First Steps Referral Specialist

Thrive Alliance•Columbus, IN

About The Position

The Referral Specialist provides general support related to maintaining early intervention referral records. This role involves establishing and maintaining electronic Early Intervention records for all children, providing clerical assistance such as copying, accessing and maintaining electronic records, answering referral phones, checking secured on-line referral in-box and referral fax Line. The specialist will also assist in the preparation of referral data tracking and reporting, supply weekly referral counts to the Program Director, and perform additional clerical support assignments as determined by supervision. Participation in local and State training is expected, along with assuring confidentiality as required by State and federal requirements. Adherence to the personnel standards and policies of the Fiscal Agent is mandatory. The role requires demonstrating sensitivity to family and cultural values, unique family circumstances, and respect for family choices during communication with families. Any potential issues or concerns must be reported immediately to the First Steps - South East Program Director. Related duties are performed as assigned.

Requirements

Carries out responsibilities in accordance with the Agency's policies and applicable laws.
Ability to read and interpret documents and technical reports.
Ability to write routine reports and routine business correspondence.
Ability to speak effectively before customers or employees of organizations.
Ability to solve practical problems and deal with a variety of variables in situations.
Ability to interpret a variety of instructions in written, oral, diagram, or schedule form.
As a representative of Thrive Alliance, all comments, attitudes, actions and behaviors have a direct effect on the Agency's image and perceptions of service quality. Interaction with clients, visitors, volunteer workers, co-workers, supervisors and other employees must be friendly, supportive, courteous, respectful, cooperative and professional. This behavior will promote an atmosphere of teamwork and is congruent with the Agency's standards and guidelines to promote positive relations in the community.
Able to think logically and analytically.
Effective problem-solving skills.
Proactive in anticipating and alerting others to problems with projects or processes.
High detail orientation and accuracy.
Takes initiative and needs little supervision.
Able to prioritize, organize tasks and time, and follow up.
Perform responsibilities efficiently and timely.
Able to juggle multiple requests and meet multiple deadlines.
Proficient in basic computer skills, i.e. Microsoft Word, Excel, Internet usage (e-mail) and the online reporting programs used throughout the organization.
Demonstrates proficiency in basic mathematics.

Nice To Haves

Inspires and motivates others to support Thrive Alliance.

Responsibilities

Establish and maintain the electronic Early Intervention record for all children.
Provide general clerical assistance for tasks such as copying, accessing and maintaining electronic records, answering referral phones, checking secured on-line referral in-box and referral fax Line.
Assist in the preparation of referral data tracking and reporting.
Supply weekly referral counts to Program Director.
Perform additional clerical support assignments determined on an ongoing basis by supervision.
Participate in local and State training when appropriate.
Assure confidentiality as required by State and federal requirements.
Adhere to the personnel standards and policies of the Fiscal Agent.
Demonstrate during communication with family's sensitivity to family and cultural values, to unique family circumstances, and to respect family choices.
Report immediately to First Steps - South East Program Director regarding potential issues or concerns.
Perform related duties as assigned.