
More About Me
Alice Tran is a dedicated case manager with over seven years of experience in the field. With over 14,000 hours logged, Alice has extensive experience in writing up healthcare plans for seniors, monitoring their health progress in concert with family members and their doctors, and providing other basic care management services. Her commitment to her clients is unwavering, and she is passionate about helping seniors live their best lives.
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PERSONAL SUMMARY
Dedicated case management professional with extensive experience in care management and program supervision. Proven ability to oversee and improve the performance of care management programs, mentor staff, and advocate for clients with complex healthcare needs. Adept at implementing data-driven approaches to enhance program effectiveness and client outcomes.
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PROFESSIONAL EXPERIENCE
Sourcewise, San Jose, CA
ECM Lead Case Manager, August 2022- January 2025
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Oversee daily operations of the Enhanced Care Management (ECM) program, including staffing, scheduling, and service coordination.
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Use data-driven strategies to monitor and enhance ECM program performance, identifying areas for improvement and implementing necessary changes.
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Provide mentorship, training, and performance evaluations for ECM Case Managers and Community Outreach Workers to ensure high-quality client outcomes.
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Manage new client intake processes and maintain efficient communication with referral sources.
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Foster relationships with community partners and stakeholders, promoting ECM services and advocating for clients with complex healthcare needs.
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Ensure quality assurance through continuous review of electronic records and client charts.
Intensive Case Manager, Care Manager Aide March 2020 - February 2022
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Managed a caseload of over 35 clients, providing comprehensive case management services.
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Presented and advocated for ECM program services to public agencies.
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Developed and revised care plans to meet clients' goals.
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Acted as a liaison between ECM and MSSP staff, Director of Care Management, and Finance Department to resolve issues.
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Contributed to staff meetings, team activities, and training sessions.
Full time Care Manager January 2019 – March 2020
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Managed a small initial caseload that increased to 51 clients.
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Performed duties and provided coverage during short-staff periods.
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Completed initial enrollments, monthly, quarterly, and annual assessments.
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Conducted annual assessments and client reassessments in a timely manner.
Temporary Case Manager February 2018 – January 2019
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Managed a caseload of over 25 clients and created person-centered care plans.
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Completed initial assessments for new members with MSSP nurse staff.
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Met with clients in their homes quarterly, annually, and as needed to assist with care plan goals.
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Specialized in working with seniors with dementia.
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Onboarded incoming care managers and provided crisis intervention for selected clients.
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Maintained detailed case notes and open communication with clients, their families, and other agencies.
Private Health Advocate – Alzheimer’s Disease, San José, CA, Nov. 2014 – Present
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Coordinated with healthcare agencies, advocating for clients' rights and quality of care.
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Oversaw personal matters related to clients' best interests.
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Monitored activities of daily living (ADLs) and instrumental activities of daily living (IADLs), noting behavioral changes.
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Available on-call 24/7, including weekends, holidays, and during hospital stays.
IHSS Provider, Santa Clara County, Santa Clara, CA, December 2012 - February 2017
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Provided 40 hours per month of in-home supportive services for recipients aged 73 and 84.
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Managed dementia-related Alzheimer's diagnoses and complications.
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Offered emotional support, understanding, and problem-solving.
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Assisted with health and medication management.
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Planned, prepared, and served meals according to prescribed diets.
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