Assessment Specialist

Institute on Aging•San Francisco, CA

4d•$34 - $37

About The Position

IOA is on the forefront of revolutionary healthcare models, reshaping the way people can age in place. Our innovative models transform lives, enhance communities, and save healthcare systems millions of dollars. Rather than focusing on archaic outdated design, we strive to consistently question the “status-quo” and create new and more innovative ways to help aging adults and adults with disabilities maintain their quality of life. With over 23 programs, we offer multiple ways to aid seniors maintain their health, well-being, independence and participation in the community, fulfilling our mission. As assigned, the Assessment Specialist conducts initial contact screening and home visits for initial, annual, or urgent assessments, serving as a key point of entry for clients navigating services. In a timely manner, the Assessment Specialist conducts client orientation and completes required policy and enrollment paperwork, ensuring clients understand available support and next steps. Based on the results of an assessment, the Assessment Specialist completes service plan agreements that reflect individual needs, preferences, and safety considerations. As needed, the Assessment Specialist coordinates services in partnership with clients, third parties, and program vendors to ensure continuity of care and access to appropriate resources. Ongoing, the Assessment Specialist also provides referral information and resources to promote stable community living and the values of dignity and aging in place. ESSENTIAL JOB FUNCTIONS: Understands and applies the regulatory and procedural requirements of based on program specific Policies and Procedures Manual. Listens to clients’ concerns and provides intervention or incorporates support networks as appropriate. Follows up to resolve interruptions and ensure access to services. Completes mandatory reporting to Adult Protective Services when necessary. Maintains required paperwork and follows a clear, concise, and consistent system of charting to allow for continuity of care. Documents all case coordination activity via electronic health record(s) as soon as possible and within 1-2 business days . PRIMARY RESPONSIBILITIES: INITIAL CONTACT SCREENING: As assigned and according to the program operations model, performs initial screening of potential clients via telephone. Regardless of eligibility, provides information and referrals regarding community resources when needed. ASSESSMENTS: As assigned and according to the program operations model, conducts home visits for initial, annual, and/or urgent assessments to determine client eligibility. Presents Client Orientation, educating clients and relevant third parties about program requirements. Completes required policies and documentation. Collects and documents demographic information (including age, racial-ethnic identity, gender, sex at birth, sexual orientation, primary language, and veteran status) and emergency contact information. SERVICE PLANS: Based on a completed assessment, develops a service plan based on client needs and preferences. Works with clients, third parties, and program vendors to access services. As needed, assists with vendor switches to build a new service plan agreement. SERVICE PLAN REVIEWS: As needed or required by the program operations model, reviews agreement and purchase of service documents to monitor utilization and access to services. ENROLLMENT MONITORING: Utilizes reports and spreadsheets to prioritize enrollment according to Policies & Procedures timeline to meet or exceed fiscal year outcome objectives. In collaboration with client, caregiver, and other supports, transitions clients out of the program when appropriate and documents the process, as required. TEAMWORK: Contributes to open lines of communication within the team. Attends and actively participates in team and department meetings, activities, and workgroups. SUPERVISION: Actively participates in supervision to maintain open lines of communication regarding caseload complexity, training needs, and personal capacity. ADDITIONAL RESPONSIBILITIES: Assists teammates with their duties, as needed, and especially during an out of office. Promotes ongoing efforts towards continuous quality improvement within the program. Attends continuing education classes and/or training to increase knowledge, skills and attitudes related to care receiving and giving, community systems, social services, aging, living with disabilities, and other areas relevant to the client population. Other tasks as assigned and appropriate to the role.

Requirements

Bachelor’s degree from an accredited school in social work, psychology, counseling, rehabilitation, gerontology, or a related field.
Experience working within community-based programs and/or care systems.
Exceptional ability to prioritize and manage multiple, varied, and fast-paced workflow.
Exceptional communication, presentation, and critical thinking skills.
Highly organized and meticulous.
Computer literacy.
Prolonged periods of sitting at a desk and working on a computer.
Must be able to lift 15+ pounds at times.

Nice To Haves

Demonstrated telephone call, assessment data entry, and in-home visit skills.
One years’ experience working with and understanding the needs of adults with disabilities and older adults.
One years’ experience working within community-based programs and/or care systems.
Bilingual in Threshold Language(s) of Spanish, Cantonese, Mandarin, and/or Tagalog.

Responsibilities

Performs initial screening of potential clients via telephone.
Conducts home visits for initial, annual, and/or urgent assessments to determine client eligibility.
Presents Client Orientation, educating clients and relevant third parties about program requirements.
Completes required policies and documentation.
Collects and documents demographic information (including age, racial-ethnic identity, gender, sex at birth, sexual orientation, primary language, and veteran status) and emergency contact information.
Based on a completed assessment, develops a service plan based on client needs and preferences.
Works with clients, third parties, and program vendors to access services.
Reviews agreement and purchase of service documents to monitor utilization and access to services.
Utilizes reports and spreadsheets to prioritize enrollment according to Policies & Procedures timeline to meet or exceed fiscal year outcome objectives.
Transitions clients out of the program when appropriate and documents the process, as required.
Contributes to open lines of communication within the team.
Actively participates in team and department meetings, activities, and workgroups.
Actively participates in supervision to maintain open lines of communication regarding caseload complexity, training needs, and personal capacity.
Assists teammates with their duties, as needed, and especially during an out of office.
Promotes ongoing efforts towards continuous quality improvement within the program.
Attends continuing education classes and/or training to increase knowledge, skills and attitudes related to care receiving and giving, community systems, social services, aging, living with disabilities, and other areas relevant to the client population.