Demo

Intake Data Associate

The Whole Child - Mental Health & Housing Services
Santa Fe, CA Full Time
POSTED ON 1/13/2025
AVAILABLE BEFORE 3/9/2025
 

                                                                                                                                                           


TITLE: Intake Data Associate/Analyst

STATEMENT OF PURPOSE:  The Intake Associate working in the designated Programs will maintain the front office area, is responsible for incoming calls and ensuring supplies are maintained.  In addition, may assist in keeping track of databases with client related information for month end reporting.  

REPORTS TO:    Program Supervisor and/or Program Manager


QUALIFICATIONS:

    High School education preferred; education/work related experience may be supplemented.

    Experience in social service setting

    Some knowledge of mental health, nutrition, homeless and housing related resources.

    Experience or expressed desire working with underprivileged families preferred.

    Must be proficient in the following computer applications—MS Office; must be able to learn and use client database for recordkeeping i.e. EXYM, Homeless Management Information System (HMIS)

ESSENTIAL DUTIES: 

    Field incoming calls to appropriate party 

    Provide referrals/resources for families.

    Support staff with identifying potential programs,

    Collect documents from clients, including leases, rental calculations, rent receipts and W9

    Maintain Client Records

    Maintain accurate documentation of service objectives and outcomes as well as other services in accordance with Federal, State, and Family Promise guidelines.

    Maintain client related data systems, including case notes and HMIS entries.

    Assist with preparation of case management related reports including but not limited to: outcomes, successes, etc.

    Prepare program files for quarterly and annual monitoring.

    Research and update client resources

    Maintain up-to-date records of providers and resources.

    Facilities

    Monitor office supply inventory and make certain office is presentable at all times.

STATUS:    Non Exempt

The Whole Child is an equal employment opportunity employer and no candidate for employment will be rejected on account of race, color, religion, national origin, age, marital status, or sex.  Candidates with physical impairments will be considered so long as it can be reasonably demonstrated that the duties and responsibilities can be effectively performed without hazard to the individual, fellow employees, or clientele.






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