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Clinical Assessor




SUPERVISOR’S TITLE: Assessment Team Manager  


WORK SCHEDULE: Varies, Occasional weekends and holidays




Under the supervision of the Assessment Team Manager completes in-home assessments for consumers to determine the type and level of services. This position is a crucial part of the intake process.  Every consumer that is referred for services must receive a clinical assessment within a specified timeline.   Clinical assessors are responsible for submitting completed assessments packets, making appropriate recommendations, completing regular training, attending team meetings and providing updates on all cases.




  • Completes clinical assessments packets on all assigned cases within 10 days of meeting with the family which include:

  • Assessment (Printed/Signed/Emailed)

  • Treatment plan (Printed/Emailed/uploaded in Sharenote)

  • Treatment Planning Worksheet (Completed/Signed)

  • Testing Batteries

  • Authorization form (OTR, TRF, CAFAS, LOCUS, MICP)

  • Basis 24

  • Consent Forms (signed with credentials)

  • Completes assessments with attention to detail (clinically important data that justify medical necessity, frequency, intensity, specificity and duration).

  • Makes appropriate recommendations for service for consumers (IFI, CORE, Do Not Qualify, Refer Out, etc).

  • Demonstrates the ability to write clinically and diagnose appropriately, justifying all diagnoses utilizing DSM language.

  • Communicates effectively with referral sources, teams and PMC administrative staff about the status of assigned cases.

  • Resubmits requested updates/changes/corrections of work within 24-48 hours of receipt.

  • Submit BIRP notes within 48 hours of service contact. Submit non-billable BIRP notes for attempted contacts. (Dates of notes must match the date on the assessment, ISP, consent forms, testing batteries, etc.)

  • Check e-mail daily and responds to PMC administrative staff immediately.

  • Attends initial and ongoing training for all assessors and clinical staff (yearly trainings).

  • Attends monthly team meetings, quarterly meetings and all mandatory meetings that may impact your role/process.

  • Demonstrates the ability to organize, prioritize required and assigned job duties and functions with minimal direct supervision.

  • Complies with all State and Federal Program requirements.

  • Participate in annual performance appraisal.

  • Demonstrates flexibility as it relates to a change of work hours on short notice; performs other duties as required.







  • Master’s degree in counseling, social work, or psychology; License or licensed associate a plus (LPC, LAPC, LMSW, LCSW, LMFT, LAMFT).

  • Minimum one (1+) plus years of conducting intake assessments in a mental health, or social services environment.

  • Knowledge/Application of the DSM-IV-TR and requirements for CORE and IFI services.

  • Ability to resolve conflicts and diffuse a crisis if necessary.

  • Ability to attend required/necessary training, receive feedback for work that has been submitted.

  • Possess computer skills in Microsoft Word and Excel for Windows.

  • Ability to apply the concepts of customer service in the workplace.  Ability to use good professional judgment. Detail oriented. Ability to work independently, with minimal direct supervision.

  • Excellent organizational, prioritization, and interpersonal communication skills. Excellent oral and written communication skills

  • Ability to handle multiple tasks and meet critical deadlines.  Ability to meet short and long-term goals and project deadlines.

  • Respect for the confidentiality of all communications required within job duties, including client/employee records and documents, and electronic transmission by voice, data, and wire.

  • Experience with multi-cultural/multi-lingual populations and multi-disciplinary teams.



REQUIRED CERTIFICATION/LICENSE: License eligible or licensed associate a plus (LPC, LAPC, LMSW, LCSW, LMFT, LAMFT).


PHYSICAL DEMANDS: Regularly walk, stand or stoop; occasionally lift, carry, push, pull or otherwise move objects weighing up to 25 pounds; and regularly drives a motor vehicle.




Work is performed in the field (in-home and community based settings); Work exposes incumbent to contagious or infectious diseases; Work may expose incumbent to dangerous and volatile situations; which could result in bodily injury.

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