Care Manager

Description

Family Tree Private Care is a leading and trusted provider of concierge-level advisory services to older adults, those living with disabilities, and their families. Family Tree Private Care is an ideal fit if you are looking for a fulfilling opportunity, passionate teammates, and a growing company to help support your career.

The Company is based in Texas and is an award-winning healthcare services company that is ranked on the INC 5000 list of America's Fastest Growing Companies. The parent company has grown organically and through acquisition to become one of the region's fastest-growing healthcare services operators.

Despite our growth, we remain most proud of two things: Our premier reputation in the communities we serve and our culture of developing and promoting future leaders from within the company.

The Care Manager helps older adults, adults with disabilities, and their families navigate complex health and life care needs. Serving as a primary point of contact and client advocate, this role assesses needs, develops individualized care plans, coordinates services, and monitors care to support safety, independence, and quality of life. Services are provided in clients’ homes, senior living communities, hospitals and other care settings, and remotely as appropriate.

Role and Responsibilities:

• Complete and document initial assessments of client needs, daily functioning, home safety, support systems, and personal goals. Use assessment tools appropriate to professional qualifications and company procedures.

• Develop short and long-term care plans with clients and authorized representatives. Recommend services, resources, and living arrangements that reflect client preferences, needs, and available resources.

• Conduct ongoing visits and reassessments, identify changes in condition or unmet needs, and update care plans and recommendations promptly.

• Coordinate home care, nursing care, medical appointments, therapy, and community services. Collaborate with internal care delivery and scheduling teams to support continuity of care when applicable.

• Attend appointments as needed, help clients and families understand provider recommendations, and follow up on agreed next steps within the role’s professional scope.

• Partner with discharge planners and providers on transitions from hospitals, rehabilitation facilities, or skilled nursing settings. Help arrange services, evaluate living options, and coordinate changes in the level of care.

• Advocate for client preferences and safety. Respond to urgent concerns and escalate changes in condition or other risks to the appropriate provider or company leader.

• Provide education on aging, cognitive changes, care options, caregiver stress, and future planning. Facilitate difficult conversations and help families work through care decisions.

• Provide timely updates to clients, authorized family members, powers of attorney, trustees, and designated contacts, consistent with consent and confidentiality requirements.

• Assist with benefits research, eligibility inquiries, applications, and authorized portal access. Connect clients with elder law, financial, and other specialists as needed.

• Maintain timely, accurate assessments, care plans, visit notes, communications, and billable service records. Document both client-facing and remote coordination activities according to policy.

• Maintain confidentiality and professional boundaries. Follow company policies, applicable requirements, and the limits of professional training and licensure.

• Participate in team meetings, case reviews, periodic case audits, and quality improvement activities. Follow through on identified concerns and manage an organized caseload and schedule.

• Build relationships that support client satisfaction and service continuity. Identify changing needs and recommend appropriate additional services with the care team.

• Partner with business development on community outreach, networking, educational presentations, and referral relationships. Explain care management services to prospective clients and professional partners.

• Maintain approximately 80% average billable utilization, consistent with company expectations.

• Meet documentation deadlines, keep care plans current, and support positive client feedback and appropriate service growth.

• Attend required training courses to maintain competency and compliance with policies and local/state/federal regulations.

• Support agency operations and uphold policies and standards.

Requirements

QUALIFICATIONS AND EDUCATION REQUIREMENTS

- Bachelor’s degree in social sciences, social work, or a related field.
- Minimum 1 year experience working in a clinical setting or providing social work.
- Minimum 1 year of xperience working with patients or managing client relationships.
- Strong candidates have experience working in a sales-driven environment.
- Experience in geriatric management as an “aging life care professional” is a plus (including certification or involvement with Aging Life Care Association).

REQUIRED SKILLS

- Technical
- Fluent in Microsoft Office 365.
- Able to organize and maintain electronic client records. Experience using ClearCare is a plus.
- Practical
- Strong interpersonal skills.
- Able to build strong relationships with clients.
- Skilled at leading conversations.
- Organized and detail oriented.
- Problem-solving and decision making skills.
- Excellent written and oral communication skills.
- Able to manage time well and work efficiently.
- Strong attention to detail.
- Works independently.
- Soft
- Flexible, humble, and team-oriented.
- Compassionate and empathetic.
- Grit, passion, and perseverance.

PHYSICAL REQUIREMENTS

- Must be able and willing to drive to various parts of Houston to visit clients in homes.
- Prolonged periods of sitting at a desk and working on a computer.