Client Navigator Job Billings area,Montana USA,Healthcare

Description

Client Navigator

Department:

Integrated Services

Positions Supervised:

None

Immediate Supervisor:

Sr. Manager of ISP

Status:

Non-Exempt

JOB SUMMARY:

Provides care coordination services to support timely access to appropriate levels of care. Completes required screenings and risk assessments in alignment with CCBHC standards
, including behavioral health, suicide and overdose risk, and social determinants of health (SDOH), to inform service needs and coordination. Facilitates referrals and linkage to internal and external medical, behavioral health, and community-based services, ensuring continuity of care through follow-up, care transitions, and collaboration with interdisciplinary team members and community partners. Identifies and responds to urgent and emergent needs, including coordination of and connection to 24/7 crisis services
, to support safety and stabilization.

Ensures all services, documentation, and communication comply with applicable state statutes and rules,
CARF standards
, and federal regulations including HIPAA and 42 CFR Part 2, as well as organizational policies and procedures. Maintains accurate and timely documentation and represents the organization professionally, promoting its mission while fostering positive relationships with clients, families, referral sources, and community partners.

ESSENTIAL FUNCTIONS

Conducts initial intake functions, including completion of required screening tools in alignment with CCBHC standards, such as behavioral health screenings, risk assessments (including suicide and overdose risk), and screening for social determinants of health (SDOH). Gathers demographic and clinical information and facilitates timely and appropriate referral processing. Ensures immediate identification of urgent or emergent needs and initiates appropriate response protocols.

Provides comprehensive care coordination to individuals referred for services, ensuring timely access to care in accordance with CCBHC access standards. Assists individuals in identifying appropriate services and facilitates referrals and linkage to internal and external providers, including medical, behavioral health, and community-based resources. Maintains collaborative relationships with referral sources and community partners.

Screens for and responds to crisis needs, including assessing risk and ensuring individuals have access to 24/7 crisis services as required by CCBHC standards. Facilitates warm handoffs to crisis providers, mobile crisis teams, or higher levels of care as appropriate, and ensures follow-up and care coordination after crisis episodes to support continuity and stabilization.

Functions as an active member of the interdisciplinary treatment team. Participates in staffings and meetings as scheduled, providing input on individual needs, risk factors, and progress. Communicates using person-centered, trauma-informed, culturally responsive, and recovery-oriented approaches.

Assists individuals in identifying strengths, needs, and preferences; supports the development of person-centered goals; and coordinates services to support goal attainment. Provides ongoing monitoring, follow-up, and care transitions to ensure continuity of care, including coordination across levels of care and with external providers.

Maintains accurate, timely, and complete documentation in accordance with organizational policies, CCBHC requirements, CARF standards, and state and federal regulations. Documentation includes, but is not limited to, intake records, screening results, risk assessments, crisis interventions, referrals, care coordination activities, and progress notes. Ensures documentation supports continuity of care and compliance with required time frames.

Effectively communicates, both verbally and in writing, with individuals, families (as appropriate and authorized), team members, and external agencies to support integrated care and service coordination, while adhering to confidentiality regulations including HIPAA and 42 CFR Part 2.

Demonstrates working knowledge of CCBHC model requirements, including integrated care, whole-person care, 24/7 crisis response, and coordination across systems.

Participates in ongoing training and continuing education, attends all required staff meetings and in-services, and completes a minimum of 10 hours of continuing education annually.

Performs all other duties as assigned.

ORGANIZATIONAL

COMPETENCIES:

Accountability – Takes ownership for resolving problems, reaching goals, and serving…