Case Management Qualitative Specialist - CMA

GENERAL STATEMENT OF DUTIES Position ensures the integrity accuracy and compliance of case documentation by reviewing and analyzing case management notes. This role is responsible for auditing records for completeness, identifying documentation trends and translating findings into actionable training tools and templates to support case managers in their daily workflows. # # DUTIES - Audit & Review Case Notes: Conduct regular qualitative reviews of case notes to ensure they meet accuracy, completeness, regulatory compliance, and organization standards. {height="5" width="5"} Identify & Develop Trends: Analyze documentation data across teams to spot recurring gaps, strengths, and areas of risk, turning raw information into clear trend reports. - Recommend & Support Training: Collaborate with leadership to suggest targeted training topics based on audit findings, helping to bridge knowledge gaps for case management staff. - Develop Documentation Templates: Design, test, and implement case note templates and standardized writing guides to streamline workflows and improve data collection. {height="5" width="5"} Feedback & Collaboration: Provide clear, constructive feedback to case managers and supervisors regarding documentation quality and compliance expectations. # # JOB REOUIREMENTS AND DIFFICULTY OF WORK - Ability to collect and analyze qualitative and quantitative data. Ability to objectively evaluate narrative case notes, infer context and identify underlying compliance issues or systemic trends. Ability to utilize management and planning tools. Skill in logical reasoning and problem solving. Ability to organize work load and set priorities. - Meticulous proofreading and reviewing skills to compare notes against prescribed guidance to catch missing information, inconsistencies and errors within high volumes of narrative text. - Ability to organize non-numerical qualitative data (text) into logical categories, themes and actionable insights. - Position must be able to adjust to rule changes and exert initiatives in problem solving. The work includes a variety of processes and tasks necessary to accomplish the day-to-day functions. Standard procedures are used to accomplish a variety of duties requiring independent decisions. - Basic knowledge of social casework techniques and of community resources, and existing laws that relate to aged and disabled adults. Skill in written communication and the ability to draft clear reports, design professional templates and write easy-to-follow training guidelines. - Guidelines used to govern the work include: Volume VIll of the Social Services Manual, Title XX Service Manual, Volume V, the Administrative Service Manual, prescribed review templates and a wide variety of laws, such as the conservatorship law, guardianship law, care and treatment of the mentally ill, etc. - Provide programmatic and trend updates as well as staff recommendations to the supervisor in a clear and actionable manner. - Must have basic computer skills and be proficient in Excel. - Performs tasks which require the knowledge of rules, regulations, procedures, and methods governing the type of accounting transactions, Employees at this level are expected to perform standard work assignments with little supervision. # # RESPONSIBILITY Position is expected to identify compliance with applicable guidance, rules and laws. Supervisor looks at final results to ensure compliance with rules, regulations, and policies. Position makes choices and takes initiative in performing a variety of assignments or tasks. Errors in the majority of the work could have a significant financial impact and would cause adverse effects on agency operations. # # MIMINUM OUALIFICATIONS Education: AA in Business related field or Experience: Two years in job related field # # SPECIAL REOUIREMENTS Valid Colorado State Driver's license and insur nce Reliable transportation # # ESSENTIAL FUNCTIONS OF THE JOB - The physical demands described here are representative of those that must he met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may he made to enable individuals with disabilities to perform the essential functions. - The work is performed in a standard office environment requiring normal physical effort. Requires sitting for extended periods of time, and occasional walking. Requires dexterous use of both hands. Requires corrected vision and hearing. Specific vision abilities by this position include close vision and the ability to adjust focus. Ability to lift and/or move up to 10 pounds. The noise level in the work environment is usually moderately quiet. # # PERSONAL WORK RELATIONSHIPS Contacts are with the public, department units, auditor, county and state office for the purpose of explanation of rules, regulations, policies, and procedures required in order to render service, carry out policies, and maintain coordination. # # POLICY REOUIREMENTS - Formal application, rating of education and experience; written exam; oral interview and reference check. Job related tests might be required. - Employment is contingent upon the applicant passing a pre-employment medical physical and mandatory drug test. - Verification of any combination of driving record, criminal history and/or workers' compensation history. - No medical inquiries will be made or workers' compensation information gathered until a conditional job offer has been given to the applicant.