Intake Referral Specialist - PACE

MorseLife Health System; Florida; On-site; USD 35,000 - 55,000; Full time

Benefits offered by this job

Medical, Dental, Vision Insurance

Health Savings Account (HSA)

Flexible Spending Account (FSA)

Company-Paid Life Insurance

Paid Time Off (PTO)

Job summary

MorseLife Health System is seeking an Intake Referral Specialist to support the daily operations of the PACE referral process. The role includes clerical and administrative duties to keep the office running smoothly.

You will screen and refer patients, manage calls and communications with families, and enter demographics into CRM systems while coordinating with medical offices to obtain records and ensure eligibility.

Qualifications

• High school diploma or GED; 1-3 years related experience and/or training; equivalent combination of education and experience.
• Familiar with Microsoft Office suite and standard computer functions.
• Must have at least one year of experience working with frail elders.

Responsibilities

• Receive and screen referrals.
• Monitor voicemail and return calls to prospective participants and their families.
• Send program information to prospective participants.
• Enter referral demographics into CRM and care management systems.
• Verify Medicaid eligibility through the Florida Medicaid Management Information System.
• Maintain and update spreadsheets for census tracking and state reporting.

Skills

Microsoft Office

Clerical skills

Customer service

Education

High school diploma or GED

Related experience 1-3 years

Job description

Organized, Compassionate, and Ready to Make an Impact at MorseLife!

About MorseLife

For more than 40 years, MorseLife Health System has been setting the standard for exceptional senior care in South Florida. As a nonprofit healthcare system, we are dedicated to enriching the lives of older adults through compassionate care, clinical excellence, innovation, and service.

We are proud to be recognized as:

• Great Place To Work® Certified employer
• 5-Star Teaching Nursing Home
• Recipient of the Gold Seal Award from the Governor’s Panel on Excellence in Long-Term Care

At MorseLife, learning never stops. As a respected teaching organization, we proudly partner with leading colleges, universities, and healthcare training institutions to educate and mentor the next generation of healthcare professionals. Through our robust clinical rotation program, students gain valuable hands‑on experience while working alongside experienced clinicians and interdisciplinary teams dedicated to excellence.

Our academic partners include:

• Academy for Nursing and Health Occupations
• Barry University
• Florida Atlantic University (FAU)
• Florida International University (FIU)
• Keiser University
• Lynn University
• Nova Southeastern University (NSU)
• Palm Beach State College (PBSC)
• South Florida Healthcare Institute
• South University
• University of Miami (UM)

Whether you’re beginning your career or bringing years of experience, you’ll find opportunities to learn, grow, and make a meaningful impact every day.

MorseLife by the Numbers

• 40+ years of serving South Florida seniors and their families
• 1,700+ dedicated team members united by a shared mission
• 5-Star Teaching Nursing Home recognized for excellence in care
• Great Place To Work® Certified workplace
• Gold Seal Award recipient from the Governor’s Panel on Excellence in Long-Term Care
• 11 academic partnerships helping educate tomorrow’s healthcare professionals
• Comprehensive continuum of care, including Independent Living, Assisted Living, Memory Care, Skilled Nursing, Short-Term Rehabilitation, Hospice, Home Health, PACE, and Community-Based Services
• Mission-driven nonprofit organization committed to excellence, compassion, and innovation

Position Summary

The Intake Referral Specialist supports the daily operations of the PACE referral process.

How You’ll Make an Impact

In this role, you will perform clerical and administrative functions to support PACE office operations, including:

• Receive and screens referrals.
• Monitor voicemail and return calls to prospective participants and their families.
• Send program information to prospective participants.
• Enter referral demographics into Customer Relationship Management (CRM) and care management systems.
• Verify Medicaid eligibility through the Florida Medicaid Management Information System.
• Maintain and update spreadsheets for census tracking and state reporting.
• Communicate with physician offices to obtain participant medical records.
• Performs all other duties as assigned, including participation in PACE center on-call requirements.

