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Client Intake and Assessment Specialist

2 months ago

Lexington, Kentucky, United States ABHS Full time

Position Overview:

The Intake and Assessment Therapist plays a crucial role in delivering direct clinical services and administrative support to clients seeking mental health services. This position encompasses a variety of responsibilities aimed at ensuring a comprehensive intake process.

  1. Informed Consent Management
  • Facilitate the acceptance of Informed Consent documents through the patient portal.
  • Verify that all necessary documentation is completed prior to initiating the Intake Assessment.
  • Conduct outreach to clients who require assistance in completing their paperwork.
  1. Client Assessment and Diagnosis
  • Administer the PHQ and Columbia-Suicide Severity Rating Scale during the Intake Assessment.
  • Collect pertinent clinical information to formulate an informed preliminary diagnosis.
  • Support all diagnoses with justification based on DSMV criteria.
  • Evaluate the client's level of care and facilitate referrals to higher levels of care when necessary.
  1. Clinical Documentation Responsibilities
  • Complete Biopsychosocial assessments, Missed Appointment Notes, and Phone Call notes within 48 hours of service delivery.
  • Maintain precise and thorough documentation of all client interactions.
  1. Treatment Recommendations and Scheduling
  • Provide clinically justified recommendations for the client's treatment plan.
  • Educate clients regarding recommended treatment services.
  • Assist clients in connecting with recommended services, including therapy, medication management, and specialty services.
  1. Crisis Intervention
  • Assess the client's current risk level effectively.
  • Ensure client safety through appropriate crisis intervention strategies.

Key Responsibilities Include:

  • Review and accept client Informed Consent documents.
  • Ensure proper electronic signature for all Informed Consent documentation.
  • Deliver direct services by assessing clients' bio-psycho-social needs within a designated session time.
  • Participate in monthly supervision with the Intake and Assessment Supervisor.
  • Engage in weekly Intake Clinical Meetings.
  • Facilitate referrals for clients requiring higher levels of care.
  • Meet Key Performance Indicator expectations.
  • Respond to internal communications within a 24-hour timeframe.

Performance Metrics:

The performance of Intake and Assessment Clinicians will be evaluated based on several key competencies, including but not limited to:

  • Linking 70% of admitted clients to therapeutic services.
  • Connecting 10% of admitted clients to specialty services.
  • Achieving an average client satisfaction rating of 4.3 out of 5 or higher.
  • Completing documentation within 48 hours of service delivery.
  • Maintaining chart audit scores at or above 80% each quarter.
  • Documenting and adhering to processes related to higher level of care recommendations and high-risk reporting.

Job Type: Full-time

Education Requirements: A master's degree in a Human Services field and Full or Associate Licensure in the state of practice.

Experience Requirements: A minimum of 2 years of experience in a Mental Health Treatment Facility.

Job-Specific Competencies:

  • Clinical Charting
  • Crisis Management and Suicide Intervention
  • Understanding of evidence-based practices in mental health treatment
  • Basic knowledge of TMS and Spravato
  • Familiarity with telehealth services and HIPAA-compliant virtual meeting platforms

Core Competencies:

  • Proficient use of English, including grammar and spelling
  • Familiarity with Electronic Health Record systems
  • Basic computer skills, including Outlook, Excel, and EHR systems
  • Knowledge of HIPAA regulations

Core Values:

Demonstrate the company's core values through accountability, solution-oriented thinking, professionalism, and meaningful connections.

Physical Requirements:

  • Occasional to frequent walking, sitting, and standing
  • Close visual work involving computers, typing, reading, and writing

Environmental Factors:

  • Exposure to communicable diseases
  • Variable temperatures
  • Environmental conditions may vary

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