Guardianship Case Worker

Commonwealth Catholic Charities
Richmond, VA

Description About CCC: Since 1923, Commonwealth Catholic Charities (CCC)has provided life-changing human services to vulnerable individuals and families throughout the Commonwealth of Virginia. CCC offers quality and compassionate human services to all people, especially the most vulnerable, regardless of faith. We are passionate about the work we do in our communities, providing 31 critical services at 11 locations throughout Virginia. Guardianship Services What we do? In general, we provide guardianship services to assist incapacitated adults with making informed decisions for personal, medical, and financial matters. Case Worker Job Summary: This position is responsible for maintaining program expenditures within program budget guidelines and creating and maintaining electronic accounts tracking system. Take a look at what we do. Here are links to two short videos with additional information about the Virginia Public Guardian & Conservator Program: ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 20-25 hours a week Prepares and maintains client charts. Keeps chart documentation in compliance and up-to-date according to program and state requirements. Performs chart audits as requested. Collects client's medical records, personal documents (i.e. mail, etc.), and other pertinent documents for client's file and case monitoring. Maintains client's monthly financial situation by monitoring income funds, paying bills and making purchases on behalf of the client. Monitor's client's well being and on-going care by visiting clients monthly to assure that the appropriate level of care is being provided. Attends doctor's appointments and provides consent for medical procedures and other matters as needed. Participates in annual Treatment Team Meeting to review client's care and service plan and make necessary adjustments and/or arrangements. Participates in court hearings and proceedings to qualify as a guardian for the client and attends any review hearings. Prepares quarterly and annual reports to appropriate agency partners and monthly reports to the Agency. Completes all other required reporting in a timely manner. Files annual reports for follow-up required by the courts. Plans and coordinates training sessions for staff on Guardianship services, ethics, the needs of the elderly and disabled, and the special needs of those with mental health and/or intellectual disabilities. Also, provides community education as needed or requested. Conduct annual client review meetings for the multi-disciplinary panel members to monitor active cases. Attends appropriate meetings and trainings as required to update and expand knowledge of guardianship laws and regulations. Establishes and maintains strong collaborative relationships with local circuit courts, Community Service Boards, hospitals, the Commissioner of Accounts, and other agencies by attending meetings, and providing reports and information concerning level of care for the client. Communicates with professionals in Human Services field regarding referrals received and annual review of all clients. Assists with the marketing of the program to the community requiring public speaking presentations. Responsible for maintaining individual program expenditures within program budget guidelines. Respects client confidentiality in handling client personal information and medical records. Performs routine day/evening travel to visit clients/other duties and overnight travel to attend statewide guardianship training annually. Participates in PQI committee and collects program data for agency and/or external partners' reports. Provides on-call program coverage, including 24 hr on-call. Represents the Agency in the community and workplace in a professional and ethical manner. Demonstrates sensitivity to the service population's cultural and socioeconomic characteristics. Demonstrates strong interpersonal, decision-making, problem-solving, oral, and written skills. Utilizes a basic knowledge of Microsoft Office applications. Qualifications EDUCATION and/or EXPERIENCE: Bachelor's Degree with two years of related experience. Must have a valid Drivers license min 3 years DIRECT REPORTS: None REQUIRED Apply Online At:

Posted 2026-01-30

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