Treatment Navigator

SummitStone Health Partners • Loveland, CO

8d • 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. And 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level