Behavioral Health Case Manager Lead

Position Summary

Under the supervision of the Behavioral Health Case Manager Supervisor, the Behavioral Health Case Manager Lead is responsible for coordinating the day-to-day activities of the behavioral health case management and designated behavioral health special programs as assigned.

In addition, BH Case Manager Lead will oversee activities and workflows related to Grant Projects, intern or other programs as assigned. The BH Case Manager Lead serves as liaison and point of contact for all case management and related community engagements for the behavioral health department.

Champion providing direct services and coordinating care for behavioral health patients with particular focus on those with complex needs. Specifically, the Case Manager Lead works to ensure patients have access to and obtain the care and referral services needed to achieve and maintain optimal functioning.

The BH Case Manager Lead is also responsible for the coordination and tracking of external department referrals (e. g. 211 referrals, Teen Clinic referrals, etc.). Meet with all department case managers on a monthly basis.

Ensure all Behavioral Health Case Managers participate in supervision, attend treatment team meetings, conduct presentations, and abide by SYHealth policies and program funding contract requirements at all times.

Essential Functions of the Job

Oversees the day-to-day activities to BH Case Management Program providing guidance and support when needed. Additionally, provides training, consultation, and problem solving assistance to Case Managers.

Provides direct services to patients, including case management, warm handoffs, and/or psycho-educational groups.

Conducts comprehensive assessment of the patients’ health and psychosocial needs, including health literacy status and deficits, and develops case management plan collaboration with the patient and family or caregiver in conjunction with Behavioral Health Clinicians and/or Primary Care Providers.

Participates in selective multi-disciplinary team meetings, treatment team meetings, monthly staff meetings, and selective staff development trainings.

Works collaboratively with other SYHealth Departments (e. g. Referrals, Social Services, Health Education, etc.) to facilitate and monitor referral requests and processing to ensure timely receipt of services.

Works closely with Behavioral Health Clinicians to identify patients who are eligible for services and in need of case management.

Conducts phone follow ups to capture any potential patients previously referred by Primary Care Providers but that have not yet been scheduled with Behavioral Health.

Maintains timely, complete, and accurate records with detailed assessment results, action plan, and progress notes. Clearly documents plan discussed with the patient, family, Behavioral Health Clinicians, PCPs, etc. in the electronic health record system to ensure that communication is available to all team members.

Assists in monitoring the quality assurance and evaluation process ensuring that contract compliance and outcome and process objectives for patients and their families are met.

• Completes and submits required data entry and reports in a timely manner.
• Assists in coordinating participation of BH Department in community engagement events.

Assists in onboarding new Case Managers and interns within the Behavioral Health Department, including delivering introductory training on the EHR system, best practices, and hands‑on virtual instruction. Serve as the department’s subject matter expert and provide ongoing support to ensure proficiency.

Coordinates patient care with Behavioral Health Provider, Primary Care Physician, and Psychiatrist via consultation, collaboration, follow up, and recommendations.

Creates, maintains and updates case management related workflow descriptions, job aids, and documentation.

Participates in ongoing staff development and initiates educational opportunities to maintain current knowledge of integrated case management services, and treatment specific resources.

Additional Duties and Responsibilities

• Maintains productivity of patient visits in accordance with clinic/program guidelines.
• Complies with established departmental and health center policies and procedures, objectives, quality assurance program, safety, environmental and infection control standards.
• Effectively utilizes knowledge of resources available in the community in supporting the patient care plans.
• Attends meetings, trainings and community events as required and participates on committees as directed.
• Enhances professional growth and development through participation in educational programs, case conference or treatment team meeting presentations, current literature, in-service meetings and workshops.
• Performs other related activities as required, assigned and/or requested.

Job Requirements

Education Required

• Bachelor's degree from a four-year college or university in psychology, social work, or related field.
• Preferred: working on a master’s degree in social work or in psychology.

Certifications/Licenses Required

Access to reliable transportation required.

Experience and Required Skills

A minimum of 1 year of experience providing case management services to a wide range of patient populations including (but not limited to) adults, youth, and their families.

Ability to work cooperatively with other departments within a large community health center and satellite clinics.

• Works well in multi-disciplinary setting.
• Must possess excellent customer service, communication and documentation skills.

Must Write Clearly and Legibly

Computer literacy required (i. e. proficient in word processing software; Microsoft office; Excel spreadsheets); Electronic Medical Records software.

• Verbal and Written Skills Required to Perform the Job:
• Bilingual/Bicultural Spanish/English preferred.

Equipment Used

Computers, phones, vehicles, copy machines and fax machines etc.

Working Conditions and Physical Requirements

General office environment. Prolonged sitting. Occasional standing, walking, lifting, pushing, pulling up to 10 lbs. May drive around San Diego county for various meetings and trainings.

Universal Requirements

Pre-employment requirements include I-9, physical, positive background and reference check results, complete application, new hire orientation, pre-employment PPDs.

About Us San Ysidro Health is a Federally Qualified Health Care organization committed to providing high quality, compassionate, accessible and affordable healthcare services for the entire family. The organization was founded by seven women in search of medical services for their families and community.

Almost 50 years later, San Ysidro Health now provides innovative care to over 108,000 patients through a vast and integrated network of 47 program sites across the county. San Ysidro Health could not serve our patients without the dedication of our passionate and hardworking employees.

Apply today and become a part of our mission-driven team! San Ysidro Health has a long-standing commitment to equal employment opportunity for all applicants for employment.

Employment decisions including, but not limited to, those such as employee selection, performance evaluation, administration of benefits, working conditions, employee programs, transfers, position changes, training, disciplinary action, compensation, and separations are made without regard to race, color, religion (including religious dress and grooming), creed, national origin, nationality, citizenship status, domestic partnership status, ancestry, gender, affectional or sexual orientation, gender identity or expression, marital status, civil union status, family status, age, mental or physical disability (including AIDS or HIV-related status), atypical heredity cellular or blood trait of an individual, genetic information or refusal to submit to a genetic test or make available the results of a genetic test, military status, veteran status, or any other characteristic protected by applicable federal, state, or local laws.