Intake Coordinator

habitathealth; California (MO); On-site; USD 42,000 - 62,000; Full time

Job summary

Habitat Health seeks an Intake Coordinator to drive a seamless intake and enrollment process for new participants in its PACE program. You will coordinate home visits, center tours, assessments, and follow-ups, partnering with caregivers and cross-functional teams to ensure timely enrollment.

You will maintain accurate participant records in CRM/EMR, communicate updates, and assist with education on the PACE model. A valid driver's license and CPR/BLS certification are required.

Qualifications

• Bachelor's degree in Healthcare Administration, Business Administration, Marketing, or related field, or equivalent experience.
• Minimum of 1 year in healthcare, enrollment, participant services, care coordination, or similar enrollment/support role.
• Strong communication and collaboration to engage participants, caregivers, and cross-functional teams.
• Experience with Medicare/Medicaid eligibility processes preferred.
• Proficiency in Microsoft Office; ability to learn CRM/EMR systems quickly.
• Valid driver's license, reliable transportation, and ability to travel across the service area.
• Active CPR/BLS certification or ability to obtain.

Responsibilities

• Coordinate end-to-end intake processes for prospective participants with cross-functional teams.
• Arrange home visits, center tours, assessments, and follow-up appointments for enrollment.
• Maintain proactive communication with Outreach, Enrollment, and clinical teams for timely updates.
• Assist clinical teams with additional assessments to support eligibility and IDT presentations.
• Provide a welcoming, participant-centered experience during tours and education on Habitat Health services.
• Maintain accurate participant data and intake documentation in CRM/EMR and other systems.
• Track and coordinate participant requirements through each intake stage to ensure timely completion.
• Support smooth handoffs from intake to enrollment and IDT.
• Assist with community events and enrollment conferences to boost program awareness.
• Ensure compliance with federal and state regulations and Habitat Health policies.

Skills

Communication

Collaboration

Medicare/Medicaid familiarity

MS Office

CRM/EMR familiarity

Driver's license

CPR/BLS certificate

Travel ability

Education

Bachelor's degree in Healthcare Administration / related field

Tools

CRM

EMR

Job description

Habitat Health empowers older adults to experience more good days in their homes and communities. Through the Program of All-Inclusive Care for the Elderly (PACE), we provide comprehensive medical care along with support for daily needs such as meals, transportation, and in - home assistance. We deliver coordinated clinical and social care in our centers and directly in participants' homes, creating a fully integrated experience that brings peace of mind and a true sense of belonging. As we expand our scalable, affordable PACE model to meet the growing and complex needs of aging populations, our mission - driven care teams continue to help participants live well on their own terms.

Habitat Health is supported by leading healthcare organizations and investors including New Enterprise Associates, Kaiser Permanente, and Town Hall Ventures. We are entering a period of significant growth and are looking for exceptional teammates to help us scale a better model of care for older adults. To learn more, visit www.habitathealth.com.

Estimated Start Date: 11/02/26

Role Scope

The Intake Coordinator plays a key role in facilitating the intake process for prospective participants as they transition into Habitat Health's PACE program. This role coordinates intake activities, including home visits, assessments, and center tours, while partnering with prospective participants, caregivers, and cross-functional teams to ensure a seamless, participant-centered experience. Through proactive coordination, effective communication, and timely follow-through, the Intake Coordinator removes barriers, supports informed enrollment decisions, and contributes to a smooth transition into care.

Core Responsibilities & Expectations for the Role

• Coordinates the end-to-end intake process for prospective participants by partnering with cross-functional teams to support a seamless and timely enrollment experience.
• Coordinates home visits, center tours, assessments, and follow-up appointments to ensure timely progression through the intake and enrollment journey.
• Maintains proactive communication with the Outreach & Enrollment, and clinical pre-enrollment teams to provide timely updates and support efficient coordination throughout the intake process.
• Partners with clinical teams to identify, coordinate, and facilitate additional assessments required to support participant eligibility and IDT presentation.
• Delivers a welcoming, participant-centered experience by guiding prospective participants and caregivers through center tours and providing education on the PACE model and Habitat Health's services.
• Maintains accurate participant information, referral activity, and intake documentation within Customer Relationship Management (CRM), Electronic Medical Record (EMR), and other organizational systems in a timely and accurate manner.
• Coordinates and tracks participant requirements throughout each stage of the intake and enrollment process to support timely completion of required documentation and activities.
• Supports high-quality participant handoffs by coordinating a seamless transition from intake through enrollment and into the Interdisciplinary Team (IDT).
• Supports community events, enrollment conferences, and other organizational initiatives that promote participant engagement and program awareness.
• Maintains compliance with applicable federal and state regulatory requirements, as well as Habitat Health policies and procedures.
• Performs other related duties as assigned.

Required Qualifications

• Bachelor's degree in Healthcare Administration, Business Administration, Marketing, or a related field, or an equivalent combination of education and relevant experience.
• Minimum of one (1) year of experience in healthcare, enrollment, participant services, care coordination, customer service, or a similar role supporting participant engagement or enrollment processes.
• Demonstrated ability to coordinate multiple priorities while managing participant information, scheduling, and documentation with strong attention to detail and timely follow-through.
• Experience working with Medicare, Medicaid, state and county eligibility programs, or other healthcare eligibility and enrollment processes preferred.
• Strong communication and collaboration skills, with the ability to effectively engage prospective participants, caregivers, and cross-functional teams to support a seamless intake and enrollment experience.
• Demonstrated ability to work independently while collaborating across teams to achieve shared outcomes.
• Experience using Microsoft Office and the ability to quickly learn Customer Relationship Management (CRM), Electronic Medical Record (EMR), and other organizational systems.
• Proof of a valid driver's license, reliable personal transportation, and automobile insurance that meets applicable state requirements, with the ability to travel throughout the service area.
• Active CPR/BLS certification or the ability to obtain certificat