Managing an assigned caseload of clients having a long-term illness and assessing client needs in an
outpatient setting, developing, implementing, reviewing service plans, linking with clients to community
resources, and evaluating resource/service provisions.
• Complete all paperwork promptly related to clients
• Document all client contact, maintain client files and database information.
• Maintain positive relations with clients, local community agencies, and team members.
• Participate in various webinar meetings and training related to case management.
• Maintain client confidentiality
• Report client concerns/needs to the director promptly
• Coordinates care with other community partners on behalf of clients documentation, mental health
• Assess clients referred to the program to include problems, needs, or barriers identified in the following
areas: Housing, Employment, Financial, Sobriety, Legal, Family/Social and Medical/Psychiatric
• Provide other duties as required
Resident Service Coordinator
• Perform resident reviews to determine residents' needs and enter assessment outcomes into the preferred
database system for tracking and documentation.
• Implement programs, services, and activities that support residents to fulfill their personal and professional development goals and objectives.
• Procure and maintain collaborations with other community-based service organizations and resources
that support Resident Service Department objectives.
• Prepare a monthly calendar to inform and encourage resident participation in ongoing and special
• Maintain a file for personal, emergency, social service, and health referral information for each
• Provide information to residents and make referrals as requested. Response to inquiries in a
professional manner and respond to resident requests timely.
• Assist residents with the completion of appropriate applications as needed.
• Serve as a resource liaison with community partners that support the residents' needs.
• Coordinate and facilitate group education workshops as required.
• Enhance residents' financial literacy by conducting individual financial coaching as needed.
• Ensure the security and confidentiality of all resident information, including files and documents.
• Complete and property incident reports within 24 hours of the incident.
• Perform resident wellness checks as needed.
● Drive personal vehicle to scheduled visits.
● Using established procedures, conduct initial home assessments and annual recertification assessments
for Meals on Wheels, Senior Companion, and Telephone Reassurance program to determine program
eligibility and determine if individuals have additional needs with which they need assistance.
● Provide a thorough explanation of program guidelines to clients and obtain signed authorization to proceed with services and any interagency referrals.
● Complete documentation of program activity utilizing a range of computer programs and data collection
● Maintain awareness of potential resources in the community that may be of benefit to the target
● Complete 30-day client follow-up calls. Follow through with referrals made to ensure that necessary
services and resources are established and provided on time.
● Protect all confidential information, Agency property, and electronic data. Comply with safety rules.
● Prepare daily route maps and compile necessary forms and paperwork for daily visits, on a weekly
schedule of 20-25 visits per week.
Gathering information from client, family, and other members of the care team to create and maintain
Service Plans per Agency policies.
● Conducting Supervisory Visits according to the Agency procedures.
● Ensuring all aspects of the Service Plan are being followed while visiting client and caregiver in the client's home, while in the home the CCM should also take steps to: maintain a safe environment,
monitor cash expenditures, and associated documentation, promote client well-being through CG
education, collect and drop off necessary supplies and paperwork and generally ensure client
expectations are being met.
● Serving as the primary inbound and outbound source of information for all matters related to the client
including communication to client, family, and associated CGs. Determining and executing the appropriate communication schedule and method for each client situation.
● Serving as the primary inbound and outbound source of communication to other members of the care
team including home health, hospice, doctors, and case managers.
● Preparing CGs accompanying clients to doctor appointments with all necessary information and documentation. Following up with CGs after the appointment: communicating the outcome to family,
taking steps required from the visit, documenting results of the visit, making sure any follow-up
appointments are scheduled in Clear Care.
● Answer telephones in a professional manner that projects a positive image for Home Instead Senior
● Document all interactions in Clear Care according to office procedures.
● Provide quality support for clients and their families in the variety of issues that come up through phone
calls and emails or in review meetings. Demonstrate Home Instead commitment to excellence in these
● Help maintain an environment of open communication, accountability, and respect for each other while
delivering excellent care to the families we serve.
● Participate as a team; recognize and work with differences in other staff members.
Support clients and field staff while effectively and efficiently managing 25% of company overall
● Ensure field staff complies with mandatory in-service training sessions.
● Streamline the process of accepting cases by liaising with personnel from the Illinois Department of Aging (CCU), Department of Human Services, Abcor affiliates, and private agencies.
● Competently handle all administrative functions, including responding to phone calls, sorting and distributing correspondence, overseeing office supply inventories, and maintaining accurate databases
and filing systems.
Assessed, supported, and guided individuals in the restoration and redevelopment of skills needed to
achieve their personal goals for independent functioning, normalization, community integration, and rehabilitation.
● Counseled individuals while educating families on best practices to support their loved ones in meeting
the goals of their individual treatment plans.
● Intervened on clients' behalf to acquire necessary medical, social, educational or other beneficial
● Coordinate comprehensive follow-ups and continued to develop strong relationships with past clients, as
well as maintaining detailed files of client documents, medical histories, and treatment courses.
Created, planned, and delivered domestic violence informational programs and training sessions for law
enforcement agencies, community and religious groups and other agencies.
● Protected rights of domestic violence and abuse victims by maintaining good relationships with law
enforcement, Probation and Court Service departments and ensuring proper reports and documents were
● Continually updated and verified database of referrals, including support groups, counselors, financial
assistance counselors and other agencies involved in supporting domestic violence victims and their
● Documented expert witnesses specializing in domestic violence and abuse who would be willing to testify in various cases as needed.
Scheduler & Case Manager
● Met with clients to conduct treatment needs analyses, obtain required information, and develop
treatment plans and goals to meet their needs.
● Accomplished tasks consistently, accurately, and in compliance with quality standards and deadlines.
● Visited clients in their homes to review, discuss, and sign treatment documents.
● Completed clerical tasks, including inputting, editing, copying, and transmitting data, distributing
correspondence, and initiating telecommunications.
for West Houston Ministries,
Accounts Receivable Clerk (2006 - 2007) for Recycling Systems,