Case Manager Analyst

SUMMARY:

Under the direction of the DVS, analyzes and assures the upmost quality data regarding agency operations. Creates and produces customized reports at the request of management, directly processes client service authorizations and referrals; maintain case management software. Provides staff training and presents data as required at meetings; maintains clients’ electronic master files as appropriate. This position is not responsible for hiring, evaluating, disciplining, or coaching staff; nor does this position approve vacation/sick/leave requests.

OUTCOMES:

1. Excellent analytical, problem-solving, and decision-making skills.
2. Ensures the program oversight team and case management staff have access to required and requested data to mitigate any agency risk.
3. Ensures client authorizations are appropriately maintained.
4. Ensures staff are adequately supported with the case management software.
5. Ensures the case management software is utilized to maintain compliance with required entities.
6. Ensures stakeholders maintain an appropriate understanding of agency efficacy.

1. Be a role model to all staff by using knowledge of Basic Principles and People First philosophies.

AUTHORITIES:

Operations Analyst is authorized to:

1. Maintains case management software in an efficient manner.
2. Schedules, conducts, and documents case management software training for staff.
3. Schedules, conducts, and documents meetings regarding agency operations data as required and requested.

DUTIES – CASE MANAGEMENT:

Reviews, processes, and maintains all client Purchase of Services for accuracy; reports any inconsistencies to appropriate case management staff, to include supplemental billing.

Reviews and processes all client referrals, intakes, and pending statuses for accuracy; reports any inconsistencies to appropriate case management staff.

DUTIES – COMPUTER PROGRAMMING:

Create and maintain all employee user accounts and permissions therein, in the case management software.

Maintains case management software in compliance with required entities (e.g., CCL, CVRC, etc.)

DUTIES – ADVOCACY:

Demonstrates ongoing knowledge of current industry philosophies, laws, regulations, standards, policies, procedures, et cetera that affects the field of developmental disabilities.

DUTIES – ANALYSIS:

Provides regularly scheduled (i.e., daily, weekly, monthly, quarterly, annually) or impromptu operations analysis reports as required and requested.

Maintains updated agency funding rate sheets to ensure accuracy and notifies program oversight team of any changes.

Provides feedback to program oversight staff regarding the efficacy of the case management software.

Produces agency movement and special incident reports monthly for program oversight team and semiannually for the Board of Directors

Provides data and analysis for quarterly PSR (Periodic Service Review) reviews conducted by key staff.

DUTIES – TRAINING:

Produces and maintains (based on semiannual review) all training content (i.e., videos, “How To” primers) for case management software; conducted training, as necessary.

DUTIES – GENERAL:

Perform other duties as assigned to ensure efficient operation of the program and/or agency.

SUPERVISORY RESPONSIBILITIES

This position does not directly supervise any staff. Responsibilities may include training, planning, and assessing work, addressing complaints, and resolving problems regarding agency case management software.

QUALIFICATIONS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE:

Post-compulsory degree in Computer Science or related field preferred and a minimum of 1 year experience working with operational data.

LANGUAGE SKILLS:

Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to draft reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of appropriate agency stakeholders.

MATHEMATICAL SKILLS:
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percentage. Ability to manipulate and calculate dates.

REASONING ABILITY:

Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of instructions dealing with several variables. Ability to exercise critical thinking skills and employ creative problem-solving solutions.

CERTIFICATES, LICENSES, REGISTRATIONS:

Must possess a valid California Driver’s License, auto insurance, good driving record.

OTHER SKILLS:

Required proficiency in the following: Microsoft Office Suite (primarily Word, Excel, PowerPoint, Outlook, Teams).

Ability to understand and write SQL queries preferred.

Ability to understand and write HTML preferred.

Ability to understand Microsoft VBA preferred.

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to talk or listen. The employee frequently is required to sit and use hands to finger, handle, or feel. The employee is occasionally required to stand; walk; reach with hands and arms; climb or balance; stoop, kneel, crouch, or crawl; and taste or smell. The employee must occasionally lift and/or move up to ten pounds. Specific vision abilities required by this job include close vision, and ability to adjust focus.

WORK ENVIRONMENT:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Fast paced environment which requires flexibility and ability to handle multiple projects at once.

The noise level in the work environment is variable depending on location.

EMPLOYEE ACKNOWLEDGMENT:

I have received and read this job description and understand all the requirements and responsibilities outlined. I further acknowledge that this is not a comprehensive listing of all tasks which may be assigned and that The Arc reserves the right to amend the job description as necessary to meet business needs. Failure to comply with the job description may result in disciplinary action up to and including termination.