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JOB TITLE: Case Manager Updated: 5/2026

DIVISION: I/DD

REPORTS TO: Program Manager of Mental Health Care Coordination & IDD Case Management

FLSA STATUS: Non-Exempt

WORK HOURS: 40 Hours Per Week

NATURE OF WORK: Case Management services establish a life-long, person-centered, goal-oriented process for coordinating the supports (both natural and paid), range of services, and instruction and assistance needed by persons with developmental disabilities. It is designed to ensure accessibility, accountability, and continuity of support services. This service also ensures that the maximum potential and productivity of a person is utilized in making meaningful choices with respect to their life and their inclusion in the community. All I/DD Waiver services purchased must be within their annual individualized budget. Once the person/legal representative has chosen a Case Management provider from the available providers, the agency assigns a Case Manager to the person. The person/legal representative may request the assignment of a specific Case Manager, and when possible, the agency honors the request. The person/legal representative may choose to transfer to a different Case Manager provider at any time and for any reason. The Case Manager must inform the person/legal representative of all licensed I/DD Waiver agency providers who serve the region where the person resides. This is to ensure the person/legal representative has a free choice of providers.

ESSENTIAL DUTIES:

• Use clear communication skills, including “people first” language with clients and other professionals.

• Assist the person/legal representative with re-determination of financial eligibility as required at the DHHR office in the county where the person lives.

• Begin the discharge process and provide linkage to services appropriate to the level of need when a person is found to be ineligible for I/DD Waiver services during annual eligibility or financial re-determination.

• Provide oral and written information about the I/DD Waiver provider agency’s rights and grievance procedures for persons served by the agency or provide linkage to other agencies’ rights and grievance procedures.

• Assist with procurement of all services that are appropriate and necessary for each person within and beyond the scope of the I/DD Waiver program, including annual medical and other evaluations as applicable to the person.

• Act as an advocate for the person. The I/DD Waiver program must not be substituted for entitlement programs funded under other Federal public laws such as Special Education under P.L.99-457 or 101-476, and rehabilitation services as stipulated under section 110 of the Rehabilitation Act of 1973. It is necessary for the Case Manager to collaborate with these systems to obtain the required and appropriate services.

• Provide education, linkage, and referral to community resources.

• Promote a valuable and meaningful social role for the person in the community while recognizing the person’s unique cultural and personal value system.

• Interface with the UMC on behalf of the person regarding the assessment process, purchase of services, and budget process. Activities may include linkage, negotiation of services, submission of information, coordination of choice of appropriate assessment respondents on behalf of the person, education, and coordination of the most appropriate assessment setting that best meets the person’s needs.

• Communicate with other service providers on the IDT to allow for continuity and payment of services.

• Coordinate necessary evaluations to be utilized as a basis of need and recommendation for services in the development of the IPP.

• Notify IDT persons at least 30 days in advance of meeting.

• Support the person as necessary to convene and conduct IDT meetings.

• Documenting that all services, both paid and unpaid, from all programs, must also be documented on the IPP.

• Providing schedules of all programs used by the person to ensure that times and tasks do not overlap or duplicate.

• Coordinate the development of IPPs at least annually. The IPP must be reviewed and approved by the IDT at least every 90 days unless otherwise specified in the plan but shall not exceed 180 days.

• Access the necessary resources detailed in the IPP, make referrals to qualified service providers and resources, and monitor the implementation of the instructional, behavioral, and service objectives of the IPP by the service provider.

• Disseminate copies of all IPPs to the IDT persons and participant-directed service option providers (if applicable) within 14 days of the IDT meeting.

• Upload the IDP, the demographic/cover sheet, and signature page into UMC’s web portal within 14 days of the IDT meeting.

• Upload into the UMC’s web portal any additional documentation requested by BMS or the UMC.

• Ensure that the person’s safety needs are addressed.

• Comply with reporting requirements of the WV IMS for persons on their caseload.

• Personally meet monthly with the person and their paid or natural supports that are present at the time of the visit at the person’s residence to verify that services are being delivered in a safe environment, in accordance with the IPP, and appropriately documented. The purpose of these visits is to determine progress toward obtaining services and resources, assess achievement of training objectives, and identification of unmet needs.

• Provide planning and coordination before, during, and after crises, including notifying the UMC if a person is admitted to a crisis site or state institution.

• Coordinate transfer/discharge meetings to ensure the linkage to a new service provider or service delivery model and access to services when transferring services from one provider agency/model to another.

• Travel, as necessary, to complete case management activities related to the IPP.

• Provide information and assistance regarding participant-directed services during annual IPP meetings and upon request by the person/legal representative.

• Inform the person of their rights at least annually.

• Attend and participate in the annual functional assessment for eligibility conducted by UMC.

• Present person’s proposed restrictive measures to the I/DD Waiver provider agency’s Human Rights Committee (HRC) if no other professional is presenting the same information.

• Monitor any restrictive measures approved by the HRC to ensure the measures are implemented properly and reviewed at least annually by the HRC and IDT at every IDT meeting.

• Attend and contribute to futures planning sessions, including PATHs and MAPs.

• Attends all mandated trainings related to profession and enhances knowledge and/or skills, including Relias Learning trainings.

• Adhere to Valley’s standards of conduct, compliance, and ethical standards.

• Participates in group or individual supervision with supervisor. It is expected that clinical staff will seek supervision/consultation at both scheduled and unscheduled times.

• Meets productivity standards of the I/DD division.

• Serve on committees as assigned.

• Other duties as assigned.

MINIMUM QUALIFICATIONS:

• Ability to perform Essential Duties as outlined below.

• BA/BS in Human Services or related field OR 1 year experience working with I/DD.

• Ability to comply with all of Valley’s policies and procedures.

• Ability to comply with Client’s Rights.

• Ability to comply with Valley’s and division/departmental safety procedures.

• Ability to read, write, understand, and speak the English language.

• Valid Driver’s License.

• Current CPR/First Aid certificate or ability to be trained.

PREFERRED QUALIFICATIONS:

• 1-2 years of experience working with I/DD population.