Intake Specialist
Summary
Handles senior healthcare enrollment by processing intake forms, verifying coverage, and scheduling assessments using medical software like PrimeSuite and PaceLogic.
Who We Are
PACE by IIH is empowering senior participants to age at home with dignity through personalized, comprehensive care plans that deliver high-quality health and human services along with strong community support. Through an interdisciplinary and participant-centered model of care, PACE by IIH is committed to improving quality of life, promoting independence, and providing compassionate support tailored to the unique needs of each participant. Our team works collaboratively to deliver innovative, community-based healthcare solutions that allow seniors to remain safely and comfortably in their homes while receiving the care and services they need to thrive.
Benefits
- 401(k)
- Dental insurance
- Employee assistance program
- Employee discount
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid sick time
- Paid time off
- Referral program
- Retirement plan
- Vision insurance
Job Summary
The Intake Specialist performs a variety of administrative duties, including completing, filing, and submitting participants intake forms. This position requires skill in planning, organizing and coordinating enrollment and retention activities, as well as the coordination of day-to-day administrative activities.
Essential Job Functions
Duties include, but not limited to:
- Answers phone calls from prospective enrollees and provides information regarding eligibility requirements and services.
- Schedules face to face meetings with prospective enrollees to conduct intake and to provide a site tour.
- Completes intake assessments with prospective enrollees and verifies Medi-Cal and Medicare coverage.
- Updates PrimeSuite and PaceLogic with new enrollment demographic data,
- Schedules Level of Care assessments and other pre-initial assessments as required.
- Completes enrollment conference with prospective enrollees.
- Updates Intake Tracking Log on daily basis for enrollment reporting to VP of Business Development.
- Responsible for meeting target enrollment and Business Development goals.
- Updates New Enrollee Logs monthly and other tracking logs as necessary.
- Maintains intake files and reports.
- Coordinates requests for medical records, working closely with the medical records department, for newly enrolled participants and provides information to the Interdisciplinary Team (IDT) members as needed.
- Assists with participant recruitment efforts by conducting outreach activities and designated provider and community locations as needed.
- Assists with marketing activities and special projects as needed.
- Participates at meetings as needed.
- Be flexible in schedule of hours worked.
- Responsible for adhering to Centers for Medicare and Medicaid Services (CMS), Department of Health Care Services (DHCS), and Program of All-Inclusive Care for the Elderly PACE Policies and Procedures while conducting intake activities.
- Maintain confidentiality regarding participant, staff, contractor, and organizational information.
- Follows the chain of command when reporting issues and outcomes.
- Attend and participate in staff meetings, in-services, projects, and committees as assigned.
- Adhere to and support the center’s practices, procedures, and policies including assigned break times and attendance.
- Accept assigned duties in a cooperative manner; and perform all other related duties as assigned.
- Be flexible in schedule of hours worked.