Intake and Assessment Therapist

3 weeks ago

San Francisco, United States ADVANTAGE BEHAVIORAL HEALTH Full time

Advantage Behavioral Health is the parent company to Harmony Bay and Victory Bay providing Behavioral Health and Management Services across the United States. Our mission is to provide convenient and affordable behavioral health services while creating an unmatched experience for our clients and staff.

Job Title: FT Intake and Assessment Therapist

Base: Harmony Bay Wellness

Direct Report: Clinical Supervisor

Job Purpose Summary:

To provide assessment, evaluation, and therapeutic support to clients seeking mental health services. The Intake and Assessment Therapist participates in multi-disciplinary team planning; clinical supervision; assists with intake and assumes administrative responsibilities in conjunction with Harmony Bay's policies and procedures. The Intake and Assessment Therapist collaborates with each client to create personalized treatment plan.

Key Performance Indicators:

  • 80 % of scheduled appointments completed quarterly.
  • Average rating of 4.3 of 5 or higher on client satisfaction surveys.
  • Notes are documented within EHR within 48 hours of scheduled appointment (reviewed quarterly).
  • Chart audit scores at or above 3.5 of 5 each quarter, demonstrated by thorough justification of preliminary diagnosis, level of care recommendation, and referral recommendations.
  • Updating Discharge Paperwork Tracker upon notification within 24 hours.
  • Clinician demonstrates sufficient understanding of all ABHN services, and 50% linkage of eligible clients to said services.
Responsibilities Include:
  • Completing intakes for incoming clients seeking, but not limited to, the following services: psychotherapy, psychiatry, TMS, etc, with a maximum of 45 intakes a week.
  • Performing evaluations and intake assessments which includes understanding of DSM-V diagnoses, treatment planning, input of various clinical and non-clinical information into electronic medical record, screenings, gathering of history, provisional diagnosing, narrative assessment, Releases of Information, etc. in a timely fashion.
  • Assessing clients' needs, and communicates with all involved parties following HIPAA laws and regulations
  • Collecting data and comprises reports of specific crisis and intake data as assigned.
  • Arranging for follow-up appointments with appropriate medical (APN or Psychiatrist) and/or clinical (Therapist) staff member.
  • Ensuring that all necessary paperwork and documentation are forwarded to appropriate staff.
  • Preparing progress notes and/or crisis intervention notes and documents all client telephonic/face-to-face contacts, as well as consults with other clinicians.
  • Maintaining all other clinical records as required.
  • Maintaining knowledge of Electronic Medical Record system and changes.
  • Identifying clients with clinical and medical eligibility for other services, such as TMS, MH IOP, SUD IOP, etc.
  • Documentation of clinical and medical eligibility criteria for above stated services.
  • Providing psychoeducation to clients on above stated services.
  • Executing the Refer Out Process for any client who does not meet clinical or medical criteria for Harmony Bay Wellness.
  • Executing the Refer Out Process for any client seeking additional resources while remaining an active HB client (i.e. nutritionist, support groups).
  • Collaborating with clients to create personalized treatment plan based on clinicial recommendations.
  • Requesting and reviewing clinical documentation from client's higher level of care to determine eligibility for clinical services in accordance with Discharge Paperwork Policy.
  • Completing documentation correction requests in a timely manner.
  • Interfacing with Lead Intake and Assessment Therapist on crisis intervention management and referral consultation.
Job Type: Full-time

Required education: Master's Degree, NJ LCSW, LMFT or LPC Licensure

Required experience: 2-4 years' experience working in Clinical Treatment environment

Proper Knowledge and Skills:

Core Competencies
  • Proper English and grammar, usage and spelling
  • Software application related to the field
  • General offices principles and practices
  • Basic computer knowledge including email etiquette
  • Professional phone and customer service demeanor
Clinical Competencies
  • Clinical Skills
  • Data Reflection
  • Interdepartmental Communication
  • Documentation
  • Compliance
  • Always Behaviors
  • Professionalism
  • Technical Skills
  • Telehealth Reporting
  • Telehealth Data Reflection
Physical requirements:
  • Occasional to frequent: sitting, walking, standing, driving
  • Close eye work (computers, typing, reading, writing)
Environmental Factors:
  • Communicable diseases
  • Hot/cold temperatures
  • Environmental conditions may vary
Required licenses or certifications:
  • Current CPR Certification
  • Narcan Certified


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

Advantage Behavioral Health is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

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