Client Intake & Application Management
- Respond to all client inquiries via phone, email, and web within established timelines.
- Conduct initial screening and gather necessary information to assess program eligibility.
- Assist clients and families through the application and admissions process, providing clear information about services, requirements, and expectations.
- Manage client onboarding tasks, including collecting documentation, contracts, and coordinating intake appointments.
- Accurately maintain client records in the EHR (Electronic Health Record) and CRM (Customer Relationship Management) systems, ensuring timely data entry and updates.
- Support the Director of Admissions in reviewing applications and preparing recommendations for approval or next steps.
Communication & Relationship Support
- Serve as a liaison between clients, families, referral partners, and internal teams to ensure a smooth and professional admissions experience.
- Provide updates to referral sources regarding program availability, admissions status, and client progress through the admissions pipeline.
- Collaborate with clinical and operational teams to coordinate timely admissions and transfers.
Documentation & Compliance
- Ensure all admissions documentation complies with organizational policies, HIPAA, 42 CFR Part 2, and applicable laws.
- Participate in routine audits of admissions files to maintain accuracy and compliance.
- Assist with preparation of regular admissions reports as directed by the Director of Admissions.
Project & Operational Support
- Assist the Director of Admissions with implementation and optimization of systems.
- Contribute to the development and updating of Standard Operating Procedures (SOPs) for admissions workflows.
- Support community engagement efforts, including occasional participation in outreach activities and events as assigned.
Key Performance Indicators (KPIs)
- Respond to client inquiries within 24 hours (≥ 95% compliance).
- Maintain accurate and complete client records in the CRM with ≥ 98% accuracy.
- Achieve target conversion rates from inquiries to admissions, as defined by leadership.
- Meet deadlines for admissions documentation and reporting requirements.
- Receive positive feedback from clients, families, and referral partners regarding admissions support.
- Complete assigned projects and tasks within agreed timelines.
Core Competencies
- Client-Centered Service: Provides empathetic and professional support to clients and families.
- Attention to Detail: Maintains precise and accurate records and documentation.
- Communication: Communicates effectively and professionally, both verbally and in writing.
- Time Management: Manages workload effectively to meet response times and deadlines.
- Teamwork: Works collaboratively with the admissions team and other departments.
Technical Proficiency: Comfortable using CRM and EHR systems, email, phone systems, and office software.
Qualifications & Experience
- High school diploma or equivalent required; Associate’s or Bachelor’s degree in a related field preferred.
- Minimum of 1 year of experience in admissions, client services, healthcare, or related field.
- Experience working in behavioral health, substance use disorder services, or recovery programs is preferred.
- Proficiency in CRM, EHR systems and standard office software.
- Comprehensive understanding of HIPAA and confidentiality requirements.
- Strong interpersonal and organizational skills.