Clinical Case Manager Job Description Template

We are looking for a dynamic clinical case manager to join our medical facility. In this role, you’ll be responsible for evaluating patients’ treatment plans, monitoring patient well-being, creating case progress reports, and ensuring patients are well informed regarding their care and treatment options.


To ensure success as a clinical case manager, you should have excellent knowledge of case management principles and the ability to act as an advocate for patients in need. Ultimately, a top-notch clinical case manager should be a compassionate, highly organized individual with a passion for healthcare.

Clinical Case Manager Responsibilities:

  • Handling case assignments by admitting patients to the medical facility, reviewing records, and conducting orientation.
  • Coordinating and providing patient care based on an approved treatment plan.
  • Facilitating aspects of the treatment plan, such as care coordination and discussions with the family of the patient.
  • Recording all case information, such as care procedures, appointments, and check-ups.
  • Arranging for the intervention of social services, health, or governmental agencies when needed.
  • Determining the need for therapeutic, psycho-social, or psychiatric evaluations based on patient progress.
  • Interacting with patients to ensure they are informed about their treatment plan, and answering any questions they may have.
  • Evaluating patients’ progress and writing case reports to determine case closure.
  • Building strong relationships with the medical team throughout the case management process.

Clinical Case Manager Requirements:

  • A bachelor’s degree in nursing, or a relevant healthcare field.
  • A healthcare-related license, certification, or registration is preferred.
  • A minimum of 3 year’s experience as a clinical case manager, or a similar healthcare role.
  • Excellent knowledge of case management principles and healthcare management.
  • Ability to work with patients with disabilities, mental illnesses, or challenging behaviors.
  • Good communication and interpersonal skills.
  • Ability to be compassionate, empathetic, patient, and calm when working with patients.
  • Solid organizational skills and a high level of attention to detail.
  • Ability to remain up-to-date with emerging medical knowledge and technology.

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