Client Engagement Specialist I
About The Position
The Client Engagement Specialist serves as a link between clients and services, helping ensure access to care and engagement throughout treatment. The role supports client retention and operational efficiency by managing referrals, addressing barriers to attendance, and helping clients complete required clinical and administrative processes. Work includes assisting clients with referrals and paperwork, supporting appointment attendance and scheduling, following up after missed appointments, and helping clients navigate treatment and connect with resources. The position also helps ensure clinical screening and treatment-plan documentation requirements are met, maintains records in the electronic health record, and supports daily operations, special projects, quality improvement, and data collection. The position is based in an office setting and requires sitting, standing, and walking. Minimal work-related travel is required, and reliable transportation is necessary. A valid driver's license is preferred, and proof of automobile insurance is required. Applicants must pass a criminal record check and provide proof of a recent TB skin test (less than one year old). Employees are evaluated annually against company and department goals, objectives, and performance factors, and are expected to uphold the company's core values of integrity, teamwork, trust and respect, care and compassion, and ownership and accountability.
Requirements
- High school diploma or equivalent.
- Strong interpersonal and communication skills, including the ability to engage diverse client populations.
- Ability to maintain confidentiality and comply with HIPAA regulations.
- Demonstrated problem-solving ability and sound judgment.
- Proficiency with computer systems and electronic health record platforms.
- Reliable transportation.
- Proof of automobile insurance.
- Must pass a criminal record check.
- Must provide proof of a recent TB skin test, less than one year old.
- Willingness to uphold the company's core values of integrity, teamwork, trust and respect, care and compassion, and ownership and accountability.
Nice To Haves
- Prior work in a human services field.
- Experience in a behavioral health treatment setting.
- Experience with an electronic health record system.
- Valid driver's license.
Responsibilities
- Facilitate internal and external referrals by helping clients complete paperwork and understand the next steps.
- Accompany clients to appointments or departments within the facility to support their connection to services.
- Identify and locate available providers for walk-in clients or urgent scheduling needs.
- Help clients complete initial intake paperwork and ongoing required documentation.
- Contact clients after missed appointments to understand barriers and provide support.
- Work with clients to resolve barriers to treatment attendance and develop strategies for keeping future appointments.
- Help clients navigate treatment and connect with appropriate resources.
- Build rapport to promote client engagement and reduce attrition from services.
- Collaborate with team members to ensure clients complete required clinical screenings.
- Monitor screening compliance and follow up with clients and clinical staff as needed.
- Verify that treatment plans are current and properly signed by clients and clinicians.
- Maintain accurate electronic health record entries for completed screenings and assessments.
- Assist with tasks that support daily operations and client flow.
- Complete special projects and assignments that improve service delivery and organizational efficiency.
- Support quality improvement initiatives and data collection activities.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
