Personal Service Coordinator (Care Coordinator)

Position Summary:

As a member of the Integrated Dual-Diagnosis Treatment (IDDT) clinical case management team, the Personal Service Coordinator plays a critical role in supporting a client’s progress as they move through the stages of recovery, and assists them to transition from the behavioral health care system. The Personal Service Coordinator is responsible for establishing contact with newly referred clients and developing a collaborative relationship that will facilitate their participation in treatment. The Personal Service Coordinator is responsible for maintaining consistent contact with clients, deepening the treatment relationship, assisting clients to identify life goals and linking them to community resources that can support their wellness and recovery. The Personal Service Coordinator needs to have the skills, knowledge and ability to shape an effective working alliance, foster hope, build motivation, assess pressing needs, identify barriers to treatment, and link clients to resources to meet their basic needs. The Personal Service Coordinator must demonstrate the knowledge and clinical expertise to teach clients the skills that will support recovery and enable them to successfully pursue their goals, and to provide clients with regular coaching to apply these skills in their daily lives.  Successful candidates will be knowledgeable and experienced employing intervention strategies using motivational interviewing, harm reduction and abstinence-based models of treatment.


  • A post-Associate Arts (AA degree) and six years of experience in a mental health setting.


  • A baccalaureate degree and four years of experience in a mental health setting.


  • A graduate professional education and two years of experience in a mental health setting.


  • Master’s degree and registration with the BBS as an AMFT, ASW, or APCC.


  • Substance Abuse Counselor credential as a CATC, CADC, or CAODC.
  • Must have experience working with adults with serious mental illness
  • Must be computer competent
  • Must have a vehicle to use for work duties, a valid California Motor Vehicle Operator’s License, and automobile insurance. 
  • Must demonstrate an ability to work both independently and collaboratively as a member of a treatment team.
  • Must be able to maintain a flexible work schedule in accordance with client and program needs.
  • Must have strong organizational skills, as well as, the ability to effectively prioritize competing demands and to meet deadlines. 
  • Experience with Medi-Cal documentation standards strongly preferred.
  • Must be able to meet Immigration Reform Act of 1986 requirements.


1.       Billable Hours: Each Personal Service Coordinator will provide direct billable services that are reimbursed by a funding source (e.g. Medi-Cal, Medicare, etc.)

Standard: The employee will meet 100% the organization’s established productivity targets which is a target of 5 hours and 15 minutes billable time per day worked.  New hires will be at 50% of the target for the first month, 75% of the target for the second month, and 100% of the target by the third month.

Source of Measurement: Service Utilization Summary reviewed weekly during supervision and at the beginning of the month for the prior month.

Compliance Rating: 99.75 – 115.5 billable hours/units per month = Full Compliance. Less than 99.75 billable hours/units per month = Non-Compliance. PTO will be factored in to the amount of available billable hours per month.

2.       Participation in Supervision: Time Personal Service Coordinator spends participating in individual supervision with her/his supervisor. For Personal Service Coordinator’s whose license requires specific supervision, Personal Service Coordinator has met requirements for supervision based on licensure definitions.

Standard: Personal Service Coordinator has participated in weekly individual supervision.

Source of Measurement: Supervision note emailed to the Personal Service Coordinator weekly after supervision

Compliance Rating: 30 minutes – 1 hour of weekly supervision = Full Compliance. Less than 30 minutes per week = Non-Compliance.

3.       Documentation: Progress notes are completely filled out and submitted on time. Progress notes are written in PIRP format, refer to treatment plan goals and objectives and address client’s progress. Progress notes are signed and dated by Personal Service Coordinator. Treatment Plans are completed in collaboration with the client whenever possible and are signed by the client.

Standard: Progress notes will be completed within 72 hours of the service provided. Personal Service Coordinators will request from her/his supervisor additional time to complete progress notes, if needed, and will complete the note within 5 business days.

Source of Measurement: Progress note records reviewed monthly

Compliance Rating: Progress notes entered within 3 days of service provided = Full Compliance. Progress notes entered within 5 days of service provided = Partial Compliance. Progress notes entered after 5 days of service provided = Non-Compliance


Essential Functions/Skills:

  • As a member of the clinical case management team, coordinates treatment and supportive services for 25-30 adults with co-existing psychiatric and substance use conditions in all stages of treatment and recovery. 
  • Provides culturally responsive, psychosocial rehabilitation case management services to meet clients’ comprehensive needs, including linking clients to housing, employment, medical, dental, psychological, parenting, legal, transportation, and money management resources.
  • Conducts outreach to engage client in services and treatment, and when appropriate, family members, to support client.
  • Liaisons and consults with community-based organizations to ensure coordination of care.
  • Provides psychoeducation to clients and when appropriate, family members, related to health, well-being, and lifestyle, including symptom management, medication, diet, sleep hygiene, trauma-informed care, and relapse prevention; assists clients in creation of personal WRAP plans.
  • In collaboration with client, formulates client-centered, recovery-oriented, integrated treatment plan:  assists client in identifying and articulating personal goals; identifies behavioral objectives and mental health symptoms that may be barriers to those goals; determines treatment strategies and interventions to achieve desired goals; establishes measurable outcomes to determine effectiveness of treatment.
  • Provides ongoing review of client’s mental status, response to treatment, and progress in recovery.  Initiates modifications to treatment plan to ensure appropriate interventions are provided in response to changes in the client’s mental status, behavior or stage of recovery.
  • Assists clients in developing individualized transition plans to facilitate exit from behavioral health system or transition to lower level of mental health services.
  • Performs risk assessments, develops crisis management plans targeting problematic behaviors, and delivers effective treatment interventions to reduce risk of harm to self and/or others.
  • Administrative documentation responsibilities include writing progress notes and individualized service plans and assessments.  It is a requirement of the position that consumer charts be maintained in a timely fashion according to regulatory standards.
  • Shares on-call crisis intervention duties on rotational basis with other team members.
  • Responsible for producing required number of Medi-Cal billable units per month.
  • All other duties as assigned by supervisor.


Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully preform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Physical demands. Must be able to lift 50 pounds.

EOE AA M/F/V/Disability:

BHI is committed to providing equal opportunity to all qualified persons regardless of race, color, citizenship status, national origin, ancestry, gender, pregnancy, sexual orientation, gender identity or expression, genetic information, age, religion, creed, physical or mental disability, marital status, veteran status or any other characteristic protected by law (“Protected Status”).