Intake Coordinator

Rimrock Foundation

Job Overview

Intake Coordinator

JOB SUMMARY:

This position is responsible for completing intake requirements for incoming Rimrock clients and serves as an intermediate provider while the client is waiting to begin services. The Intake Coordinator works closely with the Rimrock Admissions department to ensure that client’s immediate needs are being met while going through the enrollment process at Rimrock.

 

 

ESSENTIAL FUNCTIONS:

 

 

  • Complete informational session and education about Rimrock services to prospective clients, their families, and/or community members, as needed.
  • Assesses client’s immediate needs and connects to appropriate internal and/or external providers; creates initial Treatment Plan. Assigns client to Care Coordinator and work to complete warm handoff to providers. Works with business office to financially clear client for services.
  • Maintains program specific records including but not limited to: consents and releases, treatment/recovery plans, assessments, transition/discharge plans, and progress notes according to Rimrock policies, CARF, and state standards. Completes and updates documentation within designated amount of time, per program guidelines.
  • Completes and updates all necessary paperwork, such as: Admissions Survey, program orientation, consents, and assessments, needed for client to enroll in services.
  • Tracks admissions and discharges for Rimrock services; manages waitlists and census lists.
  • Schedules client appointments (in-person and telehealth), as needed.
  • Effectively communicate written and verbally to treatment team members, clients, and outside agencies in order to ensure that all parties involved are up to date.
  • Working knowledge of program specific practices; participates in continuing education and ongoing training. Attend all scheduled staff meetings and in-services; completing 10-hours of continuing education per year.
  • Conducts educational groups and lectures, as assigned.
  • Transports clients to and from appointments and activities, as needed.
  • Completes all other duties, as assigned.

 

 

ORGANIZATIONAL COMPETENCIES:

 

 

  • Accountability – Takes ownership for resolving problems, reaching goals, and serving patients, team, and organization. Accepts responsibility for own behavior. Assures that resources are allocated in accordance with the priorities of the strategic plan. Performs self-quality monitoring in order to develop and execute plans to meet established goals.
  • Time Management – Maximizes the use of time and resources and effectively prioritizes tasks. Completes paperwork, evaluations, and other required documentation accurately and timely.
  • Teamwork – Works cooperatively and capably with a wide variety of people. Actively promotes teamwork and information sharing within and across departments. Works in a spirit of teamwork and trust and maintains professional boundaries in working with others.
  • Safety – Knows and understands emergency procedures and completes incident reports within 24 hours of event with detailed information. Confidentiality – Complies with all HIPAA and 42 C.F.R. Part 2 regulations relating to privacy, security, and confidentiality. Safeguards confidential information of patients, employees, and business operations
  • Flexibility – Adapts rapidly to changing work demands and priorities.
  • Communication – Consistently uses positive communication skills to promote effective interpersonal relationships. Provides timely and thorough follow-up with internal and external customers. Models professionalism by addressing others with appropriate actions, appearance, and communication. Models and promotes effective written and verbal communication.
  • Customer Service – Supports the organization’s customer service initiative. Strives for service excellence by seeking challenges and turning them into opportunities. Anticipates and meets needs of patients while maintaining appropriate boundaries. Displays a friendly, helpful, and approachable demeanor. Obtains feedback from patients regarding their perceptions of the service provided to them and utilizes this information to improve service delivery. Positively represents the organization and promotes Rimrock’s mission to the community.
  • Respect – Establishes compassionate and supportive rapport with patients. Communicates tactfully and respectfully with patients, coworkers, and others.
  • Quality Improvement – Assures that information is collected, organized, reported and used to improve the quality of systems and services. Recognizes and appropriately reports to supervisor areas within scope of responsibility that fall outside the quality parameters. Serves on committees or process improvement teams to assist in improving quality/customer satisfaction, as assigned.

 

 

EDUCATION/TRAINING: Bachelor’s Degree in Human Service or Social Work field or equivalent experience in lieu of degree required. One year of experience working in the Mental Health or SUD field is preferred.

 

 

SKILLS: Ability to plan, organize, and identify, and link clients to needed services/resources. Must be adept at record keeping, speaking, writing, marketing and public relations skills. Proficient with navigating technology, such as computers/laptops, word processing, creating and editing spreadsheets, and developing tracking systems. Motivational Interviewing, Trauma Informed Care, and Counseling skills are needed when working with this population.

 

 

PHYSICAL DEMANDS: Work is indoors in an office environment with moderate noise. Intermittent physical effort involving lifting of up to 25 pounds, walking and stooping is required. A typical workday involves sitting, frequent use of a keyboard, reaching with hands and arms, and talking and hearing, approximately 70% of the time. Approximately 30% or less of the time is spent standing. Normal vision abilities required, including close vision and ability to adjust focus.

 

 

WORK ENVIRONMENT/JOB LOCATIONS: Involves everyday risk or discomfort requiring normal safety precautions in an office setting, meeting room and patient care areas. Work may involve mental and emotional stress. Driving and transporting clients is a requirement; this position requires driving a company vehicle and/or personal vehicle on behalf of Rimrock. Incumbent must successfully complete a motor vehicle history check and have an acceptable driving record in order to meet Rimrock’s requirements. The incumbent must possess and maintain a valid Montana Driver’s License, have and maintain access to reliable transportation with current vehicle registration, ability to provide current proof of insurance and will be required to obey all traffic laws. Incumbent will be required to demonstrate driving skills during the initial training period. Significant amount of time is spent in the community with clients in community settings.

Disclaimer:

The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of responsibilities, duties and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.

 

 

Required Skills

Required Experience

Bachelor’s Degree in Human Service or Social Work field or equivalent experience in lieu of degree required. One year of experience working in the Mental Health or SUD field is preferred.

Job Location

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