Client Access and Referral Coordinator

Clarvida • Anaheim, CA

12d • Onsite

About The Position

The Client Access and Referral Coordinator provides client and community support under the direct supervision of the Office Manager and/or Program Director. The role uses a welcoming, client-service approach and requires strong interpersonal skills and the ability to multitask while engaging with clients, community members, staff, and stakeholders. It supports front-office operations, including answering and directing calls, greeting clients, managing appointments, recording referrals, and entering data. The position contributes to quality client care and a welcoming program environment.

The role also supports culturally respectful, strengths-based care and clients’ recovery and wellness. It helps foster an inclusive organizational culture, values ongoing learning, and uses industry best practices to support effective services and outcomes.

Requirements

• High school diploma or GED.
• Proof of a valid California driver’s license, auto insurance, and education is required.
• Previous office experience is required.
• Strong organization, communication, and interpersonal interaction skills.
• Intermediate PC skills, excellent computer knowledge, and data-entry skills.
• Excellent interpersonal and customer-service skills, including proper phone etiquette.
• Ability to prioritize effectively and manage time.
• Ability to perform clerical skills.
• Ability to communicate effectively through reading, writing, and speaking in person or by telephone.

Nice To Haves

• Prior behavioral health experience is preferred.

Responsibilities

• Practice Clarvida’s core values in interactions with clients and help build 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 electronic health record (EHR).
• Interface with walk-in clients, community partners, and stakeholders to help ensure program services meet client needs.
• Manage the reception area and ensure clients are checked in for appointments or group activities.
• Walk the building perimeter as part of 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.
• Encourage consumers to explore and regain strengths, skills, and talents, and support social engagement through community outings and program activities.
• Provide expertise and consultation to the team to promote recognition, understanding, respect, and integration of each consumer’s views and preferences into treatment.
• Support clients’ recovery and wellness and contribute to a culture that respects and celebrates client diversity.
• Use ongoing learning and industry best practices to help improve services and outcomes.
• Perform other duties as assigned or necessary to support the program and/or company.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED