Lead Casework Specialist Infant-Toddler Home Visiting Program

Lead Casework Specialist

Infant-Toddler Home Visiting Program


Job Summary:

The Lead Casework Specialist provides in-home parent education and community linkage to families with children aged 0-5. The Lead Casework Specialist also assists the Program Director with additional administrative duties as assigned.



  1. Meet productivity level as defined by management.
  2. Complete documentation as required by Program Director and/or agency in timely manner.
  3. Meet goals for opening/closing cases as defined by milestones provided by Program Director.
  4. Provide support for the program through additional duties stated below.


Duties and Responsibilities:


Casework Specialist Duties

  • Provide parenting education via the First Five Orange County-approved Parents as Teachers (PAT) curriculum
  • Maintain caseload of up to 22 clients/families
  • Track family progress utilizing pre and post standardized PAT assessment tools
  • Respond immediately to newly assigned cases to ensure agency connection
  • Conduct initial needs assessments
  • Develop relationships with families that build upon strengths & enhance self-sufficiency
  • Provide in-home visits with a focus on parent education, problem solving, and case management
  • Follow TCM protocols as outlined by the agency TCM manual including:
    • Complete risk factor assessment for appropriate clients meeting Targeted Case Managed (TCM) criteria
    • Open and close TCM clients with Comprehensive Individualized Care Plans and Periodic Reviews
    • Provide clients with consultation, assessment, linkage, and referral to service providers and placement activities, with follow-ups to occur within 30 days from date of referral(s)
    • Ensure all TCM clients have at least one TCM encounter every calendar month
    • Attend all agency and county TCM and TCM Time Survey trainings
    • Complete monthly TCM Time Surveys
  • Coordinate with all agencies involved in cases
  • Comply with Mandated Reporter requirements
  • Provide ongoing observation for elements of abuse and neglect within assigned families
  • Maintain cases in accordance with First Five Orange County requirements
  • Attend all required meetings
  • Perform development screenings, home safety checks, oral health education, immunization screenings, and other activities required by the First Five Orange County
  • Participate in the seasonal events/programs benefitting clients

Supervisory and Management Duties

  • Provide mentorship to program staff around program milestones and client paperwork
  • Assist with program development and the development of new projects
  • Provide support, for the Program Director, including but not limited to:
    • Review and assign referrals
    • Assist with hiring new program staff
    • Facilitating shadowing opportunities for new program staff
    • Responsible for new employee training, especially regarding resources for clients and documentation
    • Co-facilitate case reviews and staff meetings

Secondary Duties:

  • Participate in weekly individual supervision and monthly case review
  • Maintain updated statistics monthly
  • Report weekly the number of home visits, direct service hours, travel time, and TCM encounters for the previous week
  • Participate in the planning of various agency and program events as needed
  • Assist in public education activities (speaking presentations to organizations and client outreach, etc.)


Position Qualifications:

  • Bachelor’s degree in Human Services or related field
  • Five years related experience required, seven years preferred
  • Bilingual English/Spanish or English/Vietnamese is required
  • Parents as Teachers (PAT) program certified
  • Access to reliable vehicle and current car insurance


To Apply:

Current interested staff members please submit completed Internal Job Application (attached) to Justina Ryan-Baldwin at [email protected]  by Wednesday, July 14th.


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