teambuilders.agency

Client Services Representative

• Provide customer service and support to new and existing clients, caregivers, and family members.
• Support and provide coverage for all front office functions, including greeting and checking-in clients and visitors.
• Coordinate psychiatric mental health services and facilitate access to care.
• Answer, screen, and transfer incoming calls; take and forward messages.
• Collect and log payments/charges and pursue collections of missed payments as notified by Billing.
• Perform brief intake interviews with new or returning clients, check insurance eligibility, and schedule appointments.
• Ensure collection and completion of client registration forms, consents, releases of information, and insurance card copies.
• Call, text, and/or email clients to remind/confirm appointments and conduct pre-visit health screenings and follow-ups.
• Document canceled/missed appointments and route to appropriate staff.
• Collect and prepare outgoing mail; order office supplies; maintain lobby and restrooms.
• File documents into client charts and assist Medical Records with retrieval of missing documentation.
• Provide data entry, scanning, electronic filing, fax handling, mail sorting, and other administrative support.
• Conduct outreach to referral sources, handle admissions/referral screening, program enrollment, and triage with Clinical Director.
• Perform case management tasks including screening interviews, treatment coordination, and follow-up activities.
• Create Parent Packets for school-based referrals and conduct telephonic outreach to parents/guardians within 24 hours of referral.
• Collect and input required demographic, insurance, and client health information into the agency EMR and Referral Tracking Log.
• Verify insurance coverage/eligibility and ensure method of payment; monitor Provider Capacity Spreadsheet.
• Communicate regularly with clinical therapists and supervisors regarding referral/intake status; schedule first available appointments with assigned providers.
• Meet at least monthly in-person in Santa Fe with management to report on SBMH referrals and outreach.
• Participate in clinical seminars, supervision, CQI meetings, trainings, compile reports, and perform additional duties as assigned.

Client Services Specialist

Customer Support

• Carry out vocational, rehabilitation and support functions and assist in treatment, education, support, and consultation to families.
• Provide psychoeducation and crisis intervention services.
• Coordinate and provide services and resources to adult clients to promote recovery, rehabilitation and resiliency.
• Receive clinical supervision from the ACT Team Lead, Clinical Director, and Psychiatrist.
• Collaborate with all staff and treatment team members.
• Work in partnership with clients to conduct intake, strengths-needs assessment, triage, safety planning, care coordination, in-home skills therapeutic activities, and crisis intervention services.
• Develop, implement, and evaluate Plan of Care.

Community Support Specialist

Therapist

• Responsible for psychosocial assessment, consultation, care coordination, crisis intervention services, and treatment plan development/monitoring for assigned clients.
• Conduct individual, group, and family therapy; may provide office, home-based, or community-based services.
• Develop a written psychosocial assessment within 48 hours of admission/assignment of case.
• Attend treatment team meetings, case reviews, and problem-solving sessions; consult with agency staff and collateral entities to ensure coordination of services.
• Develop and monitor individualized treatment plans.
• Document client progress toward goals and objectives, including progress notes in DAP format, treatment plans and updates, case notes, program forms, incident reports, and letters of progress as assigned.
• Provide home based services and other clinical services as assigned.
• Attend trainings and supervision as assigned and maintain professional quality client records; perform administrative duties (e.g., UR functions, billing, performance measures).
• Uphold applicable Code of Ethics (e.g. NASW, ACA, APA) and be available for 24-hour crisis intervention as needed or directed.
• Additional duties as assigned.

Client Services Specialist

Community Support Specialist

Clinical Therapist