Essential Duties:

• Interviews and evaluates client needs, identifies potential clients


• Screens for federal, state, county and local eligibility for health, dental and social services programs


• Secures information such as medical, psychological, and social factors contributing to client's capacities


• Secures, obtains and updates financial and supplementary information and conducts verification of insurance to determine program eligibility.


• Accesses and provides information of community resource programs, services, policies and procedures


• Provides referrals for MHM programing


• Completes and maintains sliding fee schedules and Electronic Health records


• Schedules and updates appointments, provides follow-up calls


• Assists in the resolution of complaints, requests, and inquiries from clients


• Maintains privacy of protected health information (PHI) in accordance with HIPAA


• Performs other duties as assigned

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education/Experience:

High school or general education diploma (GED); Two years or more of experience in program eligibility screening; Two years of college education preferred or equivalent combination of education and experience.

Language Ability:

Ability to read and comprehend instructions, correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to clients. Fluent in English and Spanish. Bilingual in Spanish is required.

Reasoning Ability:

Ability to apply understanding to carry out instructions. Ability to deal with standardized situations with occasional or no variables.

Certificates and Licenses:

None.

Computer Skills:

Demonstrate working knowledge of the Internet, Outlook, PowerPoint, Word, and Excel applications. Requires experience with Electronic Health Records.

Work Environment and Physical Demands:

The work environment characteristics described here are representative of those a team member encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the team member is exposed to a medical and dental office environment having direct contact with patients and clients. Position necessitates bending, stooping, twisting, turning, walking, climbing step stools, sitting, and standing for periods of time. Must be able to lift and maneuver 25 pounds.