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Case Management Liaison

Case Management Liaison

St. Charles Health SystemBend, OR, US
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Case Management Liaison

The Case Management Liaison works directly with unit Nurse Case Manager(s) and Social Service Specialist(s) and reports to the Manager of Nurse Case Management & Nurse Navigation. The Case Management Liaison supports the Case Management team to assist with the completion of required forms / documentation, coordination of care, and post-acute follow-up arrangements. The Case Management Liaison collaborates with the Case Management team and other members of the interdisciplinary team to ensure that patients receive exceptional care and avoid unnecessary delays in discharge.

This position does not directly manage any other caregivers.

Essential Functions and Duties :

  • Supports discharge planning activities under the direction of the Nurse Case Manager (CM) or Social Service Specialist (SSS).
  • Complies with all documentation requirements. Thoroughly and appropriately documents all work completed within the medical record.
  • Assists with identification of Primary Care Provider (PCP) / Specialist for follow-up appointment(s), as appropriate.
  • Schedules follow up appointment(s) with PCP / Specialist / post-acute provider.
  • Provides choice lists to patient / caregiver for post-acute services.
  • Provides patient / caregiver with information regarding community resources, indigent programs, and refers to temporary housing (i.e. shelter or Ronald McDonald house), as appropriate.
  • Communicates with vendors, physician offices, clinics, etc. for discharge planning purposes, as appropriate.
  • Gathers all necessary information and submits referrals for post-acute services.
  • Confirms and documents payor authorizations for post-acute services (i.e. placements, Home Health / Home Care, DME, etc.).
  • Follows-up with post-acute agencies to identify patient acceptance for post-acute services.
  • Finalizes communication of post-acute service with patient / caregiver.
  • Arranges post-discharge transportation.
  • Coordinates medication delivery from onsite pharmacy at the time of discharge, as appropriate.
  • Presents and explains regulatory notices (i.e. Medicare Letter (IMM), Beneficiary Notification Letter (BNL) etc. (as appropriate); obtains patient / caregiver acknowledgement.
  • Identifies any post-acute delay / avoidable days tied to placement and reports / escalates to Nurse Case Manager and / or Social Service Specialist.
  • Provides misc. information to payors as it relates to discharge planning activities, as appropriate.
  • Faxes, copies, scans EMR information for discharge planning purposes, as appropriate.
  • Supports the vision, mission and values of the organization in all respects.
  • Supports Value Improvement Practice (VIP- Lean) principles of continuous improvement with energy and enthusiasm, functioning as a champion of change.
  • Provides and maintains a safe environment for caregivers, patients and guests.
  • Conducts all activities with the highest standards of professionalism and confidentiality. Complies with all applicable laws, regulations, policies and procedures, supporting the organization's corporate integrity efforts by acting in an ethical and appropriate manner, reporting known or suspected violation of applicable rules, and cooperating fully with all organizational investigations and proceedings.
  • Delivers customer service and / or patient care in a manner that promotes goodwill, is timely, efficient and accurate.
  • May perform additional duties of similar complexity within the organization, as required or assigned.

Education :

Required : High school diploma or equivalent

Preferred : Associate's degree or higher

Licensure / Certification / Registration :

Required : N / A

Preferred : N / A

Experience :

Required : One (1) year of relevant experience in the healthcare or service environment.

Preferred : Prior Case Management experience.

Personal Protective Equipment :

Must be able to wear appropriate Personal Protective Equipment (PPE) required to perform the job safely.

Physical Requirements :

Continually (75% or more) : Use of clear and audible speaking voice and the ability to hear normal speech level.

Frequently (50%) : Sitting, standing, walking, lifting 1-10 pounds, keyboard operation.

Occasionally (25%) : Bending, climbing stairs, reaching overhead, carrying / pushing or pulling 1-10 pounds, grasping / squeezing.

Rarely (10%) : Stooping / kneeling / crouching, lifting, carrying, pushing or pulling 11-15 pounds, operation of a motor vehicle.

Never (0%) : Climbing ladder / step-stool, lifting / carrying / pushing or pulling 25-50 pounds, ability to hear whispered speech level.

Exposure to Elemental Factors :

Never (0%) : Heat, cold, wet / slippery area, noise, dust, vibration, chemical solution, uneven surface.

Blood-Borne Pathogen (BBP) Exposure Category :

No Risk for Exposure to BBP

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Case Management • Bend, OR, US