- Ensure a supportive, positive experience for clients and referral sources / external providers
- Work directly with clients, families, and referral sources to understand their needs and preferences
- Make accurate and timely outbound referrals for who are not admitted to Charlie Health
- Collaborate closely with internal stakeholders at Charlie Health (e.g., clinical team, admissions team) as needed to fulfill job responsibilities
- Document all client and referral source interactions in the electronic record system
- Work closely with the Clinical Outreach and Partnerships teams to build a deep understanding of referral sources and the services they provide
- Function as a liaison between Charlie Health and partners to ensure all ongoing needs are met and the client experience remains at the center
- Adhere to stated policies and procedures and achieve performance metrics goals
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