CMA Coordinator, Intake (NQ)

THE RESOURCE EXCHANGE • Colorado Springs, CO

41d • $22 - $23

About The Position

Join a Winning Team at One of Colorado's Best Workplaces! The Resource Exchange (TRE) At TRE, we don't just provide services – we transform lives. Our commitment to empowering individuals and creating inclusive communities has earned us recognition as one of Colorado’s top employers for five consecutive years. But don't just take our word for it: "The standard of work and the culture of providing excellent service is something I’m proud to be a part of." Current TRE Staff Member, November 2024 Why TRE is the Place for You: • Make an Impact: Advocate for and empower people of all ages and abilities, from infants to seniors, creating lasting change through collaboration with families, communities, and partners. • Work with Purpose: As part of a dedicated team, you’ll help strengthen families and promote inclusion in communities across El Paso, Pueblo, Teller, and Park counties. • Enjoy a Positive Work Environment: Join a culture that’s consistently recognized as one of the Best Workplaces in Colorado. Who We Are: At The Resource Exchange, we pride ourselves on being a team of over 400 passionate and talented staff who serve more than 12,000 individuals. From those with disabilities and mental health challenges to those in need of long-term care, we provide person-centered support focused on independence, inclusion, and collaboration. What We Offer: • Comprehensive Benefits: Health, dental, vision, Lifestyle Spending Account for health and wellness, plus pet insurance for your furry friends • True Flexibility: Flexible work schedules to fit your life (yes, we really mean it!). • Half-Day Fridays: Start your weekends early, every week! • Generous Time Off: Paid Time Off with your birthday off, paid holidays, and time to celebrate what matters most to you. • Public Student Loan Forgiveness: We're invested in your future. • Volunteer Opportunities: Paid time off to give back to the community. • Growth & Development: Leadership, career advancement, and workgroup opportunities to help you thrive. Come thrive with us! At TRE, your passion for service will be recognized, and you'll be part of a culture that celebrates making a difference. Ready to join one of Colorado’s Best Workplaces? Apply todayQualifications THE RESOURCE EXCHANGE Job Description The Resource Exchange Position Title: CMA Coordinator, Intake Department: Operations & Communications Reports to: Team Supervisor FLSA: Non-exempt Supervisor responsibilities: N/A Starting Range: $22.32- $23.18 hourly rates reflect FY25 and subject to change, contact [email protected] to confirm rates. Benefits offered: Health, dental, vision, employer paid life and short-term disability, voluntary life, voluntary long-term disability, paid time off, holiday pay, 401K with employer contributions, pet insurance, other supplemental insurance options, flexible work environment, training and growth opportunities, workgroup participation, public student loan forgiveness, mileage reimbursement, and more. General Description: The Intake Coordinator is responsible for completing and documenting all initial in-home 100.2 assessments (functional needs assessment) for Home and Community Based Services (HCBS), Deinstitutionalization (DI), Home Care Allowance (HCA) and Long-Term Home Health (LTHH). The Intake Coordinator is also responsible for the completion of the Medicaid application, Arbor Review Group (ARG) applications and all corresponding applications for Long-Term Care (LTC) Medicaid waiver services on the individual’s behalf in compliance with the rules and regulations set for by Health Care Policy and Financing (HCPF).

Requirements

• TRE advocates for and promotes a person-centered approach to services. The Intake Coordinator must learn and adhere to current best practices in person-centered thinking principles.
• Completes tasks using computer-based technology. It is important that the Intake Coordinator possesses a strong understanding of how to: quickly and accurately use and manipulate Apple iPhones, various laptops, tablets, and stationary computers, Microsoft 365 (TEAMS, Word, Excel, PowerPoint, SharePoint, OneDrive, etc.), Outlook, SKYPE for Business, Adobe Acrobat. Can use or learn to use additional plugins for these products. In addition to these technologies Transfer Coordinators are expected to learn several state and proprietary data bases to maintain accurate records.
• Maintains a solid understanding of case management best practices.
• Must be able to type accurately.
• Has an inclination for frequently identifying details while processing information.
• Must have a friendly disposition, positive attitude, and show an assuredness with each professional interaction.
• Possesses empathy for people with long-term care support needs.
• Uses problem solving and critical thinking skills.
• Possesses a strong aptitude for organization.
• Independently organizes multiple daily tasks and activities to ensure strict deadlines are met while prioritizing emergencies as they arise.
• Exhibits cultural awareness and understands the impact of biases in the workplace.
• Maintain a solid understanding of case management best practices.
• Must have a friendly disposition and positive attitude.
• Possess empathy for people with long-term care support needs.
• Independently organize daily tasks and activities to ensure strict deadlines are met while prioritizing emergencies as they arise.
• Qualified coordinators have a strong skillset with organization.
• Complete tasks using computer-based technology. It is a must that every coordinator possesses a strong understanding of how to accurately use and manipulate Apple iPhones, desk phones, Microsoft 365 (TEAMS, Word, Excel, PowerPoint, SharePoint, OneDrive, etc.), Outlook, SKYPE for Business, Adobe Acrobat, and can use or learn to use additional plugins for these products. In addition to these technologies, coordinators are expected to learn several state and proprietary data bases to maintain accurate records.
• Use problem solving and critical thinking skills daily.
• Must possess cultural awareness, emotional intelligence, and be aware of unconscious biases.
• Bachelor’s degree in a human behavioral science or related field of study. If an individual does not meet the educational requirement, considerations may be made if the individual has experience working with long-term services and supports (LTSS) population, in a private or public agency, or has a combination of LTSS experience and education, demonstrating a strong emphasis in a human behavioral science field. Considerations may also be made for a combination of experience and education or 5 years of verifiable experience.
• A working vehicle, valid CO driver’s license (unless active Military family), and auto insurance coverage with bodily injury and property damage liability coverage ($100,000/$300,000/$100,000 coverage recommended) are required.

