Conduct outreach to newly referred clients and log activity in Salesforce
Conduct 8-12 intake visits daily, ensuring efficient and accurate assessments
Assist clients in completing initial intake visit including a psychosocial assessment and care plan with goals of care
Review medical charts and document client medical needs and suggested interventions
Communicate critical information and client preferences to the care team for personalized care planning
Utilize evidence-based practices, such as Motivational Interviewing, Harm Reduction, and Trauma-Informed Care principles
Attend weekly Team Operations Meetings
Maintain a structured and organized schedule to optimize client intake and engagement
When unscheduled, perform proactive outreach to no-shows or clients who have not been contacted previously
Stay available for warm transfers from field teams, ensuring same-day responses
Thrive in a fast-paced, dynamic environment with an emphasis on meeting key performance metrics

Active, unrestricted California Licensed Vocational Nurse (LVN) license, or Bachelor's degree in a related field, or Medical Assistant certificate issued by a recognized group (AAH, AAMA, AMT, NCCT, or NHA)
Minimum of 2 years of previous intake or admissions experience in a high call volume environment
Bilingual (English/Spanish) with proficiency in medical terminology required
Experience working with complex care clients and ECM Populations of Focus
Experience with Health Gorilla or Health Record Systems
Strong oral and written communication skills
Positive interpersonal skills with a collaborative attitude
Expert computer skills and proficiency in Google Workspace, MS Office, and internet tools
Ability to work independently and stay highly motivated
Capable of managing multiple tasks and navigating various platforms, with the ability to adapt and shift priorities as needed
Willing and able to work Monday-Friday 8:30am-5pm Pacific Time, with the possibility of overtime as needed.

Clinical Intake Specialist – Bilingual, English/Spanish

Key skills