Intake Specialist - VA

Beacon Specialized Living; Dumfries; On-site; GBP 27,000 - 38,000; Full time

Job summary

Beacon Specialized Living seeks an Intake Specialist to coordinate the intake process for individuals referred to its services. You will screen applicants, gather information, and ensure admissions or referrals are completed efficiently. You will represent Beacon to referral sources and attend meet-and-greets to promote services.

Your role includes updating the CRM, generating intake reports, and maintaining data accuracy to support service delivery and compliance with policies and regulations.

Qualifications

• Bachelor’s degree preferred.
• 1–3 years of admissions experience in health care or human services setting.
• Must pass criminal background check.
• Must possess a valid Driver’s License.
• Proficient in speaking, reading and writing English.
• Approved to work within BSLS programs.

Responsibilities

• Coordinate intake procedures for referrals and admissions.
• Organize and perform timely intake procedures and collect documents.
• Serve as liaison to referring parties and follow up on outstanding items.
• Maintain a database for referral information and generate reports.
• Pre-screen applicants against criteria and inform on eligibility with reasons.
• Update CRM promptly and ensure data accuracy.
• Promote Beacon’s mission and core values in daily work.

Skills

Communication

Organization

CRM familiarity

Data entry

Education

Bachelor’s degree in related field

Tools

CRM system

Job description

The Intake Specialist is responsible for coordinating the intake process for persons receiving services with Beacon Specialized Living. Represents Beacon to potential referral sources and attends fairs and meetings that give Beacon an opportunity to promote its services. Obtains applicant information, screens applicants, attends meet and greets and pre-placement meetings, completes the intake process and ensures potential individual is admitted to services or referred elsewhere, and prepares reports on intakes and admissions. The Intake Specialist is also responsible for updating the CRM system in a timely manner and generating reports based on the data gathered.

Primary Responsibilities

• Always be compliant with all company and regulatory policies and procedures.
• Provides information about Beacon Specialized Living to individuals and families inquiring about services.
• Organizes and performs timely intake procedures on referrals, including completion and collection of intake/referral documents.
• Serves as a liaison to referring party and follows up regarding outstanding documents and needed items to start services.
• Maintains a database for efficient collection and retrieval of referral information.
• Pre-screens consumers by comparing individual’s situation/condition to intake and authorization criteria; evaluates and accepts or rejects individuals based on authorization criteria. Informs individuals seeking services when they are not eligible at the time of intake, by providing the reasons to the consumer and the referral source and providing recommendations for alternate services.
• Prepares intake and admission reports by collecting, analyzing, and summarizing data and trends.
• Update the CRM system promptly and ensure accuracy of all data entered.
• Embrace, support, and manage the business in accordance with Beacon’s Mission and Core Values.

Education And Qualifications

• Bachelor’s degree in related field preferred.
• 1-3 years of admissions experience in health care or human services setting.
• Must pass criminal background check.
• Must possess a valid Driver’s License.
• Proficient in speaking, reading and writing the English language.
• Approved by state, federal and government entities to work within BSLS programs.
• Ability to use office equipment, including BSLS information technology systems.