Intake Generalist

Description

Summary:
▪ This individual determines the level of care and makes referrals for treatment based on
procedures defined by State, County, managed care, and Consortium requirements.
Essential Duties and Responsibilities include the following:
• Collects and documents initial demographic and clinical information from consumers,
families, and agencies to determine appropriateness of referral on a needed basis
• Must be PCPC/ASAM certified
• Assesses appropriate needs, determines priority for service and level of care based on
agency and other regulatory body policies as necessary.
• Elicits information from consumer to determine nature and seriousness of presenting problem
and to determine who and what department or agency should provide service for the
consumer. Ensures all data collected is correct and accurate on all forms in compliance with
appropriate regulatory bodies as necessary.
• Assigns new admissions to group and individual counselor.
• Completes required managed care forms as appropriate or refers to the Benefits Manager for
initiation of required forms.
• Obtains signatures on required release forms and obtains information from outside services.
• Collects and documents data for managed care and regulatory bodies on a needed basis.
• Assesses each individual’s psychiatric, social, addictions and medical needs, assessing their
importance, and interrelationship. Recommends treatments alternatives and schedules
appointments at appropriate treatment or assessment options on a daily basis.
• Determines appropriate clinical interventions for consumers accessing the unit. Determines
priority of admissions based on agency or unity policy. Determines level of care. Makes
provisional diagnosis and assigns Global Assessment of Functioning score as needed.
• Schedules appointments for appropriate follow-up, psychiatric or medical appointments
and/or suggests and refers to alternative services when required.
• Completes and processes all administrative forms related to assessment procedure including
clinical, DAS’s, terminations/transfer, CIS, and Release of Information forms.
• Confirms appointments and conducts outreach to clients, as needed.
• Documents progress notes, case management notes, and treatment plans.
• Assesses clients’ need for emergency services and applies for voluntary/involuntary
hospitalizations and detox/rehab services.
• Refers clients to the Benefits Manager to complete BHSI applications for those uninsured
admissions who reside in Philadelphia County, or completes when appropriate and
necessary.
• Monitors own outreach letters.
• Provides management with a weekly intake report which logs calls for treatment, through final
disposition.
• Retrieves all calls off the intake line and ensure follow up and scheduling with the Business
office and for the Clinical Intake.

Disclaimer:

This information has been designed to indicate the general nature and level of work performed by employees in this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications.

The Consortium is an EOE/Veterans/Disabled/LGBT employer.

The Consortium is proud to be an equal opportunity workplace. We will consider all qualified applicants for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, genetic information, or any other basis protected by applicable law.

Qualifications

Qualifications:
▪ Bachelor's degree from an accredited program in an area of Human Services
▪ Two years of direct care experience in mental health or addictions
▪ Intake background highly preferred.
▪ Must be familiar with ICD-10 and DSM-5 categories
▪ Experience with psychiatric emergencies
▪ Licensed staff are required to fulfill training requirements of their professional
organization. [Non-licensed mental health assessors are required to complete training
requirements as defined by CBH]
Skills:
Excellent grammar, spelling and composition skills
• Able to type 40 – 50 wpm; proofreading ability
• Proficient in Microsoft Office (WORD): Some basic Excel knowledge
• Able to communicate effectively orally and in writing
• Great people skills, ability to work within a team, as well as lead the team
• Ability to work independently
• Ability to make critical program decisions
• Able to work and communicate with the general public
• Great organization skills
Physical Demands 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. Reasonable
accommodations may be made to enable individuals with disabilities to perform the essential
functions.
While performing the duties of this job, the employee is frequently required to sit and talk or hear.
The employee is occasionally required to reach with hands and arms; climb or balance and stoop,
kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds. Specific
vision abilities required by this job include close vision and ability to adjust focus.
Work Environment The work environment characteristics described here are representative of
those an employee encounters while performing the essential functions of this job. Reasonable
accommodations may be made to enable individuals with disabilities to perform the essential
functions. The noise level in the work environment is usually moderate.