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Case Manager Skills Checklist

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According to the Case Management Society of America (CMSA), case managers are important members of care coordination teams and case management is a collaborative process that includes assessment, coordination, planning, advocacy and facilitation. Case managers work with clients in human services agencies and are often assigned several clients. A case manger skills checklist reflects the idea that their job involves meeting client needs through an analytical process that requires planning and a goals-orientated approach.

Communication and Interpersonal Skills

Case managers need written and verbal communication skills and the ability to form relationships with clients, co-workers and colleagues. A skills checklist includes the ability to influence, interview and negotiate. Case managers need listening skills, presentation and public speaking skills and the ability to share information effectively to diverse groups. Case managers need writing skills to compose documents, reports and correspondence.

Critical-Thinking Skills

Case managers are skilled reading, analyzing and interpreting documents and publications. They evaluate information and situations in order to make independent decisions. They use information to develop plans and to identify critical issues. Case managers use critical thinking to understand instructions and policies.

Organization and Records Management Skills

Case managers use time-management skills to multitask, manage schedules and appointments and meet deadlines. They maintain easily accessible contact lists, reference materials and resource information. Case managers use organizations skills to manage all aspects of a client’s case, including tracking activity, updating records and monitoring outcomes. They manage files and documents, follow record-keeping requirements and maintain confidentiality.

Math Skills

Case managers use basic and advanced math skills to complete financial forms, develop reports and understand statistical data. They use math in daily work tasks, such as calculating financial eligibility for services or monitoring expenditures.

Computer and Technology Skills

Case managers need computer skills and the ability to use manager computer files, use databases, create spreadsheets and prepare presentations. Case managers use typing skills and operate office equipment. Case managers may use special equipment for presentations.


Gail Sessoms, a grant writer and nonprofit consultant, writes about nonprofit, small business and personal finance issues. She volunteers as a court-appointed child advocate, has a background in social services and writes about issues important to families. Sessoms holds a Bachelor of Arts degree in liberal studies.

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