About us:
Forge Health is a mission-driven outpatient mental health and substance use provider dedicated to providing the highest quality, affordable, and effective “one-stop-shop” care to individuals, families, and communities in need. As the first and only behavioral healthcare provider with a proven, national payer-validated ability to drive clinical outcomes that span all areas of health, Forge Health is leading the charge in driving innovation, improving care delivery, and shaping the future of behavioral health care.
At Forge, clinical care is paramount – it’s the heartbeat of our operations and the driving force in everything we do. The skill and compassion of our staff are the crucial components to extraordinary experiences and outcomes for those we serve. With our current clinical footprint in the greater Northeast, we have offices in New York, New Jersey, Pennsylvania, New Hampshire, Massachusetts – and we’re growing! For the third consecutive year, were thrilled to share that Forge Health has been recognized on the prestigious Inc. 5000 list of the fastest-growing private companies in America– a remarkable honor that is a testament to our team's relentless commitment to our mission.
If you are passionate about providing high quality, evidence-based care for individuals in need through an innovative practice, then Forge is the right fit for you!
Position Overview:
As a Client Success Coordinator at Forge Health, you will be a vital part of our team, dedicated to ensuring an exceptional experience for both our clients and referral partners. Your primary focus will be to facilitate client transitions into care, manage administrative tasks, and support high-acuity clients through proactive outreach. This role requires a blend of strong administrative skills, compassionate client interaction, and effective communication with referral sources.
Please note, this position is fully remote, Monday-Friday.
Key Responsibilities:
- Handle incoming calls to the Intake Line, directing prospective clients to the appropriate Forge Health office to complete their admission process.
- Manage essential documentation, including client information entry, clinical records, insurance cards, ID cards, and Release of Information (ROI) forms, to support efficient referral processing.
- Record new client inquiries, provide updates on client status, and support documentation needs for partnerships, including client outcome reporting and follow-up.
- Provide intake support and follow-up outreach to clients referred to our Intensive Outpatient Program (IOP), ensuring their needs are addressed and guiding them through required steps.
- Collaborate with clinical and administrative teams to manage urgent needs or concerns related to high-acuity cases.
- Streamline administrative workflows to enhance efficiency in the admissions process and ensure an exceptional experience for all stakeholders.
- Work with internal teams to identify areas for process improvement and implement best practices.
- Manage client records, including data entry and updates, while maintaining confidentiality in accordance with HIPAA regulations.
- Schedule appointments, follow up on cancellations, and coordinate with the front office to manage client flow.
- Coordinate with external providers and community resources as needed to support client care plans.
- Participate in quality assurance initiatives to enhance client satisfaction and outcomes.
Qualifications:
- Bachelor’s degree in psychology, Social Work, Healthcare Administration, or a related field, preferred.
- Minimum of three (3) years of job-related experience providing mental health or substance abuse assessments and referrals.
- Proficient in Microsoft Office Suite and experience with electronic health records (EHR) systems.
- Strong understanding of the Behavioral Health System and levels of care
- Knowledge of substance use disorders and mental health conditions
- Excellent interpersonal, organizational, writing, and computer skills
- Extremely detail-oriented with excellent analytical, problem-solving, and organizational skills
- Familiarity with HIPAA regulations and confidentiality requirements.
- Works well in a remote environment, with minimal supervision.
- Flexible, adaptive, punctual, and highly reliable.
Why Forge?
The opportunity:
Our team refuses to compromise on integrity, and we look for talented, driven hard workers who hold the same passion for the pursuit of high quality, evidence-based mental health and substance use care that we do. Our collective passion is driven and embodied by our core values:
- Fulfilling: Our work creates lives that are complete and self-actualized, enabling stronger families and communities – and a therapeutic community rewarded by success
- Optimistic: Our passionate positivity and empathy overcome setbacks and get you to your goals, scientifically and humanely
- Reciprocal: Without mutual trust and commitment, there can be no progress
- Grateful: We profoundly recognize and appreciate the trust of our patients and the commitment of our clinicians
- Evidence-Based: We are committed to measurable outcomes, which provide confidence to our patients and creates a standard of care for ourselves and others
The package:
At Forge, our people are our greatest asset. We’re collaborative, empathetic, and passionate. We learn from our mistakes, we carve out time to breathe, and we are celebrated for our wins. In short, we know that we can’t do what we do without you! So, we designed a comprehensive, competitive benefits package that reflects our appreciation of our people:
- Competitive salary aligned with your experience
- Comprehensive paid time off package
- Annual time off to volunteer
- Parental leave
- Annual continuing education allocations
- Competitive medical, dental, and vision package
- Annual subscription to a leading meditation app
- An environment that fosters professional development including financing for advanced licensure and certifications
- Internal supervision opportunities
- Dedicated, motivated team and chance to be part of a highly ambitious medical startup
- Modern, elegant, and high-end work environment
We are committed to equal employment opportunity. We give equal consideration to all applicants when filling positions without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, actual or perceived disability, genetic information, marital status, and/or any other status not related to an applicant’s ability to perform the job duties. All employment practices will be carried out in accordance with federal, state and local laws.
We will also fully comply with regulations and requirements set out by the Americans with Disabilities Act (ADA) and the ADA amendments Act (ADAAA). We will not discriminate against applicants or other individuals with real or perceived disabilities. When needed, we will provide reasonable accommodation to otherwise qualified candidates so that they are able to perform the essential functions of the position.
What We Do
Forge Health provides proven in-person and telehealth outpatient treatment for mental health, substance use, and associated trauma. Our Forge VFR (veterans & first responders) program offers specialized care for veterans and first responders.
