# Case Manager Resume Sample - ATS Example 2026

> Get a Case Manager resume (CV) sample with an ATS-friendly format, strong bullet points, role keywords, and job-specific guidance.

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Case Manager Resume Sample - ATS Example 2026

On this page, you can preview an ATS-friendly Case Manager resume template, see what to include in each section, review strong bullet examples and relevant keywords, avoid common mistakes, and create a job-specific resume that fits real case manager roles.

{
 "title": "How LiftmyCV Helps with Case Manager Resumes",
 "subtitle": "For a Case Manager resume, LiftmyCV helps create job-specific resumes, generate resumes per application, and match your resume to relevant roles without rebuilding each application from scratch.",
 "cards": [
 {
 "icon": "FileText",
 "title": "Create Job-Specific Resumes",
 "desc": "Paste a job description and create a job-specific resume in under a minute for less than $1.",
 "href": "https://www.liftmycv.com/ai-resume-generator/"
 },
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 "icon": "Bot",
 "title": "Generate Per-Job Resumes During Auto-Apply",
 "desc": "During auto-apply sessions, LiftmyCV can generate a per-job resume for each role, helping your application stay aligned with the job description.",
 "href": "https://www.liftmycv.com/ai-auto-apply/"
 },
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 "icon": "Search",
 "title": "Match Your Resume to Relevant Openings",
 "desc": "LiftmyCV uses AI to match your resume with relevant jobs, autofill application forms, and submit applications automatically.",
 "href": "https://www.liftmycv.com/ai-job-matching/"
 }
 ]
}

{
 "title": "Why This Case Manager Template Works",
 "intro": "A case manager resume needs to show organized client support, documentation accuracy, service coordination, and follow-through across care plans or community resources. This structure keeps the page readable for ATS systems while giving recruiters a clear path through credentials, caseload experience, assessment skills, referrals, compliance notes, and client outcomes.",
 "items": [
 {
 "title": "Readable ATS Formatting",
 "text": "The layout uses standard resume sections, simple headings, and plain text formatting so case management details are not buried in columns, icons, or graphics. Contact details, licensure, certifications, work history, and education stay easy to identify without implying that any system will parse every resume perfectly."
 },
 {
 "title": "Clear Casework Hierarchy",
 "text": "Case manager resumes can become crowded with assessments, care plans, referrals, crisis response, documentation, and client advocacy. A clear hierarchy separates the summary, skills, certifications, and experience so a reviewer can quickly see service population, caseload scope, and the type of support provided."
 },
 {
 "title": "Natural Keyword Placement",
 "text": "The structure gives case management keywords a logical place instead of forcing them into every sentence. Terms such as intake assessment, care coordination, discharge planning, client advocacy, case notes, crisis intervention, community resources, Medicaid, HIPAA, and treatment plans can appear in skills and experience where they match actual work."
 },
 {
 "title": "Measurable Client Outcomes",
 "text": "Experience bullets are shaped to connect daily casework with outcomes, not just task lists. Useful measures may include caseload size, successful referrals, completed assessments, reduced missed appointments, timely documentation, benefits approvals, housing placements, service plan updates, or coordination with clinicians, schools, courts, shelters, and social service agencies."
 }
 ]
}

