Intake Scheduler

Central Valley Regional Center•Visalia, CA

4d•$25 - $30

About The Position

This position performs a variety of assignments involving the intake process and serves as the first point of contact for all agency referrals. The Intake Scheduler Is charged with coordinating the scheduling; initial required paperwork and follow up notification to all concerned parties. This position requires understanding of the intake process and eligibility definitions, as well as available resources within the community.

Requirements

High School diploma or equivalent plus 2 years of related experience during which time the employee has demonstrated the ability to assume increasingly responsible duties.
Ability to prioritize and organize work to meet deadlines and follow policies and procedures related to eligibility and intake.
Ability to solve and use good judgment on procedural problems related to role.
Has good telephone manner.
Ability to compose a document using good grammar and spelling.
Ability to follow oral and written directions; demonstrated ability to type accurately at 55 wpm on a computer.
Word processing experience required and ability to use the computer for email and other computerized functions.
Must demonstrate initiative, self-motivation, sound independent judgment, flexibility, strong interpersonal skills, and excellent written and oral communication.

Nice To Haves

“Bilingual English/Spanish” strongly recommended.

Responsibilities

Receives all telephone, written and faxed referrals regarding potential CVRC individuals. Provides information about other resources and/or agencies for those individuals not eligible for intake services or will complete necessary paperwork to include the inquiry form, initial face sheet forms as appropriate; opens, closes, and transfers cases in data base system and processes accompanying paperwork.
Handles all telephone or written inquiries on inactive, closed or transferred cases. Coordinates and/or schedules assessment appointments for individuals with staff or outside contract specialists. to May also be required to coordinate with jail personnel to accommodate the individual and arranges for interpreter services as needed.
Coordinates eligibility status review for transferred in, reactivated and closed cases.
Organizes and prepares charts for review by the multidisciplinary team.
Responsible for organizing, scanning and importing intake related documents obtained by hard copy, email, and CDs from internal CVRC staff, as well as outside agencies.
Prepare client chart for imaging: sorting each section in chronological order, purging assigned sections according to agency guidelines, assuring accurate placement of all paperwork.
Ensure documents are of imaging quality, making copies of poor-quality pages, and preparing pages to avoid jamming.
Coordinates the assignment of cases to the Intake Coordinator III. Tracks timeline of intake cases for Intake Unit. Maintains tickler system to track outstanding medical and educational reports to fulfill timeline. Serves as source of information regarding statistics and scheduling.
Drafts and distributes letters, case notes, schedules, tracking reports and other materials related to assigned tasks. Develops, recommends, and implements systems or procedures to maximize efficient processing and coordination of assigned responsibilities.
Schedules intake appointments and outsourcing vendors.
Assists in the collection of information from a variety of sources, such as family members, court system, attorneys, child welfare services, hospitals or probation. Requests medical, psychological, or other information as appropriate.
Inputs changes to data base, including, but not limited to case status, transfers, closures, and inactivation’s, as needed. Inputs case information in Title 19.
Enters Client Development Evaluation Reports (CDER) into data base system.
Keeps up to date on eligibility definitions and agency policy regarding them.
Supports effective and efficient business practice.
Maintains positive business relationships, confidentiality, good attendance, punctuality, and acts in accordance with all company policies and procedures.
This job description reflects management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned.