Westmoreland County 24-Hour Crisis Hotline   1-800-836-6010 T.T.Y Accessible

WCSI Position Title: Intake/SAP Specialist
Position Classification: Caseworker 3
MCR Code: P3002
Department: Behavioral Health
Supervisor: Intake/AM Supervisor
Position Status: Full-Time/Regular/Non-Exempt
Prepared Date: 06/16/2017


This is a full-time non-exempt position primarily responsible for providing behavioral health system intake services to adult and/or child/adolescent clients enrolled in health choices managed care plans. In addition to intake, this position will be required to fill in as Student Assistance Program Liaison as needed.  Primary work hours will be Monday thru Friday, 8:30 to 4:30 with a 1/2-hour lunch (37.5 hrs/week) unless otherwise agreed upon. Responsible for crisis and case management assessment and coordination with various other services as part of the Base Service Unit Team.


As with all WCSI positions, it is the expectation that employees adhere to WCSI, County, State and Federal guidelines, regulation, policies and laws which govern the business and service of WCSI.

Essential Duties and Responsibilities

Include the following, (other duties may be assigned as deemed necessary by management):


Intake and Assessment Activities:
Provides assessment and linkage to services regarding the behavioral health and psycho social needs of clients. Secures information such as medical, psychological, and social factors contributing to client's situation and evaluates these and client's capacities. Refers clients to providers, community resources and other organizations. Documents all service contacts, compiles records and prepares reports. Accesses and records client and community resource information. Secures supplementary information such as employment, medical records, or school reports. Determines and/or explains client's eligibility for financial assistance. Coordinates with MCO's, county and community behavioral health providers; tracking and coordination of service authorizations for individuals receiving services from the BSU completing all registrations and service activity documentation accurately and promptly.
May participate in crisis intervention/hospitalization coordination.


Student Assistance Liaison Duties:
Responsibilities include ensuring that students experiencing barriers to learning related to substance abuse and behavioral health concerns are identified, assessed and linked to appropriate supportive services in the school and community.  This position will work in conjunction with the SAP team for each school district.  Other essential component of the job includes, adherence to policies and procedures, effective communications, referral mechanisms, parent participation, team planning and coordination of meetings, intervention, and recommendations, follow up and support, trainings, data collection of outcome indicators and evaluation. In addition, this position assesses and offers access to the base service unit and is responsible for the coordination and/or facilitation of the following: completing an intake which includes assessment and linkage to services including the behavioral health and psycho social needs of client.  Secures information such as medical, psychological, and social factors contributing to client’s situation and evaluates these and client’s capacities.   Determine and/or explain client’s eligibility for financial assistance and the level of case management.  Coordination of a positive and cooperative working relationship with the families of children/adolescents being served, the County Behavioral Health Office, entities within the educational setting, community providers, and applicable case management staff.  Other liaison duties include; case monitoring, linkage and engagement with families.   Liaisons will complete all required paperwork and necessary documentation in compliance with SAP, agency, county, state and federal regulations. 


Case Management and Service Coordination:
Essential job duties include completing referral(s), service linkage, community support networking and development, and case monitoring.  Key functions include educating SAP team members and families regarding clients’ needs and available resources.  The liaison will empower the family and assist them in understanding and successfully navigating the service delivery system. Documentation of all service management contacts are maintained in client charts. Liaison responsibilities include working in conjunction with various children serving systems/programs, including: aftercare, Community Residential Rehabilitation, Day Treatment, Outpatient, Westmoreland County Children’s Bureau, Juvenile Probation Office, Family Based and Behavioral Health Rehabilitation Services providers, and involvement in all aspects of the treatment process.


Crisis Intervention:
Works as a Base Service Unit Team Member.  SAP Liaison will act as a consultant to school officials by providing options/resources to students deemed to be at risk or in crisis while in an educational setting.  This position will be an active member of the DCORT team and will respond as assigned by DCORT Lead.  Provide guidance regarding involuntary and voluntary hospitalizations including completion of all required legal documentation with county behavioral health office and emergency services.

Related Service Management Activities:
Intake services are provided within the community (schools, hospitals, outpatient clinics, BSU satellite sites), as well as, on site. Responsible for agency-wide intake and referral duties.


Professional/Technical Responsibilities:
Extensive knowledge of theories, principles, and techniques related to service provided. Ability to establish/maintain effective working relationship with clients, associates and agency personnel. Knowledge of community resources and ability to facilitate coordination activities. Able to be flexible, adjust work hours based upon program and client needs. Display a professional standard of effective teamwork in the provision of Intake and SAP Services.

Supervisor Responsibility

This position has no supervisory responsibility. The Intake/SAP Specialist reports directly to a BH Supervisor (AM/Intake) and may also take direction from the BH SAP Supervisor, BH Program Manager, BH Director and the Executive Director.



To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience:

Master's degree and two year of mental health experience required. Previous Casemanagement experience preferred.

Language Skills:

Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports and business correspondence. Ability to effectively present information and respond to questions from agency, clients, and the general public. Strong interpersonal skills, effective oral and written communication skills.

Certificates, Registrations, Licenses:

 Valid PA driver's license, proof of valid PA Insurance, ACT 33 (Child Abuse) Clearance, ACT 34 (Criminal Record) Clearance, FBI Clearance.  There will be monthly screenings of PA Medicheck List, LEIE and EPLS.


Physical/Mental Demands:
While performing the duties of this job, the employee is regularly required to sit, stand, walk, bend and lift objects of up to 10 pounds. The employee regularly uses a computer, phone, fax, copier, and other essential office equipment to carry out daily work assignments. The employee is required to occasionally operate a motor vehicle.

Work Environment:
The service of this job is both in office and school based.  While performing the duties of this job the employee may be exposed to a combination of office and outside/travel environments both inside and outside the boundaries of Westmorland County.  This position may be asked to provide linkage, monitoring, access to services; informal support network building for clients being served in a client driven fashion where and when it is needed.  This position will be required to conform to WCSI’s policies, as well as the applicable cultural environment of the school setting assigned (included but not limited to professional dress and professional conduct).


Reasonable Accommodation:

It is WCSI’s business philosophy and practice to provide reasonable accommodations, according to applicable state and federal laws, to all qualified individuals with disabilities.


This position description is not an employment agreement or contract, but rather a description of the expectations of job duties and responsibilities as assigned to this position. Management has the exclusive right to alter the scope of work within the framework of this position description and the position classification, at any time without prior notice.



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