What You’ll Bring

To perform this job successfully, an individual must be able to perform each primary function satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

• High school diploma or general education degree (GED); 1-3 years related experience and/or training; equivalent combination of education and experience.
• Familiar with Microsoft Office suite and standard computer functions.
• Must have at least one year of experience working with frail elders.

Certifications, Licenses, Registrations

None Required.

Benefits & Perks

At MorseLife, we believe in taking care of the people who care for others. That’s why we offer a comprehensive benefits package designed to support your health, financial well‑being, work‑life balance, and professional growth.

Eligible team members enjoy access to:

• Medical, Dental, and Vision Insurance
• Health Savings Account (HSA)
• Flexible Spending Account (FSA)
• Company-Paid Life Insurance
• Voluntary Life and Supplemental Insurance
• Short-Term and Long-Term Disability Insurance
• 403(b) Retirement Savings Plan
• Paid Time Off (PTO) and Paid Holidays
• Employee Assistance Program (EAP)
• Tuition Reimbursement and Professional Development Opportunities
• Employee Referral Bonus Program
• Employee Recognition and Appreciation Programs
• Exclusive Employee Discounts through Tickets At Work
• Free Parking
• On-site Dining and Employee Cafeteria
• Career Growth and Internal Advancement Opportunities

Our Talent Acquisition team is committed to making your hiring experience as seamless and welcoming as possible, from your application through your first day as a member of the MorseLife family.

Why You’ll Love Working Here

At MorseLife, you’re more than an employee. You’re part of a team united by a shared mission to enrich the lives of older adults while supporting one another every step of the way.

Here’s what makes MorseLife a great place to build your career:

• Work for a Great Place To Work® Certified employer where employees are valued, respected, and supported.
• Join a 5-Star Teaching Nursing Home that is shaping the future of healthcare through partnerships with leading colleges and universities.
• Build your career with an organization that has proudly served South Florida for more than 40 years.
• Work alongside experienced clinicians, interdisciplinary teams, and healthcare students committed to excellence.
• Take advantage of ongoing professional development, continuing education, tuition reimbursement, and opportunities for internal advancement.
• Experience a culture built on our core values of Leadership, Teamwork, Customer Focus, Quality, Impact, and Passion.
• Make a meaningful difference in the lives of residents, patients, families, and fellow team members every single day.

Our Commitment to Excellence

At MorseLife, excellence is more than a goal—it’s our standard. Every member of our team contributes to creating a culture of compassion, accountability, innovation, and service. We believe that exceptional employee experiences lead to exceptional resident experiences, and we are committed to investing in our people, celebrating their successes, and supporting their professional growth every step of the way.

Ready to Make a Difference?

Every interaction has the power to brighten someone’s day, restore dignity, and improve quality of life.

If you’re looking for more than just a job and want to build a rewarding career with an organization that invests in its people and its mission, MorseLife Health System is the place for you.

Join a team where you’ll be valued, supported, and empowered to grow while helping us continue a legacy of excellence that spans more than four decades.

Employment Requirements

At MorseLife, the safety and well-being of our residents, patients, employees, and visitors are our top priorities. As part of our pre-employment process, all offers of employment are contingent upon successfully completing:

• A 10-panel pre-employment drug screening.
• A Level 2 background screening in accordance with the requirements of the Florida Agency for Health Care Administration (AHCA).
• A post-offer physical examination.
• A QuantiFERON-TB Gold blood test (or other approved tuberculosis screening, as applicable).
• Employment eligibility verification (Form I-9) and any additional pre-employment requirements applicable to the position.

We appreciate your partnership in helping us maintain a safe, healthy, and compliant workplace for those we serve.

MorseLife Health System is proud to be an Equal Opportunity Employer. We maintain a Drug-Free Workplace and are committed to fostering a diverse, inclusive, and respectful environment where every team member can thrive.