Access Client Screener

SUMMARY

The Access Screener / Scheduler answers incoming calls to screen and schedule clients for behavioral health assessments provided by Compass Health.

• Screens clients requesting services for clinical, financial, and safety considerations.
• Schedules clients for assessments at the appropriate outpatient location using a computerized scheduling system, or provides client with information on how to utilize the open access times at the appropriate location.
• Verifies funding.
• Refers clients to resources outside of Compass Health, if appropriate.
• Collects and enters demographic, clinical, and financial information into the client information system.
• Communicates special needs/special circumstances of referred clients to the appropriate outpatient location.
• Maintains high energy and positive customer-service attitude under stress.
• Manages spreadsheets, tracks pending task items, and follows through on short and long-term tasks and projects.
• Makes reminder calls and/or utilizes the automated reminder call system to ensure clients receive reminders of upcoming appointments.
• Operates within all legal requirements of applicable state and federal laws including confidentiality.
• Works with interpreter and other resources as needed.
• Maintains respectful, customer-friendly relations with clinicians, support staff, managers, vendors, and other service providers.
• Serves as a central point for a variety of agency wide activities, such as processing incoming court orders, physician referrals, etc. Reviews and logs incoming information and routes to the appropriate staff person/office.
• Complies with all accurate and appropriate charting, coding and billing procedures as required by the regulatory organization.
• Provides consumers with information regarding their first appointment as requested.
• Participates in regularly scheduled supervision and team meetings.
• Remains compliant with required trainings and certifications.
• Behaves in an ethical and professional manner consistent with agency policy, state law, and licensing entities if applicable.
• Understands and practices safekeeping of client protected health information per Compass Health’s HIPAA and other agency policies and procedures.
• Demonstrates respect for diversity and a commitment to developing multicultural competency and sensitivity.
• Demonstrates commitment to Compass Health’s Strategic Intention, core Values and Core Competencies.

Equal Opportunity Employer
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