Intake Manager

Compassus • Anaheim, CA

1d

About The Position

The Intake Manager oversees the end-to-end referral and admission process for Home Health and/or Hospice services, ensuring patients enter care quickly, accurately, and compliantly. This role leads the intake team, establishes workflow standards, and serves as a primary liaison for referral sources, patients, families, and internal partners. The Intake Manager reviews eligibility and documentation, removes barriers to admission, and collaborates with clinical and administrative teams to support timely scheduling and patient onboarding. By monitoring key metrics, maintaining regulatory and payer compliance, and driving continuous process improvements, this role strengthens operational efficiency, enhances the referral experience, and supports overall agency growth and patient satisfaction. The Home Health Intake Manager is responsible for modeling the Compassus values of Compassion, Integrity, Excellence, Teamwork, and Innovation and for promoting the Compassus philosophy, using the 6 Pillars of Success as the foundation. S/he is responsible for upholding the Code of Ethical Conduct and for promoting positive working relationships within the company, among all departments, and all external stakeholders. responsible for leading, developing, and overseeing the patient intake and referral process for an agency. This role serves as a critical link between referral sources, patients, clinicians, and administrative staff to ensure a seamless patient admission experience. The Intake Manager ensures regulatory compliance, maintains high standards for patient care coordination, and collaborates cross-functionally to optimize operational effectiveness and patient satisfaction.

Requirements

• Associate or bachelor’s degree preferred.
• Minimum of two (2) years of experience in home health required.
• Prior leadership experience required.
• At least two years of experience working in a home health or healthcare intake/admissions role.
• Proficient with EMR/EHR systems and Microsoft Office.
• HomeCare HomeBase (HCHB) experience required.
• Demonstrated knowledge of Medicare Home Health Benefit Guidelines, including eligibility criteria, covered services, documentation requirements, and regulatory compliance.
• Proficient understanding of home health payor reimbursement patterns and processes, including Medicare, Medicaid, and commercial insurance, to ensure accurate intake procedures and optimize agency reimbursement.
• Mathematical Skills: Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percentage.
• Language Skills: Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from leaders, team members, investors, and external parties.
• Strong written and verbal communications.
• Other Skills and Abilities: Ability to understand, read, write, and speak English.
• Articulates and embraces integrated healthcare at home philosophy.
• Other Qualifications: Proficient with EMR/EHR systems and Microsoft Office.
• Demonstrated knowledge of Medicare Home Health and/or Hospice Benefit Guidelines, including eligibility criteria, covered services, documentation requirements, and regulatory compliance.
• Understanding of payer reimbursement patterns, including Medicare, Medicaid, and commercial insurance, to ensure accurate intake procedures and optimize agency reimbursement.
• Physical Demands and Work Environment: The demands of this role necessitate a team member to effectively perform essential functions. Adaptations can be made to accommodate team members with disabilities. Regular standing, walking, and manual dexterity are fundamental, along with the ability to lift and move objects up to 25 pounds. Visual acuity requirements include close and distance vision, color and peripheral vision, depth perception, and the ability to adjust focus.

Nice To Haves

• HomeCare HomeBase (HCHB) experience preferred.

Responsibilities

• Lead the intake team to ensure efficient, accurate, and timely processing of all Home Health and/or Hospice referrals and admissions.
• Oversee and monitor the intake team’s accuracy and productivity, identifying areas for ongoing training or workflow improvement.
• Serve as the initial point of contact for referral sources, patients, and families, providing information about agency services, insurance requirements, and the admissions process.
• Review referrals and medical documentation for eligibility, completeness, and compliance with federal, state, and payer guidelines applicable to Home Health and/or Hospice.
• Collaborate with clinical and administrative staff to resolve admission barriers and coordinate patient onboarding schedules.
• Audit records and monitor key metrics to identify trends, bottlenecks, and opportunities for improvement.
• Train, mentor, and evaluate team performance while ensuring compliance with agency policies and delivery of high-quality customer service.
• Develop and implement policies and procedures to enhance intake operations, documentation accuracy, and regulatory compliance.
• Maintain up-to-date knowledge of Home Health and Hospice regulations, payer requirements, and industry trends.
• Communicate promptly with referral partners, clinicians, and patients to support timely transitions into care.
• Participate in quality improvement initiatives and facilitate cross-departmental collaboration to meet patient and agency goals.
• Performs other duties as assigned.

Benefits

• Compassus offers a comprehensive benefits package including, Medical, Dental, Vision, 401k and much more .
• Meaningful Work: Make an impact every day by honoring the quality of life of our patients, supporting them and their families with compassion, and creating moments that truly matter.
• Career Development: Access leadership pathways, mentorship, and personalized professional development.
• Innovation Meets Compassion: Collaborate with a supportive team using the latest tools and technologies to deliver exceptional care.
• Enhanced Benefits: Enjoy competitive pay, flexible time off, tuition reimbursement, and wellness programs designed for your well-being.
• Recognition and Support: Be celebrated for your contributions through recognition programs that honor your dedication.
• A Culture of Belonging: Thrive in a culture where you can be your authentic self, valued for your unique contributions and supported in a community that embraces diversity and inclusion.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: Associate degree
• Number of Employees: 5,001-10,000 employees