Illustration of a doctor in an exam room working on a computer

Sample case manager job description

At [Company X], we offer relief when life is clouded by emotional difficulties, substance abuse, or mental illness. We’re seeking an experienced case manager to join our team as we set the standard for diagnostic and treatment protocols with our compassionate, client-focused approach. The ideal candidate will share our passion for improving people’s lives by providing access to the best care possible. From Day 1, this person will have an impact on facilitating patient care, with an underlying objective of enhancing clinical outcomes and patient satisfaction. The role demands exceptional active-listening and decision-making skills. The case manager will be expected to deliver a level of care, comfort, and safety that exceeds the industry standards.

Objectives of this role

  • Work with an interdisciplinary healthcare team to ensure the achievement of quality care and outcomes for patients
  • Coordinate client-focused treatment and services that are personalized, timely, and effective
  • Handle every case with patience, understanding, and a desire to help the client achieve wellness and autonomy
  • Drive change by identifying areas where performance improvement is needed
  • Achieve organizational goals while upholding standards and best practices


  • Manage case assignments, develop service plans, track progress, and execute case closures
  • Advocate for clients with advice and information about treatment options and clinical status, evaluating medical necessity and appropriating resources
  • Manage the cost of care wisely, and provide timely and accurate information to payors
  • Track and record case information, complete forms, and produce reports
  • Facilitate care and treatment via scheduling, information sharing, and case coordination
  • Assess and act accordingly in response to treatment barriers and psychosocial issues

Required skills and qualifications

  • Bachelor’s degree in nursing or healthcare-related discipline
  • Three or more years of experience in case management or nursing
  • Experience with psychological aspects of patient care
  • Excellent interpersonal, verbal, and written communication skills
  • Superb critical-thinking, organizational, and analytical skills
  • Ability to work with all age groups and populations

Preferred skills and qualifications

  • Registered nurse (RN) license 
  • Certified case manager (CCM) and/or accredited case manager (ACM) certification
  • Proficiency in more than one language