Payeeship Clerk / Care Coordinator

Job Description

Job Description

ESSENTIAL DUTIES AND RESPONSIBILITIES

Employees are expected to perform essential duties to performance standards. As needed, reasonable accommodations will be made for otherwise qualified employees with disabilities that are covered by the Americans with Disabilities Act (ADA), in so far as the accommodation does not create an undue hardship on Behavioral Healthcare Partners of Central Ohio, Inc. (BHP).

• Provides care coordination services to adult clients with mental health and substance abuse issues. Screens and assesses clients for their appropriateness for agency services. Implements client monitoring systems, determines clients’ needs and identifies clients’ risk factors. Ensures delivery of needed treatment and services. Meets with individual clients and provides group facilitation. Works constructively with clients to reach agreed upon outcomes and coordinates care with internal and external providers.
• Participates in the development of, and / or maintains client Individual Service Plan (ISP) by collaborating with assigned team members, other community and medical providers as appropriate, and conferring with client or client representative. Ensures clients’ success to their optimal ability.
• Maintains responsibility for the referral and care coordination of clients into appropriate substance abuse and / or mental health treatment programs. Coordinates client’s linkage to community treatment services and supports engagement in drug treatment, community, and other treatment activities.
• Advocates for client in the community. Obtains housing, financial assistance, educational and career development and other services from various social service agencies. Assists clients in moving toward self-sufficiency.
• Provides emotional support by interacting with client face to face. Ensures progress by monitoring emotional and mental health, recovery process, hygiene, living environment, medications, mental health treatment appointments, treatment plans and other areas related to clients’ mental health.
• Implements skill building activities to assist clients to maximize independence and build social skills. Assists client to participate in social interaction opportunities. Provides client with transportation, based on the client’s needs, to medical and other appointments or to food pantry, laundry mat or other daily living activities.
• Collaborates with family members or client representatives by discussing or responding to treatment plans and other needs. Administers family or group treatment services as required by treatment plan.
• Teaches understanding of mental health issues by educating client and their family members regarding symptoms, treatments, coping techniques and other various topics related to mental health and substance abuse issues.
• Maintains client records and case documentation. Documents the results of assessments, service plans, progress notes, discharge summaries and other activities including accurate reporting of services needed and provided. Reviews, prepares and presents reports to any appropriate community partner and funding sources as needed.
• Participates in team meetings, clinical staffing, and clinical consultation as scheduled.
• Maintains responsibility for developing and establishing an initial budget for clients (payees), and revises the budget as situations and needs change.
• Plans for, and distributes client money on a regular schedule, and pays client bills on a timely basis.
• Performs banking functions on behalf of clients, and reconciles client bank accounts. Keeps client records organized.
• Confers and negotiates with landlords, utility companies, and business on behalf of the client regarding payment of bills.
• Communicates with Social Security Administration and completes required annual reports regarding clients.
• Provides assistance and support during government auditing of client records.
• Discusses any questions regarding payee-related duties should they arise with the Controller.
• Collaborates with co-workers and others to encourage clients to work toward independent, meaningful and productive living.
• Maintains confidentiality of HIPAA and other confidential and sensitive information.
• Maintains the highest level of integrity and professionalism in all aspects of job performance.
• Keeps abreast of current trends and “best practices” in the field. Attends and participates in required trainings on topics relevant to the job and to behavioral healthcare.
• Performs job responsibilities and maintains all records in accordance with BHP’s policy, procedure and protocol, and as appropriate to the job, all regulatory authorities’ accreditation / licensure / certification standards, and all applicable laws and regulations.
• Works assigned schedule, exhibits regular and punctual attendance and works outside of normal schedule as required.

OTHER DUTIES AND RESPONSIBILITIES

KEY PERFORMANCE INDICATORS

The employee assigned to this position is responsible for achieving each of the following key performance indicators (KPI’s) to the specified standard. The employee is likewise accountable for consistently meeting or exceeding all of this job’s essential duties to performance standards as are evaluated throughout the course of employment, and which are rated during the performance evaluation period.

SCOPE OF SUPERVISION :

None

EQUIPMENT OPERATED :

Computer, telephone, copier, fax, and other general office equipment; personal vehicle.

