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Intake specialist • berkeley ca
- Promoted
Intake Specialist I
Center for Elders' IndependenceOakland, CA, USClient Intake Specialist
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Center for Elders' IndependenceOakland, CA, US- Full-time
Description
The Position :
The Intake Specialist I (IS I) will navigate the intake / enrollment process and introduce the participant to their designated center IDT for capitation. They will work with the Enrollment Development Representative (EDR) to assist in increasing the PACE program membership and drive overall census growth by effectively enrolling potential participants and support retention efforts. The IS I will be responsible for discussing and explaining the participant's rights prior to enrollment into the PACE Program. The work area will be located at the PACE center(s) they support and will act as the bridge between the Community Access and Development and Operations teams. The IS I is responsible for managing participant enrollments; they will be the central point person and will work in conjunction with other PACE cross-functional departments to ensure participants are enrolled in a timely manner. This role requires working in a fast-paced team environment and collaboration with internal and external operations teams. The IS I will utilize the Customer Relationship Management System (Salesforce) to track and monitor all leads and will be responsible for daily status reports on marketing efforts and participant enrollment progress. Other responsibilities include assisting with identifying new referral sources; conducting outreach activities and generating enrollment leads through internal promotion activities. The IS I must ensure consistent compliance with all state, federal, and company specific requirements.
The hourly range for the Intake Specialist I position at Center For Elders Independence is $ 25.98 per hour to $38.99 per hour. Hourly based on the market for the Intake Specialist I position, as well as experience, skills, abilities and work history
General Duties and Responsibilities
- Coordinate, tour, promote, and market the PACE program to potential PACE participants and their families / caregivers.
- Verify potential participant's eligibility as outlined by DHCS / CMS regulations.
- Provide a thorough explanation of the PACE program highlighting Participant's Rights and Lock-In Provision. Initiate, follow and evaluate case progress utilizing the prescribed enrollment process flow.
- Work with cross-functional departments to coordinate and schedule Interdisciplinary Team (IDT) assessments, coordinate and participate in IDT meeting; submit Level of Care (LOC) summary for DHCS review and approval.
- Schedule and coordinate enrollment meeting with DHCS approved participants and their families / caregivers, review Participant Handbook, Participant Rights and lock-in provision; submit final approval documents; accompany home visits as required.
- Utilize the Client Relationship Management (CRM) system to track, monitor and document all enrollment cases, ensure prompt and accurate coordination of disciplines.
- Participates and collaborates in creating successful marketing outreach efforts which include but are not limited to :
- Canvassing service area for potential marketing opportunities.
Assist in coordinating and developing marketing events (internal & external).
Support EDRs in PACE presentations on and off site.
Qualifications :
Ability to sit, stand, stoop, reach, lift (up to 40 pounds), bend, etc.; hand and wrist dexterity to utilize keyboard.
The above job description is intended to communicate the general function of the mentioned position and by no means shall be considered an exhaustive or complete outline of the specific tasks and functions that will be required. CEI reserves the right to change job descriptions, site assignments, and or work hours as required by the needs of the program. All employees are expected to perform their duties within their ability as required by the job and / or as requested by management.
Center for Elders' Independence is a PACE (Program of All- Inclusive Care for the Elderly) organization that uses an interdisciplinary team approach to care planning and care implementation for the purpose of providing high quality, affordable, integrated health care services to the elderly, including an Adult Day Health Center, and promoting autonomy, quality of life and the ability of individuals to live in their communities. Unlike other healthcare plans, CEI is not a "fee-for-service" plan. It is a "capitation" healthcare plan. CEI is paid a set amount for each person enrolled in our program, whether or not that individual seeks care. We are a growing company that offers stability and continues to thrive.