Case Manager/ Intake Coordinator

JOB PURPOSE:

The Intake Coordinator/Case Manager is primarily responsible for day-to-day operations of the Pensacola, Florida Health and Wellness Center which will be providing health and wellness services for veterans.

ESSENTIAL JOB RESPONSIBILITIES:

• Provide initial intake screenings and wellness assessments to determine client eligibility and coordinate with health and wellness programming.
• Prepare and keep data, files, reports, drafts, and accurate reporting of intake/referral/list activities.
• Collect fiscal data to assist with the completion of monthly, quarterly, and annual reports.
• Advocate for and facilitate client's access to health and wellness services and community resources and relevant benefits. Build a database of community resources. Provide and assist navigation to referrals.
• Manages daily assignments and ensures deadlines are met and work is completed correctly.
• Prepares and maintains confidential case records. Ensures confidentiality and controls access to sensitive information.
• Provides follow-up to ensure clients received the services they were referred to and do not have any follow up needs.
• Develops network of trusted contacts within organizations in which to refer and coordinate care. Consults with service providers and community partners on resource-related issues.
• Conducts initial eligibility screening of clients entering the program and provide general information and community referrals to clients not meeting program eligibility requirements and/or clients not scheduled with a service due to program capacity.
• Complete Intake and Case Management for eligible clients. Evaluate individual and family needs. Complete a treatment plan with clients including wellness services and other related needs. Coordinate and monitor services, including comprehensive tracking of client activities in relation to service plan and client's needs. Document detailed case notes, daily; maintain comprehensive client files as per Policies and Procedures.
• Assist the team in conducting service referrals for internal resources.
• Support planning and coordination of the programs in the facility and its activities.
• Responsible for conducting routine psycho-social-emotional needs assessments, completing Person-Centered Recovery Plans, assisting veterans and their families with accessing community resources, providing rehabilitative services, and initiating crisis intervention when needed.
• Promote wellness, community integration, independent living within the community and improved quality of life. A high level of detailed electronic documentation is required and adherence to company and state guidelines is expected
• Obtain, store, and track all client data and coordinate wellness assessments in Salesforce.
• Other administrative duties as assigned.
• Demonstrate Exceptional customer service, in Everything you do, by placing the client first to support our mission to serve those in need.

ESSENTIAL QUALIFICATIONS:

EDUCATION: Undergraduate degree from an accredited college or university, or relevant work experience can be used in place of degree.

EXPERIENCE: 1-3 years of case management experience preferred. 2+ years in a customer service-focused environment preferred. Experience with veterans is a strong plus.

LICENSES: Driver's License must be valid and must be able to successfully pass a criminal background check.

VEHICLE: Must have daily use of a vehicle without prior notice.

OTHER: Must not pose a direct threat or significant risk of substantial harm to the safety or health of themselves or others.

Endeavors also provides reasonable accommodation to qualified individuals with disabilities or based on a sincerely held religious belief, in accordance with applicable laws. If you need to inquire about an accommodation, or need assistance with completing the application process, please email hr@endeavors.org or speak with your recruiter.

Endeavors is dedicated to offering reasonable accommodations for individuals with disabilities. If you are a qualified candidate with a disability and need help submitting your application online, please reach out to us at hr@endeavors.org. If you are chosen for an interview, we will provide further details on how to request accommodations for the interview process.