Intake Coordinator

Job Description

Job Description

Benefits :

• Competitive salary
• Opportunity for advancement
• Paid time off
• Training & development
• 401(k)
• Dental insurance
• Health insurance
• Vision insurance

Summary :

The intake team handles referrals from physicians and families and conducts initial interviews. They assess clients' and their families' needs, verify insurance benefits and approvals, confirm eligibility for services, coordinate with sales and care managers, and accurately record all client details in the company's system to ensure a smooth transition to care. Key skills for this role include strong communication, organization, attention to detail, problem-solving, and excellent customer service.

Education and experience

Key Skills

Communication : The intake coordinator must have excellent verbal and written communication skills to interact with clients, families, and referral sources effectively.

Customer Service : Empathy and strong customer service and interpersonal skills to ensure a positive experience for clients and families during challenging times.

Organization & Attention to Detail : Meticulous organization and attention to detail in managing multiple referrals, data entry, and documentation.

Problem-Solving & Critical Thinking : Ability to assess situations, identify solutions, and adapt approaches to meet individual clients and family needs.

Technical Proficiency : The candidate must be skilled in using office equipment and computer software, including Microsoft Office (Word, Excel) and electronic health record (EHR), WellSky systems.

Medical Terminology : Knowledge of medical terminology and understanding of the home care industry is a plus.

Physical and Environmental Demands :

Prolonged sitting : at a desk while answering phones, entering data, and managing clients' information in computer systems.

Phone use : Extensive use of a phone, either by handset or headset, for long periods of time to communicate with clients, referral sources, and other staff.

Computer tasks : Standard office tasks such as using a keyboard and computer mouse with manual and finger dexterity for repetitive actions over extended periods.

Light lifting and movement : Occasional light physical activity, such as bending, stretching, and lifting objects such as office equipment or files up to 15 pounds.

Vision : Close-range vision to read documents and view information on a computer screen.

Organizational Relationship : Reports directly to the Operations Manager or Administrator

Classification : Exempt

Position : Part-time / Full-time

Disclaimer : This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Duties, responsibilities, and activities may change or be assigned at any time with or without notice.