Intake and Assessment Therapist

4 weeks ago


Clementon, United States ABHS Full time

Job Title: Intake and Assessment Clinician

Base: Harmony Bay Wellness

Direct Report: Intake and Assessment Supervisor

Job Purpose Summary:

Overview of Intake and Assessment Clinician job functions which include providing direct clinical service and administrative assistance to clients:

  1. Obtaining Informed Consent
  • Facilitate acceptance of client Informed Consent documents from patient portal.
  • Ensure all documentation is properly completed prior to the start of the Intake Assessment.
  • Outreach and provide rescheduling opportunities for clients unable to complete paperwork.
  1. Assessment and Diagnosis
  • Ensure each client completes a PHQ and Columbia-Suicide Severity Rating Scale during Intake Assessment.
  • Gather all relevant clinical data to make an informed preliminary diagnosis.
  • Justify all diagnoses given using DSMV criteria.
  • Assess client’s level of care, and facilitation to higher levels of care when needed.


  1. Clinical Documentation
  • Completion of Biopsychosocial, Missed Appointment Notes, Phone Call notes, etc. within 48 hours of service.
  • Maintain accurate and concise documentation of client interactions.
  1. Clinical Recommendations and Scheduling
  • Make clinically justified recommendations for the client’s treatment plan.
  • Educate clients on recommended treatment services.
  • Facilitate the linkage of clients to recommended services (therapy, medication management, specialty services).
  1. Crisis Intervention
  • Identification of client’s current risk level.
  • Maintain client safety through crisis intervention.
Responsibilities Include:
  • Responsible for review and acceptance of client Informed Consent documents.
  • Ensuring all Informed Consent has been appropriately given via electronic signature.
  • Provide direct service by assessing client’s bio-psycho-social needs, within the allotted 1-hour session.
  • Attend monthly supervision with Intake and Assessment Supervisor.
  • Attend weekly Intake Clinical Meeting.
  • Facilitate referral of clients to higher levels of care, when needed.
  • Maintain Key Performance Indicator expectations.
  • Respond to emails from staff within a 24-hour time frame.
Key Performance Indicators:

Intake and Assessment Clinicians’ performance will be evaluated on several competencies including but not limited to:
  • 70% of admitted clients linked to therapeutic services.
  • 10% of admitted clients linked to specialty services.
  • Average rating of 4.3 of 5 or higher on client satisfaction surveys.
  • Documentation completed within 48 hours of service.
  • Chart audit scores at or above 80% each quarter.
  • Appropriate documentation of and adherence to processes related to higher level of care recommendations and high-risk reporting.


Job Type: Full-time

Required education: A master's degree in the Human Services field and Full or Associate Licensure in state of practice

Required experience: 2+ years’ experience at a working in a Mental Health Treatment Facility

Job Specific Competencies:
  • Clinical Charting
  • Crisis Management and Suicide Intervention
  • Understanding of evidenced-based practices in mental health treatment.
  • Basic knowledge of TMS and Spravato
  • Familiarity with telehealth services and virtual, HIPAA-compliant meeting platforms


Core Competencies
  • Proper English and grammar, usage, and spelling
  • Familiarity with Electronic Health Record systems
  • Basic computer knowledge including outlook, excel and EHR systems
  • Knowledge of HIPAA


Core Values:
  • Demonstrate company core values through “Taking Accountability, Living in the Solution, Be Professional and Create Meaningful Connections”.
Physical requirements:
  • Occasional to frequent walking, sitting, standing
  • Close eye work (computers, typing, reading, writing)
Environmental Factors:
  • Communicable diseases
  • Hot/cold temperatures
  • Environmental conditions may vary


This description reflects management’s assignment of essential functions, it does not proscribe or restrict the tasks that may be assigned.

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