Access Navigator

About the role

The Access Navigator position plays a critical role in supporting the coordination and administrative operations of recovery, transition, and community-based services. This role ensures the timely completion of essential documentation, facilitates communication across multidisciplinary teams, and assists with the coordination of care to support individuals transitioning to appropriate levels of community living and behavioral health services.

Responsibilities

• Scan, upload, and organize client documents, and complete declination of letters, discharges, and related tracking within the health record
• Obtain medical records and collect required signatures, releases of information, and other missing documentation (e.g., IATP)
• Support clients through admission, intake, and consent processes with a welcoming, compassionate approach
• Coordinate handoffs between programs and services to support continuity of care
• Collect and track data for grants, compliance, and quality improvement measures, and manage program-specific reports to support quality care, administrative workflows, and performance outcomes
• Schedule staffings, follow-up meetings, and team schedules, and support staff coverage needs and day-to-day adjustments
• Attend team meetings, record minutes/notes, and distribute follow-up action items to attendees
• Maintain training records and certifications in designated systems
• Aid in program logistics, materials, and general office operations
• Take on additional administrative or client-facing tasks depending on program and department needs

Requirements

• High school diploma or equivalent
• Minimum of 21 years of age
• A valid driver's license, reliable means of transportation, and proof of automobile insurance

Qualifications

• Strong organizational and time-management skills with the ability to manage multiple tasks, deadlines, and competing priorities
• Skilled in document management, data entry, scheduling, and electronic clerical workflows
• Certified in the use of electronic health record systems, digital signature platforms (e.g., DocuSign), and Microsoft Office/Google applications
• Strong written communication skills including note-taking, documentation, and professional correspondence
• Effective verbal communication skills with staff, clients, external partners, and multidisciplinary teams
• Skilled in problem-solving, follow-through, and navigating barriers to care
• Customer service skills with a focus on service delivery and professional interactions
• Ability to maintain accuracy and attention to detail in documentation, data entry, and reporting
• Ability to work collaboratively across internal departments and with external partners to support care coordination
• Ability to adapt to changing priorities, processes, and program needs
• Ability to maintain compliance with privacy requirements and handle sensitive information appropriately
• Ability to support individuals with behavioral health conditions with respect, empathy, and professionalism
• Ability to collect, track, and organize data for grants, billing, compliance, and quality outcomes
• Ability to represent the program and agency in a professional and positive manner
• Ability to exercise sound judgment, prioritize appropriately, and escalate issues when required

Skills

• Strong organizational and time-management skills
• Data entry and scheduling proficiency
• Document management and electronic health record systems
• Professional communication skills
• Problem-solving and follow-through abilities
• Collaboration and adaptability
• Compliance and privacy handling
• Customer service and empathy
• Administrative and client-facing tasks

Benefits

• Generous time off: vacation, sick, personal, and holiday leave
• Wellness benefits: every other Friday off paid, Employee Assistance Program (EAP), and fitness reimbursement
• Insurance: health, dental, vision, flex spending accounts (healthcare, dependent care), and additional life insurance
• Health insurance includes substantial agency contributions toward the cost
• Retail: 401k and Roth
• Professional growth: tuition assistance and continuing education opportunities
• Loan forgiveness: eligible through the National Health Service Corp