Specialized Services Case Manager na CrossWinds Counseling & Wellness

Description

Specialized Services Case Manager

Department

Community Support Services (CSS)

Created

10/7/25

Reports to

Specialized Services Manager

Revised

FLSA Status

Non-exempt

EEO - 1

Service Workers

Position Type

Full Time

Travel

Regular travel within service area

Work Hours

Mon – Fri, 8:00 am – 5:00 pm

Positions Supervised

None

Summary

The Specialized Services Case Manager coordinates behavioral health and benefit services for residents of Nursing Facilities for Mental Health (NFMH) through CrossWinds Counseling & Wellness. This role ensures timely client intake, assessment, and treatment planning, reviews PASRR determinations and continued stay screens, assists with Medicaid and SSI/SSDI navigation, and connects clients to specialized programs such as SOAR, IPS, Housing, and Peer Support. 

Essential Functions

Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

• Complete intake assessments with new NFMH residents within 14 business days of admission to ensure enrollment as CMHC clients. For residents already in placement 30+ days, complete intake within 120 business days following the effective date of the agreement.
• Partner with QMHPs, Olmstead Navigators, NFMH staff, and county liaisons to coordinate treatment planning, continued stay, and discharge.
• Review PASRR determination letters, Level II evaluations, and Screens for Continued Stay (SCS) to inform service delivery and benefit eligibility. 
• Ensure timely completion and coordination of screens for continued stay.
• Provide targeted benefit navigation including SSI/SSDI, Medicaid, and insurance enrollment; assist with entitlement reviews and redeterminations.
• Assess appropriateness for referrals to specialized services (SOAR, IPS, Housing, Peer Support, Vocational Supports).
• Document resident refusals of Specialized Services and reassess interest regularly in coordination with guardians and staff.
• Maintain complete and accurate records of all client services in compliance with state licensing agencies, funding requirements, and CrossWinds standards. Prepare and submit daily progress notes, client status reports, treatment plan updates, and related documentation in a timely and professional format.
• Collaborate with the Accounting Department to complete monthly reporting and invoicing. Ensure all required Excel templates are accurately submitted by the 20th of each month.
• Develop and maintain up-to-date knowledge of community resources and service providers to effectively connect clients with additional supports and opportunities.
• Establish and sustain positive working relationships with clients, agency staff, external partners, and community stakeholders while maintaining a professional and supportive demeanor.

Skills & Abilities

Education & Experience

Associate’s degree plus two years’ experience in the health and human services field OR four years’ experience in the health and human services field is required. Bachelor’s degree in psychology, social work, or counseling is preferred.

Certifications & Licenses

Must complete Case Management Training and provide certificate within 6 months of hire. 

Computer Skills

Computer experience in Microsoft Office programs and basic computer fluency.

Additional Qualifications

Ability to work with persons with severe and persistent mental illness; ability to work independently and as a member of a therapeutic team; possess demonstrated interpersonal skills and ability to react effectively in a variety of human service situations.

Work Environment

This job operates in both a community and a professional office setting. This position primarily works with clients out in the community, in their homes, in offices of other providers, and within the residential facilities. This role uses standard office equipment such as computers, phones, photocopiers, and filing cabinets.

Physical Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. This list is not exhaustive and may be supplemented as necessary.

While performing the duties of this job, the employee is occasionally required to stand; walk; sit; handle objects; grasp and reach for items with hands and arms; manipulate hands and fingers; climb stairs; balance; stoop, kneel, or crouch; and talk or hear. The employee must occasionally lift or move up to 25 pounds. The employee is required to become certified in Managing Aggressive Behaviors (MAB), which includes training in proper restraint/physical intervention techniques to be utilized as a last resort. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. Language skills are required, including the ability to read, write, comprehend, and speak the English language. This position also requires the ability to interpret written materials, write reports and business correspondence, and effectively present and respond to questions. 

Important Information

This job description has been examined for compliance with the Americans with Disabilities Act (ADA) and the Fair Labor Standards Act (FLSA). The agency has reviewed this job description to ensure that essential functions and basic duties have been included. It is intended to provide guidelines for job expectations and the employee’s ability to perform the position described. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills, and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. This document does not represent a contract of employment, and the agency reserves the right to change this job description and/or assign tasks for the employee to perform, as the agency may deem appropriate.

Requirements

Skills & Abilities

Education & Experience

Associate’s degree plus two years’ experience in the health and human services field OR four years’ experience in the health and human services field is required. Bachelor’s degree in psychology, social work, or counseling is preferred.

Certifications & Licenses

Must complete Case Management Training and provide certificate within 6 months of hire. 

Computer Skills

Computer experience in Microsoft Office programs and basic computer fluency.

Additional Qualifications

Ability to work with persons with severe and persistent mental illness; ability to work independently and as a member of a therapeutic team; possess demonstrated interpersonal skills and ability to react effectively in a variety of human service situations.