Case Manager Mental Health

Case Manager Mental Health organizes regular workflows and the 20 real tasks here explain step-by-step responsibilities you’ll own. The descriptions point to common checks, timeframes, and collaboration points. Each one shows where we found it, and comes with an AI prompt you can copy and use straight away.

20evidenced tasks
20ready prompts
8tools of the trade
21-1022.00O*NET-SOC code
187,630hold this job (US, BLS 2025)
$67,880median pay/yr (US)
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What it pays

Government survey numbers — not estimates, not ads.

Half of all Healthcare Social Workers in the U.S. earn more than $67,880 a year — the middle 80% land between $46,220 and $100,360. About 187,630 people in the U.S. do this work. Figures are for the U.S. occupation group “Healthcare Social Workers”. (U.S. Bureau of Labor Statistics survey, published 2025.) In India, Professionals earn about ₹38,298 a month on average — around ₹4.6 lakh a year (government PLFS survey via ILOSTAT, occupation-family figure).
$67,880typical pay / year
187,630people in this work
$100,360+top 10% earn
₹4.6 lakha year in India (family avg)
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The work, task by task

These are the real jobs-to-be-done, not a wish list. Each task shows where we found it, and the prompt underneath is written for that exact task.

Care4

Advocate for clients

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Get written consent and a current release summary from Maria Lopez, then call her landlord and the community…
Get written consent and a current release summary from Maria Lopez, then call her landlord and the community outreach worker to negotiate immediate housing supports and weekly home visits starting Monday; confirm arrangements back to Maria by Friday afternoon.
The tools that do the workMicrosoft OfficeCalendarESCOjob descriptionsO*NET

Educate clients

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Prepare a simple coping-skills handout tailored to Jamal Ortiz’s panic triggers, book a 45-minute teaching…
Prepare a simple coping-skills handout tailored to Jamal Ortiz’s panic triggers, book a 45-minute teaching session with him and his sister next Tuesday, and send the handout and session invite to both with two reminders beforehand.
The tools that do the workMicrosoft WordMicrosoft TeamsESCOjob descriptionsO*NET

Perform psychosocial assessments of patients

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Complete a psychosocial assessment for Aisha Khan using her most recent notes and collateral from her GP,…
Complete a psychosocial assessment for Aisha Khan using her most recent notes and collateral from her GP, rate risk domains, identify supports and gaps, and upload the signed assessment to the clinical record by close of business today.
The tools that do the workAutomated clinical informationjob descriptionsO*NET

Provide therapy to individuals, families, or groups

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Schedule six weekly individual therapy sessions for Daniel Reed, outline goals drawn from his intake, prepare…
Schedule six weekly individual therapy sessions for Daniel Reed, outline goals drawn from his intake, prepare a starter CBT worksheet for the first session, and notify his emergency contact of the care plan within 24 hours.
The tools that do the workMicrosoft TeamsMicrosoft WordESCOjob descriptions
Keeping the record2

Conduct follow-up evaluations of care plans

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Review Lila Chen’s care plan, collect progress notes from her psychiatrist and support worker, update…
Review Lila Chen’s care plan, collect progress notes from her psychiatrist and support worker, update objectives with measurable milestones, and arrange a multidisciplinary review meeting next Wednesday to decide continued services.
The tools that do the workMEDITECHCalendarjob descriptionsO*NET

Coordinate discharge planning and post-hospitalization services

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Develop a discharge plan for Roberto Sanchez that lists community follow-up, medication pick-up, transport…
Develop a discharge plan for Roberto Sanchez that lists community follow-up, medication pick-up, transport home, and a 72-hour post-discharge phone check; confirm service agreements with the outpatient provider and arrange the transport for discharge day.
The tools that do the workCommand Systems ComServeMicrosoft Officejob descriptionsO*NET
The daily work14

Help patients navigate healthcare systems and insurance paperwork

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Help Maria Rivera complete her Medicaid renewal and the co-pay assistance application: review her current…
Help Maria Rivera complete her Medicaid renewal and the co-pay assistance application: review her current benefits, fill out the insurer’s eligibility form with dates and provider names, attach last three medication receipts, and send to procurement for submission by Thursday.
The tools that do the workMEDITECHjob descriptionsO*NET

Develop or advise on social policy and assist in community development.

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Draft recommendations for the city council on supported housing: summarise trends from our caseload, propose…
Draft recommendations for the city council on supported housing: summarise trends from our caseload, propose three policy changes to improve access for clients with severe anxiety, include cost estimates and community partner roles, and deliver the briefing for next Tuesday’s stakeholder meeting.
The tools that do the workMicrosoft WordMicrosoft ExcelO*NET

Conduct social research to advance knowledge in the social work field.

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Design a small mixed-methods study on local crisis responses: write the research question, list interview and…
Design a small mixed-methods study on local crisis responses: write the research question, list interview and survey items, draft consent text, outline sampling from our caseload, and prepare a two-page protocol to circulate to the ethics panel by Monday.
The tools that do the workMicrosoft WordO*NET

Investigate child abuse or neglect cases and take authorized protective action when necessary.

