Intake & Engagement Coordinator

About the role

The salary range for this position is $31.25 to $33.25, with a midpoint of $32.25/hr. New hires will typically receive between minimum and midpoint; however, offers may vary based on experience, internal equity, and market.

Responsibilities

• Serve as the first point of contact, providing a welcoming experience and an overview of available programs.
• Conduct intake assessments, gather required information, and complete eligibility screenings.
• Ensure all completed consent forms and documentation meet organizational and regulatory requirements.
• Provide service information and connect individuals to appropriate programs based on identified needs.
• Coordinate and schedule appointments across internal services, including case management, counseling, and medical care.
• Facilitate internal and external referrals and assist participants in accessing services.
• Act as a liaison between participants and providers to ensure prompt access, continuity of care, including warm hand-offs.
• Maintain ongoing contact to encourage engagement, especially during the early care and key treatment milestones.
• Conduct outreach to individuals who miss appointments or services, assist with rescheduling, and document follow-up efforts.
• Communicate with participants via phone, email, text, or in-person contact.
• Identify barriers to engagement (e.g., transportation, scheduling, childcare, financial constraints) and communicate findings to appropriate care team members.
• Track common barriers to inform care coordination and service planning efforts.
• Maintain accurate and timely records of participant interactions, intakes, referrals, and outreach efforts in the Electronic Health Record (EHR).
• Track activity metrics (e.g., number of intakes, outreach attempts, appointment follow-up) in accordance with team processes.
• Participate in team meetings and collaborate with internal and external partners to support coordinated care.
• Ensure all documentation complies with organizational standards, HIPAA, and 42 CFR Part 2.
• Support outreach efforts and promote available services through community engagement activities and events.
• Maintain knowledge of community resources to support appropriate referrals.

Requirements

• High school diploma or GED required. An associate degree or higher in a related field preferred.
• Prior experience in case management, social services, intake coordination, or a similar role preferred.
• Familiarity with intake procedures and participant engagement strategies preferred.
• Lived experience relevant to the population served is valued.
• Active, restriction-free Washington State driver’s license required, with an acceptable driving record.
• Demonstrated knowledge of racial equity and social justice, and contribute to creating an inclusive, equitable environment for clients, patients, and staff.
• Effective working relationships with clients, patients, and staff from a diverse ethnic, socioeconomic and cultural backgrounds.
• Demonstrate effective interpersonal and verbal/written communication skills.
• Organize and prioritize workload, work independently, and efficiently complete tasks timely.
• Demonstrate reliability, adapt to changing priorities, work effectively under pressure, and collaborate on problem solving.
• Maintain confidentiality and exercise discretion when handling sensitive information.
• Set clear boundaries, navigate challenging interactions, and support de-escalation.
• Proficiency with basic computer applications, including email, calendaring, video conferencing, and standard office software (e.g., Microsoft Office or Google Workspace).
• Safely operate a company vehicle.