Case Manager

Case Manager delivers hands-on support and paperwork tasks across 19 practical examples here. Expect straightforward instructions, common timing, and what makes work feel successful. Each one shows where we found it, and comes with an AI prompt you can copy and use straight away.

19evidenced tasks
19ready prompts
5tools of the trade
21-1014.00O*NET-SOC code
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What it pays

Government survey numbers — not estimates, not ads.

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).
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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.

Analysing2

Examine issues including substance abuse, depression, and stress

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Review Maria Santos's case record, list current concerns about substance use, depressive symptoms, and recent…
Review Maria Santos's case record, list current concerns about substance use, depressive symptoms, and recent stressors, note the screening scores and timestamps, and flag anything needing clinical review before Thursday case conference.
The tools that do the workClient information databaseESCOjob descriptionsO*NETWikipedia

Develop therapeutic processes

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Draft a therapeutic process outline for the Rivera family that links assessment goals to weekly…
Draft a therapeutic process outline for the Rivera family that links assessment goals to weekly interventions, specifies measurable outcomes at six weeks, and lists who on the team delivers each element.
The tools that do the workMicrosoft Wordjob descriptionsO*NET
Care2

Support clients in stress management

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Prepare a brief stress-management plan for Jamal Reed with three practical techniques tailored to his work…
Prepare a brief stress-management plan for Jamal Reed with three practical techniques tailored to his work shifts, include a one-page handout he can use this week, and schedule a follow-up check-in in seven days.
The tools that do the workMicrosoft Wordjob descriptionsO*NETWikipedia

Monitor clients' use of medications.

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Review Samuel Ortiz's medication log, confirm adherence entries for the past month, note missed doses,…
Review Samuel Ortiz's medication log, confirm adherence entries for the past month, note missed doses, contact his prescriber if two or more doses missed, and record any side-effect reports in the chart.
The tools that do the workManagement information systems MISESCOjob descriptionsO*NET
Keeping the record1

Provide individual and group counseling sessions

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Create session notes templates for individual and group counseling, include consent reminders, attendance…
Create session notes templates for individual and group counseling, include consent reminders, attendance fields, interventions used, and a risk check, then upload both templates to the client folder for team use.
The tools that do the workMicrosoft Wordjob descriptionsO*NET
The daily work14

Maintain accurate and confidential client records

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Update Sarah Mendoza’s confidential client file with today’s contact notes, add the new medication and…
Update Sarah Mendoza’s confidential client file with today’s contact notes, add the new medication and consent form scanned at intake, mark the record as reviewed for accuracy, and lock access so only the care team can view it before 5pm Friday.
The tools that do the workClient information databasejob descriptionsO*NET
N

Help clients define goals and plan actions

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Draft a collaborative care plan with Jamal Ortiz that lists three client-defined goals, the actions we agreed…
Draft a collaborative care plan with Jamal Ortiz that lists three client-defined goals, the actions we agreed for each goal, deadlines for the next review on 8/1, and email the plan to Jamal and his assigned support worker for signature and feedback.
The tools that do the workMicrosoft WordMicrosoft Outlookjob descriptionsO*NET

Work with individuals and groups to promote mental health

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Schedule and prepare a six-week group session plan focused on anxiety management: session objectives,…
Schedule and prepare a six-week group session plan focused on anxiety management: session objectives, handouts, referral pathways, and a brief participant confidentiality agreement, then circulate to facilitators and community partners by next Monday.
The tools that do the workMicrosoft WordMicrosoft OutlookO*NETWikipedia

Assess patients for risk of suicide attempts.

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Complete a suicide risk assessment for Luis Ramirez using the agency risk form, record protective and warning…
Complete a suicide risk assessment for Luis Ramirez using the agency risk form, record protective and warning factors, safety plan steps agreed with him, notify the on-call clinician immediately if high risk, and file the signed assessment in his record today.
The tools that do the workClient information databaseO*NET

Collect information about clients through interviews, observation, or tests.

