Intake and Assessment Program Manager (Outpatient)
Quick Summary
Lead and direct development, implementation and management of policies and practices of the intake and assessment department consistent with Agency mission, payor, and regulatory requirements.
Nice to Have
~1 min readWe offer a competitive package of employee benefits for 30 to 40-hour week positions. You will receive a defined contribution amount of up to $15,433.08 per year (prorated for part-time employees working less than 40 hours per week) to purchase the benefits of your choice on a cafeteria plan basis. Any amount of this defined contribution not used towards your benefits will be paid to you as taxable earnings. We offer a retirement plan with a generous employer match starting at 4% after one year of employment. Our paid time off is also more generous than many employers with vacation time accruing up to 25 days per year, 6 days of sick time per year and 12 paid holidays.
The benefits offered in our cafeteria plan are as follows:
- Medical benefits –Kaiser--ranging from $0 Deductible Plan with $15 Copay to $,3400 Deductible Plan with Health Savings Account. Sutter Health plans are also available from $0 Deductible Plan to $2,500 Deductible Plan.
- Dental benefits –Guardian: 1 dental HMO and 2 PPOs
- Vision benefits – 2 options from Guardian VSP: a standard vision plan and an enhanced vision plan
Manage coordination and triage for all Outpatient and Intensive Outpatient referrals to include Adult, Older Adult, and Youth and Family Service Programs. Perform in-person risk assessment of clients being referred and coordinate with referral sources in a manner that ensures the delivery of high-quality, cost-effective care in all service settings consistent with Agency mission, payor, and regulatory requirements. Responsible for handling telephone calls from clients, their legal representatives, case managers, and their significant others, Parole and Probation, insurance companies, health care providers, Social Security, Santa Clara County Behavioral Health Department. Responsible for caseload assignments, assignment of initial intake assessments, arranging initial psychiatric evaluation appointments, and other services that contribute to the achievement of client and work unit goals and objectives. Responsible for overseeing eligibility and payor authorization/re-authorization activities including and/or supervision of administrative staff. Oversee implementation and evaluation of processes to ensure all client data and payor authorizations are correct, verified and entered into appropriate Momentum systems.
Responsibilities
~5 min read- → Maintain effective relations with hospitals, outside case managers, and other community resources.
- → Provide transportation in personal or Agency vehicle, including but not limited to the transport of clients, staff, and/or program supplies for Agency business.
- → Attend and participate in and/or lead staff, program, agency and community meetings and training, as required.
- → Meet continuing education requirements to satisfy regulatory, accreditation, and Agency requirements and ensure continued professional growth, licensure, and knowledge of current trends in mental health and substance abuse.
- → Participate in management of team/program discretionary resources available to meet client needs.
KNOWLEDGE, SKILL, AND ABILITIES REQUIRED: (E = Essential; D = Desired)
- →Master's degree in the mental health profession and two year’s experience working in human services settings; (E) in a mental health setting and/or with targeted populations, with a minimum of at least one year of experience coordinating referrals and completing intake assessments. (E) (Doctorate education and licensing may be substituted, where appropriate.)
- →Current licensure from the California Board of Behavioral Sciences (BBS) as a Licensed Marriage, Family Therapist (LMFT), Licensed Professional Clinical Counselor (LPCC) or Licensed Clinical Social Worker (LCSW), OR current licensure from the California Board of Psychology (BOP) as a Licensed Clinical Psychologist (PSY). (E)
- →Minimum of one-year experience in management of intake and assessment program, OR supervisory experience in managing an intake and assessment team or program. (D). Minimum of one-year management experience (E).
- →Meet government and/or regulatory standards for continuing education credits and recertification, including a minimum of 20 hours of directly related professional training, if assigned to a residential facility. (E)
- →Proven typing speed of 30 net wpm (E); 40 net wpm (D); computer literacy; intermediate and above skill in MS Office applications—Word; Excel; Outlook—and Windows-based databases at a basic level; (E) familiarity with Electronic Medical Records
- →Demonstrated ability to:
- →Work independently and in leading a small team environment; (E)
- →Travel to multi-sites to provide management of intake, assessment and outpatient program function. (E)
- →Delegate and assign and staff caseloads; manage multiple tasks and demands on a timely basis; (E)
- →Engage and communicate effectively with others in both verbal and written English; legible handwriting; (E)
- →Conceptualize and prioritize the problems of mentally disordered individuals, determining their needs, services, and appropriate treatment methods; (E)
- →Monitor and support developmental growth and the recovery process; (E)
- →Effectively conduct and facilitate group rehabilitation services; (E)
- →Manage maintenance of timely, accurate and complete medical charts and client records and prepare reports; (E)
- →Employ tact and diplomacy, exercise good judgment, and act calmly in emergency situations; (E)
- →Work from a strengths-based, harm-reduction, social rehabilitation model; (E)
- →Work effectively with persons differing in value systems, ethnicity, cultural backgrounds, language capabilities and disabilities; (E)
- →Work collaboratively with staff and with individuals identified as those with serious mental illness who meet the following criteria: histories of hospitalization, institutionalization, including with the criminal justice system, substance abuse, low engagement in medication treatment, and difficulty in participating in structured activities and living independently; (E)
- →Supervise staff, trainees, and interns according to BBS and BOP requirements; (D)
- →Work with populations identified as high risk and/or considered under-represented in the County Mental Health system with multiple barriers; (D)
- → Exhibit exemplary customer service, compassion, and care in the execution of all duties and interactions. (E)
- →Demonstrated ability to work with participants who:
- →May also have histories of assaultive behavior; (D)
- →May also be developmentally disabled; (D)
- →May have resided in long term care facilities for extended periods; (D)
- →May have patterns of service that relied almost exclusively on emergency and institutional care; (D)
- →May have cognitive difficulties and medical co-morbidities and are considered medically fragile; (D)
- →May have long-term patterns of homelessness and criminal justice involvement. (D)
- →Knowledge of:
- →Clinical techniques for assessment, treatment, and rehabilitation of people with mental illness; problem resolution and conflict resolution techniques; (E)
- →Community resources, including those required to meet the non-mental health needs of the target population; (E)
- →Transformational Care Planning (TCP) and its practices.
- →Mental Health Services Act (MHSA) and Wellness Recovery Action Plan (WRAP). (D)
- →Substance use treatment services (SUTS) screening and behavioral health integrated services model (D)
- →Special Requirements: Must be able to meet and receive a criminal records clearance, as required by Title XXII, other licensing regulations, and Momentum practices.
- →A valid California Driver License, with access to a reliable vehicle/for driving a company vehicle, current proof of auto liability insurance, and a clean DMV record. (E)
- →Physical requirements needed to perform the essential functions of this job, with or without accommodation: (E)
- →Hearing and talking on telephone and in person; standing, walking, sitting, pinching and finger flexion are required constantly (over 2/3 of the workday); (E)
- →Lifting, carrying, pushing, pulling, bending, stooping, crouching, and kneeling are required occasionally (under 1/3 of the workday); (E)
- →Balancing, climbing and crawling are generally not required.
- →Must be physically able to assist clients in the evacuation of program facilities in emergency situations.
Location & Eligibility
About this job
- Pay per year
- $108,000–$120,000 a year
- 14% below the $132,756 median for Project Manager jobs on Jobera (4,180 salaries).
- Who can apply
- United States
- Posted
- Today
Listing Details
- Posted
- November 12, 2026
- First seen
- November 12, 2026
- Last seen
- November 12, 2026
Posting Health
- Days active
- 0
- Repost count
- 0
- Trust Level
- 68%
- Scored at
- November 12, 2026
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