Clinical Assessment Specialist

The Menninger Clinic•Houston, TX

10h

About The Position

The Clinical Assessment Specialist performs telephone screening, triage, admissions, financial, technical, confidentiality, and coordination functions. The role screens potential patients and clients to determine appropriate program placement, explains treatment options and admission expectations to clients and families, verifies program criteria, obtains outside medical records, and alerts staff to issues that may affect treatment. During admission, the specialist completes and explains required documents, conducts initial assessments, and prioritizes orientation needs. The position assesses financial viability, interprets insurance benefit information, documents it in detail, collects finances as needed, and works with Utilization Management and Finance. The specialist uses Cerner, TIER, Who’s On, and office equipment, and types while talking. The role protects patient confidentiality and privacy, represents the program professionally to referral sources and others, serves as liaison between Admissions and Menninger programs, participates in team meetings, accepts delegated assignments, and performs other duties as needed. Schedule adjustments may be required to meet business needs.

Requirements

Minimum of 4 years of direct patient care experience in a behavioral health setting.
Related admissions experience.
License or certification as an LMSW, LCSW, RN, or LPC.

Nice To Haves

Master’s degree from an accredited program in the behavioral healthcare field, or an RN with a BSN.
Experience with Cerner or electronic charts.

Responsibilities

Conduct initial telephone screenings and triage potential patients or clients to determine appropriate program placement.
Provide clients and families with information about treatment programs, admission preparation, and what to expect; answer questions and ensure patients or clients meet program criteria.
Arrange for outside medical records to be obtained in a timely and efficient manner.
Alert clinical and other staff to special problems that may affect treatment.
Complete the admission process accurately and efficiently, reviewing rights, responsibilities, consents, and releases with clients.
Meet with patients on admission to conduct an initial assessment.
Prioritize patient or client needs related to orientation.
Assess financial viability for admission.
Interpret insurance benefit information and document it in detail.
Collect finances bi-weekly or as needed.
Work cooperatively with the Utilization Management and Finance departments.
Use Cerner, TIER, Who’s On, and office equipment; type while talking.
Protect patient and client confidentiality and privacy, accessing and sharing protected health information only as needed for job duties.
Participate in teamwork and team meetings, accept delegated assignments, and perform other duties when needed.
Represent the program professionally to referral sources, potential clients, and outside individuals and agencies.
Serve as liaison between Admissions and all Menninger programs.
Adjust work schedule or hours to meet business needs.