MERS / Goodwill

General

• Receive and review all incoming BluePrint referrals from employees, supervisors, Human Resources, or other approved referral sources.
• Create and maintain employee records in the case management system, Click, upon receipt of a referral.
• Initiate contact with referred employees within established program timeframes.
• Conduct onsite and virtual initial meetings to introduce the BluePrint Program and explain available services, confidentiality, voluntary participation, and program expectations.
• Ensure employees have a clear understanding of the program to support informed decision-making regarding enrollment.
• Facilitate completion of all required enrollment and consent documentation for employees who elect to participate.
• Complete the Pathways Assessment for all enrolled referrals to identify employee needs, barriers, strengths, and goals.
• For employees who decline enrollment, provide appropriate resource navigation and referrals to internal and external supports based on identified needs, including community resources, benefits, and wellness services.
• Prepare completed intake files and conduct a warm handoff to the assigned BluePrint Specialist to ensure continuity of care and seamless service delivery.
• Close referrals appropriately when employees decline participation, are ineligible, or cannot be engaged after documented outreach efforts.
• Ensure all referrals are transferred or closed within 30 calendar days of the referral date.
• Log all activities, assessments, referrals, and time spent in the case management system within required timeframes.
• Maintain up-to-date knowledge of internal and external resources and guide employees in accessing these supports.
• Maintain strict confidentiality protocols, only disclosing information under legally or ethically mandated circumstances.
• Reinforce employee autonomy and ensure all participation is voluntary.
• Coordinate regularly with managers to maintain alignment with staffing schedules and ensure availability during employee shifts.
• Participate in program evaluation efforts by capturing impact data and contributing to outcome reporting.
• Participate in team meetings, trainings, and program improvement efforts.
• Follow and enforce all MERS/Goodwill policies and procedures.
• All other duties as assigned.

Assessment Specialist