The Role of Case Managers in Virtual Mental Health Programs

Nowadays, finding the right mental health support is only a click away. However, there is usually an important figure working hard behind the scenes to make sure your care is seamless: the mental health case manager. 

Trying to find the right type of mental health support can be confusing, and that’s where case managers come in. With virtual mental health programs becoming more commonplace, these unsung heroes play a crucial role – guiding people through treatment, connecting them with resources, and ensuring they get the help they need. 

Traditionally, case managers worked face-to-face with patients, connecting them with therapists, doctors, or community support services. But now, with the rise of virtual mental health programs, case management in telehealth programs has come into play – providing remote support without losing the human connection. 

On this page, we’ll break down what a mental health case manager does, how it all works, the key responsibilities of virtual case managers, the benefits of having one, and how to request a case manager for yourself or a loved one seeking support. 

Case Managers in Virtual Mental Health Programs

What Does a Mental Health Case Manager Do?

A mental health case manager helps patients, like yourself, to connect to resources that can help them reach their mental health goals, whether that’s recovery from depression, anxiety, or other conditions. 

Mental health case managers are psychiatric professionals who will work with you to create a treatment plan targeted specifically to your needs.1 They do this by assessing your triggers, strengths, and needs. They then create a plan and coordinate services, providers, and resources to help you recover and grow. This may include care from: 

  • Psychiatrists
  • Psychologists
  • Therapists
  • Doctors
  • Social workers 

They also help to resolve any problems that may crop up, and keep on top of coordinating your support.2 

However, there’s an important clarification we need to make – they’re not therapists. They can help provide you with support and problem-solving, but they are not able to provide you with sessions and therapy in the way that a therapist can. Nevertheless, case managers offer a holistic and coordinated approach, including all-around support and guidance throughout your treatment.

What Is Virtual Case Management?

With the rise of telehealth programs, digital platforms, Intensive Outpatient Programs (IOPs), and Partial Hospitalization Programs (PHPs) for mental health, case management had to evolve and find virtual ways to provide services for their patients, too. 

Virtual case management for mental health is almost identical to the case management for those seeking help in person. The main difference is that virtual case management uses technology to deliver services remotely and coordinate resources and support for you through online platforms or telehealth services

Assessments can be conducted online, individualized care plans can be created through online platforms, and virtual check-ins can be carried out over video call or phone. They can also schedule sessions for you, and adjust treatment plans as necessary based on your feedback and progress. 

The case manager is the main coordinator for your care and a consistent point of contact for guidance. This can feel reassuring during treatment, especially when the process is virtual and you may feel isolated. It’s helpful to know there is always a friendly voice or face to turn to for support. They also manage the technical aspects of your care, such as making sure you have access to the necessary technology, and that you understand how to use the virtual platforms for things such as therapy sessions. If you are experiencing any issues accessing help, they can connect you with new resources and help you overcome problems. They want you to receive the best care possible, and for you to feel better. 

We mentioned earlier a few of the ways that support has become more digital, and you may be wondering about the role of case managers in PHPs and IOPs.

Role of Case Managers in IOPS

IOPs are structured psychological treatment programs that take place on an outpatient basis, meaning no need to stay in a hospital or be under constant supervision. They are considered intensive because there are usually at least 9 hours of treatment each week for adult patients. 

IOPs consist of a variety of treatments and support, including individual counseling, group therapy, psychiatric care, medication management, education about your condition and its management, and complementary therapies. They can be great for helping someone transition away from
in-patient therapy.3

Role of Case Managers in PHPs

PHPs offer a different type of structured outpatient program. They usually include at least 20 hours of daytime treatment each week where you’ll be under supervision, with daytime spent in care and nighttimes spent at home.3

As you can tell, the amount of coordination and planning for these programs is immense and requires a case manager to ensure that all parts of your personalized program will work to bring the greatest benefit to you. 

Mission Connection offers these intensive outpatient and partial hospitalization levels of care, allowing you to connect with your clinical team whenever, wherever, and however is most convenient for you. You can choose to have your treatment either in-person, virtually, or a combination of both. 

Our program offers virtual clients over 50 hours of weekly group sessions, with in-person group sessions also available. You also have weekly individual therapy, and when appropriate, medication management. 

Key Responsibilities of a Virtual Mental Health Case Manager

You now know what mental health case managers do, so let’s take a deeper look into four of their key responsibilities: assessment, care planning, implementation, and monitoring.4 

1. Assessment

The initial assessment stage is crucial for the entire treatment process. It’s how your case manager gets to really understand you: what your mental health care needs are, what your strengths are, and any resources or coping strategies you already have. They also consider areas such as your housing situation, any financial issues, trauma history, and anything else that might be relevant to your treatment and care.1 This thorough assessment is essential to be able to tailor the support services for your own unique needs. 

