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Case Manager Job Description Template

Job Description Template

Case Manager Description Template

August 5, 2021

Case Manager Job Description

You are looking for a perfect case manager? The first step in hiring a Case Manager is to write a clear and thorough job description that will attract qualified candidates. We designed a Free Case Manager Job Description Template to assist you with the process, which covers all the required information, from tasks and duties to requirements.

You may also add your own information to the template to make it match the needs of your company.

We recommend using VIVAHR software to send the template to numerous job boards and attract A-Players.

Ready? Let’s go! 🚀

What is a Case Manager?

Case managers help patients by assessing their needs, reviewing treatment alternatives, developing treatment plans, coordinating care, and tracking their progress.

Case managers frequently collaborate with doctors, social workers, families, and human service providers. Case managers’ ultimate objective is to enhance clinical results, boost patient happiness, and promote cost-effectiveness.

Case managers often hold a Bachelor’s degree in nursing and are licensed as registered nurses in the state where they work.

Many case managers also have their Case Manager Certification, which is earned by fulfilling a series of prerequisites and passing an exam.

You must have some type of licensure (e.g., RN, LCSW, LMSW, LPC, CRC, or CDMS) and case management experience in order to take the CMC test. Strong delegators who can operate independently and have polished problem-solving abilities are the most successful case managers.

Related Job Titles for Case Manager

The Top Case Manager Skills

Skill Why it's important
Time Management

Over the course of a day, a case manager sees a number of patients. Time management is one of the most crucial abilities for case managers because they frequently visit several institutions on a daily basis. Keeping yourself organized at work might help you work more efficiently.


The final stage in the case management process is to assess the patient's reaction to the care plan and confirm that the plan is suitable and that the services and goods provided are of high quality.

Leadership Skills

To master the case management process, the case manager must employ a variety of leadership abilities. Case managers should be highly competent in different leadership traits since they serve as problem solvers, resource managers, and members of the interdisciplinary healthcare team. Nurse case managers and social workers must be able to negotiate, make informed judgments, and resolve conflicts.


The next stage in managing the patient's treatment is to plan. Case managers devise the treatment modalities and interventions required to fulfill the patient's and family's requirements. During the planning phase, the case manager, in conjunction with other members of the healthcare team, sets the treatment goals and anticipated duration of stay and begins the process immediately after admission.


Communication skills are soft talents that include active listening, clear speaking, and precise direction writing. Case managers require strong communication skills to transmit essential medical information to patients and healthcare providers since they function as liaisons between them. Patients should be able to understand procedures in simple words and receive updates from them.

Case Manager Job Description Template (Free)

We’re looking for a Case Manager to join our team and assume responsibility for a variety of new and existing cases. You should have prior experience managing a big case portfolio as a case manager. You’ll require a bachelor’s degree in a related subject and prior experience developing treatment programs with customers.

Case managers will be in charge of assigning, monitoring, and coordinating social work cases. They will be active in their customers’ lives on a personal level, providing resources and help. It’s all in a day’s job to plan health services, collaborate with social workers and physicians, and schedule treatment or rehabilitation. The case manager must be well-organized, caring, and empathic.

Case Manager Duties & Responsibilities:

  • Managing a case portfolio.
  • On a regular basis, meet with clients.
  • Developing and sustaining strong working connections with important stakeholders.
  • Managing suppliers proactively.
  • Working in compliance with applicable laws, best practices in health care, and corporate policies and procedures.
  • Updating and maintaining cases with precision.
  • Updating and maintaining correct case information.
  • In areas such as long-term care, mental health, drug addiction, and geriatric care, assisting with the management of patient health care requirements and services.
  • Create a therapy plan with your clients.
  • Create a discharge plan with each care provider.

Case Manager Requirements:

  • A valid driver’s license is required.
  • Health care, social work, mental health, disability care, drug addiction rehabilitation, geriatric care, and long-term care are all areas of expertise.
  • Experience working in a customer service setting.
  • Excellent written and verbal communication abilities.
  • With the capacity to handle competing demands, outcome-focused.
  • A bachelor’s or master’s degree in business administration, communications, social work, or a similar subject is required.
  • Working as a case manager is a plus.
  • Working with clients to establish a treatment plan is a plus.
  • A thorough understanding of the laws that apply to the circumstances at hand.

Accounting Specialist Interview Questrions

Sample Interview Questions for a Case Manager

Once you gather all the received applications, you can use these sample interview questions for a Case Manager.

  1. Why should we consider you for the position of a new case manager?
  2. What are the top three traits a case manager should have, in your opinion?
  3. Are you going on any further interviews?
  4. Is it possible for you to work weekends or be on call?
  5. What do you think your pay will be?
Human Resources
  1. What do you like the most about this position?
  2. What do you think is the hardest part of a case manager job?
  3. Do you have any questions for us about a case manager job?
  1. In the past, how have you demonstrated leadership?
  2. Describe an instance when you had a good impact on the lives of a client.
  3. What do you think the most difficult aspects of your job as a case manager are?
  4. How do you deal with a heavy workload?
  5. What methods do you use to deal with work-related stress?
Technical Skills and Knowledge
  1. What qualities do you have that would be great for the case manager position?
  2. Could you tell us more about your previous work experience as a case manager? What skills have you gained?
  3. What would be your greatest strength?

What are the Educational Requirements for a Case Manager?


Bachelor’s Degree in Social Work, Psychology, Counseling, or a Related Field

Many employers require Case Managers to have a bachelor’s degree in social work, psychology, counseling, or a related field. This educational background provides foundational knowledge in human services, counseling techniques, and social welfare policies.

Master’s Degree in Social Work or Counseling (Preferred)

While not always mandatory, some employers prefer Case Managers to have a master’s degree in social work or counseling. A master’s degree offers advanced training in case management, therapeutic interventions, and specialized knowledge in areas such as mental health or substance abuse.

Certification in Case Management (Optional)

Obtaining certification in case management is optional but can enhance a Case Manager’s credentials. Certification programs provide additional training and validation of proficiency in case management principles, ethical standards, and best practices, demonstrating a commitment to professional development.

How Much to Pay a Case Manager when Hiring

In the United States, case managers earn an average of $81,938 per year or $39.46 per hour. People on the lower end of the range, specifically the poorest 10%, earn around $68,472 per year, while the top 10% earn around $96,864.

Percentile 10% 25% 50%
75% 90%
Hourly Wage $34 $37 $40 $44 $48
Annual Wage $68,472 $74,889 $81,938 $89,751 $96,864

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Frequently Asked Questions about Case Manager


What qualifications are necessary to become a Case Manager?

Qualifications for Case Managers typically include a bachelor’s degree in social work, psychology, counseling, or a related field, though some employers may prefer candidates with a master’s degree.

Certification in case management is optional but can enhance credentials.

What are the primary responsibilities of a Case Manager?

Case Managers are responsible for assessing clients’ needs, developing individualized care plans, coordinating services and resources, advocating for clients, monitoring progress, and providing support to help clients achieve their goals.

How does a Case Manager contribute to client care and support?

Case Managers play a crucial role in providing comprehensive support to clients by connecting them with necessary services, coordinating care across multiple providers, advocating for their rights and needs, and empowering them to navigate complex systems.

What skills and qualities are essential for success as a Case Manager?

Key skills for Case Managers include strong communication and interpersonal skills, empathy and compassion, problem-solving abilities, organizational skills, cultural competency, and knowledge of community resources and social services.

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