Case Manager/ Intake Coordinator

Qualifications

• Undergraduate degree from an accredited college or university, or relevant work experience can be used in place of degree.
• 1-3 years of case management experience preferred.
• 2+ years in a customer service-focused environment preferred.
• Experience with veterans is a strong plus.
• Driver’s License must be valid and must be able to successfully pass a criminal background check.
• Must have daily use of a vehicle without prior notice.

Essential Job Responsibilities

• Provide initial intake screenings and wellness assessments to determine client eligibility and coordinate with health and wellness programming.
• Prepare and keep data, files, reports, drafts, and accurate reporting of intake/referral/list activities.
• Collect fiscal data to assist with the completion of monthly, quarterly, and annual reports.
• Advocate for and facilitate client’s access to health and wellness services and community resources and relevant benefits.
• Build a database of community resources. Provide and assist navigation to referrals.
• Manage daily assignments and ensure deadlines are met and work is completed correctly.
• Prepare and maintain confidential case records. Ensure confidentiality and controls access to sensitive information.
• Provide follow-up to ensure clients received the services they were referred to and do not have any follow up needs.
• Develop a network of trusted contacts within organizations in which to refer and coordinate care.
• Consult with service providers and community partners on resource-related issues.
• Conduct initial eligibility screening of clients entering the program and provide general information and community referrals to clients not meeting program eligibility requirements and/or clients not scheduled with a service due to program capacity.
• Complete Intake and Case Management for eligible clients.
• Evaluate individual and family needs. Complete a treatment plan with clients including wellness services and other related needs.
• Cookordinate and monitor services, including comprehensive tracking of client activities in relation to service plan and client’s needs.
• Document detailed case notes, daily; maintain comprehensive client files as per Policies and Procedures.
• Aid the team in conducting service referrals for internal resources.
• Support planning and coordination of the programs in the facility and its activities.
• Responsible for conducting routine psycho-social-emotional needs assessments, completing Person-Centered Recovery Plans, assisting veterans and their families with accessing community resources, providing rehabilitative services, and initiating crisis intervention when needed.
• Promote wellness, community integration, independent living within the community and improved quality of life.
• A high level of detailed electronic documentation is required and adherence to company and state guidelines is expected.
• Obtain, store, and track all client data and coordinate wellness assessments in Salesforce.
• Assist with other administrative duties as assigned.

Essential Qualifications

• Demonstrate Exceptional customer service, in Everything you do, by placing the client first to support our mission to serve those in need.