Intake Coordinator

Description

Job Summary:

• The intake coordinator is responsible for receiving all referrals, recording details of the referral, gathering background information, coordinating intake appointments, client satisfaction, and ensuring complete intake of new clients with the proper agency. To be successful as an intake coordinator, you should be highly organized and detail oriented. Top candidates will also have excellent interpersonal skills, with a strong aptitude for great customer service.

Duties/Responsibilities:

• Intake Coordinator
• Referrals
• Receive incoming client referrals via phone, email, and fax
• Conduct initial referral calls, determine service needs, and enter referral into Catylyst
• Complete and follow the intake procedure
• Communicate with the appropriate agency regarding staffing, services, and start of care
• Maintain a good working rapport with referral partners, case managers, and SEP’s
• Intakes
• Schedule initial service intake assessment
• Audit new admission paperwork to ensure a complete client record
• Make welcome calls to clients/family and answer any final questions
• Client Communications
• Reviewing and addressing, as appropriate, any complaints and or incidents related to the intake process 
• Responds promptly and courteously to all client inquiries or problems
• Customer service check in calls, monthly
• Provide client resources, refer as needed
• General
• Attend meetings as required by Supervisor
• Business Development
• General Business Development Process:
• In coordination with local office or their appropriate designate, provide direction and support to the Business Development process, including proper documentation and operational efficiencies
• Maintain Business Development lists and contacts for potential referral sources, (i.e. legal, hospice services, Medicare, ancillary services, etc.)
• Targeted Business Development Efforts: Facilitate and/or support strategic and/or urgent Business Development efforts for agencies
• In coordination with the Co-CEO provide tacit support for those marketing efforts synergistic with the Business Development efforts and provide regular reports as directed.

Supervisory Responsibilities:

• None

Required Skills/Abilities:

• Ability to communicate pleasantly, professionally, and effectively with office staff and third parties in person, writing and over the phone
• Excellent verbal and written communication skills
• Excellent interpersonal and customer service skills
• Demonstrates initiative regarding collaboration and independently performs high quality work
• Familiarity with the concepts, practices, and procedures of the home care industry
• Ability to function well in a high-paced, and at times, stressful environment
• Proficient with Microsoft Office Suite and other related software
• Excellent time management skills with a proven ability to meet deadlines
• Excellent organizational skills and attention to detail
• Strong analytical and problem-solving skills
• Ability to prioritize tasks and to delegate them when appropriate
• Excellent problem-solving skills
• Thorough in all aspects of the job
• Collaborative and Coachable

Requirements

Education 

• High school diploma or equivalent required 
• Relative academic, vocational and/or professional education 

Experience 

• Minimum of one-year experience in the provision of medical or non-medical home care
• Or, One-year experience in patient intake or medical office administration

Working Conditions 

• Prolonged periods of sitting at a desk and working on a computer 
• Essential physical requirements, such as standing, kneeling, squatting, stooping, or typing
• Physical effort/lifting, such as sedentary - up to 10 pounds 
• May be required to work weekends, nights, or be on-call as a regular part of the job 

Working Locations 

• Corporate Office 
• Agency Office(s) 
• Client Homes 

Travel Requirements

•   15% of the time

Other Duties 

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. 

PeopleCare Health Services 2021 Benefit Information

Enjoy incredible benefits including competitive pay, 401(k) retirement plan, medical, dental and vision insurance and much more. View our benefits summary https://peoplecarehs.com/career-opportunities-in-colorado-home-care/employee-benefits/.

Position Classification Information

Department: Operations

Companies Assigned: 44445

Position Family: Operations

Career Level: Individual Contributor

EEO Class: 2 Professionals

Workers Compensation Class: 8810 – Clerical Office Employees

FLSA OT Exempt Classification: No

Pay Grade: 6

Pay Range: $43,050 - $53,340

Revision Date: 4/1/2022

The estimate displayed represents the typical wage range of candidates hired. Factors that may be used to determine your actual salary may include your specific skills, geographic location, work experience relevant to the position, education, and comparison to other employees already in this role. The typical candidate is hired below the midpoint of the range.