Client Engagement Specialist I (55558)
About The Position
The Client Engagement Specialist serves as a link between clients and services, supporting access to care and engagement throughout treatment. The role supports client retention and operational efficiency by managing referrals, addressing barriers to attendance, and ensuring required clinical and administrative processes are completed. The position works in an office-based setting and includes sitting, standing, and walking. Minimal work-related travel is required, and reliable transportation is necessary. Employees are evaluated annually against company and department goals, objectives, and performance factors. All employees are expected to demonstrate 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 abilities 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 TB skin test performed within the past year.
Nice To Haves
- Prior work experience in a human services field.
- Experience in a behavioral health treatment setting.
- Experience with an electronic health record platform.
- Valid driver's license.
Responsibilities
- Facilitate internal and external referrals by helping clients complete paperwork and understand next steps.
- Accompany clients to appointments or departments within the facility to help connect them with services.
- Identify available providers for walk-in clients or urgent scheduling needs.
- Assist clients with initial intake paperwork and ongoing required documentation.
- Contact clients after missed appointments to identify barriers and offer support.
- Work with clients to address obstacles to treatment attendance and develop strategies for keeping future appointments.
- Help clients navigate treatment and connect with appropriate resources.
- Build rapport with clients to promote engagement and reduce attrition.
- 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 treatment plans are current and signed by clients and clinicians.
- Maintain accurate records of screenings and assessments in the electronic health record system.
- Assist with tasks that support daily operations and client flow.
- Complete special projects and assignments that enhance 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
