able to sit at desk, use keyboard, write and physically perform other job duties. Able to move about the facility to observe clients and staff. Must be customer-service driven. Specific qualifications may vary based on assignment. The supervisor will initial those items on the following list, which apply and write N/A to indicate those qualifications which are not applicable: Personal vehicle with liability insurance for reimbursable mileage, generally short distances. Class “C” Driver’s License. First Aid certification, obtain within 90 days of employment and maintain current thereafter. CPR certification, obtain within 90 days of employment and maintain current thereafter. Medication training required within 30 days of employment. Bilingual (specify: ___________________) Develop computer skills adequate to perform word processing duties within 90 days of employment. The above statements reflect the general duties considered necessary to describe the principal functions of the job as identified and shall not be considered as a detailed description of all the work requirements which may be inherent in the position. We are an Equal Opportunity Employer committed to providing a fair and inclusive work place. I have read and received a copy of this job description. Employee Name (Print): __________________________________________________________ Employee signature: _______________________________Date: ______/_______/_______ Supervisor signature: _______________________________Date: ______/_______/_______ Healing Happens Together!