Options Counselor (Social Worker)

Pyramid Home Health Services Unionville , MO 63565

Posted 2 months ago

The Options/Transition Counselor provides person-centered needs assessments, counseling, referrals, and follow up based on participant preferences and qualifications for long-term care support programs. This person will assist in the administration of Money Follows the Person programs by providing information, assistance, guidance and referrals to individuals and their families who have questions about short term and long term care options. They will screen potential program participants to determine their possible eligibility for assessment These services are performed under the direction and supervision of the program Administrator.

Key Accountabilities

Client Care:

Performs comprehensive needs assessments, including mental, physical, functional, cultural, financial, environmental, and life goals to determine appropriate referrals.

Develops preliminary action plan, long term support counseling, conducts information gathering and provides short-term follow-up based on participant preferences.

Provides the necessary support to individuals to identify caregiver support needs so that access to Medicaid benefits moves quickly through the application process.

Provides transitional counseling services upon qualification of a client into the Money Follows the Person program.

Makes home and community visits in Missouri, maintains accurate client records, maintains a thorough knowledge of long-term services and supports in the community.

Assists and provides periodic public education sessions, and participates in quality assurance activities.

Engages in interagency collaboration and education regarding long-term support counseling services.

  • Provides options counseling (short term case management) for older adults and adults living with a disability which includes: conducting person-centered needs assessments by telephone and in person; providing individualized referrals, customized action planning, and advocacy; short term follow-up with participants, family participants, and service providers.

  • Provides information, referral, and assistance to the public regarding the resources and services available to older adults, adults with disabilities and their families.

  • Gathers and analyzes data, maintains program statistical information and meets program periodic reporting requirements.

  • Fulfills a customer service role, ensuring that the participant experiences a welcoming atmosphere and participant satisfaction is achieved during transition home and over the next 12 months.

  • Uses interviewing techniques and active listening skills to build rapport with participants.

  • Assists in developing local resource materials and implements marketing strategies to educate public of long-term services and supports and options counseling services. Includes public speaking presentations to various community organizations.

  • Establishes cooperative and collaborative relationships with regional stakeholders in the aging and disability networks.

  • Maintains confidentiality of client information as required by State and Federal laws and regulations and professional practice standards.

Administrative Operations:

Review participant files and quality of services provided by support staff as it relates to maintaining a safe environment for the participant

Ensures documentation is complete in ASAP before approving the invoice to bill

Assists with participant chart audits routinely.

Review processes prior to participant cases submission for authorization by the agency.

Ensures participants budget, invoices and receipts are well managed

Other duties/projects as assigned.


  • Prepares accurate and timely reports as directed.

  • Monitors ASAP and follows up with any transitional cases/needs

  • Ensures all options and transitional activities are performed in accordance with standards.

  • Charged with establishing and communicating agency and personal goals and setting work priorities. Working knowledge of: issues and concerns facing older adults, adults living with a disability, and their families and caregivers; aging and disability networks and community resources available in the region; Federal and State laws/regulations applicable to entitlement programs;

  • Ability to: provide person-centered and person-directed philosophies of service delivery;

  • Work in a professional manner with diverse populations of older adults and people with disabilities including mental; physical; functional; cultural; financial; environmental; to determine appropriate referrals;

  • Effectively handle multiple tasks and priorities to meet deadlines; manage client files in accordance with established document management and retention rules;

  • Provide effective communication and public speaking, act as ambassador for PHHS; analyze problems and develop objective and obtainable solutions.

  • Requires superior communication and writing skills and the ability to compose a variety of complex documents, assessments and reports.

  • Requires the flexibility to work a varied schedule, depending upon the needs of assigned clients.

  • Proficient with Microsoft Office Suite.

  • Other duties/projects as assigned.


  • Exemplifies and provides leadership and guidance in promoting extremely high ethical standards within the entire organization.

  • Exemplifies leadership by arriving on time to meetings and to work as expected.

  • Cooperative and supportive to the overall goals and objectives of the corporation.

  • Serves as a leader, positive role model, mentor and resource for all staff.

  • Participates and encourages participation in state and national organizations, meetings, seminars, workshops, and activities relating to home health care in an effort to keep abreast of new developments and changes occurring within the industry.

  • Other duties/projects as assigned.

Marketing/Public Relations: Component Proportion 5%

  • Promotes and ensures high quality relations with the medical community, nursing facilities and other outside entities such as government regulatory agencies, suppliers, competitors, customers, payors and the community at large.

  • Ensures the accuracy of public information materials and activities.

  • Actively participates in or directs public education and awareness programs relating to Home Health Care.

  • Schedules home or facility visits as necessary to meet with participants and/or family participants regarding transitional care

  • Other duties/projects as assigned.

Education, Previous Work Experience, Skills/Abilities and General Requirements for position


  • A bachelor degree from an accredited program of social work education or a related human service degree from an accredited school; or

  • An associate degree from an accredited program of social work education or a related human service degree from an accredited school and two or more years of previous experience providing case management or transition coordination services to the elderly or disabled individuals;

  • or Four or more years of previous experience providing case management or transition coordination services to the elderly or disabled individuals.


  • Have the ability to motivate others in a positive manner.

  • Have good verbal and written communication skills.

  • Possess well-developed interpersonal skills.

  • Have the ability to organize work and schedule effectively.
    5.Be willing and able to foster the team and continuous quality improvement concepts.
    6.Have the ability to operate office equipment such as typewriters, adding machines, fax machines, phone

systems, printers and copiers.
7.Have a good knowledge of computers and the ability to learn new computer applications and programs

8.Be willing and able to foster the TEAM philosophy and continuous quality improvement applications.
9.Oversee productivity and efficiency.


Proficient with MS Office Suite. Knowledge of the principles and methods of person-centered relationship, focused option counseling including availability and use of community resources. Ability to exercise good judgment in evaluating situations, and conducting person centered planning and decision-making. Ability to write case notes, and related reports, summarize data and make recommendations based on findings to achieve work objectives. Ability to establish and maintain effective working relationships with other social agencies, institution officials, the public and clients. Good interpersonal skills, openness and flexibility in working with diverse groups, and enthusiasm for working collaboratively. Knowledge of physical, cognitive, social and psychological aspects of aging and disability. Travel is required for this position.
1.Must have satisfactory references from previous employers.
2.Must be able to pass a criminal history check.
3.Must be able to pass a random drug test.
4.Must have a dependable vehicle, a valid drivers license and maintain valid vehicular insurance.

Risk Exposure (blood borne pathogens, etc.): High Risk

Physical Requirements:

  • Ability to participate in physical activity.

  • Ability to do extensive bending, lifting and standing on a regular basis.

  • Ability to work for extended period of time while standing and being involved in physical activity.

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Options Counselor (Social Worker)

Pyramid Home Health Services