Intake Coordinator

Overview

We are seeking an experienced, organized, and dependable Home Health Intake Coordinator to join our team in Thousand Oaks, California.

The Intake Coordinator is responsible for managing the home health referral and admission process from initial referral through start of care. This position requires excellent communication, attention to detail, the ability to multitask in a fast-paced environment, and a strong understanding of home health operations.

Previous experience working for a home health agency is required. Experience using Synergy home health software is also required.

The ideal candidate will be comfortable communicating with hospitals, physician offices, referral sources, patients, families, clinical staff, and insurance companies while ensuring referrals are processed accurately and efficiently.

Responsibilities

• Receive, review, and process incoming home health referrals.
• Verify that referral documentation is complete and appropriate for home health services.
• Coordinate the intake and admission process from referral through Start of Care (SOC).
• Enter and maintain accurate patient and referral information in Synergy software.
• Verify patient demographics, insurance information, eligibility, and benefits.
• Obtain insurance authorizations when required.
• Communicate with physicians, hospitals, skilled nursing facilities, case managers, discharge planners, patients, and families regarding referrals and admissions.
• Obtain necessary physician orders and supporting documentation.
• Review referrals for required clinical documentation, including diagnoses, medication information, H&P, discharge documentation, and other applicable records.
• Coordinate with the Director of Nursing, clinical team, scheduling staff, and field clinicians to facilitate timely Start of Care.
• Track pending referrals and follow up on missing documentation or outstanding information.
• Maintain accurate referral status and documentation within the agency’s software system.
• Assist with scheduling and coordination of nursing, therapy, and other home health services as needed.
• Communicate referral acceptance, delays, or other issues promptly to appropriate parties.
• Maintain patient confidentiality and follow HIPAA requirements.
• Support agency compliance with applicable home health policies, procedures, and regulatory requirements.
• Perform other intake and coordination duties as assigned.

Home Health Agency Experience: REQUIRED
Synergy Software Experience: REQUIRED
Home Health Intake/Referral Coordination Experience: REQUIRED

Work Location: In person