Operations Specialist - South District - Internal

Reports To:

Mike Lawson
Work Setting:
Assigned facilities and agency locations

• Working under the direction of the District Manager/Asst District Manager, this position provides hands‑on onboarding, training, coaching, documentation oversight, and client care coordination across assigned sites.
• The Operations Specialist promotes person‑centered care, staff accountability, regulatory compliance, and continuous improvement.

• Partner with Human Resources and district leadership to coordinate new‑hire orientation, first‑day support, site onboarding, and role‑specific training.
• Train employees on agency policies, workflows, electronic health record (EHR) documentation, service expectations, and approved procedures.
• Provide ongoing field coaching, refresher training, and practical guidance to Client Care Specialists and other assigned staff.
• Identify training gaps through observation, audits, staff feedback, and performance trends; recommend improvements to district and clinical leadership.
• Track training completion, evaluate effectiveness, and support compliance with the agency training plan.

• Support intake, service coordination, consent collection, client forms, and insurance‑related workflows in collaboration with authorized staff.
• Help staff coordinate behavioral health services with licensed clinicians, clients, families, guardians, and facility partners.
• Monitor client access, follow‑up needs, service continuity, and satisfaction; elevate clinical or operational concerns appropriately.
• Assist the District Manager with daily site needs, staffing transitions, workflow consistency, and resolution of operational barriers.
• Direct Client Care:
  Provide direct, person‑centered behavioral health services to clients as needed, within the employee's qualifications, training, and authorized scope of practice.
• Service Delivery Support:
  Support the delivery of high‑quality, person‑centered behavioral health services that promote client well‑being, independence, recovery, and achievement of individualized treatment goals.
• Client Care Coordination:
  Oversee assigned client care coordination activities to ensure timely access to services, continuity of care, and effective communication among clients, families, guardians, healthcare providers, and facility staff.
• Hands‑On Employee Support:
  Work directly alongside employees providing client care, offering guidance, modeling appropriate therapeutic interventions, assisting with client engagement, and reinforcing agency standards and best practices.
• Intake & Service Coordination:
  Assist with intake processes, consent collection, required documentation, insurance‑related workflows, and coordination of services with authorized clinical staff.
• Quality & Accountability:
  Ensure that direct client care and coordination activities align with individualized treatment plans, agency policies, applicable regulatory requirements, and Quality Moments' commitment to compassionate, person‑centered care.

• Review and monitor documentation for timeliness, completeness, accuracy, and adherence to agency requirements; facilitate corrections and escalation when needed.
• Support appropriate review of service plans, progress notes, intake records, and discharge documentation within assigned authority; clinical approval remains with authorized clinicians.
• Promote compliance with HIPAA, CARF standards, applicable Ohio requirements, payer rules, and agency policies.
• Collaborate with Clinical Leadership, Quality Assurance, Compliance on audits, corrective…