Client Engagement Specialist I

CAYA Collaborative Care; Glasgow (KY); On-site; USD 42,000 - 54,000; Full time

Job summary

CAYA Collaborative Care is seeking a Client Engagement Specialist to bridge clients with services and promote ongoing engagement in treatment. You will help with referrals, intake, and follow-up to ensure timely access and adherence to care plans.

In this role, you will support operational efficiency, document accurately in the EHR, and collaborate with teams to reduce barriers to attendance while maintaining HIPAA compliance.

Qualifications

• High School Diploma or equivalent required; preference for human services experience.
• Strong interpersonal/communication skills with diverse client populations.
• Ability to maintain confidentiality and comply with HIPAA regulations.
• Demonstrated problem-solving abilities and sound judgment.
• Proficiency with computer systems and electronic health record platforms (EHR).
• Experience in behavioral health and EHR familiarity preferred.

Responsibilities

• Facilitate referrals by assisting clients with paperwork and next steps.
• Accompany clients to appointments to ensure connection to services.
• Identify providers for walk-in or urgent scheduling.
• Assist with intake paperwork and ongoing documentation.
• Conduct outreach after missed appointments to address barriers.
• Collaborate with clients to problem-solve barriers to attendance.
• Navigate treatment process and connect with resources.
• Build rapport to promote engagement and reduce attrition.
• Ensure screenings/completions are recorded in the EHR.
• Support daily operations and data collection for quality initiatives.

Skills

Interpersonal skills

HIPAA compliance

EHR proficiency

Communication

Problem solving

Confidentiality

Education

High School Diploma or equivalent

Tools

EHR software

Microsoft Office

Job description

POSITION SUMMARY:The Client Engagement Specialist serves as a vital link between clients and services, ensuring seamless access to care and promoting successful engagement throughout the treatment process. This position provides essential support for client retention and operational efficiency by managing referrals, addressing barriers to attendance, and ensuring completion of all required clinical and administrative processes.DUTIES AND RESPONSIBILITIES:Facilitate internal and external referrals by assisting clients with completing necessary paperwork and understanding next steps in the referral processProvide hands-on support by accompanying clients to appointments or departments within the facility to ensure successful connection to servicesIdentify and locate available providers for walk-in clients or when urgent scheduling needs ariseSupport clients in completing initial intake paperwork and ongoing required documentation, providing assistance with forms as neededConduct outreach to clients following missed appointments to understand barriers and provide supportCollaborate with clients to problem-solve obstacles to treatment attendance and develop strategies for maintaining future appointmentsSupport clients in navigating the treatment process and connecting with appropriate resourcesBuild rapport with clients to promote engagement and reduce attrition from servicesCollaborate with other team members to ensure all clients complete required clinical screeningsMonitor compliance with screening requirements and follow up with clients and clinical staff as neededVerify that treatment plans are current and properly signed by clients and cliniciansMaintain accurate records of completed screenings and assessments in the electronic health record systemAssist with tasks that support smooth daily operations and client flowComplete special projects and assignments that enhance service delivery and organizational efficiencySupport quality improvement initiatives and data collection activitiesQUALIFICATIONS:High School Diploma or equivalent required with a preference for prior work in a human services fieldStrong interpersonal and communication skills with ability to engage diverse client populations.Ability to maintain confidentiality and comply with HIPAA regulationsDemonstrated problem-solving abilities and sound judgmentProficiency with computer systems and electronic health record platformsExperience in a behavioral health treatment setting and in an EHR preferred.JOB REQUIREMENTS / EXPECTATIONS:Office-base work setting, sitting, standing and walking requiredMinimal work-related travel required. Must have reliable transportation.Valid driver's license preferredProof of automobile insurance.Must pass a Criminal Record CheckMust present proof of a recent (less than 1-year-old) TB skin test.The applicant hired into this role will be evaluated against company and department goals, objectives, and performance factors annuallyCORE VALUES:All employees must be willing to live our company's core values.Integrity – Exhibiting the highest moral, ethical and legal standards. Doing the right thing – even when no one else is looking.Teamwork – Putting team success over personal success. Actively valuing the strengths and talents of others.Trust/Respect– Seeing and believing in the good intentions of others. Interacting with others in a way that makes them feel valued. Listening without judging. Offering understanding and acceptance.Care/Compassion – Demonstrating unconditional kindness, concern and empathy. Exhibiting genuine concern for others.Ownership/Accountability – Taking personal responsibility for one’s work, actions and feelings. Accepting responsibility for and learning from mistakes.