THE JEWISH BOARD
The Jewish Board has delivered innovative, best-in-class mental and behavioral health services for nearly 150 years. We serve everyone from infants and their families to children, teens, and adults, creating opportunities to use skills, training, and compassion to make a difference for over 45,000 New Yorkers each year.
Overview The Jewish Board’s Community Behavioral Health treatment programs provide compassionate, high quality, evidence-based services to individuals and families. Our staff use a culturally affirming, person-centered approach to help individuals and families develop skills and resources to improve functioning, instill hope, and strengthen resiliency. Our programs work with community partners to address health disparities while celebrating the strengths and resiliency of our communities.
All Staten Island programs include a commuter differential of $4,420 for employees who work on Staten Island but do not reside there, in addition to base salary or hourly wage.
Position Overview The Client Engagement Specialist is the front office, reception and scheduling team for The Jewish Board Outpatient Clinics and CCBHC programs. The team interacts with callers, referring agencies, and Jewish Board Clinic staff, therapists and psychiatric providers to ensure clients receive appropriate care. The team serves as the main point of contact for existing and new clients receiving outpatient services, so customer service expertise is essential. The role also involves gathering sensitive information (e.g., PHI) and responding appropriately to acute clinical/safety concerns when identified.
The Client Engagement Specialist is responsible for answering, returning, and screening calls/requests, collecting and scanning documentation and co-pays as required, checking clients in/out, and scheduling/confirming appointments for the Jewish Board Main Reception Line (1-855-CLINIC-1) for outpatient Clinic and CCBHC programs, as well as handling calls from the clinic directly or in-person visits. They will also schedule appointments for existing clients assigned to these programs and ensure communication with clients is documented in the chart as needed, or escalate to clinically trained leadership when follow-up is required.
Key Responsibilities
Professionally and cordially manage all client interactions, whether in-person or over the phone.
Notify appropriate parties of next steps or follow-up to ensure all parties are informed of the services provided.
Document services in the client chart as required (e.g., via info notes).
Schedule new appointments (e.g., psych eval, medication management, individual psychotherapy) and follow-up appointments.
Confirm provider recommendations for appointment format (telehealth vs. in-person) and review options in Avatar Scheduler.
Identify clients’ preferred form of communication and outreach to schedule next appointments.
Provide the Jewish Board Main Reception Line number to contact if an appointment needs to change.
Enter data into the scheduler and send initial confirmations via the client’s preferred communication method.
Maintain daily appointment lists and communicate with clinic staff to manage schedules and changes.
Manage “virtual” clinic waiting rooms and communicate with clinic staff, therapists, and providers about cancellations, no-shows, arrivals, timeliness, emergencies, and schedule changes.
Check-in/check-out in-person clients and collect documentation/ co-pays as required.
Answer non-clinical/medical questions about clinic services and Jewish Board services; assist with returning voicemails for other virtual clinics as needed.
Perform data entry and general administrative tasks; perform other duties as assigned.
Requirements
BA in a related healthcare field or a minimum of two years related work experience preferred.
Ability to work well with others and as part of a team; ability to work autonomously in a hybrid (remote and in-person) setting.
Experience working under pressure in a multi-tasking, fast-paced environment.
Effective communication with clients, colleagues, supervisors, and staff.
Strong attention to detail and organizational skills; excellent interpersonal skills; significant experience with customer service.
Bilingual preferred but not required.
Flex schedule with rotation that includes some evenings and weekend hours.
Computer Skills
Experience with an Electronic Health Record (EHR) system.
Proficiency in: Microsoft Office (Excel, Word, Outlook, PowerPoint); Zoom; Microsoft Teams; Netsmart/myAvatar; Dayforce; NFocus; Avaya; Tableau Dashboards.
Willingness to attend trainings to increase knowledge of databases and programs.
Physical and Work Environment
Visual and manual dexterity: reading data and documents in print and on screens; data entry into EHRs.
Ability to operate routine office equipment and read data in spreadsheets and reports.
Work environment: typical office/healthcare setting with standard noise levels and hazards.
Equal Opportunity and Inclusion We are an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex, national origin, age, disability, marital status, veteran status, or any other status protected by applicable federal, state, or local law. We value diversity and are committed to building inclusive teams. We will endeavor to make reasonable accommodations for the known physical or mental limitations of qualified employees, unless the accommodation would impose an undue hardship on operations. Employees needing assistance should contact Human Resources.