CONTACTS WITH OTHERS :

Clients, staff, board members, funders, vendors, volunteers, community professionals, general public, consultants, various social service agencies, landlords, business representatives, court personnel, Veterans Administration and Social Security agency representatives, family members and other internal and external job contacts.

CONFIDENTIAL INFORMATION AND DATA :

Client record and other confidential and sensitive information, such as bills and financial records, client information, client contracts, and other confidential or sensitive information.

WORKING CONDITIONS :

Good office working conditions when working in the office. When working in other BHP facilities, the employee is exposed to conditions within those facilities. May be exposed to hostile or dangerous clients and other hostile or dangerous job contacts. May be exposed to contagious diseases. Possible exposure to inclement weather and traffic conditions when traveling to and from worksites.

USUAL PHYSICAL DEMANDS

The following demands are typically used and exhibited by employees when performing this job’s essential duties and responsibilities. They are not, and should not be construed to be qualification standards. Rather, they are illustrated to help BHP and otherwise qualified employee or job applicant with an ADA disability identify essential job duties that need to be reasonably accommodated, and the type of appropriate reasonable accommodation which may be available which does not create an undue hardship on the employer.

The employee frequently converses verbally with others in person and by telephone. The employee regularly exhibits digital dexterity and eye-hand coordination when performing general typing, word processing, data entry, paperwork and other similar tasks. The employee frequently sits for extended periods of time, and frequently walks through various types of environments. Vision demands include close, relatively detailed vision when using a computer screen, and performing other tasks. The employee frequently sits in a vehicle for periods of time while driving to and from various locations.

REQUIRED KNOWLEDGE, SKILLS AND ABILITIES

Knowledge of : care coordination; local community social service resources; client rights; social work ethics; crisis intervention; conflict and anger management; mental illness and substance abuse; general office practices; personal budget management; information contained in the “Guide for Organizational Representative Payees” issued by the Social Security Administration; HIPAA and other confidentiality requirements.

Ability to : apply care coordination principles to solve problems; analyze emergency situations involving persons with mental illness or substance abuse issues and determine appropriate response; be objective when managing client cases; maintain accurate and complete work records; accurately post information to written records; respond appropriately to inquiries; become proficient in job-related software; balance checking accounts; be self-directed; follow payee guidelines and requirements; follow instructions; organize work tasks and establish priorities to meet required deadlines; communicate effectively in both oral and written form; exhibit attention to detail in accurately maintaining financial records; file documents in alphabetical, numerical, chronological and subject order; develop and maintain effective working relationships with coworkers and other job contacts; demonstrate respect and sensitivity for cultural and personal differences; contribute toward building a positive and productive team working environment; maintain confidentiality of confidential and sensitive information; consistently exhibit job competency,

ethical conduct, integrity and trustworthiness; embrace and effectively adapt to organizational change; exhibit behavior and conduct consistent with BHP values and policies.

Skill in : listening; verbal and written communications; key boarding; problem solving; crisis interventions; preparing written reports and case documentation; operation of computer and other job equipment; application of job software including Electronic Health Record software, Microsoft 365 software and other job related software; general typing and word processing; operation of computer, printer, and other job-related equipment; generating government, and other required reports.

QUALIFICATIONS

Applicable laws or regulations require that employees assigned to some jobs attain a specific level of education, experience, or training, and license or certification. For other jobs, a combination of various levels and types of education, experience, training, and license or certification may qualify a person to perform essential duties of this position. Qualifications specified for this position are :

Education, Experience and Training

Associate’s Degree in Human Services or related field with one to three years of care coordination experience for individuals with mental health or substance abuse issues. Associate’s degree in accounting, or a related field, or one year bookkeeping, accounting or related experience.

Licenses or Certifications

Qualified Mental Health Specialist (QMHS). Licensed Social Worker (LSW) or Licensed Professional Counselor (LPC) preferred. State of Ohio Driver’s License. BLS / CPR certification required. Bondable.

Additional Qualifications

Upon conditional hire, and as a condition of employment, each employee is required to submit to and pass a drug test, criminal background check, and may be required to submit to driving record check, personal vehicle inspection, and be insurable under BHP’s driving insurance provider guidelines depending on job assigned job duties. Employee must also demonstrate computer literacy.

Ability to document personal identity and employment eligibility within three days of original appointment as a condition of employment in compliance with Immigration Reform and Control Act (I-9) requirements.