Homecare Intake Coordinator

Upham's Community Care; Boston (MA); On-site; USD 60,000 - 75,000; Full time

Job summary

Upham's Community Care in Boston, MA seeks an Homecare Intake Coordinator to evaluate referrals, verify insurance and authorizations, and coordinate start of care for home health services. You will act as a liaison among patients, families, and the clinical team to ensure smooth transitions and regulatory compliance.

The role requires MA RN or LPN licensure, 2+ years of clinical experience, and 1+ year in intake or similar insurance workflows.

Qualifications

• Current RN or LPN unrestricted licensure in Massachusetts.
• At least 2 years clinical experience.
• At least 1 year of insurance/medical experience.
• At least 1 year of intake coordination, preferably in a homecare setting.
• Familiarity with electronic health data systems (WellSky, OCHIN, and/or EPIC).
• Competent with Microsoft Office applications (Excel, Word, PowerPoint).
• Excellent organizational, written, and verbal communication skills.
• Bilingual language skills preferred (English/Spanish, Portuguese Creole, or French Creole).
• Current driver's license, vehicle insurance, and access to a dependable vehicle or public transportation.
• Current CPR/BLS certification.

Responsibilities

• Obtain demographic and clinical information from clients, physician offices, and other referral sources to compile referrals.
• Verify insurance eligibility and authorization requirements for each referral.
• Obtain and process prior authorizations as required by insurance carriers.
• Communicate with insurance companies and clinical staff regarding authorization status.
• Maintain accurate records of authorization requests, approvals, denials, and expiration dates.
• Schedule initial home visits for the clinical team, ensuring timely and efficient start of care for patients.
• Educate patients and families about home health services, care plans, and the roles of various healthcare professionals involved in their care.
• Facilitate communication between patients, families, and the home health care team to ensure coordination of services and adherence to the care plan.
• Maintain accurate and comprehensive patient records in the agency’s electronic health record (EHR) system, including documentation of all interactions, referrals, and coordination activities.
• Assist in the development and implementation of intake policies and procedures to improve efficiency and effectiveness of service delivery.
• Perform quality assurance reviews of intake documents and patient files to ensure accuracy, completeness, and compliance with regulatory standards.
• Assist in skilled nursing visits as needed.
• Ensure presence and completion of required forms, including Consent and 485.
• Coordinate care among various healthcare Providers, including physicians, therapists, and other specialists.
• Adhere to UCC’s standards of Employee Conduct, including customer service, respect, non-discrimination, privacy, and attendance.
• Maintain confidentiality of all patient and employee records and information.
• Follow safety protocols and participate in all required training.
• Assist in skilled nursing visits as needed.
• Perform other duties as needed.

Skills

Clinical experience

Intake coordination

Insurance/authorization

EHR systems

MS Office

Bilingual

Education

RN or LPN licensure in MA

Tools

WellSky

OCHIN

EPIC

Job description

Position Title: Homecare Intake CoordinatorDepartment: HomecareSupervisor: Chief of Home Health Services and Director of Home Health OperationsHours per week: 35 hoursFLSA Status: Non-ExemptPrimary Function:The role of Homecare Intake Coordinator involves a meticulous evaluation of referrals, ensuring that patient needs align with the services offered and that all necessary documentation are in place for a smooth transition into home health care. By acting as a conduit between patients, families, and healthcare providers, the Coordinator ensures that each case is handled with sensitivity and efficiency, facilitating a supportive environment for patient care.As the Intake Coordinator, the person in this role receives and analyzes incoming referrals and order calls while effectively communicating patient/referral information to appropriate teams.Duties & Responsibilities:• Obtain demographic and clinical information from clients, physician's offices, and other referral sources to compile referrals.• Verify insurance eligibility and authorization requirements for each referral.• Obtain and process prior authorizations as required by insurance carriers.• Communicate with insurance companies and clinical staff regarding authorization status.• Maintain accurate records of authorization requests, approvals, denials, and expiration dates.• Schedule initial home visits for the clinical team, ensuring timely and efficient start of care for patients.• Educate patients and families about home health services, care plans, and the roles of various healthcare professionals involved in their care.• Facilitate communication between patients, families, and the home health care team to ensure coordination of services and adherence to the care plan.• Maintain accurate and comprehensive patient records in the agency’s electronic health record (EHR) system, including documentation of all interactions, referrals, and coordination activities.• Assist in the development and implementation of intake policies and procedures to improve efficiency and effectiveness of service delivery.• Perform quality assurance reviews of intake documents and patient files to ensure accuracy, completeness, and compliance with regulatory standards.• Assist in skilled nursing visits as needed.• Ensure presence and completion of required forms, including Consent and 485.• Coordinate care among various healthcare Providers, including physicians, therapists, and other specialists.• Adhere to UCC’s standards of Employee Conduct, including customer service, respect, non-discrimination, privacy, and attendance.• Maintain confidentiality of all patient and employee records and information.• Follow safety protocols and participate in all required training.• Assist in skilled nursing visits as needed.• Perform other duties as needed.Minimum Basic Knowledge:• Current RN or LPN unrestricted licensure in the state of Massachusetts.Experience & Qualifications:• At least (2) years of clinical experience.• At least (1) year of insurance/medical experience.• Minimum of (1) year of experience with intake coordination, preferably in a homecare setting.• Familiarity with electronic health data systems (e.g., WellSky, OCHIN, and/or EPIC).• Competent with Microsoft Office applications (Excel, Word, PowerPoint).• Excellent organizational, written, and verbal communication skills.• Bilingual language skills preferred (English/Spanish, Portuguese Creole, or French Creole).• Current driver's license, vehicle insurance, and access to a dependable vehicle or public transportation.• Current CPR/BLS certification.Essential Functions:• Meticulous evaluation of referrals• Serving as intermediary and conduit between patients, families, and healthcare providers to ensure cases are handled with sensitivity and efficiency.Essential & Physical Requirements:Refer to ADA Physical Requirements ChecklistSupervisory Responsibility:NoneDefine Access Level to PHI: Level 4: Authorized to access full health information. UCC position and job responsibilities involve the provision of patient care and working as a clinical team member. Staff in this category level, although allowed full access, should only access the necessary information for each respective treatment encounter/circumstance.