Intake Assessment Clerk

Intake Assessment Clerk

The Intake Assessment Clerk plays a critical role in managing the intake process for new clients, ensuring a seamless and efficient admission experience. This position involves coordinating various administrative tasks, maintaining accurate records, and facilitating communication between clients, intake staff, and medical providers.

• Assist in screening and scheduling all new client intakes, managing provider calendar, and ensuring effective communication with intake and medical staff
• Coordinate drug testing involving contracted site lab
• Organize daily workflow for intake therapists
• Troubleshoot admission and authorization issues with providers
• Remove intake packet and Socrates distribution ensuring all clients receive the necessary documentation
• Ensure intake process for clients within established time frame as indicated for each program. This includes financial information, PHI, treatment agreements, and admission and assignments for all new clients in SAM
• Distribute and complete intake packet forms and scan/fax admission forms and releases to PIHP's
• Distribute program rules/schedules to all clients at time of assessment
• Upload all intake documents into corresponding client file
• Distribute intake packet and Socrates
• Responsible for accuracy and updates of the bed census
• Monitor all admissions for Intake/Assessment, Residential, Outpatient, Intensive Outpatient and Detoxification to ensure program accuracy and complete daily census
• Track referral reports to ensure all client referrals are documented and processed correctly
• Perform other duties as assigned

• Must possess a High School Diploma or equivalent
• Experience with substance abuse or mental health populations preferred

• Proficiency with Microsoft Office applications, internet and e‑mail
• Experience using Electronic Medical Records systems preferred

• Complete Safe From Harm training, and keep current as needed