Behavioral Health Patient Services Caseworker

POSITION SUMMARY

As a member of the integrated healthcare team, this role serves as a critical link between clinical services and community-based social support resources. The position is responsible for identifying patient needs across medical, behavioral health, dental, and financial or eligibility-related areas.

ESSENTIAL JOB FUNCTIONS

• Complete screening tools and comprehensive assessments, including:
• Pychosocial assessments
• Social Determinants of Health screenings
• Collaborate with departments and staff to gather required patient documents and information
• Help patients obtain documents needed for:
• Financial support
• Continuity of care
• HIPAA-compliant releases of information
• Work with patients to identify programs and services within the organization and community
• Make timely referrals to appropriate services to improve patient quality of life
• Aid patients with completing intake paperwork and ensure documentation is added to the chart
• Maintain patient privacy and confidentiality at all times
• For behavioral health patients:
• Assist with transportation needs
• Help reduce no-show rates through reminders and confirmations
• Conduct comprehensive initial screenings for new behavioral health patients
• Ensure urgent needs are addressed quickly
• Use the current EHR system to:
• Document patient information accurately
• Track referrals and follow-up
• Ensure action is taken within appropriate time frames
• Perform other duties as assigned

EDUCATION

• Bachelor’s degree required in:
• Human Services
• Social Work
• Psychology
• Related field
• Associate’s degree in a related field may be considered with comparable experience

REQUIRED SKILLS

• Knowledge of or ability to learn:
• Electronic Health Records (EHR)
• Patient engagement applications
• Proficiency in Microsoft Office Suite or similar software
• Strong critical thinking skills
• Ability to analyze complex information
• Strong verbal and written communication skills
• Ability to work effectively with individuals from diverse:
• Socioeconomic backgrounds
• Cultural backgrounds
• Intellectual backgrounds
• Ability to work both independently and as part of a team

PREFERRED SKILLS

• Previous experience in:
• Social services
• Behavioral health
• 2–3 years of related experience preferred
• Bilingual in Spanish preferred

PHYSICAL REQUIREMENTS

• May require prolonged sitting
• Some bending, lifting, stooping, and stretching
• Normal hearing and vision required
• Eye-hand coordination and manual dexterity needed for office equipment
• May lift up to 35 pounds