Intake & Assessment Therapist
Victory Bay · United States · 2026-10-03
About this role
General Description
To provide assessment, evaluation, supportive therapy and therapeutic support to clients seeking mental health services. The Intake and Assessment Therapist participates in multi-disciplinary team planning; clinical supervision; assists with intake and assumes administrative responsibilities in conjunction with Victory Bay’s policies and procedures.
Tasks & Responsibilities
A. Essential Duties
• Performs evaluations and intake assessments which includes understanding of DSM-V diagnoses, treatment planning, input of various clinical and non-clinical information into electronic medical record, screenings, gathering of history, provisional diagnosing, narrative assessment, Releases of Information, etc. in a timely fashion.
• Assesses clients’ needs, and communicates with all involved parties following HIPAA laws and regulations
• Collects data and comprises reports of specific crisis and intake data as assigned.
• Arranges for follow-up appointments with appropriate medical (APN or Psychiatrist) and/or clinical (Therapist) staff member.
• Ensures that all necessary paperwork and documentation are forwarded to appropriate staff.
• Prepares progress notes and/or crisis intervention notes and documents all client telephonic/face-to-face contacts, as well as consults with other clinicians.
• Maintains all other clinical records as required.
• Maintain knowledge of Electronic Medical Record system and changes.
• When necessary, refers for follow-up support services for new admissions who are at risk.
• When necessary, acts as liaison between all outside crisis intervention services. This may include exchanging crisis referral information, triaging and queries regarding HB clients, and arranging for follow-up with VB clinicians.
B. Additional Duties
• Assists and covers other staff when necessary to maintain high productivity and efficiency in the department.
• As the company continues to grow, additional responsibilities that are essential for the department to be successful will be assigned accordingly.
C. Interpersonal Relations
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Create Meaningful Connections: Demonstrates ability to function effectively as a part of team. Uses outstanding oral and written communication with employees at all levels of the business for support and sharing of information.
•
Take Accountability: Take constructive feedback and prevent discourse among our peers.
•
Live in the Solution: Critically thinking should be the solution when problems arise. Having the ability to accepts constructive criticism well in an open and non-defensive manner.
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Be Professional: Wear business casual attire (please see dress code policy).
Competencies
• Adaptability
• Customer Service
• Decision Making
• Dependability
• Ethics
• Interpersonal Skills
• Job Knowledge
• Conflict Management
• Organization Skills
• Productivity
• Self Development
• Teamwork
Clinical Competencies
• Clinical Skills
• Data Reflection
• Communication
• Documentation
• Compliance
• Always Behaviors
• Professionalism
• Technical Skills
• Telehealth Reporting
• Telehealth Data Reflection
Performance Standards & Measurement
• Compliance with essential and incidental duties; compliance with company policies and procedures.
• Compliance with state and federal laws and regulations applicable to the business.
Equipment, Tools & Machines
• Use of computer, telephone, and other office equipment such as a printer and fax.
• Use of company network and email domain.
Working Conditions
• Air conditioned and well-illuminated office environment and outdoor environment.
• May have several responsibilities at once. Interaction with other is constant and can be interruptive.
• Work may be stressful at times due to high level workflow.
• Availability to work flexible hours including weekends, holidays, and evenings as is required to comply with the purpose of the job and accommodate client needs.
• Participates in educational training, orientations, or compliance programs as needed to maintain competency.
• If you must leave your employment with our company, we request employee’s to give us at least 30 days resignation notice in writing.
Demands
• Enthusiastic self-starter operating with sustained energy and showing great initiative.
• Comfort working with a diverse base of support, including members, employers, providers, colleagues, community leaders, volunteers, non-profit organizations, vendors, etc.
• Excellent interpersonal and communication skills, including ability to read, write, spell in English legibly and without excessive grammatical or communication errors.
• Talk and hear both by person and by telephone; ability to speak clearly and effectively using proper grammar before patients, employees and business partners, among others.
• Excellent organizational skills.
• Accepts constructive criticism well in an open and non-defensive manner.
• Ability to manage conflicting priorities. Ability to maintain a positive work ethic and a congenial attitude in the face of a high-pressure environment.
• Ability to function independently and with flexibility.
• Ability to work under pressure, handle multiple tasks and interruptions.
• Occasional lifting of moderately heavy office supplies; ability to lift supplies for community events, trade shows, conferences, and other marketing opportunities applicable to the organization; ability to lift, push or pull up to 25lbs.
• Ability to sit, stand, or walk for extended periods of time.
• Must have strong computer skills to meet Microsoft Office and Electronic Health Record software requirements.
Qualifications
Education:
• Master’s Degree
Experience:
• 2-4 years’ experience working in Clinical Treatment environment.
Proper Knowledge and Skills:
• Wellness Recovery Action Plan (WRAP) Competencies:
• Deploy Wellness Toolbox
• Coach Daily Maintenance Pan
• Educate Triggers Identification
• Educate Early Warning Signs
• Education When Things…
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