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Initiate a protective investigation for seven-year-old Liam Chen: compile intake notes, request prior school…
Initiate a protective investigation for seven-year-old Liam Chen: compile intake notes, request prior school attendance and medical reports, document interviews with parents and teacher, obtain an urgent safety plan, and submit the protective action recommendation to the child protection unit today.
The tools that do the workMEDITECHO*NET

Educate patients and families on health issues and resources

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Prepare an education packet for Jamal Ortiz and his mother about his bipolar diagnosis: write plain-language…
Prepare an education packet for Jamal Ortiz and his mother about his bipolar diagnosis: write plain-language condition summary, list local support groups and crisis hotline numbers, create a two-week medication schedule with side-effect warnings, and print three copies for the home visit on Friday.
The tools that do the workMicrosoft Wordjob descriptions

Arrange for financial resources for medications or equipment

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Secure short-term funding for Nora Patel’s antidepressant and mobility aid: review her benefits, complete the…
Secure short-term funding for Nora Patel’s antidepressant and mobility aid: review her benefits, complete the emergency assistance application with cost quotes, attach clinician prescription and recent bank statement, and submit to the medication fund coordinator by Wednesday morning.
The tools that do the workMicrosoft ExcelMicrosoft Wordjob descriptions

Work within communities

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Map community outreach this month: list active groups, the outreach lead for each, required safety checks,…
Map community outreach this month: list active groups, the outreach lead for each, required safety checks, and one measurable outcome per group, then draft a two-page plan for next quarter to hand to the neighbourhood services coordinator by Wednesday.
The tools that do the workMicrosoft WordCalendarESCOsee the evidence ↗

Manage stress in organisation

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Compile a one-page staff stress audit: anonymous concerns raised this quarter, high-risk roles, current…
Compile a one-page staff stress audit: anonymous concerns raised this quarter, high-risk roles, current supports, and three recommended interventions with owners and due dates, then circulate to the senior manager and lead clinician by Friday.
The tools that do the workMicrosoft ExcelMicrosoft TeamsESCOsee the evidence ↗

Screen and evaluate patients in hospital settings

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Screen the new admission on Ward B3 today, complete a risk screen and mental state note, flag any…
Screen the new admission on Ward B3 today, complete a risk screen and mental state note, flag any safeguarding concerns to Dr. Patel and duty social worker, and book a 30-minute multidisciplinary triage before 4pm if risks are unclear.
The tools that do the workMEDITECHjob descriptions

Assess bio-psychosocial factors and social histories

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Assess James Taylor’s bio-psychosocial history from referral, update his social history and substance use…
Assess James Taylor’s bio-psychosocial history from referral, update his social history and substance use section, record family contact details, and summarise modifiable psychosocial stressors for the care meeting on Wednesday.
The tools that do the workMEDITECHjob descriptions

Monitor the recovery process of their clients

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Monitor Maria Gomez’s recovery weekly: enter PHQ-9 and GAD-7 scores, note medication adherence and…
Monitor Maria Gomez’s recovery weekly: enter PHQ-9 and GAD-7 scores, note medication adherence and appointments missed, flag deterioration to her consultant and schedule a home support review in two weeks if scores worsen.
The tools that do the workMEDITECHESCO

Provide therapy

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Provide a 50-minute individual therapy session for Robert Lane focused on grounding and behavioural…
Provide a 50-minute individual therapy session for Robert Lane focused on grounding and behavioural activation, record session goals and homework, update his care plan, and notify his psychiatrist if risk or medication issues arise.
The tools that do the workMEDITECHESCO

Delegate activities

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Delegate morning visiting tasks: assign home visit to support worker Aisha Khan for medication check and…
Delegate morning visiting tasks: assign home visit to support worker Aisha Khan for medication check and safety sweep, ask peer worker Tom Reed to deliver psychoeducation, and update the task list with times and risk instructions.
The tools that do the workCalendarMEDITECHESCOsee the evidence ↗

Follow health and safety precautions in social care practices

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Complete a ward safety checklist for Shift 2: document infection control measures, equipment checks,…
Complete a ward safety checklist for Shift 2: document infection control measures, equipment checks, environmental hazards, and sign off training compliance; escalate unresolved hazards to the senior nurse immediately.
The tools that do the workCommand Systems ComServeESCOsee the evidence ↗

Says who?

These are the pages we read to build this. Open any of them and check us.

The logs, files & records this job keeps

Shared with other careers — the same record means something different in each.

Related careers

Same family of work — each with its own tasks and prompts.

The LLOS Work Atlas is the world's largest evidenced task library — a map of human work, with a ready prompt behind every task. 1,774 careers · every task named by the sources that witnessed it — O*NET, ESCO, real job descriptions, Wikipedia — and the deepest tasks by several at once. And it is honest about limits: where AI cannot help, the map says so.

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Built on public evidence: O*NET®, ESCO, Wikipedia, U.S. Bureau of Labor Statistics, ILOSTAT. All sources & licenses