Intake & Assessment Therapist

Position Title:

INTAKE AND ASSESSMENT THERAPIST

Reports to:

INTAKE AND ASSESSMENT SUPERVISOR

Department:

CLINICAL

Date:

2/19/2024

Category:

Exempt / Salary

Revised:

Description

General Description

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

Tasks & Responsibilities

• Essential Duties
• 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.
• 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.
• 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.
• 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).
• Crisis Intervention
• Identification of client’s current risk level.
• Maintain client safety through crisis intervention.
• Additional Duties
• 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.
• Assists and covers other staff when necessary to maintain high productivity and efficiency in the department.
• As the company continues to grow, additional responsibilities that are essential for the department to be successful will be assigned accordingly.
• Interpersonal Relations
• Create Meaningful Connections: Demonstrates ability to function effectively as a part of team. Uses outstanding oral and written communication with employees at all levels of the business for support and sharing of information.
• Take Accountability: Take constructive feedback and prevent discourse among our peers.
• Live in the Solution: Critically thinking should be the solution when problems arise. Having the ability to accepts constructive criticism well in an open and non-defensive manner.
• Be Professional: Wear business casual attire (please see dress code policy).
  
  

Competencies

• Adaptability
• Customer Service
• Decision Making
• Dependability
• Ethics
• Interpersonal Skills
• Job Knowledge
• Conflict Management
• Organization Skills
• Productivity
• Self Development
• Teamwork
  
  

Clinical 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
  
  

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.
• Clinician demonstrates sufficient understanding of all ABHN services, and 50% linkage of eligible clients to said services.
  
  

Performance Standards & Measurement

• Compliance with essential and incidental duties; compliance with company policies and procedures.
• Compliance with state and federal laws and regulations applicable to the business.
  
  

Equipment, Tools & Machines

• Use of computer, telephone, and other office equipment such as a printer and fax.
• Use of company network and email domain.
  
  

Working Conditions

• Air conditioned and well-illuminated office environment and outdoor environment.
• May have several responsibilities at once. Interaction with other is constant and can be interruptive.
• Work may be stressful at times due to high level workflow.
• Availability to work flexible hours including weekends, holidays, and evenings as is required to comply with the purpose of the job and accommodate client needs.
• Participates in educational training, orientations, or compliance programs as needed to maintain competency.
• If you must leave your employment with our company, we request employee’s to give us at least 30 days resignation notice in writing.
  
  

Demands

• Enthusiastic self-starter operating with sustained energy and showing great initiative.
• Comfort working with a diverse base of support, including members, employers, providers, colleagues, community leaders, volunteers, non-profit organizations, vendors, etc.
• Excellent interpersonal and communication skills, including ability to read, write, spell in English legibly and without excessive grammatical or communication errors.
• Talk and hear both by person and by telephone; ability to speak clearly and effectively using proper grammar before patients, employees and business partners, among others.
• Excellent organizational skills.
• Accepts constructive criticism well in an open and non-defensive manner.
• Ability to manage conflicting priorities. Ability to maintain a positive work ethic and a congenial attitude in the face of a high-pressure environment.
• Ability to function independently and with flexibility.
• Ability to work under pressure, handle multiple tasks and interruptions.
• Occasional lifting of moderately heavy office supplies; ability to lift supplies for community events, trade shows, conferences, and other marketing opportunities applicable to the organization; ability to lift, push or pull up to 25lbs.
• Ability to sit, stand, or walk for extended periods of time.
• Must have strong computer skills to meet Microsoft Office and Electronic Health Record software requirements.
  
  

Qualifications

Education:

• A master's degree in the Human Services field and Full or Associate Licensure in state of practice. Licensure in state of practice; full licensure preferred.
  
  

Experience:

• 2 years’ experience at a working in a Mental Health Treatment Facility
• Computer literate: Microsoft Office (Excel, Word, and PowerPoint) required.