Established: 03/83
Revised: 07/94; 4/11
FLSA: Exempt
EEO: 2



Under direction, to conduct comprehensive assessments of client needs and functional impairment; to determine the eligibility of applicants for a broad variety of public assistance and social services; to develop action plans to obtain needed support for clients; to participate in program planning, service evaluation and resource development; and to do other work as required.


The Case Manager provides assistance to clients who are economically disadvantaged, developmentally disabled, mentally and emotionally disturbed, alcohol and/or drug abusing, physically disabled and/or elderly. Incumbents develop case plans to match individual client needs, preferences and eligibility status with a broad range of financial, medical, social, vocational and other services and resources. The Case Manager also participates in program planning and service development through committees, task forces and work groups.

The Case Manager differs from the Case Manager, Senior which leads the work of Case Managers and other professional and support staff for a work unit. It also differs from the Case Manager Aide which assists professional staff to ensure the provision of appropriate services to clients.


Duties may include but are not limited to the following:

  1. Determines health care and social service needs of clients; interviews applicants, recipients, relatives, guardians, care providers and other involved parties; conducts comprehensive needs assessments, including psychosocial, financial and physical factors; evaluates functional impairment of clients.
  2. Develops and implements financial and service plans to meet specific requirements of clients; determines appropriate treatment, training and care services; matches client needs with potential providers; establishes payment levels based on client economic status, provider fees and federal, state and grant requirements.
  3. Coordinates with health care providers, social service personnel and other agencies to obtain services; provides information and referral services to clients and families; reevaluates and updates case plans and client eligibility on a regular basis; advocates for client and other agencies for services.
  4. Monitors client progress and ensures case plans are carried out; visits clients in homes, hospitals and residential care facilities; notes changes in mental/physical condition and deficiency in care being provided; reports and may investigate abuse and neglect complaints.
  5. Develops and coordinates resources to provide clients and potential clients with needed services; develops support groups and volunteer programs; markets programs and recruits clients, service providers and volunteers; prepares grant applications and monitors grant funds; negotiates and monitors contracts with service providers.
  6. Advocates for clients with family, providers, public and private agencies, law enforcement agencies, justice system, schools and others; provides information on client disability; responds to emergencies and negotiates resolution of problems.
  7. Provides counseling, training and support to clients, families and providers in regard to placement and care/treatment plan choices, personal goals, daily living skills, financial planning, vocational and job readiness and medication management.
  8. Writes case plan summaries; documents services provided to client; researches and compiles case statistics; develops, submits and modifies necessary documentation to implement payments and program benefits; prepares documentation for hearings.


Working knowledge of: Methods and techniques of case management; social, health care, financial and other community resources and agencies; principles and techniques of interviewing, counseling and crisis intervention; laws, rules and regulations applicable to government programs and funding guidelines, including Title XIX; principles and techniques human development and behavior in assigned area, such as geriatrics, physical disabilities, developmental disabilities, chronic mental illness, drug and alcohol abuse, or economically disadvantaged; office equipment, including personal computers and software programs.

Some knowledge of: Policies and procedures related to protective services, including client rights, hearings procedures and legal terminology; laws, rules and regulations applicable to involuntary commitment, protective services, guardianship, conservatorship, informed medical consent, confidentiality, and facility certification and regulation; medical criteria for levels of care, disease processes and medical terminology.

Skill to: Gather information through research and interviews with applicants, clients, families, care providers and others; apply comprehensive social service evaluation and assessment methods; develop and implement appropriate case plans for clients with diverse needs and diverse settings; identify community/client needs and develop programs and resources to meet those needs; interpret and apply federal, state and local laws, rules, regulations and policies; analyze relevant data and authorize expenditure of public funds in compliance with guidelines; compute payments for clients/program related expenses; maintain accurate and concise records; communicate effectively, both orally and in writing; establish and maintain effective working relationships with clients, families, care providers, community resources, other public and private agencies and County employees; operate computer software and other office equipment.


Some duties involve physical activity to assist clients in moving to new living accommodations and lifting, carrying or moving light household items. There may also be some exposure to environmental factors and unpleasant living conditions and behaviors.


Positions within Developmental Disabilities (DD) must meet the minimum standards for a Service Coordinator under Community Developmental Disability Programs as defined in OAR 411.

Some positions require participation in 24 hour a day emergency services program.

Must successfully pass a criminal history check which may include national or state fingerprint records check.

Must pass a pre-employment drug test.

Driving is required for County business on a regular basis or to accomplish work. Incumbents must possess a valid driver's license, and possess and maintain an acceptable driving record throughout the course of employment.


Any satisfactory combination of experience and training that demonstrates possession of the required knowledge and skills.

Edited: 06/16