Sandoval Regional Medical Center

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Case Management Assistant F/T

at Sandoval Regional Medical Center

Job Description

Case Management Assistant F/T

Department:Case Management
Location:Rio Rancho, NM


Case Manager Assistant


Case Management

FLSA Status:


Reports To:

Case Management Director

Effective Date:


Job Summary and Scope

The case management assistant is responsible for providing assistance to case management discharge services under the supervision of the department Director or designee. The case manager assistant will assist in facilitating a smooth and timely patient discharge process by coordinating appropriate and early referrals to post-acute care providers for timely follow through. The case management assistant may work in the Emergency Department, inpatient units, or any other areas within the hospital as deemed appropriate by the leadership.

Essential Functions:

  • POLICIES, PROCEDURES AND GUIDELINES- Maintain established hospital as well as departmental policies and procedures, objectives, and quality assurance programs

  • PROFESSIONAL DEVELOPMENT - Enhance professional growth and development through participation in educational programs, reading current literature, attending in-services, meetings and workshops.

  • PATIENT SAFETY - Report potential and actual patient safety, concerns, medical errors and or near misses in a timely manner thru the chain of command and document within the PSN system.

  • TEAMWORK - Maintain a cooperative relationship among health care teams and resolve patient problems and needs by utilizing multidisciplinary team strategies.

  • COMPLIANCE - Active participation in hospital strategic initiatives such as quality improvement and monitoring TJC compliance.

  • Assist in coordinating primary care physician appointments post discharge, coordinate follow up clinic appointments post discharge and communicate appointments with appropriate members of treatment team, family, patient, and patients care giver as directed.

  • Assist in completing referrals for home health services, hospice, durable medical equipment (DME), transportation, and skilled nursing facilities as directed.

  • Assist with coordinating transfer of patients to appropriate settings i.e. skilled nursing facilities, home, or other destinations as required.

  • Engage patient/patient caregiver/family involvement with discharge plan and communicate plans for home health care, hospice, DME, transportation, and skilled nursing facility referrals, as appropriate to members of the treatment team. Perform follow-up communication with patients, providers, or appropriate designee as directed.

  • Participate in patient care team meetings as directed, to review follow up actions regarding patient discharge planning.

  • Formulate, copy, fax, and distribute necessary correspondence and medical records as directed.

  • Answer phones, obtain appropriate information necessary in creating an individualized discharge plan, and respond to requests timely

  • Verify coverage eligibility on patients for outside services as needed

  • Send discharge summaries to insurance companies daily

  • Collect and enter required date for required reports, as appropriate.

  • Work closely with providers to assure adequate templates are in place, and complete all additions, removals, and/or updating all provider bumps and templates.

  • Communicate with IT personnel at UNMH, as well as SRMC to assure all providers have been uploaded.

  • Operates and maintains computers, copy/facsimile machinery.

  • Answers non emergent phones and assists callers with their needs, transfers caller to the appropriate department / person or places a message in the EMR for further follow up and action if indicated.

  • Demonstrates high level of professionalism and privacy for all patients in the acute care hospital setting.

  • Continuously reviews processes for operational improvement and efficiencies to ensure better lean processes.

  • Other duties as assigned.

SRMC Core Values

Integrity: Our words and actions match our values

To Serve: We put the needs of others before our own

Excellence: We strive to exceed expectations and/or standards in every activity, every encounter, and every initiative

Safety/Quality: We provide evidence based care, programs, services, and an environment that achieves the best outcomes

Teamwork: We enjoy the ability and power to work collaboratively to deliver exceptional service


  • Position does not have the scope of decision making and planning responsibilities.

  • Accountable for budgetary compliance with regards to weekly / monthly office supply ordering

Communication Skills

  • Must be able to read, write and speak English

  • Contacts are normally made with others both inside and outside UNM-Sandoval.

  • Contacts are usually with own department staff and own supervisor and with other departments and/or locations.

  • Contacts frequently contain confidential/sensitive information necessitating discretion at all times.

  • Contacts are 50% phone interactions, 10% face to face, and 40% computer email and other methods of communication.

Required Qualifications

  • Ability to utilize basic office equipment i.e. computer, phone, copier

  • Strong interpersonal communication skills and active listening skills

  • Ability to work well under pressure with minimal supervision

  • Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction

  • Knowledge of administrative and clerical procedures and systems such as windows, excel, etc.

  • Effective written and verbal communication skills


Education: High School Diploma or GED Equivalent

Work Experience: No minimum experience required.

Preferred Education / Experience Requirements: Associate’s degree in related field, 2 years directly related experience, case management experience, utilization management experience, medical terminology experience, bilingual English/Spanish, or other language.


  • Job is not supervisory in nature.

Conditions of Employment

  • Must pass a pre-employment criminal background check, reference checks and a post offer drug screen.

  • Must be employment eligible as verified by the U.S. Dept. of Health and Human Services Office of Inspector General (OIG) and the Government Services Administration (GSA).

  • Tuberculin Skin Test required annually

  • Hospital required vaccinations

  • Hospital required competencies

Working Conditions

  • Typical office and/or patient care, acute care hospital environment.

  • Must be able to travel locally between facilities and within the surrounding community.

  • Occasional exposure to minimal physical risk

Application Instructions

Please click on the link below to apply for this position. A new window will open and direct you to apply at our corporate careers page. We look forward to hearing from you!