Treatment Navigator

SummitStone Health Partners•Loveland, CO
•$20 - $24•Hybrid

About The Position

Responsible for guiding our clients through the healthcare process. This role will be responsible for educating clients on their healthcare options and ensuring they have a good understanding of what their care process is going to look like.

Requirements

  • Bachelor's degree in social work or related behavioral health degree
  • At least one year of customer service experience

Nice To Haves

  • At least one year of healthcare related customer service experience
  • Prior data entry experience using MS Outlook, Word, Excel and an electronic medical record
  • Bilingual/Bi-cultural

Responsibilities

  • Provide exceptional customer service that is both professional and accommodating.
  • Provide support to our clinicians and clients, both on and off-site.
  • Track clients through services and support attending providers with outreach and engagement efforts.
  • Complete outreach calls to clients regarding services, answer questions regarding treatment options and requirements.
  • Assist with adding referrals to the group list or the case management referrals list.
  • Outreach to clients for group enrollment or placement with a case manager for management services.
  • Provide case management screening and linkage from referrals to be assigned to ongoing case management services.
  • Complete an initial chart audit of case management chart for compliance prior to assigning for ongoing case management services.
  • Send clients’ immediate needs in referrals, treatment signature page and ROI’s for coordination of services as needed.
  • Maintain electronic medical record charts.
  • Assist with ongoing chart audits.
  • Receive and screen telephone calls, prepare correspondence, route mail and perform other associated tasks of this nature.
  • Document all interactions in Electronic Health Record, at the front desk for certain letters and communication to be sent out to clients.
  • Perform other duties as assigned.

Benefits

  • Medical, dental, and vision coverage — including options for eligible dependents
  • Mental health and wellness resources
  • Short-term and long-term disability insurances
  • Paid time off (PTO): Accrued vacation and personal leave based on FTE status and length of service
  • Paid Sick Leave: Provided in accordance with the Colorado Healthy Families and Workplaces Act (HFWA)
  • A range of voluntary benefits available to all employees
  • 403(b) retirement plan with employer matching contributions
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service