Client Success Associate - Remote

Care Options for Kids; Pittsburgh (Allegheny County); Remote; USD 31,684 - 34,440; 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 referral and admission for private duty nursing services, coordinating among hospitals, families, clinical teams, and payers.

You will verify eligibility, handle authorizations, enter data into the EMR, track intake metrics, and ensure compliant, timely intake while traveling up to 10% as needed.

Qualifications

• Associate degree required; bachelor's degree preferred.
• Minimum two years in healthcare intake, admissions, care coordination, home health, PDN, or managed care.
• Knowledge of insurance verification, authorization processes, Medicaid, and PDN-related health plans.
• Strong organizational, communication, and interpersonal skills.
• Proficiency with EMR and Microsoft Office (Outlook, Excel).
• English communication; bilingual a plus.
• Willingness to travel up to 10%.

Responsibilities

• Receive and manage referrals from hospitals, physicians, case managers, managed care orgs, and partners.
• Coordinate all new patient intakes from referral through activation.
• Review referral documentation for completeness and enter into the EMR.
• Verify patient eligibility, benefits, and insurance coverage.
• Obtain, submit, and track authorization requests and Single Case Agreements.
• Serve as the primary contact for patients, families, and referral sources.
• Maintain ongoing communication and provide updates on intake status and service readiness.
• Ensure compliance with agency policies, payer guidelines, and documentation standards.
• Complete Intake Workflow tasks in the EMR and identify process improvements.
• Track and maintain accurate intake records, metrics, and reporting data.

Skills

Communication

Organizational skills

Interpersonal skills

English proficiency

Travel readiness

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 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 occasionaly (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 employeesand isdesigned 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