Career: Targeted Case Manager

Targeted Case Manager

The Targeted Case Manager is primarily responsible for the assessment of client functioning and the development as well as the preparation and implementation of a comprehensive Targeted Case Management Service Plan


CCC Program

Employment Type

Full Time (40-50 hrs per week)

Responsible To

Clinical Manager

Essential Functions:

Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.


  • Adheres to Key Assets Kentucky Behavioral Health, state, county, and federal regulations governing Targeted Case Management service provisions.
  • Attends specially designed training programs provided through Key Assets Kentucky Behavioral Health, state, county, and federal agencies. 

Case Management Activities

  • Assesses client need using client and/or collateral interviews, and reviews of clinical and environmental information. Needs assessment considers current and historical information, with emphasis on identifying precipitating factors to deteriorated functioning.
  • Develops, prepares and implements a comprehensive Targeted Case Management Care Plan which includes short- and long-term goals/outcomes based on client, provider and TCM team input. Goals and outcomes are strengths-based and clearly operational to facilitate assessment of progress. Outcomes will be directed toward reduced hospitalization, facilitating independent living, improved vocational/educational status and social supports’ network.
  • Conducts regular, documented re-evaluations of client progress. Ensures face-to-face contact with the client based on program requirements, working on a variable schedule as necessary to meet client needs, or as assigned by supervisor.

Monitoring and Coordination Activities

  • Monitors all services received by client by reviewing cases, meeting with family and/or significant others, relevant providers, or advocates, and attending TCM team meetings.
  • Works collaboratively with behavioral health professional assigned to client.
  • Participates in interdisciplinary and psychiatric treatment team meetings as required.
  • Ensures consumer needs are met through utilization of natural supports and other social services.
  • Investigates new resources and communicates with respective providers on the client’s behalf.
  • Maintains current directory of community resources.
  • Assists client with identification, linkage, access and coordination of these resources.

Advocacy Activities

  • Advocates for the client to ensure responsiveness from natural, community, generic, and specialized services. Advocacy includes providing information, removing barriers, creating options, and resolving problems.

Case Documentation

  • Maintains Targeted Case Management records, charts contacts with clients, and collateral contacts.
  • Updates forms as needed.
  • Reviews charts for compliance with OIG and CARF regulations.
  • Prepares for annual record audits by the county and state.
  • Efficiently completes paperwork and other program-related material.

Professional/Technical Responsibilities

  • Has working knowledge of theories, principles, and techniques related to service provided.
  • Exhibits ability to establish/maintain effective working relationships with clients, associates, and agency personnel.
  • Demonstrates knowledge of community resources and ability to facilitate coordination of activities.
  • Skilled in preparing clear, concise reports and demonstrates the ability to communicate effectively, both orally and in writing.


Behavioral Health Services (BHSO)

Employment Type

Full Time (40 hours per week)

Responsible To

Targeted Case Manager Billing Supervisor

Additional Duties:

  • Attends and participates in training and development deemed necessary for this position
  • Ensures that Health and Safety is observed in the course of employment
  • Complies with all Key Assets policies and procedures including but not limited to Key Assets’ policy on Equal Employment Opportunities, Harassment, and Discrimination
  • May be required to assume other duties as assigned by the BHSO Program Director that is commensurate with level of responsibility and skills.

Required Skills & Competencies:

  • Proficient computer competency to include knowledge of Microsoft Office suite and other systems or devices required for use
  • Proficient oral and written communication to include presentation skills
  • Proficient Interpersonal skills to include friendliness, a welcoming demeanor, professionalism, and cooperation
  • Proficient in planning, prioritizing, and managing time


  • Bachelor’s degree in human-service related field and one year of work experience post-graduation. A Master’s Degree in a human services field fulfills the requirement for one year of work experience.
  • Previous case management experience preferred.
  • Valid and active driver’s license
  • Proof of auto insurance

Work Environment:

  • While performing the duties of this job, services are provided as needed in the place where the client resides or needs the service. Case management is a community-based service and offers service in the client’s home, community, school, or place of worship, as needed. Case managers will provide linkage, monitoring, access to services, assessment and service planning, problem resolution, and informal support network building for assigned clients in a strengths-based, client-driven fashion where and when it is needed.

    This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines. 

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.

  • While performing the duties of this job, the employee is regularly required to operate a motor vehicle, sit, stand, walk, bend and lift objects of up to 10 pounds. The employee regularly uses a computer, phone, fax, copier and other essential office equipment to carry out daily work assignments.

  • While performing the duties of this job, the incumbent is regularly required to talk or hear.  Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and the ability to adjust focus.

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