Sr. Intake Specialist, Mental Health
Pleasanton, California
Clinical Services /
Full time /
On-site
The Opportunity
Reporting to the Operations Manager, the Sr. Intake Specialist will be the first point of contact for mental health clients at Hively. The ideal candidate should be an organized, detailed, team oriented, customer focused individual who will be responsible for managing the flow of client requests, resources and referrals. They will provide clerical support to the office and help manage client files.
Schedule
This role is fully onsite and would typically be scheduled 9:30 am - 6:00 pm. 1-2 days in our San Leandro Office, and 3-4 days in our Pleasanton office.
What you will do:
- Act as the primary contact for potential clients as they schedule services
- Greet clients in a mental health setting, including clients who may be upset or in crisis
- Maintain and manage client records, preparing intake files and updating documents as needed (both hard copies and in the electronic health record system)
- Ensure client information is accurate and up to date including billing information
- Answer incoming calls and deal with inquiries, from clients, referral sources and public
- Plan, organize, and coordinate all incoming referrals from both internal and external referral sources
- Manage scheduling and coordinate with therapists on any changes or updates to weekly schedules to ensure clinic spaces are maximized in all locations
- Follow up with and schedule new clients, and ensure any open spots are filled in a timely manner
- Work closely with the county for coordinating mental health referrals
- Communicate with therapists regarding new clients and intake details, and ensure therapists at each location have all they need for each intake appointment
- Monitor no-shows, following-up with the therapist to see next steps and coordinate client terminations when appropriate
- Provide clerical and administrative support to the Mental Health team
- Other duties as assigned
What you should bring:
- 2+ years of experience as an administrative assistant and/or scheduling intake in a behavioral healthcare setting
- Previous experience with using electronic health record systems and scheduling for multiple schedules
- Customer service and conflict management skills
- Excellent computer knowledge, including MS Word, Excel, Outlook, and Google Suite
- Excellent organizational skills, independent and responsive with attention to details and ability to prioritize multiple tasks
- Ability to work effectively in a team environment, excellent interpersonal skills with positive attitude and maximum discretion when handling sensitive and confidential information
- Knowledge of HIPAA policies and best practices
- Adaptability to changing organization needs, conditions and work responsibilities
- An ongoing improvement and process oriented mindset
- Ability to work independently and onsite at our Pleasanton and San Leandro offices
Preferred Knowledge, Skills and Abilities
- Bilingual in English and Spanish
Physical Requirements
- Ability to sit at a desk, conference table or in meeting rooms of various configurations for extended amounts of time
- Ability to stand for extended amounts of time
- Manual dexterity to use a telephone and computer
- Facility to hear and understand speech at normal room levels, and to hear and understand speech on the telephone
- Facility to speak in audible tones so that others may understand clearly in normal conversations and over the telephone
- Physical agility to lift and carry up to 20 pounds and to bend, stoop, walk and reach overhead
- Physical agility to push/pull, squat, twist and turn
- Mental acuity to perform the essential functions of this position in an accurate and timely fashion; to make good judgments and decisions; and to evaluate the results of decisions and judgments
$26 - $30 an hour
Salary ranges are based on industry data, and final employment offer will be determined based upon factors including but not limited to an applicant's experience, specialized skills, and internal alignment.
Benefits
* Medical, dental and vision plans covered at 100% for the employee
* Health & Dependent Care FSA & HSA
* 15 Paid Holidays + flex holidays!
* Generous paid time off policy
* Tuition Reimbursement ($1,000/year)
* Employee Appreciation Program
* Life & Long Term Disability Insurance covered 100% by Hively
* 403(b) plan
* SEP-IRA plan with an employer contribution of 5% of annual salary
* Learning & Development Opportunities
* Industry competitive salary ranges
Welcoming Candidates from All Backgrounds
While we try to be thorough with our prerequisites, not everything about you as a candidate can be condensed into a list of bullet points.
We welcome applicants of any educational background, gender identity and expression, sexual orientation, religion, ethnicity, age, socioeconomic status, disability, and veteran status.
* Note: Benefits described apply for full-time, permanent positions only. Temporary, internships, part-time or contract roles are not generally eligible.
