Clinical Assessment Specialist

The Menninger Clinic•Houston, TX

5d•Onsite

About The Position

The Clinical Assessment Specialist performs assessment/triage, admissions, and financial functions. This role involves conducting initial telephone screenings of potential patients/clients to determine appropriate program placement, providing information about treatment options, and ensuring clients meet program criteria. The specialist is responsible for arranging the acquisition of outside medical records and alerting staff to any potential issues affecting treatment. Additionally, they complete the admission process efficiently and accurately, review documents with clients, conduct initial assessments, and prioritize patient orientation needs. Financial responsibilities include assessing financial viability, understanding and interpreting insurance benefits, collecting finances, and collaborating with the UM and Finance departments. Technical functions require proficiency in Cerner, TIER, and Who’s On, as well as the ability to use office equipment and type while talking. The role also emphasizes protecting patient confidentiality and privacy in accordance with federal and state laws and company policies. Teamwork, professional representation of the program, and flexibility in work schedule are also key aspects of this position.

Requirements

License/Certification: LMSW, LCSW, RN, LPC or LCSW.
Minimum 4 year direct patient care experience in a behavioral health setting.
Related admissions experience.

Nice To Haves

Master’s Degree from an accredited program in the behavioral healthcare field-or- an RN with a BSN.
Cerner or experience with electronic charts.

Responsibilities

Conducts initial telephone screening of potential patents/clients to determine appropriate placement in various programs.
Provides information to clients and families in order to help them decide about treatment, prepare for admission, and what they can expect to encounter.
Ensures patients/clients meet program criteria.
Arranges for obtaining outside medical records in a timely, efficient manner.
Alerts clinical and other staff to any special problems that might affect treatment.
Completes admission process efficiently and accurately, reviewing documents with the client so he / she is aware of rights and responsibilities and the nature of the various consents and releases that are being signed.
Meets with patients on admission to conduct initial assessment.
Prioritizes patient/client needs related to patient/client orientation.
Assess financial viability for admission.
Understand and utilize insurance language and be able to interpret benefit information with detailed documentation.
Collect finances bi-weekly or as needed.
Work cooperatively with the UM department and Finance department.
Proficient in Cerner, TIER, and Who’s On.
Able to use office equipment.
Able to type while talking.
Protects the confidentiality of patients/clients.
Protect the privacy of all client information in accordance with the company’s privacy policies, procedures and practices, as required by federal and state law, and in accordance with general principle of professionalism as a health care provider.
May access protected health information (PHI) and other patent information only to the extent that is necessary to complete your job duties.
Participate in team work.
Represents the program to referral sources, potential clients, and other outside individuals and agencies in a courteous, professional manner that reflects positively on the program and its staff.
Accept delegated assignments.
Be the liaison between Admissions and all of the Menninger programs.
Be an active participant in team meetings.
Willing to adjust work schedule and/or hours to meet business needs.
Perform other duties when needed.