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PGH Operational Skills Trainer

Posted: 09/04/2022

TE: 0.8-1.0



  1. Position summary.  The primary responsibility of the operational skills trainer is scheduling, conducting, and recording treatment activities for clients in a group setting in order to help maximize quality of life and independence, as well as, conducting intentional encounters and charting such.


  1. Basic prerequisites.  The operational skills trainer must be a Qualified Mental Health Associate (QMHA) and able to:

    1. Maintain Medication Administration delegation.

    2. Maintain current and valid Oregon Driver License and have a driving record that is acceptable to our insurance company.

    3. Maintain QMHA certification.

    4. Read, write, and comprehend the English language.

    5. Display initiative and judgment.

    6. Display an active interest and ability to accept, understand, and relate to adults with mental illness.

    7. Understand fundamentals and dynamics of multiple diagnosis.

    8. Be flexible, positive, and cooperative in scheduling and task prioritization in a consumer-driven environment.  


  1. Physical demands.  Position requires professional and personal skills to cope with stress associated with work involving a high degree of mental, emotional and physical demands.  This position also requires the ability to bend, stoop, push and pull, ability to ascend and descend stairs and lift 25 pounds.  This position may involve working overtime, weekends, evenings or nights.


  1. Physical and environmental conditions

  1. Writing and computer work.

  2. Extensive amount of time assisting/training individuals. 

  3. Attend meetings, seminars, and events to enhance program viability.


  1. Essential duties

    1. Client encounter and charting

      1. Demonstrate an understanding of Level of Service Inventory (LSI) scores, Tier levels and required daily encounter hours as they relate to individuals.






Daily Encounter















      1. Daily intentionally encounter individuals and chart encounters in accordance with their Tier level.

        1. Use available and various service plans to identify goals and training requirements. 

        2. Intentional encounters can consist of assisting individuals with light cleaning, cooking, running errands, doing laundry, grooming, etc.

        3. Encounters can also include reading, talking, and playing games.

      2. Responsible for charting each and every encounter with individuals.

    1. Relate in a positive and constructive manner with individuals, their families, guardians, doctors, lawyers, professionals of other agencies, the community, mental health providers, and Pioneer Guest Home staff using TeamSTEPPSas a guide to professional communication.  Brief other professionals from time to time.

    2. Accept guidance and supervision and work as a team member within the residential treatment program, with mental health providers, and other support agency personnel and associated teams.

    3. Organize and keep records. 

    4. Engage, accept, reassure, redirect, de-escalate clients as required and chart.


  1. Basic tasks and responsibilities

    1. General

  1. Present self in positive light to individuals and become known as the “go to” person who can access appropriate resources.  Do not do tasks for individuals but rather assist/train them.  Successful encounters will be dependent on how individuals perceive you.  

  2. Assist individuals in learning principles and concepts of social appropriateness.

  3. Demonstrate attitude of acceptance and understanding of residents, and carry out associated service plans, doctor’s orders, schedules, and various other program activities.

  4. Train individuals to self-administer medication.

  5. Be familiar with policies and procedures of the Pioneer Guest Home to include fire safety rules, food handling requirements, medication management, and OARs pertaining to residential treatment facilities.  

  6. Attend monthly staff meetings and other meetings as required.

  7. Collaborate with the administrative skills trainer.  Make recommendations to the assistant administrator and administrator.

  8. Report accidents or injuries to the assistant administrator or administrator.

  9. Carry out duties of intake and discharge planning.

  10. Transport and attend appointments with clients as required.


    1. Day-to-day activities

      1. PIF management 

        1. Pay out PIF in accordance with service plans, budgets, and Social Security Representative Payee (assistant administrator) authorizations.  Work with assistant administrator to ascertain bills pending.

        2. Make entries in PIF Ledgers for every transaction.  Collect signatures for cash received by individuals.

        3. Audit PIF Ledgers every Wednesday prior to weekend.  Investigate discrepancies and notify assistant administrator.

        4. Turn completed PIF Ledgers into assistant administrator.

        5. Assist individuals in obtaining supplies to pay their bills (i.e. envelopes, stamps, money orders, etc.)  Do not use company resources (checks, bank account, debit cards, stamps, etc) when assisting clients in money management.

        6. Store PIFs and ledgers in secure compartment.

        7. On last day of work-week, set up PIFs in envelopes for distribution out of med cart.  Have individuals sign for these envelopes on last day of work-week.

        8. Abuse or mismanagement of PIFs will result in termination of employment. 

      2. Train individuals in the areas of money management and different mediums of purchasing power, nutrition and food preparation, pedestrian safety, home safety, use of public transportation, laundry, personal hygiene, independent living skills, activities for daily living, pet care, medication self-administration, etc.

      3. Plan, schedule, budget, conduct, and record group classes.  Assist residents in the areas of tobacco cessation, diabetic support group and healthy lifestyles.

    2. Activities

      1. Plan, schedule, budget, conduct and record group outings and activities such as parades, picnics, Sunday drive, bingo night, crafts, etc. 

      2. Coordinate classes and activities with the administrative skills trainer.

      3. Coordinate group outings/activities with the assistant administrator at least 30 days in advance to ensure adequate employee support is available.

      4. Publish instructions and provide materials if other employees will be conducting an activity.

      5. Communicate with health services coordinator or nurse about upcoming events.  Provide 48-hour notice so medication can be prepared in a timely manner.

      6. Attend and assist residents with their bi-monthly resident meeting and ensure the writing and publishing of minutes.

      7. Publish the large activities calendar listing classes, birthdays, activities, etc.

    3. VISA Buxx Cash Card

  1. Utilize cash card for activities occurring out of the area.  Do not use cash card for per diem but instead obtain a per diem check for missed meals while out on activities.

  2. All expenditures must be pre-authorized by the Administrator.  Any unauthorized expenditures may result in termination of employment.

  3. Provide a receipt to the Administrator for each expenditure.

  4. Cash withdrawals and cash back after purchases are not authorized.

  5. Ensure adequate monetary balance on cash card for anticipated and planned expenditures and track expenditures and remaining cash balance.

  6. Call 1-866-304-1909 if card is lost or stolen, then notify Administrator.

    1. Carry out essential duties of administrative skills trainer in their absence as directed.

    2. Any other duties assigned.