Position Classification Description

Position Class Code / Title: T5004 / Case Manager
Recruitment Tier: Tier 1
FLSA: Non-Exempt
Grade: 10

This is a description of a Staff Position Classification. It is not an announcement of a position opening. To view descriptions of current openings, please go to UNMJobs and Search Postings to view positions that are currently accepting applications.

The following statements are intended to describe, in broad terms, the general functions and responsibility levels characteristic of positions assigned to this classification. They should not be viewed as an exhaustive list of the specific duties and prerequisites applicable to individual positions that have been so classified.


Under indirect supervision, provides comprehensive case management for chronically ill and/or disabled adults, children or adolescents and their families, to improve quality of life and maintain the highest possible ability to function within the community.

Duties and Responsibilities

  1. Facilitates client access to community resources, including locating recreational activities, housing, food, clothing, school programs, vocational opportunities or services, providers to teach life skills, and relevant mental health services; assists client to develop natural resources and make contact with social support networks.
  2. Coordinates and monitors services, including comprehensive tracking of client activities in relation to care plan.
  3. Assists clients in developing goals and areas of need, and assists in developing treatment plans which are assessed regularly; conducts medication and mental status assessment and determines required level and frequency of services.
  4. Documents all client encounters and contracts made on behalf of clients; completes and submits billing documentation as appropriate; maintains comprehensive client files, which may include documents held for safekeeping on behalf of the client.
  5. Identifies and provides emergency crisis services as necessary; makes immediate clinical assessments and responds according to accepted crisis intervention methods and techniques; coordinates other services as appropriate.
  6. Assesses patients, evaluates effectiveness of care plan and progress made by client, participates in patient treatment planning and case review with patient care providers.
  7. Maintains and reports applicable statistics regarding programs and client services.
  8. Performs miscellaneous job-related duties as assigned.

Minimum Job Requirements

  • Bachelor's degree; at least 1 year of experience directly related to the duties and responsibilities specified.
  • Completed degree(s) from an accredited institution that are above the minimum education requirement may be substituted for experience on a year for year basis.

Knowledge, Skills and Abilities Required

  • Strong interpersonal and communication skills and the ability to work effectively with a wide range of constituencies in a diverse community.
  • Records maintenance skills.
  • Ability to gather data, compile information, and prepare reports.
  • Ability to monitor, assess and record client progress against care plan, and make adjustments to plans and services.
  • Ability to assess mental status in clients and to develop individual treatment goals and plans.
  • Knowledge of community health care and vocational services.
  • Ability to plan, implement, and evaluate individual patient care programs.
  • Knowledge of medical billing procedures.
  • Ability to communicate medical information to health care professionals and the public over the telephone under crisis circumstances.

Conditions of Employment

  • Successful candidate must submit to post-offer, pre-employment physical examination and medical history check.
  • Specialty licensure/certification may be required, as specified by the department.

Working Conditions and Physical Effort

  • No or very limited physical effort required.
  • Work environment involves minimal exposure to physical risks, such as operating dangerous equipment or working with chemicals.
  • Work is normally performed in a typical interior/office work environment.

The University of New Mexico provides all training required by OSHA to ensure employee safety.

Revised Date: 03/20/2017