Client Access and Referral Coordinator

Clarvida - California•Anaheim, CA

60d•Onsite

About The Position

Under the direct supervision of the Office Manager and/or Program Director, the Client Access and Referral Coordinator provides client and community support through welcoming, client-focused service. The role requires strong interpersonal skills and the ability to multitask while engaging with clients, the community, staff, and stakeholders. Duties include front-office support, answering and directing calls, greeting clients, managing appointments, recording referrals, and entering data. The position supports quality client care and a welcoming program environment. The role also supports recovery-oriented services by providing culturally respectful and relevant care, recognizing client and community strengths, supporting recovery and wellness, respecting diversity, and applying industry best practices to improve service outcomes. This is an office-based, non-remote position.

Requirements

High school diploma or GED.
Proof of a valid California driver’s license and auto insurance.
Previous office experience.
Excellent computer knowledge and data-entry skills.
Intermediate PC skills.
Strong organizational, communication, and interpersonal skills.
Excellent customer-service skills.
Ability to prioritize effectively and manage time.
Ability to perform clerical tasks and use proper phone etiquette.
Ability to encourage consumers to explore and regain strengths, skills, or talents and to engage socially through community events, outings, and internal program activities.
Ability to provide expertise and consultation to the team to promote recognition, understanding, respect, and integration of each consumer’s views and preferences into treatment.
Ability to communicate effectively through reading, writing, and speaking in person or by telephone.
Ability to use a computer, tablet, phone, and general office equipment.
Ability to grasp and handle objects; adequate visual acuity.
Ability to sit extensively, with periodic standing and walking, and to lift or move up to 20 pounds if required.

Nice To Haves

Prior behavioral health experience.

Responsibilities

Practice Clarvida core values in interactions with clients and contribute to a collaborative, inclusive environment grounded in compassion and integrity.
Greet and check in clients in a welcoming and friendly manner.
Respond to calls from participants, families, providers, hospitals, law enforcement, probation or parole, housing partners, pharmacies, and other involved systems; route nonurgent matters to the appropriate ACT team member.
Gather referral information and enter it into the EHR.
Work with walk-in clients, community partners, and stakeholders to help ensure the program meets client needs.
Manage the reception area and check clients in for appointments and group activities.
Walk the building perimeter under the Good Neighbor Policy, address client loitering, and engage clients in program activities.
Record client attendance to track program participation for payor outcomes.
Develop and maintain program group calendars and on-call calendars.
Protect the confidentiality and security of organizational and client information in accordance with company policies and HIPAA regulations.
Provide culturally respectful and relevant care; identify and build upon the strengths of clients, coworkers, and communities; support clients’ recovery and wellness; respect and celebrate diversity; value ongoing learning; and research and apply industry best practices to improve outcomes.
Perform other duties as assigned or needed to support the program or company.
Travel to meetings and training as needed, using a personal car or vehicle.