Job Description

Position Summary

As a part of the outpatient treatment team model, Care Navigators will report directly to an Integrated

Team Manager. The Care Navigator will be responsible for ensuring that the client’s agreed upon services

are completed at the frequency that they are outlined in the client’s person-centered treatment plan. The

Care Navigator must exhibit both organizational and professional communication skills to communicate

effectively, both with internal and external providers. Care Navigators will also be expected to regularly

generate reports and communicate needs to applicable treatment team members. A high degree of

attention to detail is required.

EDUCATION, QUALIFICATIONS, AND EXPERIENCE:

• Case Management II certification; or
• High school diploma or equivalent and a total of 36 months of direct, documented experience working

with persons who live with mental illness and/or substance abuse issues; or

• 60 college credit hours in any field and 12 months of behavioral health experience; or
• Bachelor's or Master's degree in any field with 6 months of Behavioral Health experience; or
• Bachelor's or Master's Degree in a Behavioral Health field.
• Current and valid Driver’s License
• Maintain driver’s license and have a clean driving record and reliable transportation

KNOWLEDGE, SKILLS, AND ABILITIES:

• Ability to evaluate situations and adopt an effective course of action, to delegate responsibilities,

organize and present facts effectively.

• Ability to establish working relationships with clinical, administrative and support staff to develop

professionalism and coordination within the team.

• Ability to establish and maintain an effective working relationship with fellow employees, clients and

community partners.

• Ability to interact with staff, clients and administration and the community both in person and through

electronic communication.

• Ability to maintain strict confidentiality guidelines regarding client information.
• Ability to work well under pressure, meeting deadlines with efficiency and consistency.
• Ability to work with various systems while maintaining professionalism, maturity, objectivity and a

cooperative attitude.

Job Description

• Proficient use of Eleos and other agency approved documentation technology as a required function of

this position.

In addition, must possess skill in working cooperatively and effectively with clients, staff, management,

and other professional groups; in exercising mature judgment in dealing with people; in presenting ideas

clearly and accurately; in reading and comprehending the English language; and in communicating

effectively, both orally and in writing.

JOB DUTIES AND RESPONSIBILITIES:

This position is responsible and held accountable for the following duties:

• Ensure all care coordination activities meet Oklahoma Department of Mental Health and Substance

Abuse Services (ODMHSAS) and Certified Community Behavioral Health Clinic (CCBHC) standards.

• Facilitate coordination with primary care, specialty providers, hospitals, schools, child welfare, and

other community services.

• Document Letters of Collaboration and maintain updated records of external provider involvement.
• Conduct welcome appointments with new clients.
• Complete required initial assessments such as Social Determinants of Health (SDOH) and Case

Management Needs Assessments (CMNA).

• Facilitate Client Choice appointments.
• Assign treatment team members to new clients and communicate assignments to care team.
• Ensure client’s primary care physician is entered into the electronic health record (EHR) with an

accompanying Release of Information (ROI) and ongoing care coordination occurs as needed.

• Utilizes Eleos, the agency’s AI supported scribing tool, for eligible services.
• Working knowledge and relationship with available area resources for quick and impactful

collaboration.

• Assist with payer applications, track and monitor payer lapse potential and manage renewals in a

timely proactive manner ensuring all required documentation is in EHR (payer care pathway, etc.) and

completed annually.

• Care coordination of services between agencies will be an ongoing task for the Care Navigator. They

are expected to develop cooperative working relationships with all agencies from which a client might

be expected to receive direct or indirect services. This includes intra-agency referral initiation and

collaboration.

• Help address barriers to care, such as transportation, resources, or system navigation.
• Monitor client engagement and coordinate scheduling, engagement, and re-engagement.
• Collaborate with treatment team and attend regularly scheduled treatment team meetings as

assigned.

• Conduct chart reviews to ensure complete documentation and compliance including but not limited

to treatment plans, releases of information, care team, etc.

• Maintain and monitor reports such as Care Navigator Report, Health Information Exchanges (HIE)

Care Fragmentation report, etc.

• Understands and promotes our CCBHC concept by providing or supporting community-based mental

and substance use disorder services; advancing integration of behavioral health with physical health

Job Description

care; assimilating and utilizing evidence-based practices on a more consistent basis; and promoting

improved access to high quality care.

• Assist with completing Medicaid (MCD) applications as needed.
• Regular and predictable attendance is an essential job requirement.
• Performs other reasonably related duties as assigned by the immediate supervisor or other

management as requested.

• Must meet “satisfactory” expectations at any scheduled job performance evaluation.

Must perform the specific job duties as listed above to meet position expectations.

WORK ENVIRONMENT

− This position works mainly in an indoor environment. This position will be working in an office setting.

− This role will require occasional travel (up to 25%) to various clinic and community locations as

needed for the role (e.g., schools, government offices, medical facilities, etc.)

− Must be willing and able to perform all job-related travel normally associated with this position (this

may include transportation of clients).

− This position is not likely to be required to work overtime or on-call outside of the regular scheduled

work hours. Must receive pre-approval from manager prior to working outside of scheduled work

hours.