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Conduct intake interviews with Maria Chen, observe her affect and interactions, administer the standardized…
Conduct intake interviews with Maria Chen, observe her affect and interactions, administer the standardized screening tools, summarize findings and impressions in the intake report, and store the report in her confidential file by close of business.
The tools that do the workMicrosoft WordClient information databaseO*NET

Gather information about community mental health needs or resources that could be used in conjunction with therapy.

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Map local mental health resources relevant to homelessness and youth services, record contact details,…
Map local mental health resources relevant to homelessness and youth services, record contact details, eligibility, wait times and referral steps, then prepare a one-page resource sheet for clinicians and update our resource list this week.
The tools that do the workMicrosoft ExcelMicrosoft WordO*NET

Offer education

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Schedule and send the two-hour family education workshop invite to Maria Lopez and the housing team for next…
Schedule and send the two-hour family education workshop invite to Maria Lopez and the housing team for next Wednesday, attach the session handout and consent form, confirm translation into Spanish, and mark attendance follow-up in the client file.
The tools that do the workClient information databaseMicrosoft OutlookESCO

Promote mental health

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Arrange a six-week wellbeing skills group for adults on managing anxiety, reserve the community room for…
Arrange a six-week wellbeing skills group for adults on managing anxiety, reserve the community room for Tuesdays at 10am, invite current clients with moderate needs starting June 1, attach the weekly workbook, and set checklist to review risk and referral needs before first session.
The tools that do the workClient information databaseMicrosoft WordESCOsee the evidence ↗

Conduct initial assessments and evaluations

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Complete the initial assessment for Maria Torres, documenting presenting concerns, current supports, risk…
Complete the initial assessment for Maria Torres, documenting presenting concerns, current supports, risk factors, mental health screening results, strengths, and a 30-day care plan in the client record before 3pm Wednesday and flag for supervisor review.
The tools that do the workClient information databasejob descriptions

Collaborate with healthcare professionals for holistic care

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Coordinate a care planning call with Dr. Singh, Nurse Patel, and Maria Torres' family next Tuesday at 10am,…
Coordinate a care planning call with Dr. Singh, Nurse Patel, and Maria Torres' family next Tuesday at 10am, share Maria's current care plan and meds list, record agreed interventions and assigned tasks in the client record within 24 hours.
The tools that do the workMicrosoft OutlookClient information databasejob descriptions

Address issues related to aging

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Assess John Baxter for aging-related needs today: mobility, cognition, ADL support, falls risk, and social…
Assess John Baxter for aging-related needs today: mobility, cognition, ADL support, falls risk, and social isolation; create a strengths-based aging plan with referrals to home care and local elder services and upload it to his client record by end of day.
The tools that do the workClient information databaseWikipedia

Treat emotional and mental disorders

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Run a diagnostic review for Aisha Rahman focusing on mood, anxiety, substance use, and safety; use…
Run a diagnostic review for Aisha Rahman focusing on mood, anxiety, substance use, and safety; use standardized screening scores to justify treatment recommendations, write a crisis plan and document consent and follow-up within 48 hours.
The tools that do the workClient information databaseWikipedia

Provide therapy

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Prepare and deliver three brief therapy sessions with Daniel Kim this month targeting coping skills and…
Prepare and deliver three brief therapy sessions with Daniel Kim this month targeting coping skills and behavior activation, record session notes, measurable goals, progress toward each goal, and next steps in his client record after every session.
The tools that do the workClient information databaseESCO

Provide client advocacy

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Advocate for Lena Ortiz by drafting a benefits appeal citing her medical records and recent assessment, send…
Advocate for Lena Ortiz by drafting a benefits appeal citing her medical records and recent assessment, send it to the benefits coordinator and copy her primary worker, request a decision within 15 working days, and attach proof of need to the client record.
The tools that do the workMicrosoft WordClient information databaseESCO

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.

The rest of the map

Same library, five ways in.

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