Senior Case Manager I

Intake and Assessment

• Screen prospective program participants for eligibility. Provide complete information regarding program services, expectations, rights and responsibilities.
• Obtain and review necessary case acceptance authorizations/consents including income verification and other documentation to determine eligibility for program and services; review with supervisor.
• Assess for risk and protective factors and respond to high risk factors including suicidal and homicidal ideation.
• Recognize and manage transfers/hand-offs and other critical points in treatment (critical risk points include but are not limited to: initial contact; change or transfer of care; change in legal status; change in life events; change in mental status; change in physical condition; change to a less restrictive level of care; discharge from services)
• Complete assessments including HMIS Intake, psychosocial assessments and housing retention assessment and use information to evaluate participant strengths, needs, and risk indicators.

Clinical Case Planning and Monitoring

• Maintain a caseload of up to 20-40 (depending on program design and requirements) individuals diagnosed with serious mental illness (SMI) in need of housing assistance, medical and psychiatric support.
• Conduct interviews, access resources to gather information for factual base on which to formulate a personalized, client-centered treatment plan.
• Demonstrate knowledge and understanding of participant health and social presenting risks and apply appropriate risk stratification.
• Establish participant goals based on appropriate resource utilization, participant consensus, and level of care and services required.
• Communicate participant care plan with support staff and supervisor during weekly check-ins.
• Provide timely completion of all case planning and implementation activities.
• Apply effective follow-up dates to care plan interventions.
• Perform routine comprehensive, independent reassessment of participants physical and mental health needs, abstinence from substance use, effectiveness of current/past services & interventions and progress toward achievement of plan goals. Make care plan adjustments in writing as appropriate.
• Utilize existing community resources and contracted partners in providing care/services to meet goals.
• Follow agency procedures to link with other SHELTER, Inc. services and staff supports.
• Maintain accurate, up-to-date documentation in the established case management record system.
• Act in accordance with laws and procedures governing confidentiality, release of information, consent, domestic violence reporting, mandated reporting, etc.
• In case of involuntary discharge/termination, or other adverse action, work with supervisor to ensure all procedures are followed.
• Provide and maintain post-placement contact with participants to document status at 1, 2, 3, 6, 9, and 12 months after participation.
• Participate in internal and external case conference/case coordination meetings.
• Keep current on best practices in the social services and housing placement fields.
• Help program participants connect to public and private service resources available to assist them in attaining their stabilization, and follow-up on referrals to encourage participants’ forward momentum/progress.
• Complete/attend trainings as required and to enhance skills.

Data and Documentation

• Follow established procedure for opening service file.
• Keep all relevant service data up-to-date in HMIS system and maintain case files in accordance with applicable guidelines, completing data entry immediately or no later than within 48 hours of service interaction.
• Comply with data integrity and security policies.
• Meet data quality standards by reviewing discrepancies in data received, verifying accuracy, requesting clarification and advising supervisor of issues related to data

• Master’s degree in Social Work, , Health, Human Services, Psychology, School of Social Work, Social Service required.
• License as an ACSW, LCSW, LMFT, or LPCC highly desired.
• 2+ years of experience delivering trauma-informed clinical case management or counseling services.
• Experience providing culturally competent case management and mental health support to traumatized individuals and families.
• Proficient computer skills, including Microsoft Office Suite (Outlook, Word and Excel). HMIS is a plus

• Access to reliable personal transportation required, including a DMV record that permits driver to be insured under SHELTER, Inc.’s automobile coverage.
• Must successfully pass a criminal background check
• Must provide TB test clearance

SHELTER, Inc., is an equal opportunity employer. We believe diverse perspectives drive innovation and lead to better outcomes for the communities we serve. We strongly encourage applications from individuals with varied backgrounds, identities, and lived experiences.

Notice: This description is a guide only. Upon hire, you will receive a formal job description.