Case Manager UF Fiduciary

Under limited supervision, performs work of moderate difficulty in client case management activities; this position has department specific responsibilities.

(Illustrative Only) Responsible for auditing incoming and outgoing data for accuracy, completeness and quality, resolves errors and omissions to prevent errors; conducts interviews with clients, families and community members with knowledge regarding the case; responds to client inquiries, either in person or by telephone. Interacts and communicates with family members; advocates for wards when incident arises and is not resolved in a timely and efficient manner; may be required to testify in contested matters; research information to support decision making, locate relatives and heirs; assists with the preparation of the annual Court ordered Guardian Reports, budgets and procurement of insurance; research, evaluate and determines effective methods for the client financial institutions, insurance, legal medical personnel, community agencies and government entitlement programs; supports and enhances the clients’ emotional and physical stability; arranges for physical care and custody of clients incapable of providing for their own welfare and coordinates follow up appointments and transportation; creates and maintains extensive case files; coordinates funeral arrangements for clients, notify family members and makes arrangements to pick-up personal belongings; coordinates referrals to appropriate County departments, agencies and community resources; develops cooperative professional relationships with local agencies significant to the continuum of care for clients; develops and maintains budgets for clients to ensure funding for sustenance and to meet the client’s needs; participates in meetings and case conferences to ensure the delivery of care and services are provided to the client; performs intake, admission assessment, service planning, reassessment, service monitoring and casework; ensures records are in compliance with County, State and Federal requirements; maintains high standards of confidentiality regarding the client and sensitive information; coordinates medical appointments, transportation or any type of services based on the client’s needs; regular and reliable attendance is required; performs other duties as assigned.

High school diploma or GED and four (4) years experience in a mental health, social service or health agency OR an Associates degree in Social Work and two (2) years experience in a mental health agency, social services agency or health agency; OR an equivalent combination of education and experience; must possess and maintain a valid Arizona driver’s license; requires successful completion of a background check.

Knowledge of: County policies and procedures; case management principles and practices; State and Federal laws pertaining to guardianship and case management; applicable laws and regulations relating to estate management.

Skill in: Interviewing patients and prospective clients; collecting, analyzing and evaluating medical, legal and social services information; analyzing problems and identifying solutions and techniques for resolution of issues; assessing and prioritizing multiple tasks, projects and demands; establishing and maintaining effective working relations with co-workers, other County employees and representatives from other county, state and Federal agencies.

Ability to: Communicate effectively verbally and written; read, write, synthesize data and reports; use modern office equipment and computers; lift at least 25 lbs.; bend, walk and stoop; organize and prioritize deadlines; to work independently.

The usual and customary methods of performing the job’s functions require the following physical demands: occasional lifting, carrying, pushing, and/or pulling; some stooping, kneeling, crouching, and/or crawling; and significant fine finger dexterity; generally the job requires 60% sitting, 20% walking and 20% standing; working at a computer monitor for extended periods required; the job is performed under varying extreme weather conditions and may have a high risk of exposure to blood borne pathogens, TB, body fluids, Hepatitis B.