{
 "title": "What to Include in This Resume",
 "intro": "A Case Manager resume should connect client assessment, care planning, service coordination, documentation, and outcome tracking in a clear section-by-section format. Use concrete caseload details, referral networks, compliance knowledge, EHR or case management systems, and measurable improvements in care access, follow-up, or service plan completion.",
 "columns": [
 "Section",
 "What to write",
 "What to avoid",
 "Example"
 ],
 "rows": [
 {
 "section": "Professional Summary",
 "what_to_write": "Summarize your case management setting, caseload scope, assessment strengths, care planning experience, documentation habits, and one measurable outcome tied to client services or care coordination.",
 "what_to_avoid": "Avoid vague empathy statements, unsupported claims about advocacy, or summaries that omit caseload type, population, and documentation scope.",
 "example": "Case Manager with 5+ years of experience in community health, behavioral health referrals, individualized service plans, and client advocacy. Improved service plan completion by 28 percent through structured intake assessments, EHR documentation, and coordinated follow-up with providers and social service agencies."
 },
 {
 "section": "Areas of Expertise",
 "what_to_write": "List case management capabilities that match the role, including assessment, care coordination, crisis response, benefits navigation, discharge planning, and compliance documentation.",
 "what_to_avoid": "Avoid broad soft skills alone, duplicate phrases from other sections, or unrelated administrative skills without case management context.",
 "example": "Client Needs Assessment, Individualized Service Planning, Care Coordination, Crisis Intervention, Resource Navigation, Discharge Planning, Benefits Assistance, Motivational Interviewing, HIPAA Compliance, Progress Note Documentation"
 },
 {
 "section": "Technical Proficiencies",
 "what_to_write": "Include case management platforms, EHR or EMR systems, documentation methods, reporting tools, scheduling systems, and productivity software used for client tracking.",
 "what_to_avoid": "Avoid listing tools you cannot discuss, outdated office software only, or clinical systems unrelated to your actual case management setting.",
 "example": "Epic, Cerner, Salesforce Health Cloud, HMIS, Microsoft Excel, Microsoft Teams, SharePoint, CareLogic, EHR Documentation, Telehealth Coordination"
 },
 {
 "section": "Professional Experience",
 "what_to_write": "Use bullets with caseload size, client population, assessments completed, referrals coordinated, documentation standards, interdisciplinary collaboration, and outcomes such as reduced missed appointments or faster service access.",
 "what_to_avoid": "Avoid task lists like helped clients and made referrals without scope, process, documentation method, or measurable service outcome.",
 "example": "Case Manager, Harbor Path Community Services. Managed a caseload of 48 adults receiving housing, behavioral health, and benefits support, increasing completed service plans by 31 percent within nine months. Coordinated referrals through HMIS and EHR documentation, reducing missed intake appointments by 22 percent through reminder workflows and provider follow-up."
 },
 {
 "section": "Earlier Roles",
 "what_to_write": "Include earlier human services, healthcare, behavioral health, intake, patient navigation, or social services roles that show progression toward case management work.",
 "what_to_avoid": "Avoid describing unrelated early jobs in detail or repeating responsibilities already covered in your current case manager experience.",
 "example": "Client Services Coordinator, Northbridge Family Support Center, 2018 to 2020"
 },
 {
 "section": "Education",
 "what_to_write": "List degrees in social work, psychology, human services, nursing, public health, criminal justice, or related fields with relevant coursework when early career.",
 "what_to_avoid": "Avoid adding unrelated coursework, incomplete details, or education entries that crowd out stronger case management experience.",
 "example": "Bachelor of Social Work, Western Lakes University, 2018. Coursework in Human Behavior, Community Resources, Crisis Intervention, and Social Welfare Policy"
 },
 {
 "section": "Certifications",
 "what_to_write": "Add case management, behavioral health, social work, care coordination, crisis intervention, or compliance credentials that support your target setting.",
 "what_to_avoid": "Avoid expired credentials, informal trainings without clear names, or certifications unrelated to client assessment, safety, documentation, or care coordination.",
 "example": "Certified Case Manager, Mental Health First Aid, Motivational Interviewing Training, CPR and First Aid"
 }
 ],
 "quick_tip": "Anchor each section in caseload scope, client population, documentation quality, referral coordination, and measurable service outcomes."
}

