Referral and Patient Care Manager

Manager, Referral and Patient Care Management

Department: Clinical Operations / Utilization Management

Reports To: 

FLSA Status: Exempt

Position Summary

The Manager, Referral and Case Management/Utilization Review is responsible for leading the day-to-day operations of the referral processing and case management/utilization review team. This role ensures timely, clinically appropriate, and compliant decisions on referrals, prior authorizations, and ongoing case management activities. The Manager oversees staff performance, applies evidence-based clinical criteria (including Milliman Care Guidelines/MCG), and works cross-functionally to support appropriate utilization of healthcare resources, regulatory compliance, and quality outcomes.

Key Responsibilities

Team Leadership & Operations

• Supervise, train, and mentor referral coordinators, case managers, and utilization review staff.

• Manage daily workflow, staffing, and productivity to meet turnaround-time and service-level standards of referral and case management team.

• Conduct performance evaluations, provide coaching, and manage disciplinary actions as needed.

• Develop and maintain department policies, procedures, and workflows.

Clinical Utilization Management

• Apply and oversee the appropriate use of Milliman Care Guidelines (MCG) and other evidence-based criteria (e.g., InterQual) in reviewing referrals, authorizations, and continued stay/case management decisions.

• Ensure medical necessity determinations are clinically sound, well-documented, and consistent with regulatory and accreditation standards (NCQA, URAC, CMS, state requirements).

• Serve as a clinical resource for escalated or complex cases, peer-to-peer reviews, and appeals.

• Identify utilization trends, over/under-utilization patterns, and opportunities for care coordination improvement.

Case Management Oversight

• Oversee case management activities to ensure appropriate transitions of care, discharge planning, and coordination of services.

• Monitor caseloads and case complexity to ensure appropriate staff assignment and follow-up.

• Partner with providers, facilities, and interdisciplinary teams to support member care plans.

Compliance & Quality

• Ensure department practices comply with applicable federal/state regulations, payer contracts, and accreditation requirements.

• Participate in audits, quality reviews, and reporting related to utilization and case management metrics.

• Support denial/appeal processes, ensuring appropriate clinical rationale and documentation.

Cross-Functional Collaboration

• Coordinate with medical directors, network/provider relations, quality, and claims teams on referral and utilization issues.

• Report on team performance, utilization trends, and outcomes to leadership.

Required Qualifications

• Active, unrestricted clinical license required: RN (Registered Nurse) strongly preferred; other clinical licensure (e.g., LPN with case management experience, LCSW) may be considered depending on organizational scope.

• Minimum 3–5 years of experience in utilization review, case management, or referral management within a managed care, health plan, or clinical setting.

• Minimum 1–2 years of supervisory or team lead experience.

• Demonstrated working knowledge and hands-on experience applying Milliman Care Guidelines (MCG) or equivalent nationally recognized utilization criteria (e.g., InterQual).

• Strong understanding of medical necessity review, prior authorization, concurrent review, and discharge planning processes.

• Familiarity with regulatory/accreditation standards (CMS, NCQA, URAC, state Medicaid/Medicare requirements) as applicable.

Preferred Qualifications

• Certified Case Manager (CCM) or similar certification.

• Bachelor's degree in Nursing, Health Administration, or related field (BSN preferred if RN).

• Experience with managed care organizations, health plans, or third-party administrators.

• Experience with utilization management software/platforms and referral management systems.

Skills & Competencies

• Strong clinical judgment and decision-making under regulatory/timeliness pressure.

• Leadership and team management skills, including performance management and coaching.

• Excellent written and verbal communication for peer-to-peer discussions, appeals, and interdisciplinary collaboration.

• Analytical skills to interpret utilization data and identify trends.

• Proficiency with case management/utilization review platforms and standard office software.

• Ability to manage competing priorities in a fast-paced clinical operations environment.

Working Conditions

• Primarily office-based or remote, depending on organizational policy.

• May require occasional availability for urgent clinical reviews outside standard hours.