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Case Management Assistant

Sacramento, CA 95833

Posted: 07/22/2025 Industry: Administration Job Number: 53086

Job Description

Our client is seeking a remote Case Management Assistant for a temporary opportunity.  The Case Management assistant will be helping with UR transmission. Working high volume of faxes and voice mails. Data entry. Epic knowledge preferred. Coordinates and implements the transition of care (TOC) / Discharge (DC) plan for ambulatory patients. Prioritizes and coordinates the plan across the care of continuum through critical thinking, teamwork, and communication between care providers, patients, families and external vendors to ensure timely discharge. These Principal Accountabilities,



JOB ACCOUNTABILITIES:COLLABORATION WITH CARE COORDINATION (CC) TEAM TO EXECUTE TRANSITION OF CARE (TOC) PLAN
  • Collaborates with Case Managers and Social Workers in baseline patient assessment to identify post hospital support and any discharge needs.
  • Collaborates with Case Managers and Social Workers jointly to communicate and problem solve in the development of the TOC plan including offering choices and preferences for post-acute providers, available resources and sharing the expected discharge date and disposition.
  • Ensures the patient and medical facility receives information on benefit coverage including partnering with payers when needed.
  • Monitors progress towards meeting the TOC goals and escalates to Case Managers and Social Workers any barriers to achieving the recommended goals identified in the plan
  • Assures the patient and medical facility are kept informed of the progression of the TOC plan throughout the hospital stay.
  • Coordinates all the necessary post discharge referrals and authorizations in collaboration with the CC team.
  • Monitors and communicates with Case Managers and Social Workers regarding status of post hospital provider referrals, identification of barriers and/or progress in TOC goals throughout the day to promote timely discharge.
  • Facilitates the transfer of a patient to an appropriate post-acute facility, by preparing documents for the receiving provider, assisting in obtaining physician signatures and providing assistance with transportation services.

DEPARTMENTAL GOALS & OBJECTIVES.
  • Rounds with Case Managers and Social Workers on units to provide updates and/or receive direction on assistance needed.
  • Delivers the Medicare “Important Message” (IM) and informs patient or medical facility of their right to appeal their discharge.
  • Proactively identifies, communicates and resolves barriers that impede a timely TOC plan; escalate unresolved barriers to Case Managers and Social Workers or leadership.
  • Actively participates in daily team huddles and CC department meetings.
  • Contributes to team decision-making process in planning daily priorities, resolving barriers and conflicts with action plans and creative solutions.
  • Collaborates with team members on interdependent tasks.
  • Demonstrates initiative and flexibility in working with intra / interdisciplinary teams.
  • Actively shares knowledge and information with team members.
  • Builds and maintains relationships that foster trust and confidence.

COMMUNICATION:
  • Maintains accurate, current and legible documentation according to department standards.•
  • Enters CC note in the electronic medical record as needed to capture the status of referrals / communication for each patient
  • Captures patient / medical facility preference(s) and other key CC discussions and agreements in the electronic medical record
  • Enters final post-discharge provider and assures closure of discharge cases in Allscripts
  • Provides clerical support as needed including copying, faxing, scanning and data entry.
  • Completes all forms required for department reporting

CUSTOMER SERVICE
  • Demonstrates tact and respect for all customers.
  • Actively builds positive relationships with all customer and partners.
  • Uses effective communication skills to resolve issues in a timely, positive and productive manner.
  • Willingly provides and accepts direct, constructive feedback to and from colleagues and leaders.
  • Identifies and escalates quality and risk management concerns to CM leadership team.
  • Complies with confidentiality policies, Health Insurance Portability and Accountability Act (HIPPA) regulations, and department standards when transmitting patient information to agencies or vendors as needed for patient placement and referral.

REQUIREMENTS:
  • Equivalent experience will be accepted in lieu of the required degree or diploma]HS Diploma or equivalent education/experience
  • 1+ year recent relevant experience.
  • Oral and written communication skills. Interpersonal and time management skills Ability to work effectively in a fast-paced environment with rapidly shifting priorities and competing demands. Ability to work independently with a minimum of direction. Ability to exercise discretion and prioritize tasks, seeking input as indicated. Intermediate PC skills and word processing skills required
  • Must have knowledge and experience with Epic HER

Kavaliro provides Equal Employment Opportunities to all employees and applicants. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. Kavaliro is committed to the full inclusion of all qualified individuals. In keeping with our commitment, Kavaliro will take the steps to assure that people with disabilities are provided reasonable accommodations. Accordingly, if reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position, and/or to receive all other benefits and privileges of employment, please respond to this posting to connect with a company representative.
 

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About Sacramento, CA

Ready to kickstart your career in the vibrant Sacramento, California area? This bustling region is not only the capital of the Golden State but also a hub of endless job opportunities and growth potential. From the stunning Tower Bridge crossing the scenic Sacramento River to the delectable farm-to-fork dining scene that's second to none, Sacramento has something for everyone. Catch a performance at the historic Crest Theatre, cheer on the Sacramento Kings at the Golden 1 Center, or discover local artists at the Crocker Art Museum. With the majestic Sierra Nevada mountains nearby and the beautiful parks like the McKinley Park to explore, Sacramento offers an enchanting blend of culture, creativity, and charm that will truly make your career journey unforgettable. Dive into our job listings today and set your sights on a rewarding career in this unforgettable region!

What to expect when working with Kavaliro

Just like with our clients, we build our process to meet each individual candidate s needs. Our recruiters take the time to listen to your career goals and ambitions, then work one-on-one with you to help place you in a company that provides the best professional fit.

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Call us with a detailed overview of your experience, skills, background, and goals. If you are local and prefer, we will set up a face-to-face interview.

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When you begin your employment tenure with the client, Kavaliro will continue to be there to support you in your career.

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