Representative Payee

Representative Payee

Position Summary

The incumbent of this position is responsible for providing money management and mental health supportive services under the social rehab model to a designated population of chronically mentally ill adults. Incumbent coordinates mental health and financial services for a caseload of 50-150 clients or more. The incumbent provides money management, mental health support services, clinical assessments, crisis intervention, and case management. The incumbent maintains accurate client records, including payee records and clinical records.

Reporting Relationships:

The Representative Payee reports to the Program Coordinator.

Minimum Position Requirements:



AA degree preferred or high school diploma with a minimum two (2) years experience

Two years experience in mental health, bookkeeping or social service.

Understanding of El Hogar's mission.Knowledge of basic bookkeeping practices and the Consumer Driven model of care.


Special Requirements:


Hours of Work: Incumbent must be willing to work irregular hours, holidays, and weekends.

Driver's license: Incumbent must possess a current, valid California Driver's License, Class C or higher.

Miscellaneous: Incumbent must be willing to work with persons infected with communicable diseases.


Physical Requirements:


Ability to sit or travel for extended periods of time. Ability to lift and carry charts up and down stairs.


Quantifiable Dimensions:


Maintain caseload of 50-150 or more clients

Respond to client requests for P& I monies

Provide a minimum of 6 hours direct mental health supportive services per day (75%)

Attend weekly supervision with payee supervisor

Complete El Hogar, Inc. training program within a 9 month period


Principal Accountabilities:


Skill Competency/Service Coordination


Effectively performs assessments in accordance with El Hogar and County Policy

Mainatains all records and documentation (progress notes) needed for program compliance and accountability in accordance with Sacramento County and agency standards

Facilitates and maintains coordination with Medical Team, Drug and Alcohol Team, and Social Security Administration to maintain continuity of care for consumers. Coordinates with other El Hogar programs as indicated.

Developes knowledge of community resources and coordinates services with other providers

Familiar with consumer's treatment plan under the social rehabilitation model and able to determine appropriate money management and mental health goals and interventions with consumers as they progress

Ability to cooperate, work, and communicate effectively with coworkers, supervisors, subordinates, and/or outside contacts in a professional manner conducive to a positive work environment


Case Management/Money Management


Ability to write clearly and summarize activities in succinct progress notes and other charting

Provides assistance to consumers and family members to coordinate and facilitate treatment

Participates in program planning, evaluation and development to improve direct and indirect service

Provides linkage to community agencies, criminal justice system, Social Security Administration, other payee services, and promary health care system

Incumbent is knowledgeable of warning signs and symptoms related to mental health challenges. Incumbent supports compliance and advises MD and Clinical Director when a consumer or another is in danger or the organization is at risk

Adheres to standards of legal and ethical practice and seeks consulation as needed

Ability to manage difficult client situations effectively, seeking assistance when needed

Follows payee check cashing protocol through Administrative Services Coordinator
Consumer Relations, Engagement, & Re-Integration



Provides minimum 6 hours per day direct mental health services applying the consumer driven philosophy

Maintains ongoing contact with all individuals on caseload, a minimum of 1 contact every 3 months or more

Provides coaching, supportive counseling, mentoring, feedback, and positive reinforcement for consumers in areas such as independent living skills, grooming and hygiene, public transportation, money management and other daily living skills

Develops Treatment Plan with consumers to identify consumer's personal needs and goals

Mediates and advocates on behalf of consumers to assist them in obtaining and mainataining housing, health care benefits and other entitlements

Keeps daily appointments and promptly returns calls

Manages pro-med mornings and maintains open window times daily

Works effectively with diverse cultural groups

Participates in agency events including client celebrations, staff retreats and agency meetings

Demonstrates timely and thorough follow through on task completion with minimal prompting form supervisors


Time Managemnt and Organization Skills


Practices effective time management and organizational skills to accomplish agency goals and objectives

Demonstrates ability to handle multiple directives at once and prioritize effectively

Completes progress notes daily

Completes annual re-assessments (R&R) on time and keeps all client authorizations up to date

Is self-directed and looks for new ways to eliminate outdated processes that may no longer be effective

Ensures that all work areas are kept clean and neat

Works effectively under pressure with multiple deadlines and priorities

Demonstrates flexibility and adaptability to change


Reporting and Accountability


Completes progress notes and all collateral documentation daily

Prepares reports or special projects as requested

Keeps direct Supervisor apprised of activities including meeting times, special projects and ancillary activities

Adheres to agency communication protocols and "chain of command"

Other duties as assigned


UNIVERSAL CRITERIA


Ability to maintain an acceptable overall attendance

Ability to be punctual and observe prescribed work break/meal periods

Demonstrate the willingness and ability to cooperate, work, and communicate effectively with coworkers, supervisors, and others

Demonstrate effective problem resolution skills and maintain positive interpersonal working relationships


FREEDOM TO ACT/ACCOUNTABILITY: The incumbent of this position must be able to work independently with minimum supervision in daily activities. The incumbent must act in the best interest of El Hogar, Inc. at all times and seek consultation from supervisor and/or management when assistance is needed. The incumbent must maintain corporate and consumer confidentiality


WORKING RELATIONSHIPS/CONTACTS: Primary contact within the organization include Service Coordinators, the Clerical Support Staff, Medical Staff, Supervisors, Managers and Mental Health Consumers


CAREER LADDER: Incumbent may be promoted to Service Coordinator with appropriate education, training and experience