Description 

The Treatment Advisor is part of multidisciplinary team that guides and directs patients through the placement and admission process through collaboration with the treatment team, patients, families, and outside referral sources and plays a key role in making each client feel welcome and ready for their treatment. The Treatment Advisor’s primary responsibility is to complete the admission referral process. This includes completion of the screening process to determine appropriateness for level of care, obtain and record client information accurately, and ensure verification of insurance benefits/payment received. Treatment Advisors are the front line for Buena Vista Recovery and customer service and motivational interviewing are essential to reflecting the organizational vision of compassionate patient care and coordination in recovery. 

Duties and Responsibilities 

Manages patient files in the customer relationship management system (CRM); creates new patient files, documents patient communication, sets follow up protocols, and ensures all patient information is collected and documented accurately via organizational CRM protocols 

Screens clients by comparing client's condition to admission criteria; explains admission criteria and accepts or refers clients based on the screening through direct coordination with supervisor and business development team 

Performs pre-assessments with potential patients to records information regarding substance use/mental health and medical history to aid in appropriate placement per level of care 

Admits patients by completing pre-screening and financial responsibility forms; coordinates and arranges physical, social, emotional, and support service requirements, including transportation 

Ensures completion of insurance verification, financial responsibility forms and payment for services prior to admission 

Communicates with the referral source(s) and provides Buena Vista treatment team and Business Development team the necessary admission information, coordinate the treatment progress, and discharge plan 

Provides exceptional customer service skills to inspire patient admissions through outreach and encouragement with both potential patients and their loved ones by sharing the benefits of substance abuse treatment in a supportive and compassionate tone 

Keeps patients safe by following safety policies, procedures, and regulations 

Protects organization reputation by keeping information confidential and demonstrating consistent professionalism 

Completes EMR documentation for case management services provided to maintain medical record integrity 

Participates in clinical oversight by a behavioral health professional as required by Arizona Department of Health Services