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

WCSI Position Title: Intake Specialist
Position Classification: Caseworker 3
Department: Behavioral Health
Supervisor: Heather Roddy
Position Status: Full-Time/Non-Exempt
Prepared Date: 12/04/2017


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. 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 casemanagement 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):

Essential duties and responsibilties 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.

Related Service Management Activities: Intake services are provided within the community (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 Services.

Supervisor Responsibility

This position has no supervisory responsibility. The Caseworker 3 (AM/Intake) reports directly to a Casework Supervisor (AM/Intake) and may also take direction from the 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 services of this job are community based. While performing the duties of this job, the employee is exposed to a combination of office and outside/travel environments and regularly exposed to moderate levels of noise and dust.

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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