2. Planning

Creating a plan for your care and setting clear treatment goals are important for your recovery, along with deciding the steps and actions needed to achieve them. Your case manager will talk through everything with you, and potentially with your family or significant others in your life if you want them to be involved, to help work out what services will help you best. 

A case plan can then be made that shows the services required and coordination that the case manager needs to sort out ready for the next stage: implementation.
2 Mental health treatment planning with case managers ensures that all of the bases are covered and that your care should flow smoothly and uninterrupted.

3. Implementation

During the implementation phase, the case manager must set the planned care activities and tasks into motion. Services are arranged, and you are able to take the steps towards achieving your end goals of treatment. 

4. Monitoring

Even while you are having treatment, your case manager is still working with you. They will be checking in with you, your family, and any professionals involved to see how your treatment is going, and whether you are getting the expected results from it. By monitoring your progress your manager can then make any adjustments needed to make sure you are getting the best treatment and finding what works best for you, even if your personal circumstances change. 

Benefits of Virtual Mental Health Case Managers

Research has shown that case management in psychiatry can be effective and also reduce the need for patients to be admitted as inpatients.5,6 Now that you know how case managers support mental health clients, you can see there are many benefits to having one involved in your care. They can:7,8

  • Help you navigate a complex array of services
  • Coordinate your multiple treatment and support resources
  • Help you with any problems or barriers that block your road to recovery
  • Create a completely individualized treatment plan for you
  • Make modifications to your plan based on your progress in real-time
  • Provide support and intervention during times of crisis
  • Help you to become aware of and use your natural strengths to support yourself
  • Act on your behalf to make sure you have access to the best possible services and support to help you recover

How to Request a Mental Health Case Manager

If you think that a mental health case manager might be a good option for you, you can always ask your healthcare provider about working with one. Case managers can be found in many different places, including mental health offices, outpatient clinics, and mental health care service providers. Connecting with a case manager for mental health can be as straightforward as asking your mental healthcare provider “Can I speak with a case manager?”9  

At Mission Connection, we offer a comprehensive level of mental health care designed to fit seamlessly into your life, which is why we value our mental health case managers. They will work with you to create an individualized plan for your healing journey and help you navigate the road to recovery.
97% of our clients answered ‘yes’ when asked if their therapist and case manager listened to them and cared about their goals, with the same amount of people saying they would recommend our treatment programs to their family and friends.  

Reach Out to Mission Connection Today

If you are struggling with your mental health, and need someone to support you in getting the help you need, we are here to guide you.

We provide consistent, compassionate support tailored to your individual needs, and know that living with a mental health condition affects everyone differently. That’s why we provide a range of treatment options designed to empower you on your road to recovery. Some of our services include:

Your well-being is our top priority, and we will work with you to create a treatment plan that feels right for you, ensuring you are provided with support and guidance along the way. 

We know that the cost of mental health care can be a concern for some people. That’s why we offer a range of payment options, to make sure you can access the right treatment when you most need it.

Are you ready to begin your recovery? Contact us today to get started. Your well-being matters, and our friendly, professional team is here to provide you with the support you need and deserve. 

References

  1. Parker, B. K. (2023, December 19). What is a Mental Health Case Manager? Duties, Clinical Team & Licensing. MHA Online. 
  2. Aipc. (2023, February 6). An introduction to case management – counselling connection. Counselling Connection. https://www.counsellingconnection.com/index.php/2023/02/06/case-management/
  3. Geng, C. (2023, March 1). What to know about intensive outpatient programs (IOP) and their uses. MedicalNewsToday. https://www.medicalnewstoday.com/articles/intensive-outpatient-therapy
  4. Flarey, D. (2024, July 1). What is Case Management? Key Roles and Responsibilities in Healthcare. AIHCP. https://aihcp.net/2024/07/01/what-is-case-management-key-roles-and-responsibilities-in-healthcare/
  5. Rosen, A., & Teesson, M. (2001). Does Case Management Work? The Evidence and the Abuse of Evidence-Based Medicine. Australian & New Zealand Journal of Psychiatry, 35(6), 731–746. https://doi.org/10.1046/j.1440-1614.2001.00956.x
  6. Vanderplasschen, W., Wolf, J., Rapp, R. C., & Broekaert, E. (2007). Effectiveness of Different Models of Case Management for Substance-Abusing Populations. Journal of Psychoactive Drugs, 39(1), 81–95. https://doi.org/10.1080/02791072.2007.10399867
  7. Giardino, A. P., & De Jesus, O. (2023, August 14). Case management. StatPearls – NCBI Bookshelf. https://www.ncbi.nlm.nih.gov/books/NBK562214/
  8. Moran, M. (2025, February 19). Effective case management in Mental Health: A How-to guide. AIHCP. https://aihcp.net/2024/09/17/effective-case-management-in-mental-health-a-how-to-guide/
  9. CMSA. (n.d.). What is a Case Manager? https://cmsa.org/who-we-are/what-is-a-case-manager/