Remote Client Success & Intake Specialist

Care Options for Kids; State College (Centre County); On-site; USD 31,684 - 34,440; Full time

Benefits offered by this job

Paid time off

Medical, dental and vision

401K

Other voluntary products

Job summary

Care Options for Kids is seeking a Client Success Associate to manage the end-to-end referral and admission process for private duty nursing services in the home. You will coordinate intake from referral through activation, verify coverage, and serve as the primary liaison for patients, families, and providers.

This role requires strong organization, clear communication, and proficiency with EMR systems and MS Office.

Qualifications

• Associate degree required; bachelor’s degree preferred.
• Minimum of two years of experience in healthcare intake/admissions, care coordination, home health, private duty nursing (PDN), or managed care preferred.
• Knowledge of insurance verification, authorization processes, Medicaid programs, managed care organizations, Single Case Agreements, and health plans related to PDN services preferred.
• Strong organizational, communication, and interpersonal skills.
• Proficiency with EMR systems and Microsoft Office applications, including Outlook and Excel.
• Ability to communicate effectively in English, both verbally and in writing; bilingual skills are a plus but not required.
• Ability and willingness to travel occasionally (up to 10%) for team meetings, training, conferences, and other business-related events as needed.

Responsibilities

• Receive and manage incoming referrals from hospitals, physicians, case managers, managed care organizations, and community partners.
• Coordinate and manage all new patient intakes from referral through admission and service activation.
• Review referral documentation for completeness and accuracy, and enter all required information into the EMR.
• Verify patient eligibility, benefits, and insurance coverage, including Medicaid and commercial insurance plans.
• Obtain, submit, and track authorization requests and Single Case Agreements from initiation through execution.
• Serve as the primary point of contact for patients, families, and referral sources regarding services, rates, admission status, and available community resources.
• Maintain ongoing communication and provide timely updates to referral sources, families, and internal team members regarding intake status and service readiness.
• Ensure compliance with agency policies, regulatory requirements, payer guidelines, and documentation standards.
• Complete assigned Intake Workflow tasks within the EMR and identify opportunities to improve intake processes and operational efficiency.
• Track and maintain accurate intake records, metrics, and reporting data to support departmental performance goals.

Skills

Organizational skills

Communication skills

Interpersonal skills

Education

Associate degree

Bachelor's degree

Tools

EMR systems

Microsoft Office (Outlook, Excel)

Job description

Care Options for Kids is seeking a Client Success Associate to manage the end-to-end referral and admission process for private duty nursing services in the home. You will coordinate intake from referral through activation, verify coverage, and serve as the primary liaison for patients, families, and providers.

This role requires strong organization, clear communication, and proficiency with EMR systems and MS Office.