Clinical Evaluator

About Us

InStride Health’s mission is to deliver specialty anxiety and OCD care that works for every kid, teen, young adult, and family who needs it. Through this mission, we are expanding access to insurance-based care, increasing engagement in treatment, and improving treatment outcomes. We are doing this by combining research-backed clinical care and innovative technology to eliminate the major problems with care today: difficulty finding providers, months of waiting to be seen, arduous onboarding processes, and inconsistent use of evidence-based therapies and outcomes tracking. Our vision is to become the nation’s most trusted provider of pediatric anxiety and OCD care.

Team InStride Health: Our Core Values

Give Heart : We lead with heart, treating patients and their families the way we want our loved ones to be treated.

Work Smart : We find smarter ways to solve hard problems and fix the broken mental health system by leveraging technology, diversity of thought, and innovation.

Have Humility : We leave our egos at the door, empowering our team to collaborate, celebrate diversity, and adopt a growth mindset.

Embrace Community: We all belong. We are in this together, and we never worry alone. We believe in each other and recognize that every voice matters.

About the Role

The Clinical Evaluator is the first voice and face of InStride Health for patients and families seeking care. Evaluators conduct phone screens and comprehensive clinical evaluations to determine clinical eligibility and appropriateness for InStride services. They provide education and orientation about InStride, serve as brand ambassadors, and ensure families feel engaged and motivated from their first interaction.

Clinical Evaluators are strong diagnosticians with excellent case conceptualization skills, adept at assessing patient presentation and navigating sensitive conversations. They determine when medical clearance is required prior to admission and, when families are not appropriate for InStride, redirect them to alternative resources with empathy and clarity.

Clinical Evaluators also generate thorough, timely documentation that ensures a smooth and intentional handoff to the care team, supported by AI note-writing tools. They provide feedback to the Tech Product team on workflows, systems, and patient experience, and to the Clinical Product team on biopsychosocial assessment and patient needs.

Key Responsibilities/Essential Functions

Conducts phone screens and clinical evaluations for patients and families seeking admission.

Accurately assesses diagnoses, case conceptualization, and clinical eligibility for InStride.

Provides education, orientation, and motivation to engage patients and families in care.

Determines when medical clearance is required prior to admission.

Redirects patients and families to alternative resources when InStride is not appropriate.

Produces robust, timely documentation to support seamless transitions into treatment, leveraging AI note-writing tools.

Serves as a brand ambassador, creating a welcoming and professional first experience for families.

Collaborates with internal stakeholders by providing feedback and insights:

To the Tech Product team on workflows, systems, and patient/family experience.

To the Clinical Product team on patient presentation and assessment processes.

Participates in designated trainings, team meetings, and clinical rounds to ensure alignment with care pathways and best practices.

Upholds InStride’s mission, values, and ethical standards in all interactions.