Assessment & Referral Specialist
About The Position
The Assessment & Referral Specialist is the friendly first point of contact for people seeking care. The role involves handling a high volume of calls, scheduling and conducting intake appointments, making follow-up calls, and maintaining organized assessment and bed boards and other systems. The specialist assesses needs and connects patients with appropriate services while providing supportive interviews and clear communication. The position works independently and as part of a team, partnering with clinical staff, nursing, and business development. The schedule is to be determined and rotates, with employees working four days one week and three days the next. The role is guided by the Assessment and Referral Director.
Requirements
- Bachelor’s degree in a Social Services field or experience in behavioral health.
- Strong customer service skills and the ability to make people feel heard and valued.
- Ability to manage multiple tasks, phone lines, and priorities while remaining composed.
- Positive attitude.
Nice To Haves
- Previous experience with behavioral health assessments or working on an inpatient unit.
- Ability to thrive in a busy environment and handle organized chaos.
- Team-oriented approach and willingness to help wherever needed.
- Strong verbal and written communication skills.
Responsibilities
- Communicate daily with patients, families, and referral sources.
- Answer a high volume of phone calls.
- Schedule and conduct intake appointments and make follow-up calls.
- Conduct supportive interviews, assess needs, and connect people to appropriate services.
- Maintain bed boards, assessment boards, records, and systems.
- Coordinate with clinical staff, nursing, and business development.
- Solve problems and support clear communication and effective teamwork.
Benefits
- Supportive, mission-driven team.
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What This Job Offers
Job Type
Full-time
