Client Engagement Specialist

Description: • Professionally and cordially manage all interactions with clients whether in-person at the clinics or over the phone. ◦ Notify appropriate parties of any/all next steps or follow-up needed or of call outcome to ensure all parties informed of service provided to client(s) ◦ Document service provided via info note in client chart where appropriate or required. • Schedule new (e.g. psych eval, med. management, individual psychotherapy, etc…) appointment(s) or follow-up appointment(s). When scheduling appointments, the Client Engagement Specialist will: ◦ Confirm provider’s recommendations for appointment and appointment format (e.g. telehealth versus in-person). ◦ Review appointment options in Avatar Scheduler ◦ Identify client’s preferred form of communication (e.g. phone call, email, text….) ◦ Outreach client to schedule next appointment ◦ Confirm client’s availability and session format (e.g. telehealth v in-person ◦ Enter data into scheduler ◦ Send client initial confirmation of next appointment via client’s preferred form of communication ◦ Enter date of reminder sent into scheduler “notes” section ◦ Send Clinic Office Manager the daily list of daily appointments scheduled at the beginning of each day. • Manage “virtual” clinic waiting rooms via format used by agency (e.g. zoom, Avatar nx) to: ▪ Appointment cancellations ▪ Appointment no shows ▪ Client Arrivals ▪ Appointment timeliness ▪ Emergencies ▪ Changes to schedules ▪ Client Engagement Specialist Shift Change ◦ Communicate with clinic staff, therapists and psychiatric providers via Microsoft Teams, email, phone, text, zoom chat, etc… throughout shift to inform of: • Communicate with Clients to: ◦ Check-in for appointment ◦ Collect co-pay / documentation ◦ Keep them informed and/or answer questions re: ▪ Delays in start time ▪ Early arrival/actual appointment time • As needed, assist with returning voicemails for other virtual clinics and incoming calls • Check in/check out in-person clients at clinics • Perform data entry and handle routine office administrative tasks or program errands Requirements: • BA in related healthcare field or minimum two years related work experience preferred • Ability to work well with others and as part of a team • Ability to work autonomously as needed in a hybrid (remote and in-person) work setting • Experience working under pressure in a multi-tasking, fast paced environment • Ability to communicate effectively and appropriately with clients, potential clients, colleagues, supervisors and other Jewish Board staff. • Strong attention to detail and organizational skills • Excellent interpersonal skills • Significant experience with providing excellent customer service • Bilingual preferred but not required • Work Flex schedule with rotation that includes some evening and weekend hours #GA1 Job Type: Full-time Pay: Up to $23.64 per hour Benefits: • Dental insurance • Health insurance • Paid time off Work Location: In person