Intake Specialist

Innovative Integrated Health; California (MO); On-site; USD 40,000 - 68,000; Full time

Benefits offered by this job

401(k)

Dental insurance

Employee assistance program

Employee discount

Flexible spending account

Health insurance

Health savings account

Life insurance

Paid sick time

Paid time off

Referral program

Retirement plan

Vision insurance

Job summary

Innovative Integrated Health seeks an Intake Specialist to handle forms, enrollment coordination, and day-to-day administrative tasks.

Responsibilities include answering inquiries, scheduling intakes, verifying coverage, and maintaining records while supporting marketing and recruitment efforts.

Qualifications

• Proficient with MS Office (Word, Excel, Access, PowerPoint, Outlook).
• Ability to communicate effectively, both orally and in writing.
• Experience with intake processes and enrollment activities preferred.

Responsibilities

• Answer calls from prospective enrollees and explain eligibility and services.
• Schedule intake meetings and site tours for prospective enrollees.
• Complete intake assessments and verify Medi-Cal/Medicare coverage.
• Update enrollment data in PrimeSuite and PaceLogic.
• Maintain intake files and participate in recruitment and marketing activities.

Skills

MS Office

Communication skills

Detail orientation

Organizational skills

Customer focus

Prioritization

Education

High School Diploma or GED

Tools

PrimeSuite

PaceLogic

Job description

Benefits

• 401(k)
• Dental insurance
• Employee assistance program
• Employee discount
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid sick time
• Paid time off
• Referral program
• Retirement plan
• Vision insurance

Job Summary

The Intake Specialist performs a variety of administrative duties, including completing, filing, and submitting participants intake forms. This position requires skill in planning, organizing and coordinating enrollment and retention activities, as well as the coordination of day‑to‑day administrative activities.

Essential Job Functions

• Answers phone calls from prospective enrollees and provides information regarding eligibility requirements and services.
• Schedules face‑to‑face meetings with prospective enrollees to conduct intake and to provide a site tour.
• Completes intake assessments with prospective enrollees and verifies Medi‑Cal and Medicare coverage.
• Updates PrimeSuite and PaceLogic with new enrollment demographic data.
• Schedules Level of Care assessments and other pre‑initial assessments as required.
• Completes enrollment conference with prospective enrollees.
• Updates Intake Tracking Log on a daily basis for enrollment reporting to VP of Business Development.
• Responsible for meeting target enrollment and Business Development goals.
• Updates New Enrollee Logs monthly and other tracking logs as necessary.
• Maintains intake files and reports.
• Coordinates requests for medical records, working closely with the medical records department, for newly enrolled participants and provides information to the Interdisciplinary Team (IDT) members as needed.
• Assists with participant recruitment efforts by conducting outreach activities and designated provider and community locations as needed.
• Assists with marketing activities and special projects as needed.
• Participates at meetings as needed.
• Responsible for adhering to CMS, DHCS, and Program of All‑Inclusive Care for the Elderly PACE Policies and Procedures while conducting intake activities.
• Maintains confidentiality regarding participant, staff, contractor, and organizational information.
• Follows the chain of command when reporting issues and outcomes.
• Attends and participates in staff meetings, in‑services, projects, and committees as assigned.
• Adheres to and supports the center’s practices, procedures, and policies including assigned break times and attendance.
• Accepts assigned duties in a cooperative manner; and performs all other related duties as assigned.

Qualifications

Knowledge, Skills, and Abilities

• Proficient knowledge of computer skills. MS Office (Word, Excel, Access, PowerPoint, and Outlook).
• Knowledge of general office procedures, equipment and filing systems.
• Ability to communicate effectively, both orally and in writing.
• Ability to quickly learn department policies, procedures, goals, and services.
• Attentive to detail, accuracy, and thoroughness.
• Customer/client focused.
• Ability to change priorities regularly.
• Thorough knowledge of current concepts and practices of health and social services to the elderly, particularly of home‑ and community‑based services, interdisciplinary team facilitation model, and clinical leadership expertise.
• Knowledge of utilization review, quality assurance, and managed health care concepts.
• Advocate for risk‑based long‑term care programs, specifically the PACE model.
• Basic familiarity with management information systems, including fiscal management issues.
• Excellent planning and supervision abilities.
• Ability to work effectively and harmoniously with staff, elderly, public and private agencies, governmental officials, providers of services, and peers.
• Energetic, well organized, dependable, flexible, and resourceful.
• Effective oral and written communication skills.

Working Conditions and Physical Demands

The working conditions and physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Ability to access all areas of the center throughout the workday.
• Ability to lift up to 35 pounds occasionally, 15 pounds frequently, and 7 pounds constantly; required to obtain assistance of another qualified employee when attempting to lift or transfer objects over 25 pounds.
• Requires constant hand grasp and finger dexterity; frequent sitting, standing, walking and repetitive leg and arm movements, occasional bending, reaching forward and overhead; squatting and kneeling.
• Ability to communicate verbally with an excellent comprehension of the English language.
• Work is generally performed in an indoor, well‑lighted, well‑ventilated, heated, and air‑conditioned environment.

Experience

• Minimum of one (1) year of documented experience working with a frail or elderly population.
• May be required to use personal vehicle, if applicable. If using a personal vehicle, a valid California Driver’s License is required.

Education and Certification

• High School Diploma or GED required.
• Is medically cleared for communicable diseases and has all immunizations up‑to‑date before engaging in direct participant contact.

Equal Opportunity Employer Statement

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.