Client Intake Specialist

Client Intake Specialist

Davis Behavioral Health (DBH) is committed to providing exemplary customer services to its clients and employees. As a member of the Clinical Support team, the Intake Specialist serves as the initial point of contact for clients seeking behavioral health services. This position is responsible for gathering demographic, insurance, and clinical information; assessing immediate needs; and coordinating with clinical staff to facilitate timely access to appropriate services. The Intake Specialist plays a critical role in ensuring that clients feel welcomed, informed, and supported through the initial steps of the care process.

Essential Job Functions

• Answer incoming calls and respond to inquiries regarding services.
• Complete intake assessments to determine client needs and appropriate levels of care.
• Schedule initial appointments and provide information about clinic procedures.
• Enter accurate client data into the electronic health record (EHR) system.
• Verify insurance eligibility and obtain necessary authorizations.
• Maintain confidentiality and adhere to HIPAA regulations at all times.
• Collaborate with clinical and administrative teams to ensure smooth client onboarding.
• Other duties and responsibilities as needed and assigned.

In addition, the Intake Specialist is responsible for performing the following tasks:

• Conduct screening interviews with potential clients using standardized tools.
• Identify high-risk or crisis situations and promptly escalate to clinical staff.
• Provide referrals and resources to individuals who are not eligible for clinic services.
• Track and follow up with clients who miss intake appointments or need rescheduling.
• Support coordination of care with external agencies as needed.
• Maintain updated knowledge of clinic services, provider schedules, and intake procedures.
• Participate in quality improvement initiatives and team meetings.
• Other duties and responsibilities as needed and assigned.

Employment Classification, Schedule, and Work Environment

• This position is classified as part-time, non-exempt.
• Part-time employees at DBH must work less than 30 hours per week. The specific schedule for this position is outlined below:
• Monday through Thursday, 1:00 pm to 6:00 pm
• Friday, 11:00 am to 3:00 pm
• The work environment is described below:
• Standard office setting within a behavioral health clinic.
• Regular interaction with individuals experiencing mental health challenges.
• Moderate noise level; fast-paced and team-oriented.

Experience and Qualifications

Required Experience

• Clinical support positions at DBH require a minimum of two (2) years of experience working in a medical office or clinical setting.
• Previous customer service skills are required.

Preferred Experience

• Previous experience working in a behavioral health clinic or facility is preferred.
• Previous experience working with medical insurance and billing is also preferred.

Skills, Abilities, and Qualifications

The Intake Specialist must possess the following qualifications, skills, and abilities to successfully perform the essential functions of the job:

Qualifications

• Must be at least 18 years old.
• All employees at DBH must successfully pass a pre-employment criminal background check as well as a pre-employment drug screening. Since Davis Behavioral Health works with Federal grants the company and its employees must comply with the Federal drug laws, including no use of medical marijuana.
• Must have reliable transportation and a valid driver's license.
• A clean driving record is also required to utilize the DBH vehicle fleet.
• Bi-Lingual Spanish: Bi-lingual English/Spanish fluency is beneficial to perform all essential job functions in both English and Spanish, but is not required. A Spanish-language incentive stipend is available for candidates who successfully pass a Spanish-language assessment upon hire.

Skills & Abilities

• Ability to provide exceptional customer service to DBH clients and employees.
• Proficiently utilize required systems and/or equipment related to performing essential functions of the job.
• Ability to work independently and effectively.
• Ability to develop and maintain effective working relationships with colleagues and clients.
• Ability to maintain client confidentiality.
• Ability to remain calm and professional in high-pressure or emotionally charged situations.
• Knowledge of Medicaid, Medicare, and commercial insurance billing practices.
• Empathy, cultural sensitivity, and a client-centered approach to service delivery.
• Strong multitasking skills and adaptability in a fast-paced environment.

Compensation

• Starting pay for this position is $18.00 per hour.
• $28.85 per pay period Spanish-language incentive available. Must successfully pass a Spanish-language assessment.

Experience and Skills

Minimum Requirements All candidates must successfully pass a pre-employment background screening and drug screening.

DBH utilizes an electronic medical health records system, so computer literacy and familiarity with Microsoft Office products is required.

High school graduation and one year of full-time employment in a related clerical field. Microsoft Word and Outlook knowledge preferred. Typing a net of 35-40 wpm preferred but not mandatory.

Benefits

Part-time positions at DBH are not eligible to participate in the agency's benefits program.

All employees at DBH are eligible to utilize the agency's robust Employee Assistance Program (EAP) through Intermountain LiVe Well.

Davis Behavioral Health is an equal opportunity employer.

DBH Criminal Background Check & Drug Screening Disclaimer

Davis Behavioral Health is a drug-free workplace and requires all employees to successfully pass a pre-employment drug screening. DBH will not hire individuals currently using illegal drugs or abusing alcohol; therefore, making employment at DBH conditional upon successfully passing pre-employment drug screening by providing a valid sample. Candidates who are offered employment are required to report for a drug screen at an Intermountain WorkMed location within 24 hours of being requested to do so by the DBH Human Resources Department.

Davis Behavioral Health works with Federal grants and must comply with the Federal drug laws, including no use of medical marijuana.

Further, all employees at DBH must successfully pass a pre-employment criminal background check as part of DBH's licensing agreement with the State of Utah. Failure to pass either screening will result in the termination of any job offer submitted and/or employment for any individual who has started employment while the criminal background screening is in process. Pending and/or open charges will likely impact a candidate's ability to pass the pre-employment criminal background screening.