Access Client Screener

SUMMARY

The Access Screener / Scheduler answers incoming calls to screen and schedule clients for behavioral health assessments provided by Compass Health.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following, other duties may be assigned


* Screens clients requesting services for clinical, financial, and safety considerations.


* Schedules clients for assessments at the appropriate outpatient location using a computerized scheduling system, or provides client with information on how to utilize the open access times at the appropriate location.


* Verifies funding.


* Refers clients to resources outside of Compass Health, if appropriate.


* Collects and enters demographic, clinical, and financial information into the client information system.


* Communicates special needs/special circumstances of referred clients to the appropriate outpatient location.


* Maintains high energy and positive customer-service attitude under stress.


* Manages spreadsheets, tracks pending task items, and follows through on short and long-term tasks and projects.


* Makes reminder calls and/or utilizes the automated reminder call system to ensure clients receive reminders of upcoming appointments.


* Operates within all legal requirements of applicable state and federal laws including confidentiality.


* Works with interpreter and other resources as needed.


* Maintains respectful, customer-friendly relations with clinicians, support staff, managers, vendors, and other service providers.


* Serves as a central point for a variety of agency wide activities, such as processing incoming court orders, physician referrals, etc.

Reviews and logs incoming information and routes to the appropriate staff person/office.


* Complies with all accurate and appropriate charting, coding and billing procedures as required by the regulatory organization.


* Provides consumers with information regarding their first appointment as requested.


* Participates in regularly scheduled supervision and team meetings.


* Remains compliant with required trainings and certifications.


* Behaves in an ethical and professional manner consistent with agency policy, state law, and licensing entities if applicable.


* Understands and practices safekeeping of client protected health information per Compass Health's HIPAA and other agency policies and procedures.


* Demonstrates respect for diversity and a commitment to developing multicultural competency and sensitivity.


* Demonstrates commitment to Compass Health's Strategic Intention, core Values and Core Competencies.