Specialist Entitlement

PURPOSE:
The Jewish Board’s Adult Residential Division housing programs empowers adults with mental health and social service needs by providing person-centered, safe, supportive housing that fosters independence, dignity and community integration.  Using a non-judgmental, harm-reduction approach, staff model and guide residents to create and meet personalized recovery goals, develop independent living skills, and live in a healthy and secure manner. Our work is guided by principles of delivering integrated residential services with compassion, respect, and professional excellence so that every resident can thrive within the community.

POSITION OVERVIEW:
The Client Engagement Specialist is responsible for answering calls/requests, scanning documentation and, checking clients in/out as required, and direct clients when they call the office directly or visit the clinics in-person. The Client Engagement Specialist will ensure communication with clients is documented appropriately in the chart where necessary and/or make the leadership aware of client needs where follow-up is needed.

KEY ESSENTIAL FUNCTIONS:

Professionally and cordially manage all interactions with clients whether in-person at the office or over the phone.

Notify appropriate parties of any/all next steps or follow-up needed or of call outcome.
Document service provided via info note in client chart where appropriate or required.
Manage phone system
Engage with Landlord to address office issues.

Perform data entry and handle routine office administrative tasks or program errands
Upload documents in clients Electronic Record
Ensure site maintain all regulatory compliance poster/signage
Upload all documents related to Community Advisory Board Meetings and High-Risk Documents
Assist with event planning and décor
Assist with program mail and ensure mail is provided to the correct program staff
Other duties as assigned.

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
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

COMPUTER SKILLS REQUIRED (List the computer skills needed):

Use of an Electronic Health Record (EHR)
Computer literacy in:

Microsoft Office (Excel, Word, Outlook, PowerPoint)
Zoom
Microsoft Teams
Netsmart/myAvatar
Tableau Dashboards

Willingness to attend trainings to increase knowledge and learn said databases and programs

VISUAL AND MANUAL DEXTERITY:

Able to read data and documents, including spreadsheets, reports and Electronic Health Records in printed form and on computer screens.
Able to input data into the Electronic Health Record.
Limited applications of manual dexterity and hand-eye coordination.

WORK ENVIRONMENT / PHYSICAL EFFORT
Physical Demands:

Regularly required to speak clearly and hear the spoken word well.
Regularly required to physically operate routine office equipment such as telephones, computers, etc.
Regularly required to utilize near vision ability and to read data and documents, including spreadsheets, reports and Electronic Health Records in printed form and on computer screens.

Work Environment:

Noise level is consistent with levels usually present in an office, education, rehabilitation or health related environment.
Hazards present are consistent with those common to an office, education, rehabilitation or health related environment.