Intake Coordinator

Habitat Health•Albany, CA

1d•$26 - $31•Hybrid

About The Position

Habitat Health empowers older adults to experience more good days in their homes and communities. Through the Program of All-Inclusive Care for the Elderly (PACE), we provide comprehensive medical care along with support for daily needs such as meals, transportation, and in‑home assistance. We deliver coordinated clinical and social care in our centers and directly in participants’ homes, creating a fully integrated experience that brings peace of mind and a true sense of belonging. As we expand our scalable, affordable PACE model to meet the growing and complex needs of aging populations, our mission‑driven care teams continue to help participants live well on their own terms. Habitat Health is supported by leading healthcare organizations and investors including New Enterprise Associates, Kaiser Permanente, and Town Hall Ventures. We are entering a period of significant growth and are looking for exceptional teammates to help us scale a better model of care for older adults. To learn more, visit www.habitathealth.com. Role Scope: The Intake Coordinator plays a key role in facilitating the intake process for prospective participants as they transition into Habitat Health's PACE program. This role coordinates intake activities, including home visits, assessments, and center tours, while partnering with prospective participants, caregivers, and cross-functional teams to ensure a seamless, participant-centered experience. Through proactive coordination, effective communication, and timely follow-through, the Intake Coordinator removes barriers, supports informed enrollment decisions, and contributes to a smooth transition into care.

Requirements

Bachelor's degree in Healthcare Administration, Business Administration, Marketing, or a related field, or an equivalent combination of education and relevant experience.
Minimum of one (1) year of experience in healthcare, enrollment, participant services, care coordination, customer service, or a similar role supporting participant engagement or enrollment processes.
Demonstrated ability to coordinate multiple priorities while managing participant information, scheduling, and documentation with strong attention to detail and timely follow-through.
Experience working with Medicare, Medicaid, state and county eligibility programs, or other healthcare eligibility and enrollment processes preferred.
Strong communication and collaboration skills, with the ability to effectively engage prospective participants, caregivers, and cross-functional teams to support a seamless intake and enrollment experience.
Demonstrated ability to work independently while collaborating across teams to achieve shared outcomes.
Experience using Microsoft Office and the ability to quickly learn Customer Relationship Management (CRM), Electronic Medical Record (EMR), and other organizational systems.
Proof of a valid driver's license, reliable personal transportation, and automobile insurance that meets applicable state requirements, with the ability to travel throughout the service area.
Active CPR/BLS certification or the ability to obtain certification within 30 days of hire.
Meets all applicable participant-facing health requirements, including TB screening and required immunizations.
Aligns with our purpose and our values, and is excited about living those out in daily practice
Ability to thrive in a fast-paced, evolving environment with comfort navigating ambiguity, adapting quickly, and contributing to continuous improvement
Strong learning and growth mindset, including seeking feedback, engaging in healthy debate and using data and curiosity to inform decisions.
Acts with integrity and ownership, considering the broader organizational impact, doing the right thing, and following through to deliver results.

Nice To Haves

Bilingual: Spanish/Mandarin/Cantonese preferred.
Experience working with older adults, frail elderly populations, caregivers, or within a healthcare environment serving complex populations.

Responsibilities

Coordinates the end-to-end intake process for prospective participants by partnering with cross-functional teams to support a seamless and timely enrollment experience.
Coordinates home visits, center tours, assessments, and follow-up appointments to ensure timely progression through the intake and enrollment journey.
Maintains proactive communication with the Outreach & Enrollment, and clinical pre-enrollment teams to provide timely updates and support efficient coordination throughout the intake process.
Partners with clinical teams to identify, coordinate, and facilitate additional assessments required to support participant eligibility and IDT presentation.
Delivers a welcoming, participant-centered experience by guiding prospective participants and caregivers through center tours and providing education on the PACE model and Habitat Health's services.
Maintains accurate participant information, referral activity, and intake documentation within Customer Relationship Management (CRM), Electronic Medical Record (EMR), and other organizational systems in a timely and accurate manner.
Coordinates and tracks participant requirements throughout each stage of the intake and enrollment process to support timely completion of required documentation and activities.
Supports high-quality participant handoffs by coordinating a seamless transition from intake through enrollment and into the Interdisciplinary Team (IDT).
Supports community events, enrollment conferences, and other organizational initiatives that promote participant engagement and program awareness.
Maintains compliance with applicable federal and state regulatory requirements, as well as Habitat Health policies and procedures.
Performs other related duties as assigned.