Intake Coordinator

Center for Social Dynamics•Sacramento, CA

2d•Remote

About The Position

The Center for Social Dynamics (CSD) is seeking an Intake Coordinator to manage the intake and referral process for individuals with developmental delays, including autism. This role is crucial for ensuring timely and accurate processing of referrals, collecting necessary client and authorization information, and maintaining clear communication with clinicians, administrative staff, and funding sources. The Intake Coordinator will also monitor assessment progress, support scheduling teams, maintain documentation in referral and EMR systems, contribute to new staff orientation, and help improve intake systems and processes.

Requirements

Associate’s degree from an accredited college or university or the equivalent of two years of college coursework at an accredited college or university.
3-5 years of ABA intake required
Spanish Speaking required
Experience with CentralReach
Experience with CRM systems
High volume intake processes.
Computer proficient in word processing, database, spreadsheet and Internet software programs.
Able to professionally and effectively interact and communicate, verbally and in writing, with volunteers, staff, clients and a public from diverse cultural, socioeconomic, and disciplinary backgrounds.
Strong editing skills.
Able to work independently and as part of a team, take initiative, prioritize and accurately perform multiple tasks, and efficiently meet deadlines and changing priorities.
Able to consistently demonstrate good judgment and decision-making skills.
Able to exercise confidentiality and discretion pertaining to the work environment.
Able to appropriately interpret and apply policies and procedures.
Familiar with the ABA field.
Sensitive to working with an ethnically, linguistically, culturally, and economically diverse population.

Responsibilities

Processes referrals sent to the organization daily in a timely manner
Provides Regional Director/Clinician/Admin team with comprehensive intake data within same day of intake being completed to ensure a timely response
Serves as resource to other staff in the area of intake and triage
Assists administrative team (e.g., scheduling) in understanding patient referrals treatment indicated and/or requested
Participates in intake/triage orientation of new staff
Responds to patient and non-patient emergencies according to CSD policies and procedures.
Obtains and enters all relevant client information from referral source to ensure information is appropriately verified and accurate organization wide
Collects and enters authorization information into EMR system; appropriately assigns CPT and ICD-9 codes when entering authorizations.
Follows up with funding sources regarding missing authorizations in a timely manner.
Reviews assessments for clerical mistakes before sending to the funding source
Correctly identifies billing and documentation issues which need to be attended to by clinicians and managers and report them in a timely manner
Answers inquiries from clinicians, clients and funding sources regarding authorizations, treatment/assessment status and services being offered; documents all interactions with clients
Enters all relevant referral information to referral tracking systems for all referrals sent on a daily basis
Utilizes referral tracking system to monitor and track referral process and assessment completion
Tracks intakes requiring urgent attention and communicates difficulties to Regional Director or direct supervisor
Creates and revises client-intake and treatment systems and processes for all funding sources by analyzing current operating practices and by communicating directly with the funding sources
Provides detailed information to scheduling, Regional Directors/Manager regarding client timelines to ensure accurate and timely provision of services
Additional administrative tasks as determined by the needs of the organization.