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Overview The Jewish Board’s Community Behavioral Health treatment programs provide compassionate, high quality, evidence-based services to individuals and families. Our staff use a culturally affirming, person-centered approach to help individuals and families develop skills and resources to improve functioning, instill hope, and strengthen resiliency. Our programs work with community partners to address health disparities while celebrating the strengths and resiliency of our communities.
All Staten Island programs include a commuter differential of $4,420 for employees who work on Staten Island but do not reside there, in addition to base salary or hourly wage.
Position Overview The Client Engagement Specialist is the front office, reception and scheduling team for The Jewish Board Outpatient Clinics and CCBHC programs. The team interacts with callers, referring agencies, and Jewish Board Clinic staff, therapists and psychiatric providers to ensure clients receive appropriate care. The team serves as the main point of contact for existing and new clients receiving outpatient services, so customer service expertise is essential. The role also involves gathering sensitive information (e.g., PHI) and responding appropriately to acute clinical/safety concerns when identified.
The Client Engagement Specialist is responsible for answering, returning, and screening calls/requests, collecting and scanning documentation and co-pays as required, checking clients in/out, and scheduling/confirming appointments for the Jewish Board Main Reception Line (1-855-CLINIC-1) for outpatient Clinic and CCBHC programs, as well as handling calls from the clinic directly or in-person visits. They will also schedule appointments for existing clients assigned to these programs and ensure communication with clients is documented in the chart as needed, or escalate to clinically trained leadership when follow-up is required.
Key Responsibilities
Professionally and cordially manage all client interactions, whether in-person or over the phone.
Notify appropriate parties of next steps or follow-up to ensure all parties are informed of the services provided.
Document services in the client chart as required (e.g., via info notes).
Schedule new appointments (e.g., psych eval, medication management, individual psychotherapy) and follow-up appointments.
Confirm provider recommendations for appointment format (telehealth vs. in-person) and review options in Avatar Scheduler.
Identify clients’ preferred form of communication and outreach to schedule next appointments.
Provide the Jewish Board Main Reception Line number to contact if an appointment needs to change.
Enter data into the scheduler and send initial confirmations via the client’s preferred communication method.
Maintain daily appointment lists and communicate with clinic staff to manage schedules and changes.
Manage “virtual” clinic waiting rooms and communicate with clinic staff, therapists, and providers about cancellations, no-shows, arrivals, timeliness, emergencies, and schedule changes.
Check-in/check-out in-person clients and collect documentation/ co-pays as required.
Answer non-clinical/medical questions about clinic services and Jewish Board services; assist with returning voicemails for other virtual clinics as needed.
Perform data entry and general administrative tasks; perform other duties as assigned.
Requirements
BA in a related healthcare field or a minimum of two years related work experience preferred.
Ability to work well with others and as part of a team; ability to work autonomously in a hybrid (remote and in-person) setting.
Experience working under pressure in a multi-tasking, fast-paced environment.
Effective communication with clients, colleagues, supervisors, and staff.
Strong attention to detail and organizational skills; excellent interpersonal skills; significant experience with customer service.
Bilingual preferred but not required.
Flex schedule with rotation that includes some evenings and weekend hours.
Computer Skills
Experience with an Electronic Health Record (EHR) system.
Proficiency in: Microsoft Office (Excel, Word, Outlook, PowerPoint); Zoom; Microsoft Teams; Netsmart/myAvatar; Dayforce; NFocus; Avaya; Tableau Dashboards.
Willingness to attend trainings to increase knowledge of databases and programs.
Physical and Work Environment
Visual and manual dexterity: reading data and documents in print and on screens; data entry into EHRs.
Ability to operate routine office equipment and read data in spreadsheets and reports.
Work environment: typical office/healthcare setting with standard noise levels and hazards.
Equal Opportunity and Inclusion We are an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex, national origin, age, disability, marital status, veteran status, or any other status protected by applicable federal, state, or local law. We value diversity and are committed to building inclusive teams. We will endeavor to make reasonable accommodations for the known physical or mental limitations of qualified employees, unless the accommodation would impose an undue hardship on operations. Employees needing assistance should contact Human Resources.
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