Jewish Board of Family and Children's Services
Client Engagement Specialist
Jewish Board of Family and Children's Services, New York, New York, us, 10261
Client Engagement Specialist
Jewish Board of Family and Children's Services
Purpose The Jewish Board’s Community Behavioral Health treatment programs provide compassionate, high‑quality, evidence‑based services to individuals and families in the communities we serve. Our staff use a culturally affirming, person‑centered approach to help individuals and their families develop skills and resources to improve overall functioning, instill hope, and strengthen resiliency. Programs work closely with community partners to address health disparities while celebrating the strengths and resilience of the communities.
Program Description The Client Engagement Specialist team serves as the front office, reception, and scheduling hub for the Jewish Board Outpatient Clinics and CCBHC programs. The team works closely with callers, referring agencies, and Jewish Board Clinic staff—therapists and psychiatric providers—to ensure clients receive appropriate care and services. The team is the main point of contact for existing and new clients receiving outpatient services, gathering sensitive information (e.g., PHI) and responding to acute clinical/safety concerns as needed.
Position Overview 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, scheduling and confirming appointments for the Jewish Board Main Reception Line (1-855-CLINIC-1) for outpatient clinics and CCBHC programs, and managing client communication with appropriate documentation in the chart. The Specialist also provides leadership with client needs requiring follow‑up by clinicians, therapists, or psychiatric staff.
Key Essential Functions
Manage all interactions with clients professionally and cordially, whether in‑person at the clinics or over the phone.
Notify appropriate parties of next steps or follow‑up needed, and document service provided via note in client chart.
Schedule new or follow‑up appointments, confirming provider recommendations and appointment format (telehealth or in‑person), reviewing options in Avatar Scheduler, and noting client communication preferences.
Outreach clients to schedule next appointments, confirm availability, and provide the Main Reception Line contact for changes.
Enter data into scheduler, send clients initial confirmation, and record reminder dates in scheduler “notes.”
Send the Clinic Office Manager the daily list of scheduled appointments at the beginning of each day.
Manage virtual clinic waiting rooms using the agency’s format (e.g., Zoom, Avatar NX), communicating with staff and clients about cancellations, no‑shows, arrivals, timeliness, emergencies, schedule changes, early arrivals, and answering non‑clinical questions about clinic services.
Assist with returning voicemails for other virtual clinics and incoming calls.
Check in/out in‑person clients at clinics, perform data entry, and handle routine office administrative tasks or program errands.
Other duties as assigned.
Educational and Requirements
BA in a 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 as needed in a hybrid (remote and in‑person) setting.
Experience working under pressure in a multi‑tasking, fast‑paced environment.
Strong interpersonal, communication, and client‑service skills.
Excellent attention to detail and organizational skills.
Bilingual preferred but not required.
Work flex schedule with rotation that includes some evening and weekend hours.
Computer Skills Preferred
Use of an Electronic Health Record (EHR).
Computer literacy in:
Microsoft Office (Excel, Word, Outlook, PowerPoint)
MS Teams / Zoom
Netsmart / myAvatar
Dayforce
NFocus
Avaya
Tableau dashboards
Willingness to attend trainings to increase knowledge of databases and programs.
Visual and Manual Dexterity
Read data and documents, including spreadsheets, reports, and EHRs, in printed form and on computer screens.
Input data into the EHR.
Limited manual dexterity and hand‑eye coordination required.
Work Environment / Physical Effort
Speak clearly and hear spoken word well.
Operate routine office equipment such as telephones and computers.
Utilize near vision and read data/documents on print and screens.
Work in a noise level consistent with typical office, education, rehabilitation or health‑related environments; hazards consistent with those common to such settings.
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.
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Purpose The Jewish Board’s Community Behavioral Health treatment programs provide compassionate, high‑quality, evidence‑based services to individuals and families in the communities we serve. Our staff use a culturally affirming, person‑centered approach to help individuals and their families develop skills and resources to improve overall functioning, instill hope, and strengthen resiliency. Programs work closely with community partners to address health disparities while celebrating the strengths and resilience of the communities.
Program Description The Client Engagement Specialist team serves as the front office, reception, and scheduling hub for the Jewish Board Outpatient Clinics and CCBHC programs. The team works closely with callers, referring agencies, and Jewish Board Clinic staff—therapists and psychiatric providers—to ensure clients receive appropriate care and services. The team is the main point of contact for existing and new clients receiving outpatient services, gathering sensitive information (e.g., PHI) and responding to acute clinical/safety concerns as needed.
Position Overview 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, scheduling and confirming appointments for the Jewish Board Main Reception Line (1-855-CLINIC-1) for outpatient clinics and CCBHC programs, and managing client communication with appropriate documentation in the chart. The Specialist also provides leadership with client needs requiring follow‑up by clinicians, therapists, or psychiatric staff.
Key Essential Functions
Manage all interactions with clients professionally and cordially, whether in‑person at the clinics or over the phone.
Notify appropriate parties of next steps or follow‑up needed, and document service provided via note in client chart.
Schedule new or follow‑up appointments, confirming provider recommendations and appointment format (telehealth or in‑person), reviewing options in Avatar Scheduler, and noting client communication preferences.
Outreach clients to schedule next appointments, confirm availability, and provide the Main Reception Line contact for changes.
Enter data into scheduler, send clients initial confirmation, and record reminder dates in scheduler “notes.”
Send the Clinic Office Manager the daily list of scheduled appointments at the beginning of each day.
Manage virtual clinic waiting rooms using the agency’s format (e.g., Zoom, Avatar NX), communicating with staff and clients about cancellations, no‑shows, arrivals, timeliness, emergencies, schedule changes, early arrivals, and answering non‑clinical questions about clinic services.
Assist with returning voicemails for other virtual clinics and incoming calls.
Check in/out in‑person clients at clinics, perform data entry, and handle routine office administrative tasks or program errands.
Other duties as assigned.
Educational and Requirements
BA in a 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 as needed in a hybrid (remote and in‑person) setting.
Experience working under pressure in a multi‑tasking, fast‑paced environment.
Strong interpersonal, communication, and client‑service skills.
Excellent attention to detail and organizational skills.
Bilingual preferred but not required.
Work flex schedule with rotation that includes some evening and weekend hours.
Computer Skills Preferred
Use of an Electronic Health Record (EHR).
Computer literacy in:
Microsoft Office (Excel, Word, Outlook, PowerPoint)
MS Teams / Zoom
Netsmart / myAvatar
Dayforce
NFocus
Avaya
Tableau dashboards
Willingness to attend trainings to increase knowledge of databases and programs.
Visual and Manual Dexterity
Read data and documents, including spreadsheets, reports, and EHRs, in printed form and on computer screens.
Input data into the EHR.
Limited manual dexterity and hand‑eye coordination required.
Work Environment / Physical Effort
Speak clearly and hear spoken word well.
Operate routine office equipment such as telephones and computers.
Utilize near vision and read data/documents on print and screens.
Work in a noise level consistent with typical office, education, rehabilitation or health‑related environments; hazards consistent with those common to such settings.
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.
#J-18808-Ljbffr