ADRC Professional

Milwaukee County Wisconsin•Milwaukee, WI

About The Position

The ADRC Professional – Options Counselor works under general supervision to complete Options Counseling, determine functional eligibility for Wisconsin Long-Term Care programs, and provide enrollment and disenrollment counseling. The role meets with older adults and adults with disabilities, their families and caregivers, and partner agencies to assess customers’ situations, goals, and needs, then connect them with resources that support independent, safe, and healthy living. The position requires extensive knowledge of community resources, Wisconsin programs, and state regulations, and its functions are required under the ADRC contract with the State of Wisconsin. The position completes 15 to 20 Long-Term Care Functional Screens per month and is responsible for obtaining and maintaining required certifications. It provides impartial information and decision support about long-term care options, documents customer interactions and state-required reports, researches available services and eligibility, and participates in collaborative work groups, process improvement, county initiatives, and outreach activities.

Requirements

  • Be a current resident of Wisconsin at the time of application.
  • Have a valid Wisconsin driver’s license and a reliable, insured personal vehicle, and be able to maintain both throughout employment.
  • Meet one of these education and experience combinations: high school diploma or GED with at least five years of experience in human services, case management, or a related field; an associate degree in human services with at least two years of related experience; or a bachelor’s degree in human services with at least one year of related experience.
  • Have intermediate knowledge of Microsoft Office Suite, including Teams, Word, and Excel.
  • Have intermediate experience with CARES, ForwardHealth, FSIA, and a case management system.
  • Achieve Long-Term Care Functional Screen certification within one month of employment and pass the biennial examination to maintain ongoing certification.
  • Achieve Options Counseling Standards certification within two months of employment and maintain certification according to state regulations.
  • Have knowledge of federal, state, and local laws and programs related to social services for target populations, as well as community resources and services.
  • Demonstrate customer focus, excellent verbal communication, patience, concise writing, professionalism, critical thinking, and accountability.
  • Be able to collaborate with other units and organizations within and throughout the county.
  • Be proficient in data collection, analysis, and use of general office equipment.
  • Submit a full account of training and experience in the application or an up-to-date resume; applicants may be asked to complete additional written or performance tests.
  • Possess the minimum qualifications at the time of filing the application.

Responsibilities

  • Achieve and maintain Options Counseling certification throughout employment.
  • Use CARES and ForwardHealth to research Medicaid eligibility details.
  • Meet with customers, families, caregivers, and partner agencies by phone and in person to assess situations, goals, and needs; provide accurate resource information and decision support; and follow up to ensure needs are met.
  • Achieve Long-Term Care Functional Screen certification within one month of beginning employment and maintain it through satisfactory quality reviews, ongoing training, knowledge of state instructions and updates, and biennial recertification.
  • Use motivational interviewing to complete functional assessments covering activities of daily living, cognition, memory, and risk; score abilities according to state instructions and document objective, detailed observations in Gateway/FSIA.
  • Review and research medical diagnoses and records in relation to functional deficits.
  • Complete 15 to 20 functional screens per month.
  • Maintain extensive knowledge of Wisconsin Long-Term Care Medicaid programs, including Family Care, Partnership, IRIS, and PACE, and their services and eligibility.
  • Use state-approved publications to explain programs without influencing customer decisions; provide unbiased information about Managed Care Organizations, IRIS Consultant Agencies, and IRIS Fiscal Employer Agents.
  • Explain the potential financial and personal impacts of enrollment in or disenrollment from Long-Term Care Medicaid programs.
  • Document customer interactions thoroughly in the case management system and complete state-required encounter reports for every direct customer and collateral contact.
  • Maintain time reports in 15-minute increments to support state reimbursement; maintain confidentiality and update customer demographic records as needed.
  • Research public and private providers and programs, including eligibility, cost, service descriptions, and application or service-access methods.
  • Explain complex information to people with varying physical and cognitive abilities, including developmental disabilities, hearing or vision limitations, and memory loss.
  • Respond accurately to questions about financial eligibility, initial applications, cost share, patient liability, and the effects of income and assets; maintain knowledge of Medicaid types, community waivers, institutional programs, and Medicare Savings Programs.
  • Participate in internal and external work groups, process improvement projects, county initiatives, and outreach activities.
  • Contribute to best-practice discussions about processes, case consultation, and services.
  • Perform other duties as assigned.
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