Patient Navigator; Greenwood

Department

Same Day Access

Created

10/11/2022

Reports to

Access Manager

Revised

8/18/2026

FLSA Status

Non-exempt

EEO - 1

Service Workers

Position Type

Full Time

Travel

Occasional travel within service area

Work Hours

Mon - Fri, generally 8:00 am - 5:00 pm with one designated evening per week from 11:00 am - 8:00 pm.

Positions Supervised

None

The Patient Navigator position is responsible for providing care coordination services and assisting clients through Same Day Access or scheduled intake process. This requires interpersonal, organizational and data management skills. The Patient Navigator assures that clients are connected with the right programs and services and seeks to close referral gaps that clients may encounter while receiving care.

Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

• Achieves expected referral rate for internal and external programs; monitors assigned CMHC & CCBHC outcomes and coordinates with internal and external providers to increase frequency of desired outcomes. Utilizes outcome tracking and reports to help achieve successful outcomes and approve quality of care provided consistent with the practice and standards across the agency. Collaborates with other team members regularly with focus on improving quality of care.
• Builds effective, professional relationships by working in partnership with clients and families while emphasizing client strengths, choice, and empowerment. Assessments and all client interactions are delivered in a trauma-informed and respectful manner with integration of cultural competency across diverse populations.
• Achieves or exceeds hourly productivity standards as outlined by supervisor; achieves or exceeds target number of CMHC & CCBHC data collection requirements including outcome measures.
• Assures that key client information is communicated to direct service providers and support staff prior to and after appointments. Confirms that client has all required information to complete next steps in treatment prior to leaving the building after initial appointments. Facilitate collateral communication between clients, support staff, direct care providers, and the community to assist clients in meeting all health-related goals, with an emphasis on behavioral health.
• Positive working relationships with all resources within and outside the agency will be developed and maintained. Active and timely participation in all administrative and treatment staffing is consistent.
• CMHC & CCBHC data is entered into all required systems within all assigned timelines and requirements of the CCBHC model. Documentation is timely, current, and accurately reflects the services being provided and the client’s response to those services.
• Client assessments and other information are updated in a timely manner, and notes and other communications are sufficient to keep all team members informed of client contacts, significant events, and follow-up steps that may be needed.
• Conducts initial in-person client intake interviews with new clients and ensures all needed demographic, financial, insurance, and basic health and family history data is obtained from the individual. Explains financial policies, sliding fee charges, consent to treatment forms, release of information forms, and other forms and policies to individual, answers questions, and verifies information is complete and accurate.
• Opens new client charts at the start of mental health treatment and evaluation services through Intake process.
• Provides quality customer service to clients, staff, and community partners.
• Assists with the coordination of treatment plan updates and other targeted case management tasks for…