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Lead Medical Social Worker, Medical Case Management

San Jose, California
Job Type
19 May 2023

Under general supervision of the Director of Aids Services and according to The Health Trust's (THT) general policies and procedures, the Lead Medical Case Manager will provide case management, administrative, and team support for the day to day operations for the Aids Services Medical Case Management program.

This position will support a team of nurse and SW-MS case managers and will provide direct services to an assigned client caseload.

The Health Trust is a Ryan White Part A/B services provider serving HIV+ residents of Santa Clara County. Services include a wide range of medical and non-medical support services to improve healthcare and quality of life outcomes for our clients.


Provide case management and team support in collaboration with the Director of Aids Services.
Provide administrative support, such as time card review, invoice review, reporting, meeting facilitation.
Assist staff to successfully meet their productivity requirements and attain successful performance outcomes through recommendations, mentorship, and training.
Actively analyze, conduct quality improvement, and communicate staff productivity rates.
Ensure completion and compliance with required all contractual requirements and obligations, including assessment, eligibility, documentation, reporting, and related activities.
Assist in assigning and managing team caseloads and conduct quality assurance checks.
Assist in ensuring that the program is in compliance with internal policies, procedures, and other applicable regulatory and contractual obligations.
Maintain effective communication with clients, primary care providers, team members, supervisory staff, and all internal and external stakeholders.
Ensure records, such as client files and case notes, are meticulously maintained in a timely manner.
Develop and maintain a community-based resource linkage database. Ensure the linkage of clients with needed programs.
Provide onboarding training to new staff on workflow and program requirements.
Ensure referrals are reviewed and assigned in a timely manner.
Coordinate and attend internal and external meetings.
Assist with investigations regarding low-level complaints and/or concerns
Review and authorize billing documentation to ensure client eligibility on date of service
Participate in quality improvement initiatives, recommend changes in case management policies and procedures as appropriate
Assist with the development of marketing materials and patient literature.
Participate in required program trainings and staff meetings.
Travel to health care providers or client homes to provide services and assist staff as needed.
Other duties as assigned.


Masters degree in public health, health administration, social work, nursing or related field or equivalent combination of training and experience.
Three years case management experience.
Supervisory Experience


Experience working with an HIV positive or similar client population.
Experience working with database software such as ARIES, EPIC, or Salesforce.


Excellent written and oral communication skills.
Ability to work effectively with people of diverse cultures, ages and economic backgrounds in a culturally competent and sensitive manner.
Demonstrated proficiency in Microsoft Suite and Google products
Self-motivated and demonstrated critical thinking skill
Demonstrated strong teamwork and people skills, with ability to develop productive relationships
Ability to model and communicate the mission of The Health Trust and support a culture of empowerment and team support.
Knowledge of community resources for people living with HIV Knowledge of HIV, HIV prevention, linkage and adherence Knowledge of assessment tools and processes
Ability to learn complex State and Federal laws and regulations.
Ability to be resourceful and willing to take initiative
Able to handle sensitive and confidential information in a professional manner
Able to work independently with minimal supervision
Able to effectively prioritize assignments and meet deadlines


Normal office environment with little exposure to excessive noise, dust, and temperature.
Local travel required.
Car available for daily use with valid driver's license and automobile insurance as required by the State of California.
Employment background screening.
Annual tuberculosis screening test required required.


The Health Trust provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, genetic information, marital status, gender identity or expression, childbirth, breastfeeding and related medical conditions), exercising the right to family care and medical leave, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. While this job description is intended to be an accurate reflection of the current job, management may revise the job or require that other or different tasks be performed when circumstances change.
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  • Job Reference: 1010170299-2
  • Date Posted: 19 May 2023
  • Recruiter: Health Trust Inc
  • Location: San Jose, California
  • Salary: On Application
  • Sector: Healthcare & Medical
  • Job Type: Permanent