Program Intake Specialist for Education, Training, and Employment

Job Summary:

The Program Intake Specialist is responsible for managing the initial intake process for individuals seeking services for Education, Training and Employment Services. The role serves as a point of contact for referral agents and the community and plays a critical role in assessing eligibility, collecting documentation and ensuring a smooth transition into the program/service. This role also provides screen for Medicaid enrolled participants who require referrals to meet basic needs for themselves and their family (such as food, housing and transportation).

Essential Job Duties and Responsibilities: (Additional duties may be assigned)

• Serve as the primary contact for referral agents and program applicants.
• Conduct screening interviews via phone, in person or virtually to collect relevant demographic and background information.
• Provide Social Care Network screening, assessment and and case management to program participants.
• Collect required documentation for enrollment.
• Verify insurance information.
• Input and maintain accurate participant information in the electronic medical record.
• Collaborate with program director and team members to facilitate timely program entry.
• Assist with necessary copying, faxing, scanning, filing, mailing, shredding, etc.
• Provide referral agents and program applicants with information about program services, expectations and next steps.
• Maintain confidentiality and comply with privacy laws and internal policies.
• Prepare reports and maintain intake records in accordance with organizational standards.
• Performs routine documentation audits
• Support outreach efforts to engage potential participants and community partners.

Other:

• Participate in training and staff meetings as required.
• May assist with documentation audits to ensure compliance with regulatory requirements.
• Schedules meetings and appointments (both in person and virtually) as needed and ensures all attendees have communication regarding meeting location, etc.

Supervisory Responsibilities:

None