employU

Customer Support

• Completes initial intake referrals via in-person, online or by phone as needed.
• Completes all plans in electronic system and reviews services at intake with client and parent; uploads associated intake documents into database to include all plans or any other documentation provided at client intake.
• Enters all client information at intake into database and completes onboarding paperwork and processes.
• Reviews and writes Monthly Progress Notes and notifies the appropriate staff member when the note is ready to be submitted.
• Scans caseload files for missed client contacts for each area; notifies the appropriate staff member of any missed clients.
• Contacts clients who are disengaged and communicates by sending follow-ups to appropriate staff member.
• Enters Memorandum of Understanding (MOU) documents for businesses into database and ensures information is accurately entered; ensures MOU’s are renewed with the business.
• Drives clients to various locations as needed.
• Completes other assigned tasks as directed.

Intake Support Specialist – Vocational Services