Intake Coordinator

HomeWell Care Services CA285•Chula Vista, CA

68d•$23

About The Position

The intake is responsible for accepting referrals from physicians and families and conducting initial interviews. Assessing clients' and their families' needs, verifying insurance benefits and authorizations, confirming eligibility for services, coordinating with sales and care manager, and accurately documenting all client information in the company's system to ensure a smooth transition to care. Essential skills for this role include strong communication, organization, attention to detail, problem-solving, and excellent customer service. Education and experience · Education: A high school diploma or equivalent, an associate or bachelor's degree in a related field, such as healthcare administration or social work. · Experience: At least one to two years of prior experience in a healthcare, home health, or administrative setting. · Home health knowledge: Direct experience in home health and hospice care is necessary to ensure the candidate understands industry-specific processes and terminology.

Requirements

Communication: The intake coordinator must have excellent verbal and written communication skills to interact effectively with clients, families, and referral sources.
Customer Service: Empathy and strong customer service and interpersonal skills to ensure a positive experience for clients and families during challenging times.
Organization & Attention to Detail: Meticulous organization and attention to detail in managing multiple referrals, data entry, and documentation.
Problem-Solving & Critical Thinking: Ability to assess situations, identify solutions, and adapt approaches to meet individual clients and family needs.
Technical Proficiency: The candidate must be skilled in using office equipment and software, including Microsoft Office (Word, Excel) and WellSky electronic health record (EHR) systems.
Medical Terminology: Knowledge of medical terminology and understanding of the home care industry is a plus.
Knowledge of healthcare regulations: An understanding of health insurance, medical terminology, and client privacy laws (such as HIPAA) is a plus.
Education: A high school diploma or equivalent, an associate or bachelor's degree in a related field, such as healthcare administration or social work.
Experience: At least one to two years of prior experience in a healthcare, home health, or administrative setting.
Home health knowledge: Direct experience in home health and hospice care is necessary to ensure the candidate understands industry-specific processes and terminology.

Nice To Haves

Medical Terminology: Knowledge of medical terminology and understanding of the home care industry is a plus.
Knowledge of healthcare regulations: An understanding of health insurance, medical terminology, and client privacy laws (such as HIPAA) is a plus.

Responsibilities

Manage Referrals: Receive, process, and manage incoming referrals from hospitals, physicians, and families.
Conduct Assessments: Conduct initial phone screenings, collect personal information, and perform interviews or assessments to identify client needs and eligibility for services. Obtain and verify the client's demographics, insurance benefits, and authorizations, and negotiate rates with payers.
Document & Record Keeping: Accurately record all client details, medical histories, insurance information, and referral results in the agency's system.
Coordinate Care: Coordinate with referral sources, sales, and clinical teams to ensure all necessary documentation and information are provided for client admissions.
Address Client & Family Inquiries: Serve as a point of contact for clients and families, answering questions and addressing concerns about services and the intake process.
Liaise with Care Manager: Notify the Care Manager of accepted clients and supply all necessary information for their seamless transition into home care.
Maintain Data Accuracy: Ensure client records and data entries are accurate, complete, and up to date.