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About the Role

The Care Manager Assistant (CMA) provides essential support to Care Management teams, focusing on document coordination, compliance, and operational efficiency to ensure member records are complete and audit-ready. This role allows Care Managers to focus on member engagement and care coordination. The CMA does not manage a caseload and supports assigned Care Management teams.

Responsibilities

• Provide administrative and operational support to Care Management teams.
• Review member records to identify outstanding documentation and maintenance needs.
• Upload, organize, maintain, and track documents in agency systems.
• Coordinate the collection of required documentation.
• Support the distribution, tracking, and follow-up of Life Plans.
• Assist with audit preparation, quality assurance, and record retrieval.
• Prepare and distribute correspondence, mailings, and informational packets.
• Collaborate with internal and external stakeholders to ensure timely completion of processes.
• Participate in meetings, trainings, and departmental initiatives.
• Complete all required trainings within specified timeframes.
• Identify and follow incident reporting guidelines and procedures.
• Adhere to all policies and standard operating procedures.
• Comply with all standards of conduct and regulations.
• Maintain confidentiality in accordance with HIPAA and privacy practices.
• Perform other duties as assigned, which may include face-to-face meetings with members and travel.
• Travel to off-site locations is required.

Requirements

• Strong attention to detail and ability to maintain accurate records.
• Ability to organize, track, prioritize, and follow up on multiple tasks.
• Proficiency using electronic record systems, Microsoft Office applications, spreadsheets, and tracking tools.
• Clear and professional verbal and written communication skills.
• Ability to understand and follow established procedures, compliance standards, and documentation workflows.
• Sound judgment to recognize when issues require escalation.
• Collaborative, team-oriented approach.
• Dependability, flexibility, and initiative.
• Commitment to respectful, person-centered service.
• Must possess a valid Driver’s License from New York or a contiguous state.
• Prolonged periods sitting at a desk and working on a computer.
• Ability to climb stairs.
• Ability to travel in a vehicle or use public transportation for more than one hour.
• Employee must have access to a password-secured Wi-Fi connection and/or Mobile Hotspot.
• Employee must be able to secure any printed materials containing individual or employee personal and/or health information.
• Employee must be able to conduct phone and video calls in a private area where the conversation cannot be overheard and their screen is not visible to others.
• Employee must be able to conduct work in a location where personal and health information on a monitor is not visible to others.
• Flexibility with work hours to meet member needs, including evenings and weekends, and potentially exceeding standard hours.

Skills

• Document coordination
• Compliance activities
• Operational efficiency
• Record maintenance
• Audit preparation
• Quality assurance
• Electronic record systems
• Microsoft Office applications
• Spreadsheets
• Tracking tools
• Verbal communication
• Written communication
• Following procedures
• Confidentiality standards
• Judgment
• Teamwork
• Dependability
• Flexibility
• Initiative
• Person-centered service

Location

• Clifton Park Hub - Clifton Park, NY 12065

Work Type

• Flexible work environment
• Blend of work from home, field work, and regional travel
• In-office expectations

Experience Level

• Entry Level

Education Level

• Bachelor of Arts or Science degree from an accredited institution required.
• Degrees in Health and Human Services, Psychology, Sociology, or related fields are preferred.
• Work with people with intellectual and/or developmental disabilities, case management, or in the Mental Health or Substance Abuse field, or related experience preferred.

Salary/Compensations

• $25.20 - $27.00 Hourly

About the Company

• This is not a remote position.
• The noise level in the work environment is usually moderate.
• This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinet, etc.