Intake Specialist
Listed on 2026-02-28
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Healthcare
Healthcare Administration, Mental Health, Community Health
Overview
Job Definition. Conduct initial screening of all potential program participants; provide overall administrative support to Project Forward staff under the supervision of the Program Director; conduct relationship workshops using the evidence-based curricula. Engage in activities to locate, engage and intake participants. Provide economic stability services to eligible participants. Maintain effective communication with participants and other service providers to coordinate program activities and ensure Individual Development Plan goals are achieved.
Flexibility required for potential nights and weekends to accommodate outreach/workshops/intakes.
- Provide administrative/office support to the program as assigned by the Program Director and/or Program Manager, as program requires.
- Daily updating/maintaining referral/outreach databases. Respond to new referrals within one business day to conduct initial screening of participants to determine eligibility, need, and to schedule intake.
- Assist Program Director and Program Manager with outreach and follow-up through phone calls, written correspondence, follow-up notes, notifications of changes in client’s program participation, etc.
- Prepare and modify documents including correspondence, reports, drafts, memos and emails.
- Answer incoming calls for the program and assume other receptionist duties as needed.
- Assist with training staff members as directed by the Program Director (e.g., nFORM entries, departmental policies & procedures, etc.).
- Manage the requisition, distribution and inventory control of all Project Forward office supplies.
- Complete data entry into nFORM and EHR regarding admissions, discharges, service assignments, documentation of participants’ progress and other data elements as needed.
- Schedule and participate in team meetings and record/distribute minutes to team members.
- Maintain training records for all Project Forward staff.
- Conduct relationship workshops using evidence-based curricula. Provide support to participants around workshop content as needed both in the office and in the community.
- Conduct intakes for potential participants in cooperation with the Program Director and Program Manager virtually, in the office and in the community, including data collection nFORM surveys.
- Ensure participants receive services/training in accordance with their Individual Development Plan, including coordination of care with other providers, creating individualized employment plans (as needed), documenting progress, and goal achievement.
- Identify and implement quality improvement trainings and activities as part of professional development goals.
- Complete QI Training during onboarding and participate in QI refresher training as needed.
- Cultivate a culture of inclusion for all employees that respects individual strengths, views, and experiences; contribute to a culture that makes better decisions, drives innovation, and delivers better business results.
- Adhere to safety protocols and procedures to ensure a safe working environment for all employees; demonstrate a commitment to maintaining a safe work environment by following established safety guidelines.
- Health and Safety Awareness:
Include relevant knowledge or experience regarding health and safety protocols to ensure a safe work environment for all employees. - Other duties as assigned.
High school diploma or equivalent. Some college or vocational business school training preferred.
Experience Required- Experience as an Office Manager or Administrative Assistant; excellent computer skills with proficiency in Microsoft Office required.
- Excellent oral and written communication skills; knowledge and experience with electronic health records; strong organizational, multitasking and decision-making skills.
- Experience in a mental health related field, coordination of services, employment/education services, completing collateral contacts.
- Bilingual in English and Spanish preferred.
- Medical
- Dental
- Vision
- $0 Deductible Platinum Plus Medical Insurance Plan - 90% Employer Provided Benefit
- Flexible Spending Account
- 403(b) retirement plan
- Long Term and Short Term Disability
- Legal Plan
- Dependent Care Expense Account
- Life Insurance/Supplemental Life Insurance
- Pet Insurance
- HRA
- Training programs including a Mentorship program
- Employees may be eligible for Federal/Public Student Loan Forgiveness
- Career growth and Promotional opportunities
- Employee Perks and Discounts to Broadway shows and more
- 5 Personal Days
- 10-20 Vacation Days
- 12 Sick Days
- 12 Company Paid Holidays
If interested please apply via this ad or fax your resume to HR DIRECTOR, CAROL OTERO at .
CN Guidance & Counseling Services, inspires and catalyzes recovery for people living with mental health and substance use conditions through innovative and person-centered integrated clinical treatment, counseling, housing, and support services.
It is the policy of CN Guidance and Counseling Services, Inc. to ensure equal employment opportunity without…
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