Case Manager

About the role

Overstory Health builds world-class patient-centric Partial Hospital & Intensive Outpatient (PHP & IOP) programs for those with high acuity mental health needs. Our mission is to provide more accessible and dignified behavioral health care for clients when they need care the most. With a clinical model validated by McLean Hospital, we deliver comprehensive psychiatric, therapeutic, and community reintegration services to our patients. Our teams provide high-quality, whole-person, evidence-based care, with the goal of patient stability, connection, and confidence from program admission to post-graduation. As a Case Manager at Overstory Health, you will be the essential connector-linking clients, families, external providers, and our internal care team to create a truly seamless care experience. You'll coordinate treatment updates, guide discharge planning, and maintain ongoing communication to ensure every stage of the client journey is supported with clarity and compassion. From securing aftercare referrals to orchestrating smooth post-program transitions, you'll help uphold the dignity, accessibility, and clinical excellence that define the Overstory model. This is a unique opportunity to join a mission-driven team at a pivotal moment in our clients' healing process. You'll bring structure to complexity, empathy to challenge, and a steady hand to change-ensuring every client feels supported and every partner stays informed.

Responsibilities

• Support Client Health Related Social Needs & Continuity of Care
• Assess and address Health-Related Social Needs (e.g., housing, food, transportation) and connect clients to resources throughout their care journey.
• Develop and execute individualized discharge plans for clients completing the program, ensuring compliance with regulatory standards.
• Identify, vet, and secure aftercare resources (e.g., outpatient therapy, psychiatry, case management, housing, educational supports).
• Follow up with clients and external providers to confirm seamless continuity of care.
• Accurately document all case management activities and communications in our EMR, Ritten.
• Manage Communication with Referral Sources
• Provide timely, high-quality treatment updates to referring providers, schools, and community agencies.
• Collaborate with clients and families to understand care preferences and ongoing needs.
• Maintain accurate referral records and ensure stakeholders have the documentation they need.
• Serve as a relationship manager for referral partners, reinforcing Overstory's reputation for collaborative, high-quality care.
• Collaborate Across Teams
• Attend and contribute to daily treatment team meetings, providing updates on client progress and care coordination
• Partner closely with therapists, admissions, and clinical outreach to ensure every client receives appropriate support
• Work with Clinical Outreach and Partnerships to better understand community resources and network capacity
• Uphold Quality Standards & Compliance
• Ensure all client interactions are documented accurately, completely, and on time.
• Monitor for underuse, overuse, or inefficient use of services, escalating concerns when necessary.
• Meet or exceed internal performance metrics for discharge timeliness, referral quality, and client/family satisfaction.

Requirements

• Bachelor's degree in health sciences, communications, psychology, social work, or related field
• Minimum of 2 years of relevant work experience (e.g., experience in healthcare, preferably in customer/patient-facing roles such as case management, discharge planning, referral relations, admissions, or outreach)
• Proficient with Google Workspace and healthcare technology platforms such as Ritten (or similar EMR systems).
• Strong interpersonal, relationship-building, and listening skills
• Metrics- and results-oriented mindset, with experience working against concrete targets
• Excellent written and verbal communication skills
• Extreme organization and attention to detail
• Ability to thrive in a fast-paced environment and learn quickly
• Current Basic Life Support (BLS) certification
• Experience working in a PHP, IOP, or other structured outpatient program
• Prior experience with discharge planning or referral coordination
• Awareness of community resources including behavioral health services, medical facilities, applying for government programs, etc.
• Bilingual in Spanish
• YOU'LL BE A GOOD FIT IF
• You thrive in fast-paced, collaborative environments and enjoy cross-functional teamwork
• You bring curiosity, humility, and empathy to every patient interaction
• You take ownership, work with integrity, and hold yourself to high standards.
• You care deeply about expanding access to quality mental health care.
• You're energized by being part of a mission-driven organization supporting communities in need.

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