Intake Specialist (Intake, Screening & Triage)

Alliance For Aging Inc; Miami (FL); On-site; USD 42,000 - 64,000; Full time

Job summary

Alliance For Aging Inc is seeking a Medicaid Specialist to support intake, screening, and triage for eligibility determination. The role involves assisting applicants, gathering required documentation, and coordinating with DCF/ACCESS for Medicaid benefits. Strong communication and bilingual abilities are preferred.

The work may include home visits and outreach to ADRC access points. The incumbent will input assessments into eCIRTS, track applications, and explain Medicaid rules to applicants,

Qualifications

• Degree in human services or related field required or equivalent experience.
• Strong communication, attention to detail, and organizational skills.
• Bi-lingual English/Spanish preferred; crisis intervention skills helpful.

Responsibilities

• Intake, screening and triage for Medicaid eligibility using standardized tools.
• Input assessments into the system and track eligibility through EMS/eCIRTS.
• Explain Medicaid rules and assist with documentation for applications.
• Coordinate with DCF/ACCESS staff for eligibility matters and referrals.
• Assist in gathering information and forms, including home visits if needed.
• Educate service providers and ADRC access points to raise awareness of resources.

Skills

Communication skills

Attention to detail

Organizational skills

Crisis intervention

Bi-lingual English/Spanish (preferred)

People skills

Teamwork

Education

Bachelor's degree in human services

Associate degree in human services

High school diploma or GED with 4 years related experience

Tools

Microsoft Word

Microsoft Excel

Job description

Description

Position Overview

Reporting directly to the Unit Supervisor and working under general supervision, the incumbent is responsible for assisting in the preliminary determination of programs and services best suited to serve the needs (long term and immediate) of the individual caller. The primary responsibilities of the Specialist position involve intake, screening, and triage, however all activities may be performed to meet the needs of the department.

Primary Accountabilities

• Accept referrals from the Elder Helpline as well as other resources for intake and screening.
• Determine the individual’s needs and screen for potential eligibility for Medicaid-related services utilizing a standardized screening instrument.
• Provide efficient, timely and consumer friendly services to facilitate the eligibility application and review process.
• Verify an individual’s current Medicaid eligibility status for purposes of the Medicaid eligibility process.
• Explain Medicaid eligibility rules and the Medicaid eligibility process to prospective applicants.
• Conduct comprehensive screening on Medicaid probable individuals on the Assessed Priority Consumer List (APCL) who are not active in a case managed program.
• Input client assessments into eCIRTS (Client Information and Registration Tracking System)
• Post information in the enrollment and termination screens of eCIRTS to update the APCL as needed.
• Provide necessary forms and package all forms in preparation for Medicaid eligibility determination.
• Gather information related to the application and eligibility determination for an individual, including resource information and third party liability information, as a prelude to submitting a formal Medicaid application.
• Assist individuals with acquiring forms and compiling required documentation, provide technical assistance, coordinate with eligibility determination professionals, and perform all other duties related to completing and submitting a Medicaid application.
• Assist the individual in collecting and gathering required information and documents for the Medicaid application. This assistance may be provided in the individual’s home. The activity includes assisting the potential applicant, as a secondary resource to family members and care providers, in gathering information and completing an application for Medicaid benefits.
• Refer the individual to the local (or ADRC collocated) Department of Children and Families/ Automated Community Connection to Economic Self-Sufficiency (DCF/ACCESS) staff to make application for Medicaid benefits. Coordinate with these staff regarding eligibility matters for Medicaid eligible or potentially eligible individuals.
• Assist in obtaining the Physician Referral form (3008) for Medicaid Waiver probable individuals and coordinate with CARES (Comprehensive Assessment and Review for Long Term Care Services) staff for determination of functional eligibility.
• Collect, review and maintain accurate Medicaid eligibility determination tracking data to ensure completeness, accuracy and timeliness.
• Track Medicaid applications through the eligibility process. ? Input enrollment management system (EMS) tracking information into the eCIRTS Medicaid Waiver Timeline.
• Contact individuals on the APCL as required to update information and screen for Medicaid eligibility.
• Participate in meetings with DCF, CARES and other entities as appropriate to facilitate and enhance the Medicaid eligibility determination process.
• Act as a consumer advocate by coordinating with CARES and DCF/ACCESS staff to resolve in a timely manner any eligibility issues that arise during the Medicaid eligibility determination process.
• Standardize and make consistent outreach efforts to ensure public awareness of Medicaid programs and services and how to access them.
• Develop, compile and distribute materials to inform individuals about the Medicaid programs as well as how and where to obtain those benefits. Note: This activity does not include compiling information already available through the Medicaid agency or Department of Elder Affairs.
• Build relationships with and educate service providers, professional entities and other professionals, such as hospital discharge planners and nursing home social workers, to facilitate referrals and increase awareness of Medicaid resources.
• Regularly meet with and train ADRC access points to increase awareness of Medicaid resources to individuals and target populations.
• Perform other Medicaid-related duties as assigned, which may include counseling disaster victims about Medicaid programs, options and the eligibility process.
• Assists with the Alliance For Aging’s response following a disaster or emergency, as needed. Specific tasks will be assigned by the supervisor, based on need and the incumbent’s availability.

Requirements

The ideal candidate will possess:

• Bachelors degree in a human services related field from an accredited college or university, or an Associate of Arts degree from an accredited entity in a human service related field and a minimum of two (2) years experience as a caseworker, case manager, intake specialist, or related work experience with the long-term care client population. A high school diploma or GED and at least four (4) years experience in an interactive human services setting as a caseworker, case manager, intake specialist, or related work experience with the long-term care client population may be substituted for higher education degrees, if applicable.
• Strong communication skills, attention to detail and organizational skills.
• Ability to utilize crisis intervention style techniques to de-escalate verbal confrontations with difficult individuals.
• Ability to relate to older persons and be able to deal with the general public effectively over the telephone and in person in a receptive manner.
• Ability to handle telephone equipment while utilizing electronic software designed to access information.
• Ability to work independently as well as in a team environment.
• Demonstrated PC ability to include Microsoft Office products, especially Word, and Excel.
• Ability to type a minimum of 45 words per minute on PC, and possess strong English grammatical and spelling skills.
• Bi-lingual (English/Spanish) preferred.

In the course of daily work, the incumbent alternates physical activities such as sitting, bending, stooping and walking. Significant PC work requiring long periods of repetitive hand and arm motion required. Good visual acuity needed to view PC monitor for extended timeframes. The work environment may have frequent time constraints and business deadlines, as well as shifting priorities.