Behavioral Health Patient Services Caseworker
About The Position
As a member of the integrated healthcare team, the Behavioral Health Patient Services Caseworker serves as a link between clinical services and community-based social support resources. The role identifies patient needs across medical, behavioral health, dental, financial, and eligibility-related areas; screens and assesses psychosocial needs and social determinants of health; and connects patients with appropriate resources. The caseworker develops and maintains referral networks, navigates community services, and coordinates care to help patients access and follow through with recommended support. For behavioral health patients, the role supports transportation needs, helps reduce missed appointments through reminders and confirmations, conducts comprehensive initial screenings, and ensures urgent needs are addressed promptly. The caseworker uses the current EHR system to document patient information, track referrals and follow-up, and ensure action is taken within appropriate time frames. This position has no direct reports and may perform other duties as assigned.
Requirements
- Bachelor’s degree in Human Services, Social Work, Psychology, or a related field; an associate’s degree in a related field may be considered with comparable experience.
- Knowledge of or ability to learn electronic health records (EHR) and patient engagement applications.
- Proficiency in Microsoft Office Suite or similar software.
- Strong critical-thinking skills and ability to analyze complex information.
- Strong verbal and written communication skills.
- Ability to work effectively with people from diverse socioeconomic, cultural, and intellectual backgrounds.
- Ability to work independently and as part of a team.
Nice To Haves
- Previous experience in social services or behavioral health.
- Two to three years of related experience.
- Bilingual in Spanish.
Responsibilities
- Complete psychosocial assessments and social determinants of health screenings.
- Collaborate with departments and staff to gather required patient documents and information.
- Help patients obtain documents needed for financial support, continuity of care, and HIPAA-compliant releases of information.
- Work with patients to identify programs and services within the organization and community.
- Make timely referrals to appropriate services to improve patients’ quality of life.
- Assist patients with completing intake paperwork and ensure documentation is added to their chart.
- Maintain patient privacy and confidentiality.
- Assist behavioral health patients with transportation needs.
- Help reduce behavioral health no-show rates through reminders and confirmations.
- Conduct comprehensive initial screenings for new behavioral health patients.
- Ensure urgent patient needs are addressed quickly.
- Use the current EHR system to document patient information accurately, track referrals and follow-up, and ensure action is taken within appropriate time frames.
- Perform other duties as assigned.
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What This Job Offers
Job Type
Full-time
