Client Success Associate

Care Options for Kids; Pennsylvania; Hybrid; USD 32,000 - 34,000; Full time

Benefits offered by this job

Paid time off

Medical, dental and vision

401K

Other voluntary products

Job summary

Care Options for Kids is seeking a Client Success Associate to manage end-to-end referrals and admissions for private duty nursing services in the home. You will act as a liaison among referral sources, patients, families, clinical teams, and payers.

This remote role supports PA/NJ/DE and requires coordinating intake from referral to service activation, verifying eligibility and benefits, and tracking authorizations. Strong EMR and MS Office skills are essential.

Qualifications

• Associate degree required; bachelor’s degree preferred.
• Minimum of two years of experience in healthcare intake, admissions, care coordination, home health, PDN, or managed care preferred.
• Knowledge of insurance verification, authorization processes, Medicaid programs, managed care organizations, and PDN related health plans preferred.
• Strong organizational, communication, and interpersonal skills.
• Proficiency with EMR systems and Microsoft Office applications (Outlook, Excel).
• Ability to travel occasionally (up to 10%).

Responsibilities

• Receive and manage incoming referrals from hospitals, physicians, case managers, managed care organizations, and community partners.
• Coordinate and manage all new patient intakes from referral through admission and service activation.
• Review referral documentation for completeness and accuracy, and enter all required information into the EMR.
• Verify patient eligibility, benefits, and insurance coverage, including Medicaid and commercial plans.
• Obtain and track authorization requests and Single Case Agreements from initiation through execution.
• Serve as primary contact for patients, families, and referral sources regarding services and admission status.
• Maintain ongoing communication with referral sources, families, and internal teams regarding intake status and readiness.
• Ensure compliance with agency policies, regulatory requirements, and payer guidelines.
• Complete Intake Workflow tasks in the EMR and identify process improvements.
• Track and maintain intake records, metrics, and reporting data.

Skills

Organizational skills

Communication skills

Interpersonal skills

EMR systems

Outlook & Excel

Education

Associate degree required

Bachelor's degree preferred

Tools

Microsoft Office Suite

Outlook

Excel

Job description

At Care Options for Kids, we are committed to providing the highest quality of service, delivering excellence in everything we do, and maintaining integrity in every interaction.

The Client Success Associate is responsible for managing the end-to-end referral and admission process for patients requiring private duty nursing services in the home. This role ensures timely, accurate, and compliant intake operations while serving as a key liaison among referral sources, patients and families, clinical teams, and payers.

Client Success Associate responsibilities include, but are not limited to:

• Receive and manage incoming referrals from hospitals, physicians, case managers, managed care organizations, and community partners.
• Coordinate and manage all new patient intakes from referral through admission and service activation.
• Review referral documentation for completeness and accuracy, and enter all required information into the EMR.
• Verify patient eligibility, benefits, and insurance coverage, including Medicaid and commercial insurance plans.
• Obtain, submit, and track authorization requests and Single Case Agreements from initiation through execution.
• Serve as the primary point of contact for patients, families, and referral sources regarding services, rates, admission status, and available community resources.
• Maintain ongoing communication and provide timely updates to referral sources, families, and internal team members regarding intake status and service readiness.
• Ensure compliance with agency policies, regulatory requirements, payer guidelines, and documentation standards.
• Complete assigned Intake Workflow tasks within the EMR and identify opportunities to improve intake processes and operational efficiency.
• Track and maintain accurate intake records, metrics, and reporting data to support departmental performance goals.

Qualifications:

• Associate degree required; bachelor's degree preferred.
• Minimum of two years of experience in healthcare intake, admissions, care coordination, home health, private duty nursing (PDN), or managed care preferred.
• Knowledge of insurance verification, authorization processes, Medicaid programs, managed care organizations, Single Case Agreements, and health plans related to PDN services preferred.
• Strong organizational, communication, and interpersonal skills.
• Proficiency with EMR systems and Microsoft Office applications, including Outlook and Excel.
• Ability to communicate effectively in English, both verbally and in writing; bilingual skills are a plus but not required.
• Ability and willingness to travel occasionally (up to 10%) for team meetings, training, conferences, and other business-related events as needed.

Care Options for Kids offers benefits to variable paid employees based on certain measurement periods. These benefits are available to eligible employees and are designed to support the health and well-being of you and your family.

Location:

Remote in Pennsylvania, New Jersey or Delaware

Wage:

$23.00 to $25.00/hour

Benefits include:

• Paid time off
• Medical, dental and vision
• 401K
• Other voluntary products