Patient Access Navigator

Position Overview:

The Patient Access Navigator serves as the primary contact for individuals seeking counseling services, overseeing all aspects of the consultation and intake processes for new clients. Responsibilities include screening potential clients via phone and email, processing referrals from medical offices and insurance companies, scheduling initial consultation appointments, completing necessary new patient documentation, and facilitating referrals to community partners when needed services are unavailable. Additionally, the Patient Access Navigator assists patients with rescheduling appointments and utilizes specialized software to securely document client data while ensuring compliance with privacy policies and HIPAA regulations. Fluency in both English and Spanish is essential for effective communication with patients.

Essential Responsibilities:

1. Client Inquiries and Relationship Management:

• Respond to inquiries over the phone and through email from potential new clients regarding services offered, accepted insurance plans, and appointment availability times.

2. Client Screening and Referrals:

• Screen potential new clients using a standardized process to determine alignment with current services offered.
• Facilitate referrals to community health and social service partners when needed services are unavailable.

3. Agency and Resource Knowledge:

• Exhibit exceptional proficiency and understanding of agency practices, provider availability, insurance coverage options, and local community resources.

4. Consultation and Matching:

• Arrange and facilitate consultation assessments with prospective new clients to gather comprehensive information about their mental health history, present concerns, and treatment objectives.

5. Communication and Documentation:

• Maintain regular and courteous communication with prospective clients regarding appointment scheduling and practice policies.

6. Administrative Support:

• Assist with scheduling appointments, verifying, confirming, or canceling appointments, and rescheduling as needed.

7. Compliance and Performance:

• Adhere to privacy policies and HIPAA laws and regulations concerning the confidentiality and security of protected health information.

Qualifications:

• Bachelor’s degree in a Behavioral Health Field, such as counseling, psychology, behavioral science, or a related QMHA qualifying degree from an accredited institution.
• Current certification as a Qualified Mental Health Associate (QMHA) or meets the Mental Health & Addiction Certification Board of Oregon (MHACBO) requirements for a QMHA-R certification.
• Demonstrate the ability to make sound and professional judgments while working independently, and effectively communicate with a supervisor when necessary.
• Possess excellent organizational and time management skills.
• Proven ability to collaborate effectively in teams, fostering open communication, idea sharing, mutual support, and problem-solving.
• Preferred proficiency in Google Workspace platforms (e.g., Docs, Sheets, Forms, etc.).
• Preferred prior experience working with electronic health records.
• Preferred familiarity with mental health terminology and issues.
• Must pass a criminal background check and drug testing prior to employment start date.
• Full fluency in both English and Spanish is required.

Job Type: Full-time

Benefits:

• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Professional development assistance
• Retirement plan
• Vision insurance

Healthcare setting:

• Outpatient
• Private practice

Schedule:

• 10 hour shift
• 4x10
• No weekends

Ability to Relocate:

• Keizer, OR 97303: Relocate before starting work (Required)

Work Location: In person