Intake Assessment Clerk

The Intake Assessment Clerk plays a critical role in managing the intake process for new clients, ensuring a seamless and efficient admission experience. This position involves coordinating various administrative tasks, maintaining accurate records, and facilitating communication between clients, intake staff, and medical providers.

• Assist in screening and scheduling all new client intakes, managing provider calendar, and ensuring effective while communication with intake and medical staff
• Coordinate drug testing involving contracted site lab
• Organize daily workflow for intake therapists
• Troubleshoot admission and authorization issues with providers
• Remove intake packet and Socrates distribution ensuring all clients receive the necessary documentation
• Ensure intake process for clients within established time frame as indicated for each program. This includes: financial information, PHI, treatment agreements, and admission and assignments for all new clients in SAM
• Distribute and complete intake packet forms and scan/fax admission forms and releases to PIHP's
• Distribute program rules/schedules to all clients at time of assessment
• Upload all intake documents into corresponding client file
• Distribute intake packet and Socrates
• Responsible for accuracy and updates of the bed census
• Monitor all admissions for Intake/Assessment, Residential, Outpatient, Intensive Outpatient and Detoxification to ensure program accuracy and complete daily census
• Track referral reports to ensure all client referrals are documented and processed correctly
• Perform other duties as assigned

• Must possess a High School Diploma or equivalent
• Experience with substance abuse or mental health populations preferred

• Proficiency with Microsoft Office applications, internet and e-mail
• Experience using Electronic Medical Records systems preferred

• Complete Safe From Harm training, and keep current as needed