Conduct intake assessments and gather documentation to determine program eligibility and service needs.

•    Complete and maintain accurate benefit entitlement applications and renewals (SSI, SSDI, Medicaid, SNAP, etc.).
•    Verify Representative Payee status, track residential fees, and resolve discrepancies in collaboration with the business office.
•    Assist clients with health insurance enrollment and re-certification (including Medicaid Managed Care and Medicare plans).
•    Participate in interdisciplinary team meetings and contribute to the development and implementation of Individual Recovery Plans (IRPs).
•    Provide case management services that link residents to community resources such as outpatient therapy, employment services, educational programs, and primary care providers.

Serve as an advocate for clients to ensure access to appropriate services and fair treatment across systems of care.
•    Provide transportation to appointments as necessary to support benefit management, housing, or healthcare access.
•    Maintain timely and accurate documentation in compliance with agency, licensing, and funding requirements.
•    Collaborate with treatment teams to monitor progress, address barriers, and revise service plans as needed.
•    Support residents in money management and budgeting to encourage independence and accountability.
Discharge and Crisis Responsibilities
•    Lead discharge planning efforts in collaboration with the treatment team to ensure safe and supportive transitions.
•    Coordinate placement for residents discharging to crisis stabilization programs, shelters, or higher levels of care when clinically indicated.
•    Assist clients in completing housing applications for transitional or permanent housing options.
•    Communicate discharge information to DSS, SSA, and other benefit agencies as appropriate.
•    Provide follow-up contact within 30 days post-discharge to ensure connection to ongoing supports and stability.
•    Participate in crisis intervention efforts, including linking residents to emergency mental health or hospital services when needed.
•    Document all discharge-related activities, referrals, and outcomes in accordance with program policies.
Administrative and Team Responsibilities
•    Participate in case reviews, staff meetings, and required trainings.
•    Maintain compliance with all agency policies, including confidentiality, ethics, and professional conduct.
•    Support continuous quality improvement initiatives and assist with audits or inspections.