Clinical Intake Coordinator

JOB SUMMARY

Responsible for the coordination and intake process for all incoming clients at Article 29i and Article 31(MHOTRS) Clinic.  Must have exceptional customer service, ensuring that clients receive a positive intake experience. Will also coordinate, participate, and provide expert/professional clinical guidance in treatment team meetings concerning mental health issues and behavior management. 

GENERAL RESPONSIBILITIES

• Conduct Intake Evaluations, including initial psychosocial assessments and related documentation, for adults and/or children.
• Initiate contact with patients and relevant external sources to gather necessary clinical and demographic information.
• Provide ongoing support and guidance to clients throughout the intake process, ensuring a smooth transition into services.
• Schedule, track, and participate in family and interdisciplinary team meetings to provide mental health and educational updates.
• Coordinate with case planners, caregivers, and service providers, actively participating in Quarterly Treatment Plan Reviews and completing related documentation.
• Maintain accurate and up-to-date clinical records and progress notes in compliance with program, ACS, OCFS and OMH mandates.
• Complete referral packets and collaborate with the Assistant Director (AD) to determine case assignments.
• Assist with administrative tasks, including verifying and processing co-pays (if applicable), scheduling and following up with clients, and providing front desk coverage as needed.
• Perform other duties as assigned.

PHYSICAL REQUIREMENTS

• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. An employee in this position is regularly required to stand; walk, use hands and fingers, handle, or feel objects; reach with hands and arms; talk and listen, and taste or smell. The employee frequently is required to walk.  The employee is occasionally required to keep balance and stoop, kneel, crouch, or crawl.
• Computer – The Clinical Intake Coordinator must be able to use a computer and able to learn software programs
• Office Equipment- The Clinical Intake Coordinator is required to operate a fax, copier, scan, and other office equipment.
• Communication - The Clinical Intake Coordinator needs to be able to speak, read and write fluently in the English language
• Writing - The Clinical Intake Coordinator must be able to write in the English language using correct spelling, grammar, punctuation, etc.
• Lifting - The Clinical Intake Coordinator may frequently lift 0-25 lbs., occasionally lift 25-50 lbs., and rarely lift over 50 lbs.
• Push/Pull - The Clinical Intake Coordinator may frequently push/pull 0-25 lbs. of force, occasionally push/pull 26-45 lbs. force, and r