Intake Specialist

• Primary liaison with internal and external referral sources for residential and outpatient services.
• Maintains and tracks stream of referrals to ensure residential bed slots are covered on a weekly basis.
• Complete preliminary telephone or face-to-face screening via an electronic health record system to determine eligibility for services delineated by contractual requirements. Conduct screening interviews and complete LOCADTR and other assessment documents. Obtain detailed demographic information on client criminal, family, substance, mental health, and other relevant data.
• Answers all inquiries from potential program clients, returning all calls within 24-48 hours.
• Maintain a calendar noting the work schedule to be shared with managers, receptionists, outreach staff, and program managers.
• Help to develop partnerships and linkages with all referral sources (hospitals, community agencies, crisis system, corrections, family, and other community partners) via phone and letters. Schedule recruitment activities for outreach staff. Input new and updated referral sources in the Electronic Health Record system.
• Receives and coordinates all referrals to include notification of insurance providers for prior authorization and services covered. Coordinate with the Benefits department to ensure client financial status via Medicaid and other managed care funding source. May need to review financial information to determine the ability to pay for services.
• Meet with residential clients within the discharge phase to refer to Outpatient aftercare services.
• Along with the department manager, maintains all program waiting lists, admissions, and discharges and updates all lists on an on-going basis. Maintains weekly/monthly contact with referring case managers and other providers.
• Conduct induction process with residential clients and deliver to primary counselor. Coordinate with the department manager to have an active list of primary counselor assignments. 
• Distribute email notifications of pending admission and actual admission report in a timely manner to include chart number, name, children and any other pertinent documents. 
• As needed, participate in clinical staff meetings and case conferences as necessary to ensure good coordination and continuity of care.  
• Works with Clinical staff to ensure time-sensitive documentation and referrals are completed within the specified timeframes. 
• Other duties as provided by supervisor. 

REQUIREMENTS:                                                                                                                                  

• High School Diploma or GED equivalency required.
• Bachelor’s degree or higher in the social sciences or relevant field preferred.
• Minimum of one (1) year experience in assessment process.
• Valid unrestricted OASAS certification as a CASAC-T required. Full CASAC Certification is a plus.
• Obtain within thirty days of hire:
• Mandated Reporter (2 Hours) https://nysmandatedreporter.org/TrainingCourses.aspx
• Knowledge of DSM-V diagnoses, substance abuse, and recovery
• Knowledge of state and local behavioral health and related services.
• Ability to communicate effectively, both orally and in writing
• Ability to work independently and with others and on a team.
• Ability to maintain confidentiality of information.