Case Manager Duties & Responsibilities

The role and function of a Case Manager includes the following duties and responsibilities:

  • Managing a portfolio of cases.
  • Meeting with clients on a regular basis.
  • Establishing and maintaining effective relationships with key stakeholders.
  • Accurately updating and maintain cases.
  • Maintaining accurate, up-to-date case information.
  • Helping to manage patient health care needs and services in areas such as long-term care, mental health, substance abuse, and geriatric care.
  • Proactively managing providers.
  • Working in accordance with relevant legislation, health care best practices, and internal policy and procedure.
  • Work with clients to create a treatment plan.
  • Work with each service provider on discharge plan.

Note that this is not an exhaustive list of Case Manager duties and responsibilities. Job functions for specific Case Manager roles may vary, depending on the industry and type of employer.