Client Engagement Specialist I

POSITION SUMMARY:

The Client Engagement Specialist serves as a vital link between clients and services, ensuring seamless access to care and promoting successful engagement throughout the treatment process. This position provides essential support for client retention and operational efficiency by managing referrals, addressing barriers to attendance, and ensuring completion of all required clinical and administrative processes.

DUTIES AND RESPONSIBILITIES:

• Facilitate internal and external referrals by assisting clients with completing necessary paperwork and understanding next steps in the referral process
• Provide hands-on support by accompanying clients to appointments or departments within the facility to ensure successful connection to services
• Identify and locate available providers for walk-in clients or when urgent scheduling needs arise
• Support clients in completing initial intake paperwork and ongoing required documentation, providing assistance with forms as needed
• Conduct outreach to clients following missed appointments to understand barriers and provide support
• Collaborate with clients to problem-solve obstacles to treatment attendance and develop strategies for maintaining future appointments
• Support clients in navigating the treatment process and connecting with appropriate resources
• Build rapport with clients to promote engagement and reduce attrition from services
• Collaborate with other team members to ensure all clients complete required clinical screenings
• Monitor compliance with screening requirements and follow up with clients and clinical staff as needed
• Verify that treatment plans are current and properly signed by clients and clinicians
• Maintain accurate records of completed screenings and assessments in the electronic health record system
• Assist with tasks that support smooth daily operations and client flow
• Complete special projects and assignments that enhance service delivery and organizational efficiency
• Support quality improvement initiatives and data collection activities

QUALIFICATIONS:

• High School Diploma or equivalent required with a preference for prior work in a human services field
• Strong interpersonal and communication skills with ability to engage diverse client populations.
• Ability to maintain confidentiality and comply with HIPAA regulations
• Demonstrated problem-solving abilities and sound judgment
• Proficiency with computer systems and electronic health record platforms
• Experience in a behavioral health treatment setting and in an EHR preferred.

JOB REQUIREMENTS / EXPECTATIONS:

• Office-base work setting, sitting, standing and walking required
• Minimal work-related travel required. Must have reliable transportation.
• Valid driver's license preferred
• Proof of automobile insurance.
• Must pass a Criminal Record Check
• Must present proof of a recent (less than 1-year-old) TB skin test.
• The applicant hired into this role will be evaluated against company and department goals, objectives, and performance factors annually

CORE VALUES:

All employees must be willing to live our company's core values.

• Integrity – Exhibiting the highest moral, ethical and legal standards. Doing the right thing – even when no one else is looking.
• Teamwork – Putting team success over personal success. Actively valuing the strengths and talents of others.
• Trust/Respect– Seeing and believing in the good intentions of others. Interacting with others in a way that makes them feel valued. Listening without judging. Offering understanding and acceptance.
• Care/Compassion – Demonstrating unconditional kindness, concern and empathy. Exhibiting genuine concern for others.
• Ownership/Accountability – Taking personal responsibility for one’s work, actions and feelings. Accepting responsibility for and learning from mistakes.