Knowledgeable Case Manager experienced in coordinating care for elderly and frail individuals. Proactive and resourceful with strong knowledge of community resources. Strong communicator with passion for helping others. Compassionate and experienced in fast-paced environments. Hardworking and dedicated to achieving desired case outcomes. Offers excellent problem-solving, conflict resolution and communication abilities.
Overview
8
8
years of professional experience
1
1
Certification
Work History
PACE Case Manager
San Diego Pace
08.2020 - Current
Assisted clients in navigating resources and services for their needs.
Coordinated case documentation to ensure compliance with organizational policies.
Supported interdisciplinary teams in developing individualized care plans.
Collected client data to monitor progress and identify areas for improvement.
Facilitated communication between clients and healthcare providers effectively.
Engaged with community organizations to enhance service delivery options.
Developed rapport with clients to build trust and encourage goal achievement.
Maintained accurate documentation on all cases, ensuring compliance with regulations and confidentiality requirements.
Monitored ongoing cases closely, adjusting case management strategies as needed based on evolving circumstances or new information.
Educated clients on available programs, benefits, and services, empowering them to make informed decisions about their care needs.
Enhanced communication between clients and providers through consistent follow-ups and progress updates.
Provided crisis intervention support for clients experiencing emergencies, using appropriate techniques to de-escalate situations safely.
Contributed to team discussions and case conferences actively, sharing insights and expertise with colleagues to optimize client support strategies.
Coordinated services with other agencies, community-based organizations, and healthcare professionals to provide useful benefits to clients.
Improved client satisfaction by efficiently addressing concerns or grievances in a timely manner.
Assisted clients in navigating housing, legal services and public benefits to gain access to valuable resources.
Collaborated with multidisciplinary teams to address client needs and formulate tailored support strategies.
Coordinated essential services for clients, resulting in improved overall well-being and self-sufficiency.
Increased client satisfaction through diligent follow-up and personalized support.
Monitored clients' progress and tracked client services to provide crisis interventions.
Human Services Specialist
County of San Diego Health & Human Services Agency
02.2019 - 01.2020
Facilitated access to health and social services for diverse populations.
Conducted thorough assessments and evaluations to determine client needs.
Developed individualized service plans in collaboration with clients and stakeholders.
Coordinated resources and referrals to enhance client support systems.
Provided services to members of the public by personally responding to requests for service or making appropriate referrals.
Conducted personal interviews with clients to obtain, clarified, and verified financial, demographic, medical, and other information to determine eligibility for financial, health, and medical assistance and services.
Read interpreted, and explained regulations, requirements, legal rights, and responsibilities to clients; received and responded to questions and complaints from clients and representatives from outside agencies.
Obtained or retrieved financial, demographic, medical, personal, and other information used to determine initial or continuing eligibility for federal, state, and county programs; reviewed and verified the information provided by clients and other sources for accuracy and completeness.
Evaluated documentation provided by clients and determined if clients meet eligibility requirements based on rules and policies.
Computed amounts of financial and medical assistance and benefits available to clients and communicated results to clients.
Determined and issued benefits based on information provided by applicants or recipients, and information from other sources.
Used specialized computer applications to enter and retrieve information, process eligibility determinations, and benefit levels, issue notices, schedule appointments, prepare correspondence, prioritize work, or perform other relevant tasks.
Entered data and updated automated records and files about client information such as renewals, income, expenses, and personal and demographic information; completed forms, notices, and documents required to certify or deny eligibility for public assistance programs; processed and updated automated and manual eligibility records by established guidelines.
Provided detailed explanations to clients on how and where to obtain services, benefits levels, and applicable share of costs; assisted customers by facilitating enrollment in health programs and explaining instructions, laws, rules, and regulations.
Interacted with representatives of County departments and outside agencies to verify eligibility data, clarify discrepancies, obtain or provide information, and explain rules, regulations, policies, and procedures.
Maintained the security of files, records, and documents, and ensured that information in such files and records was kept confidential.
Social Worker
Casa Pacifica- Adult Day Health Care Center
05.2018 - 01.2019
Developed individualized care plans to address client needs and improve overall well-being.
Facilitated support groups, enhancing communication and emotional resilience among participants.
Coordinated with healthcare professionals to ensure comprehensive service delivery for clients.
Monitored client progress and adjusted care strategies to optimize outcomes effectively.
Assisted with processing inquiries in a timely manner and maintained tracking documentation. Met with family members, or referring agency, and determined the appropriate program.
Assisted with providing full case coordination for ADHC participant and comprehensive information and referral resource file for the center's primary and secondary service areas along with pertinent referrals outside of the service area.
Assisted to complete social service assessments on all participants.
Provided signed and dated documentation for all services performed on the day the service is provided.
Provided functional assistance in the areas of assisting participants in any area of their personal care needs, program needs, housekeeping and maintenance of the facility.
Provided a group session in the program.
Provided participant and family counseling as needed.
Maintained a working knowledge of facility service areas including transportation, community characteristics, and geography.
Acted as an advocate for disabled concerns.
Participated as a member of assigned community committees as a representative of Casa Pacifica ADHC.
Early Prevention and Intervention Specialist
McAlister Institute
01.2018 - 12.2018
Actively participated on the program’s treatment team and attended case conferences to exchange client updates, identify client needs, and collaborate on treatment strategies.
Facilitated orientations and provided individual counseling for intake, assessment, treatment planning, crisis intervention, and discharge planning.
Conducted comprehensive, individualized screening and assessments,
Collaborated with clients to develop initial individualized treatment plans and update them as needed.
Delivered ODF, IOT, and recovery services according to all guidelines and regulations in effect.
Facilitated educational workshops, process groups, and recovery services.
Completed progress notes and ensured all client file documentation is accurate and up-to-date.
Participated in quality assurance activities including peer review, QAR, supervision meetings, corrective action responses, data collection and reporting (including timely Cal Oms, CRD, San W and ITS data entry), etc.
Supported the administrative functions of the program, including drug testing, billing, data entry, paperwork, and other duties as needed.
Education
Bachelor of Science - Psychology
San Diego State University
San Diego, CA
Skills
Problem-solving
Case management
Time management
Case documentation
Active listening
Organization and multitasking
Documentation and reporting
Relationship building
Decision-making
Conflict resolution
Positive attitude
Email and telephone etiquette
Client advocacy
Care coordination
Community resources
Case planning
Critical thinking
Documentation proficiency
Community outreach
Records management
Data entry and analysis
Crisis intervention
Emotional awareness
MS office
Referral coordination
Resource management
Case management tracking
Patient support
Interdisciplinary collaboration
Home visits and inspections
Needs assessment
Social work
Family education
Court mandated reporter
Regulatory compliance
Health history documentation
EMR / EHR
Indirect patient care
Multitasking and organization
Clear communication
Team collaboration
HIPAA compliance
Verbal and written communication
Empathy and compassion
Client empowerment
Attention to detail
Accomplishments
Excellent Customer Service Certificate Achievement
Certification
Human Services Specialist Training
Languages
Spanish
Native or Bilingual
Timeline
PACE Case Manager
San Diego Pace
08.2020 - Current
Human Services Specialist
County of San Diego Health & Human Services Agency