Intake Coordinator New San Gabriel Valley, CA

habitathealth.com; San Gabriel (CA); On-site; USD 33,000 - 39,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) with match

Paid time off

Job summary

Habitat Health is seeking an Intake Coordinator to facilitate the intake process for prospective participants entering our PACE program. You will coordinate home visits, center tours, assessments, and enrollment steps, partnering with caregivers and cross-functional teams to ensure a smooth, participant-centered experience.

You'll maintain participant information in CRM/EMR, support documentation, and coordinate with Outreach, Enrollment, and clinical pre-enrollment teams to enable timely

Qualifications

• Bachelor's degree or equivalent combination of education and experience.
• Minimum 1 year healthcare enrollment or participant services experience.
• Strong ability to coordinate multiple priorities with attention to detail and timely follow-through.

Responsibilities

• Coordinate end-to-end intake for prospective participants with cross-functional teams.
• Schedule home visits, center tours, assessments, and follow-ups to move enrollment forward.
• Maintain proactive communication with Outreach, Enrollment and clinical teams for timely updates.
• Collaborate with clinical teams to arrange additional assessments for eligibility.
• Provide a welcoming, participant-centered experience during tours and education on PACE services.
• Maintain accurate participant information and intake documentation in CRM/EMR.
• Track participant requirements through each intake stage and ensure documentation is complete.
• Support smooth handoffs from intake through enrollment to IDT.
• Assist in community events and enrollment conferences to promote program awareness.
• Ensure compliance with federal/state regulations and Habitat Health policies.

Skills

Communication

Coordination

Customer service

Attention to detail

Travel readiness

Microsoft Office

CRM familiarity

Education

Bachelor's degree in Healthcare Administration, Business Administration, Marketing, or related field

Tools

CRM systems

EMR systems

Microsoft Office

Job description

Habitat Health empowers older adults to experiencemore gooddays 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, andin ‑ homeassistance. 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, ourmission ‑ drivencare 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.

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 certification within 30 days of hire.
• Meets all applicable participant-facing health requirements, including TB screening and required immunizations.
• Aligns with our purpose and our values, and is excited about living those out in daily practice
• Ability to thrive in a fast‑paced, evolving environment with comfort navigating ambiguity, adapting quickly, and contributing to continuous improvement
• Strong learning and growth mindset, including seeking feedback, engaging in healthy debate and using data and curiosity to inform decisions.
• Acts with integrity and ownership, considering the broader organizational impact, doing the right thing, and following through to deliver results.

Nice to have

• Experience working with older adults, frail elderly populations, caregivers, or within a healthcare environment serving complex populations.

Essential Functions & Physical Requirements

The following statements describe the general nature of work and physical expectations common across roles at Habitat Health. Specific responsibilities may vary by position. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Team members in this role may be expected to:

• Work in healthcare, administrative, community, or remote environments, depending on role needs.
• Communicate effectively with participants, caregivers, team members, and other stakeholders in person, by phone, and through electronic systems.
• Remain stationary and/or move about for extended periods, consistent with job duties.
• Operate standard office equipment and/or clinical tools (e.g., computers, phones, medical devices, documentation systems).
• Travel between work sites or community locations as needed.
• Follow safety procedures, infection control protocols, and use personal protective equipment (PPE) when required.
• Perform tasks that may involve bending, reaching, lifting, or assisting participants, depending on role responsibilities.
• Lift, carry, push, or pull supplies, equipment, or materials typically up to 25–50 pounds, with assistance or mechanical aids, depending on job duties and role responsibilities.

Compensation

The anticipated base salary range for this position is $24.00 -$28.00 hourly . This position is also eligible for a target annual bonus and may be eligible for additional incentive compensation, as applicable. The final compensation offered will be determined based on factors including, but not limited to, the candidate's qualifications, skills, experience, education, certifications, geographical location, and business needs. In addition, this position is eligible for a comprehensive benefits package, including medical, dental, and vision insurance; paid parental leave, short- and long-term disability coverage; life insurance; flexible spending accounts; a 401(k) savings plan that includes a match; paid time off; and company paid holidays.

At-Will Employment

Employment with Habitat Health is at-will. This means that either the employee or the employer may terminate the employment relationship at any time, with or without cause, and with or without notice, subject to applicable law. Nothing in this job posting or any other company document is intended to create a contract of employment, express or implied, or to alter the at-will nature of employment.

Any written or oral statements to the contrary are not authorized unless made in writing and signed by an authorized representative of the Company.

To help maintain a safe environment for our participants and team members, Habitat Health maintains vaccination and infection control policies applicable to certain roles and work locations. For COVID-19 and influenza, team members who are working in a participant care setting are required to provide either proof of vaccination or a signed declination form and comply with applicable masking requirements while in a care setting to the extent permitted by law in the applicable jurisdiction.

Habitat Health will consider requests for reasonable accommodation based on an applicant's disability, medical condition, or sincerely held religious belief, practice, or observance in accordance with applicable law.

As a condition of employment, team members are expected to comply with all applicable infection control protocols, personal protective equipment (PPE) requirements, and vaccination requirements associated with their role and work location, and to the extent required by law and as permitted in the applicable jurisdiction.

Our Commitment to Equal Opportunity and Inclusion

Habitat Health is an Equal Opportunity Employer committed to the principles of equal opportunity and inclusion. Employment decisions at Habitat Health are based on qualifications, merit, and business needs. We do not discriminate on the basis of race, color, religion, creed, sex, gender (including pregnancy, childbirth, breastfeeding, and related medical conditions), gender identity, gender expression, sexual orientation, marital status, registered domestic partner status, age, national origin, ancestry, citizenship, military or veteran status, physical or mental disability, medical condition, genetic information, reproductive health decision-making, or any other characteristic protected by applicable federal, state, or local law.

Habitat Health is committed to the full inclusion of all qualified individuals. Consistent with applicable law, we provide reasonable accommodations to qualified individuals with disabilities and to individuals with religious beliefs, practices, or observances that require accommodation.

If you require a reasonable accommodation to participate in the application or interview process, perform the essential functions of a position, or receive other employment benefits and privileges, please contact us at [e-mail].

We encourage individuals from all backgrounds to apply, even if their experience does not align perfectly with every qualification listed.

Habitat Health participates in E-Verify and will provide the federal government with information from your Form I-9 to confirm your authorization to work in the United States.

If E-Verify cannot confirm your authorization to work, Habitat Health will provide you with written instructions and an opportunity to contact the Department of Homeland Security (DHS) and/or the Social Security Administration (SSA) to resolve the issue before any adverse employment action is taken, including termination of employment.

E-Verify is used only after an applicant has accepted an offer of employment and completed the Form I-9 and to the extent permitted by applicable law.

Habitat Health complies with all federal and state employment eligibility verification requirements.