{
 "title": "Case Manager Resume Example Bullets",
 "intro": "Weak case manager bullets usually list daily tasks. Strong bullets show the client population, assessment method, service plan, documentation workflow, and measurable case outcomes.",
 "columns": [
 "Bullet",
 "Strong bullet",
 "Weak bullet"
 ],
 "rows": [
 {
 "section": "Client Assessments",
 "strong_bullet": "Completed intake assessments for 35 to 45 active clients using biopsychosocial screening tools, identifying housing, behavioral health, and benefits needs to build individualized service plans.",
 "weak_bullet": "Completed assessments for clients."
 },
 {
 "section": "Care Coordination",
 "strong_bullet": "Coordinated referrals with shelters, Medicaid offices, behavioral health providers, and food assistance programs, reducing unresolved service gaps across a caseload of 60 clients.",
 "weak_bullet": "Referred clients to community resources."
 },
 {
 "section": "Case Documentation",
 "strong_bullet": "Maintained case notes, service plans, and eligibility records in the agency case management system, improving audit readiness by closing overdue documentation within required timelines.",
 "weak_bullet": "Kept client records updated."
 },
 {
 "section": "Crisis Response",
 "strong_bullet": "De-escalated client crises involving housing loss, domestic safety concerns, and mental health symptoms, using safety planning protocols and warm handoffs to clinical or emergency partners.",
 "weak_bullet": "Helped clients during crisis situations."
 },
 {
 "section": "Benefit Navigation",
 "strong_bullet": "Guided clients through SNAP, Medicaid, SSI, and housing voucher paperwork, tracking application status and resolving missing documentation issues before submission deadlines.",
 "weak_bullet": "Helped clients apply for benefits."
 }
 ]
}

{
 "title": "Case Manager Keywords Recruiters Often Look For",
 "intro": "Use these case manager keywords naturally across your summary, skills, experience bullets, and case documentation examples.",
 "items": [
 "Case Management",
 "Care Coordination",
 "Client Assessment",
 "Service Planning",
 "Crisis Intervention",
 "Resource Referrals",
 "Discharge Planning",
 "EHR Documentation",
 "HIPAA Compliance",
 "Medicaid",
 "Utilization Review",
 "Motivational Interviewing",
 "Community Outreach",
 "Care Plans"
 ]
}

Case Manager Resume Formatting Rules

Use this section to catch formatting and content problems before your Case Manager resume reaches a recruiter or ATS. Watch for vague wording, missing case outcomes, generic skill lists, tiny fonts, unclear formatting, and unreadable structure that can weaken your experience in assessments, care coordination, documentation, and client advocacy.

- use a clean, ATS-friendly layout
- keep the resume to one page when possible, two pages only when justified
- use readable 10.5 to 12 pt body text
- stick to standard fonts like Arial, Calibri, or Times New Roman
- use clear section headings and a simple reading order
- keep contact details in the main body of the resume
- show measurable case management impact with numbers and outcomes
- name the case management tools and platforms you actually used
- tailor keywords naturally to the target Case Manager role
- save the file as a simple .pdf or .docx

- do not use photos or profile pictures
- do not use fancy or decorative fonts
- do not add tables, columns, text boxes, icons, or graphics
- do not place important details in headers or footers
- do not turn the resume into a dense wall of text
- do not write vague claims without metrics or context
- do not list every case management tool or platform you have ever touched
- do not stuff keywords unnaturally
- do not let the resume run past two pages for this template
- do not use design-heavy layouts that are harder for ATS to parse

## Resume sample

Maya Henderson

Case Manager

Columbus, OH • maya.henderson@liftmycv.com • linkedin.com/in/mayahenderson

## Professional Summary

Case Manager with 7 years of experience coordinating care plans, benefits navigation, crisis intervention, community referrals, and service documentation for adults and families facing housing instability, behavioral health needs, chronic illness, and social service barriers. Skilled in client assessment, care coordination, individualized service plans, Medicaid and SNAP documentation support, discharge planning, and interdisciplinary collaboration. Known for maintaining accurate case records, managing high-volume caseloads, and connecting clients to practical resources while meeting compliance and confidentiality requirements.

