Intake Specialist

The Intake Coordinator is responsible for all activities designated to processing referrals/intakes, including assisting the Clinical Liaison with established referral sources and building new referral sources. These activities may include but are not limited to: assisting clients with completion of intake paperwork, scheduling appointments, tracking referral status, and ensuring preliminary data is collected and entered according to regulatory standards. The Intake coordinator also assists the Clinical Liaison with marketing, public relations, and education of stakeholders.

ESSENTIAL RESPONSIBILITIES

• Review and process all incoming referrals

• Facilitate appointment scheduling and completion of all new client intake forms

• Tracks referral source activity through information technology as well as produces reports as needed

• Provides information to new clients regarding services, policies, and programs

• Works closely with the Community Outreach Department to ensure business objectives are met.

• Provides field staff with timely information from the community regarding services.

• Maintains a positive agency relationship with current referral sources through various activities.

• Assist with developing and managing contracts with new insurance providers and programs

• Complete clinical and non-clinical paperwork related to client enrollment, data collection, and treatment service transitions.

• Run reports and obtain reports from provider partners to keep track of the status of cases

• Verify insurance eligibility

• Maintain logs of authorizations, data reporting requirements, and expiration dates

• Provides information to referral sources, such as updates, educational material, and statistical analysis. It is a resource for questions and care concerns.

• Participates with other members of the intake team to resolve issues raised by referral sources.

• Performs other duties as deemed necessary.

QUALIFICATIONS

• Demonstrates strong oral and written communication skills as well as the ability to work independently and manage time.

• Communicates effectively and tactfully with clients and community stakeholders.

• Can be depended upon to report to work on time, use time off appropriately, and complete any training or education requirements.

• Excellent time management skills

• Has a working knowledge of office healthcare operations.

• Prior coordination/management experience preferred.

Minimum Requirements

• High school diploma, or bachelor's degree or relevant work experience
• 3+ years of intake/enrollment experience
• Experience working with ethnically and culturally diverse communities and underserved communities
• Strong communication skills, including effective internal communications with the central team
• Comfortable working in a high-paced setting.
• Ability to function collaboratively with an interdisciplinary team
• Clinical experience is a plus
• Must work 4 days in the office