ROLE SUMMARY:

The Peer Partner works closely with clients to represent their best interest.  They support with processing referrals and assist with services including triaging applicants, providing supportive community resources, and skill-building activities.

ESSENTIAL RESPONSIBILITIES:

• Conduct skill building with individuals, caregivers, families, and groups.
• Provide referrals to supportive community resources.
• Process online and walk-in referrals which includes gathering and uploading required Medi-Cal, DMH, and Wellnest clinical documentation and IDs ensuring these items are completed before referring for clinical triage. Referral paperwork will from a variety of referral sources (e.g., Schools, phone calls, emails, walk-ins, SRTS)
• Reach out to applicants to with enrollment process, and foster support and trust.
• Create new client records in Agency’s Electronic Health Record (EHR).
• Work with Access clinical staff on ensure timely triage, assessment, and case assignment of referrals.
• Track status of referrals and report case assignment needs to Access and Wellness Program Manager to promote stability for client.
• Maintain completion of dispositions on electronic tracking systems (e.g., SRTS, SRLs, and walk-in logs).
• Complete phone or in-person triages (billing for TCM, completing screeners, and PSC/CANS)
• Assisting with other administrative duties assigned.

REQUIRED QUALIFICATIONS:

High School diploma (or equivalent) required.  At least 2 years of experience with entering and tracking of computerized data preferred.  Proficiency with software including Microsoft Word and Excel preferred.

CONDITIONS OF EMPLOYMENT:

Employee may be asked to pursue additional training when it is determined to be in the best interest of the Company. Employee must have the ability to use a personal vehicle with the required insurance coverage to complete the essential duties of their job and conduct agency business. Employee must maintain a valid California driver’s license and clean driving record that meets Wellnest’s insurance carrier’s criteria for liability coverage. In keeping with Company policy for all employees, the successful applicant must also complete a test for TB, and fingerprint clearance by the Department of Justice.

WORKING CONDITIONS:

Employee regularly works out in the field and in an office environment. Employee may be required to work flexible, evening and/or weekend hours for time-sensitive projects.

REASONING ABILITY: 

• Ability to effectively present information and respond to questions from clients, office personnel, other employees and the general public
• Ability to read, analyze and interpret manual and office documents
• Ability to interpret a variety of instructions furnished in written, oral, diagram or schedule form.
• Ability to define problems, gather, transcribe and post data, analyze, synthesize and classify information, and draw valid conclusions where only limited standardization exists.
• Ability to work independently and with others - including other employees, clients and members of the public - in face-to-face and telephonic contexts
• Ability to multi-task, establish priorities and manage time, meet deadlines and perform duties under time constraints
• Ability to be flexible and adapt to changing work demands
• Maintain high level of concentration and attention to detail for extended periods of time
• Ability to respond effectively to sensitive inquiries or complaints
• Maintain a high level of ethical and professional standards in accordance with agency and community policy.

PHYSICAL DEMANDS:

• Ability to talk or hear in order to give and receive information and instructions.
• Ability to stand, walk, sit, use hands to finger, handle or feel objects, tools or controls
• Ability to reach with hands and arms.
• Ability to use computer keyboard up to 50% of the day.
• Visual acuity, ability to adjust focus and peripheral vision for work on a laptop or other computer equipment.
• Lift and/or move up to 25 pounds.
• Able to use telephone, office copier, calculator, fax machine, computer printer and scanner, or other equipment as required.

This description is only intended to illustrate the duties, responsibilities and requirements for it.  It is not intended, nor should it be interpreted to describe each and every duty the employee may be required to perform.

Wellnest does not discriminate against any client, parent/guardian, employee or community member on the basis of actual or perceived ancestry, age, color, disability, gender, gender identity, gender expression,

nationality, race or ethnicity, religion, sex, sexual orientation, or association with a person or group with one or more of these actual or perceived characteristics.

Due to restrictions from DHCS, Wellnest, as a health care provider, is unable to employ anyone on a DHCS exclusionary list or database. Applicants will be asked to confirm within the application process whether they are subject to an exclusion.