Nice To Haves

• In addition to the minimum standards, one to three years’ experience in a case management environment.
• Experience working with or possessing knowledge of family dynamics.
• Knowledge of community services and resource development.
• Working knowledge of Medicaid Waiver programs and requirements.

Responsibilities

• Promote excellent internal and external customer service, through written and verbal communication, to all TRE stakeholders, with the intent of promoting TRE’s values through intentional communication strategies, daily.
• Exhibit strong written and interpersonal communication skills to promote clarity of intent with all levels of communication, daily.
• Develop a strong understanding of the rules and regulations that direct LTC and In-home Supports and Services (IHSS)to maintain compliance and best support the people served by TRE, daily.
• Completes and documents all in-home 100.2 assessments to determine if individuals enrolling into services meet the required functional eligibility requirements, weekly.
• Critically analyze case documentation, behavioral and medical reports, guardianship paperwork, financial documents, and other data pertaining to promote the health and wellbeing of the people we serve, daily.
• Enter case notes in multiple systems to promote documentation of all client contact, communication, records, and tasks completed for the people we serve, daily.
• Organize and implement tasks in person, by phone, and/or through the use of technology (i.e. Outlook, Office 365, ZOOM, etc.) to promote and remain knowledgeable of the needs of the people we serve while maintaining compliance with rules, regulations, policies, and procedures, daily.
• Develop positive relationships with all TRE stakeholders to promote TRE mission, vision, and values through all interactions, daily.
• Maintain client and company records utilizing a variety of internal and external data management systems to support continuity of care, manage client contacts, support transparency, comply with HIPAA standards, and promote state and federal regulations, daily.
• Cultivate an understanding of community resources in addition to those provided by TRE to support the additional needs of the people we serve, weekly.
• Maintain HIPAA standards throughout all aspects of TRE engagement to comply with regulations and protect the privacy of the people we serve and TRE staff, daily.
• Attend departmental and agency meetings and trainings in person, by phone, and/or through the use of technology (i.e. Outlook, Office 365, ZOOM, etc.) as specified by the meeting or training coordinator to maintain and improve your performance, knowledge, skills, and abilities to best support the people served by TRE, weekly.
• Support the intake department’s staff members through providing coverage, as needed.
• Participate in professional goal creation through the development and implementation of your career aspirations at TRE to further you performance, knowledge, understanding of the topics outlined in your career development plan, quarterly.
• Adapt to a changing work environment due to last minute changes in state and federal rules and regulations that effect TRE’s policies and procedures to best support the people served by TRE, annually or as needed.
• Assume other duties as assigned to promote the health and wellbeing of the people served by TRE and to promote the health and wellbeing of the organization, quarterly or as needed.

Benefits

• Health, dental, vision, Lifestyle Spending Account for health and wellness, plus pet insurance for your furry friends
• Flexible work schedules to fit your life (yes, we really mean it!).
• Half-Day Fridays: Start your weekends early, every week!
• Paid Time Off with your birthday off, paid holidays, and time to celebrate what matters most to you.
• Public Student Loan Forgiveness: We're invested in your future.
• Paid time off to give back to the community.
• Leadership, career advancement, and workgroup opportunities to help you thrive.
• Health, dental, vision, employer paid life and short-term disability, voluntary life, voluntary long-term disability, paid time off, holiday pay, 401K with employer contributions, pet insurance, other supplemental insurance options, flexible work environment, training and growth opportunities, workgroup participation, public student loan forgiveness, mileage reimbursement, and more.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level