Client Success Associate

Care Options for Kids; Pennsylvania; On-site; USD 48,000 - 65,000; 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 the end-to-end referral and admission process for private duty nursing in-home services. You will coordinate intake from referral to activation and serve as the liaison among referral sources, families, clinical teams, and payers.

You will verify eligibility and benefits, handle authorizations, and maintain compliant intake records while driving process improvements and clear communications with stakeholders.

Qualifications

• Associate degree required; bachelor’s degree preferred.
• Minimum two years of healthcare intake, admissions, care coordination, home health, PDN, or managed care experience.
• Knowledge of insurance verification, authorization processes, Medicaid, PDN-related plans.
• Strong organizational, communication, and interpersonal skills.
• Proficiency with EMR and Microsoft Office (Outlook/Excel).
• Ability to communicate effectively in English; bilingual a plus but not required.

Responsibilities

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

Skills

Organizational skills

Communication skills

Interpersonal skills

English communication

Education

Associate degree

Bachelor’s degree preferred

Tools

EMR systems

Microsoft Office (Outlook, Excel)

Job description

At Care Options for Kids, we are committed to providing the highest possible quality of service and excellence in every way and with integrity in how we do it.

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 between referral sources, patients and families, clinical teams, and payers.

Client Success Associate 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 activation of services.
• 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 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 two years of healthcare intake, admissions, care coordination, home health, PDN, or managed care experience 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 a plus but not required.

Care Options for Kids offers benefits to variable paid employees based on certain measurement periods. These benefits are available to eligible/qualifying employees and are provided to assist in managing the health of you and your family.

Location

Remote in Pennsylvania, New Jersey or Delaware.

Benefits

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