## Areas of Expertise

 Case Management • Client Needs Assessment • Individualized Service Plans • Care Coordination • Crisis Intervention • Motivational Interviewing • Social Determinants of Health • Medicaid and Benefits Navigation • Housing Referrals • Behavioral Health Support • Discharge Planning • Community Resource Coordination • Client Advocacy • Progress Notes • HIPAA Compliance • Risk Screening • Trauma-Informed Care • Family Support Services • Program Reporting • Interdisciplinary Team Collaboration

## Technical Proficiencies

 HMIS • Epic • Salesforce Nonprofit Cloud • Apricot by Bonterra • Microsoft Excel • Microsoft Teams • SharePoint • DocuSign • State Benefits Portals • EHR Documentation • Telehealth Platforms • Case Note Auditing • Referral Tracking Systems

## Professional Experience

 Community Pathways Health Services — Columbus, OH | March 2022 – Present

Senior Case Manager

Manage a caseload of adults with complex medical, behavioral health, housing, and benefits needs for a community-based health and social services program. Coordinate care plans with clinicians, housing partners, benefits specialists, and family supports.

- Manage an active caseload of 55 to 65 clients, completing intake assessments, risk screenings, individualized service plans, monthly follow-ups, and closed-loop referrals in accordance with program documentation standards.
- Improved on-time care plan updates from 82% to 96% by creating a weekly review tracker for reassessments, service plan goals, referral status, and required case note follow-up.
- Coordinated more than 300 community referrals annually for housing assistance, food access, transportation, primary care, behavioral health counseling, medication support, and public benefits.
- Reduced missed appointment barriers by 24% across assigned clients by arranging transportation, reminder calls, telehealth options, and warm handoffs with provider offices.
- Partner with nurses, social workers, probation officers, shelter staff, and behavioral health clinicians to address safety concerns, discharge needs, medication access, and crisis stabilization plans.
- Audit case notes for 6 peer case managers each month, identifying missing consent forms, incomplete referral outcomes, and service plan gaps before supervisor review.
- Prepare monthly program reports using Excel and HMIS data, including referral volume, service completion status, client engagement, housing outcomes, and unresolved barriers.

Franklin Family Resource Center — Columbus, OH | June 2019 – February 2022

Case Manager

Provided family-centered case management for households experiencing housing instability, unemployment, food insecurity, childcare barriers, and benefits interruptions. Supported intake, eligibility documentation, service planning, referrals, and follow-up.

- Served 40 to 50 families at a time, completing strengths-based assessments, service plans, goal reviews, and progress documentation for housing, employment, benefits, and child welfare support needs.
- Helped 115 households secure or maintain stable housing through landlord coordination, emergency rental assistance referrals, documentation collection, and follow-up with partner agencies.
- Increased completed benefits applications by 31% by building a document checklist for SNAP, Medicaid, TANF, childcare assistance, and utility assistance submissions.
- Used motivational interviewing and trauma-informed communication during intake and follow-up meetings to identify barriers related to transportation, domestic violence, mental health, and employment readiness.
- Maintained case records in Apricot and HMIS, including consent forms, eligibility notes, referral confirmations, contact attempts, and case closure summaries.
- Facilitated weekly resource navigation sessions for up to 12 clients, covering public benefits, tenant rights resources, food pantry access, childcare referrals, and local employment programs.
- Collaborated with school social workers, shelter coordinators, legal aid clinics, and workforce partners to coordinate services for families with urgent needs.

Northside Behavioral Health Collaborative — Westerville, OH | August 2017 – May 2019

Behavioral Health Case Coordinator

Supported case coordination and documentation for adults receiving outpatient behavioral health services. Assisted licensed clinicians with referrals, appointment coordination, client outreach, and service plan follow-up.

- Coordinated follow-up for 35 to 45 clients receiving outpatient counseling, psychiatric medication management, substance use referrals, and community support services.
- Completed daily outreach calls, appointment reminders, referral status checks, and transportation coordination, helping reduce no-show patterns among assigned clients by 18%.
- Documented client contacts, care coordination updates, safety concerns, and referral outcomes in the EHR within required timelines.
- Assisted clinicians with discharge planning by confirming community supports, medication access, follow-up appointments, and crisis hotline information before case closure.
- Maintained referral lists for food assistance, detox programs, domestic violence support, peer recovery services, shelters, and primary care clinics.

