Case Manager job description.
A Case Manager coordinates services and support for clients navigating healthcare, social services, or legal systems. They assess client needs, develop individualized care or service plans, connect clients with resources, and track progress toward defined goals. The role requires close collaboration with clinicians, agencies, and family members to ensure continuity of care.
The Case Manager job description · $29
The full editable .docx — role summary, 8 worked responsibilities, qualifications, and skills, formatted for your letterhead. Delivered to your inbox within 24 hours — usually instantly.
Role: Case Manager Reports to: Case Management Supervisor or Program Manager
A Case Manager coordinates services and support for clients navigating healthcare, social services, or legal systems. They assess client needs, develop individualized care or service plans, connect clients with resources, and track progress toward defined goals. The role requires close collaboration with clinicians, agencies, and family members to ensure continuity of care.
- Conduct intake assessments to identify client needs and eligibility
- Develop and update individualized care or service plans
- Coordinate referrals to healthcare, housing, benefits, or social services
What's inside the document.
One-paragraph plain-English explanation of the role's outcome and scope.
8 responsibilities phrased the way the work is actually done.
4 qualifications a candidate must have to perform on day 30.
3 qualifications that would make a candidate excellent in year two.
6 skill chips you can copy directly into your ATS.
Case Management Supervisor or Program Manager
A complete document set.
- Word document (.docx) — fully editable
- PDF — signature-ready
- Google Docs — one-click copy to your Drive
- 12 months of updates to this document
- Commercial-use licence for internal and client work
The work, not the title.
- Conduct intake assessments to identify client needs and eligibility
- Develop and update individualized care or service plans
- Coordinate referrals to healthcare, housing, benefits, or social services
- Monitor client progress and adjust plans based on outcomes
- Maintain accurate case documentation in compliance with policy
- Advocate for clients with providers, agencies, and insurers
- Communicate regularly with clients, families, and care teams
- Track caseload metrics and report on service outcomes
Required — and what would make a candidate excellent.
- Bachelor's degree in social work, nursing, or related field
- 2+ years of case management or related direct-service experience
- Working knowledge of community resources and eligibility processes
- Strong organizational and documentation skills
- Case management certification (e.g., CCM)
- Experience with a specific population (behavioral health, elderly, etc.)
- Bilingual communication skills
Eight steps from download to publish.
- 01Open the Case Manager job description in Word or your one-click Google Docs copy.
- 02Replace placeholders for company name, reporting line, and location with your specifics.
- 03Tighten the summary to one paragraph that names the team's outcome, not just the role.
- 04Edit the responsibilities to match the actual scope of the seat — aim for 6 to 8 items, not 12.
- 05Separate required qualifications from preferred. Required is what a candidate must have to do the work on day 30; preferred is what would make them excellent in year two.
- 06Add salary range guidance using BLS, Payscale, or your own band data — do not copy generic figures.
- 07Have the hiring manager and one peer read it. Cut anything that wouldn't survive a candidate question.
- 08Publish to your ATS, intranet, and external careers page.
The right document at the right moment.
Use this Case Manager job description any time you are opening or reopening a seat at this level. The mid band sets the calibration — copy the document, tighten it to your specific scope, and circulate to the hiring panel before the first interview.
The reporting line (Case Management Supervisor or Program Manager) and skills list are starting points. Override either if your org structure or stack differs from the norm — the template is a draft, not a contract.
Honest answers before you download.
- What license or degree does a Case Manager typically need?
- Requirements vary by setting, but most employers expect at least a bachelor's degree in social work, nursing, or a related field, with clinical settings often requiring current licensure as required by state and employer.
- How is caseload typically measured for this role?
- Employers usually track an active caseload size alongside outcome measures such as service completion rates and client goal attainment.
Other documents in this neighbourhood.
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A Case Manager coordinates services and resources on behalf of clients or patients to ensure continuity and quality of care.
Social Worker
A Social Worker helps individuals and families navigate personal, social, or health-related challenges by connecting them to resources and support services.
Care Coordinator
A care coordinator organizes and monitors a patient's healthcare services across providers, ensuring continuity of treatment and timely follow-up.
This Case Manager job description is a professionally drafted starting point for your hiring process and is not legal advice. Hiring practice varies by jurisdiction (e.g. pay-transparency laws differ across US states and AU jurisdictions). Adapt this document for your specific location and have employment counsel review any clauses you add before publishing. Salary varies by region, employer type, and experience. Reference BLS or current industry surveys for ranges. Full disclaimer.