Clinical Coordinator / Case Manager
About the job
- Proven working experience in case management, mental health care management, or a related job experience.
- Excellent knowledge of case management principles, management, and reimbursement.
- Previous experience with psychological aspects of care.
- Effective communication skills.
- Excellent organizational and time management skills.
- Familiarity with emerging professional and technical knowledge.
- Problem-solving skills and the ability to multitask.
- Compassion and teamwork skills.
- Knowledge of Current Procedural Terminology codes and International Classification of Diseases, 10th Revision codes.
- A minimum of three years of Clinical Coordinator experience.
- Three years of case management experience is required.
- Admit new clients by reviewing records and applications and conducting orientations.
- Communicate daily tracking of hospital and nursing home admissions and discharges for statistical and cost management purposes.
- Determine client requirements through intake interviews and determine the need for therapeutic medical, psychosocial, and psychiatric evaluations.
- Review therapist evaluations, treatment objectives, and plans.
- Establish treatment programs by setting schedules and routines, coordinating services, and arranging resources including transportation and escorts.
- Monitor cases by verifying client attendance, observing and evaluating treatments and responses, advocating for needed services and entitlements, obtaining additional resources, and intervening during crises by providing personal support.
- Maintain client records by reviewing case notes and logging events and progress.
- Communicate with company managers about members discharged from inpatient facilities to ensure appropriate medical-care follow-up.
- Obtain weekly updates on all nursing home patients.
- Communicate potential catastrophic and stop-loss patients.
- Identify patients related to possible subrogation and cost allocations.
- Coordinate patient transfers as instructed by the Medical Director or primary care provider.
- Arrange direct admissions to hospitals and placements in nursing homes.
- Assist the primary care provider in placing patients at skilled nursing facilities.
- Monitor length of stay for hospital and nursing home patients and make necessary discharge arrangements.
- Communicate client progress through weekly interdisciplinary meetings and evaluations, disseminate results and obstacles to the therapeutic team and family, and identify treatment influences.
- Improve staff competence by providing educational resources, balancing work requirements with learning opportunities, and evaluating how learning affects treatment results.
- Improve treatment results by studying, evaluating, and redesigning processes, implementing changes, and rewriting policies and procedures.
- Improve financial status by analyzing results, monitoring variances, identifying trends, and recommending actions to management.
- Bilingual ability is preferred.
- Knowledge of InterQual or Milliman Care Guidelines is preferred.
About the company
Palm Medical Centers provides primary care services for seniors 65+ who have Medicare Advantage plans, across many locations in Central and South Florida. Its approach combines accessible doctors, care coaches, and trained staff to build personal relationships with patients, enabling customized health plans aimed at improving overall well-being. Unlike many clinics, it emphasizes a consistent, friendly “Palm Medical Experience” grounded in compassionate, community-focused care. The company’s goal is to help seniors stay healthier and happier by delivering tailored, easy-to-access primary care with genuine kindness.
Company Size
51-200
Company Stage
N/A
Total Funding
N/A
Headquarters
Miami, Florida
Founded
2013
Get referred to Palm Medical Centers
See people who can refer or advise you
Simplify's Take
What believers are saying
- Palm added Azle clinics March 1, 2026, widening North Texas reach to nine.
- Palm opened Dade City, Spring Hill, Sanford, and Oviedo clinics during 2025-2026.
- Cristo Rey Miami partnership and hiring show active recruiting and community-based growth.
What critics are saying
- Rapid Texas and Florida expansion strains integration, staffing, and clinic consistency in 2026.
- Medicare Advantage dependence exposes Palm to payer repricing during 2027 contract renewals.
- A major payer exit or quality penalty could crush margins and force a sale.
What makes Palm Medical Centers unique
- Palm serves Medicare Advantage seniors with value-based primary care across 44 locations.
- MBF ownership funds rapid tuck-in acquisitions and de novo clinic launches.
- Brandon Zeman’s growth leadership links clinic M&A, partnerships, and market expansion.
Help us improve and share your feedback! Did you find this helpful?
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Employee Assistance Program
Flexible Spending Account
Health Savings Account/Flexible Spending Account
Paid Time Off
Paid Holidays
401(k) Retirement Plan
Relocation Assistance
Company News
FORT WORTH, Texas--(BUSINESS WIRE)--Palm Primary Care Texas (“Palm”), part of the MBF Healthcare Partners II, L.P. (“MBF”) portfolio and Florida-based Palm Medical Centers, has acquired the assets of two primary care practices located in Dallas and Duncanville, from Texas Health Physicians Group. While the transaction has closed, the full transition of staff and clinics to the Palm name will occur over the next several months. With this acquisition, Palm has now opened or acquired six primary care clinics in Tarrant and Dallas counties since June 2023. The strategic expansion is a key part of having a meaningful impact on the health of Medicare beneficiaries throughout North Texas by 2025. The first clinic, located at 3920 W Wheatland Rd Ste 152 in south Dallas, is led by Bane Smith, MD and Eliazar Garcia Alvarez, MD, both of whom have served at the clinic for over 20 years
Palm Medical Centers is pleased to announce its acquisition of Amana Medical Center P.A., a primary care practice located in Oviedo, FL
Located at 2698 S. Orlando Drive, this new facility is the third location Palm has opened this year in the Orlando market as part of their commitment to increasing access to exceptional primary care services for the senior and Medicare Advantage patients in the area.
Through the acquisition, Texas Family Medicine, located at 6100 Harris Pkwy, and Fort Worth Primary Care, located at 800 8th Avenue Suite 626, will switch to the Palm Primary Care Texas brand.
Palm Medical Centers is proud to be a participating facility in the National