## Earlier Roles

**Client Services Assistant**, Helping Hands Outreach — Columbus, OH | May 2016 – July 2017. Supported intake paperwork, appointment scheduling, food pantry registration, client file updates, and front-desk resource referrals for a nonprofit social services agency.

## Education

**Bachelor of Social Work**
Ohio Dominican University — Columbus, OH

## Certifications

**Certified Case Manager (CCM)**, Commission for Case Manager Certification
**Mental Health First Aid**, National Council for Mental Wellbeing
**Trauma-Informed Care Training**, Ohio Department of Mental Health and Addiction Services

## Example jobs

- **Registered Nurse Case Manager — Ennoble Care — Cumberland County, NJ**: Ennoble Care is seeking a full-time Registered Nurse Case Manager to support our hospice patients in Cumberland County, NJ. This role involves skilled nursing assessments and care planning, with a focus on maximizing comfort for patients and their caregivers. Candidates should possess excellent assessment skills, problem-solving abilities, and a valid NJ nursing license. Full-time employees will enjoy comprehensive benefits, including medical coverage and paid time off. Join us in making a difference in the lives of patients and their families.
- **Registered Nurse Case Manager — Luminary Hospice — Mt Vernon, Ohio**: Luminary Hospice seeks a PRN Registered Nurse Case Manager to provide compassionate hospice care. This role involves comprehensive patient assessments, care planning, and coordination with families and healthcare professionals to ensure quality support for patients at the end of life. The ideal candidate will have nursing experience, particularly in community health, and will engage in ongoing professional development. This position requires a commitment to patient dignity and a collaborative approach within the interdisciplinary team.
- **Registered Nurse Case Manager — Sacred Heart Health Services — Yankton, SD**: Avera is seeking a Registered Nurse Case Manager for the Family Medicine Clinic. This role involves managing patient care and education, collaborating with clinical teams, and supporting care coordination. The position is full-time, Monday to Friday, and offers benefits such as student loan repayment support and PTO available from day one. Ideal candidates should possess a valid RN license and have experience in nursing and case management. The pay range is between $27.75 to $41.25 per hour, dependent on experience.

## FAQ

### What is the best format for a case manager resume?

Use a reverse-chronological format if you have case management, social services, healthcare, behavioral health, or nonprofit experience. Put a concise summary at the top, followed by core skills such as care coordination, intake assessment, crisis intervention, documentation, service planning, and referral management.

### How long should a case manager resume be?

Most case manager resumes should be one page if you have less than 10 years of experience. A two-page resume can work if you have extensive case loads, supervisory duties, program experience, clinical documentation, compliance work, or multiple related roles.

### Which skills should I include on a case manager resume?

Include skills that match real case management work, such as needs assessment, individualized service plans, client advocacy, discharge planning, community referrals, documentation, Medicaid or insurance coordination, crisis response, and interdisciplinary collaboration. If you use systems such as an EHR, HMIS, or case management database, list them by name when accurate.

### Do certifications matter on a case manager resume?

Certifications can help when they are relevant to the setting, such as CCM, ACM, CPR, first aid, mental health first aid, or state-required social service credentials. Place active certifications in a dedicated section with the credential name, issuing organization, and expiration date if applicable.

### Can I use the same case manager resume for every application?

A base resume is useful, but the final version should reflect the job posting’s setting and responsibilities. For example, a hospital case manager resume should emphasize discharge planning, utilization review, and care transitions, while a housing case manager resume should emphasize benefits navigation, community resources, and client stability plans.

### How do I write a case manager resume with limited experience?

Focus on internships, practicum hours, volunteer work, human services roles, customer-facing work, and any experience with documentation, de-escalation, referrals, confidentiality, or vulnerable populations. Use bullet points that describe the population served, the type of support provided, and the tools or records you used.

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