Intake Specialist

COUNCIL ON AGING-SOUTHERN CALIFORNIA INC.•Irvine, KY

1d•$23 - $24

About The Position

The Intake Specialist facilitates access to Behavioral Health and Wellness Department services for older adults and other vulnerable adults in Orange County. The role supports participant screening, intake, enrollment, referral coordination, and accurate client recordkeeping, while providing administrative support for efficient program operations. The Behavioral Health and Wellness Department provides an integrated continuum of services, including Enhanced Care Management, Friendly Visitor, Medi-Cal Enrollment, and ReConnect EISOA. Its services address complex healthcare and behavioral health needs, social isolation, benefits access, and resource navigation through culturally and linguistically responsive services. The position requires reliable transportation to appointments in the community. The work includes periods of sitting as well as standing, walking, and bending, and may require lifting approximately 20 pounds. Reasonable accommodations will be made to enable individuals with disabilities to perform the job.

Requirements

A BA in Health Administration, Public Health, Human Services, Education, Gerontology, or a related field, and/or relevant experience in these fields.
Outstanding written and verbal communication skills.
Ability to develop trust and rapport with program participants and referral partners.
Ability to work effectively with diverse populations and in team settings.
Ability to work independently toward established goals while managing time efficiently in a fast-paced environment.
Proficiency in modern office practices, including Microsoft Excel, Word, scheduling, and Outlook software.
Proof of eligibility to work in the United States.
Valid California driver’s license, proof of current vehicle insurance, reliable transportation, and ability to transport oneself and participants to scheduled community appointments.
Submit to and successfully complete a Live Scan fingerprinting background check.

Nice To Haves

Bilingual English-Spanish.
Medi-Cal-based program experience.
Electronic Health Records experience.

Responsibilities

Field initial inquiries and explain program services.
Screen participants for eligibility and complete initial intake assessments, confirming healthcare coverage, authorizations, and other program requirements.
Facilitate enrollment and record required documentation in the Electronic Health Record (EHR) and other applicable databases.
Present new intakes to the Clinical Manager for assignment to the clinical team.
Keep client records, call logs, and intake tracking accurate and current.
Prepare and distribute client welcome letters, welcome packets, and folders.
Prepare reports for team meetings and bi-monthly program internal monitoring.
Assist with Medi-Cal claims billing tasks as directed by the Quality Control Manager.
Schedule Medi-Cal Enrollment Program appointments with Enrollment Specialists, help coordinate sites, and assist with enrollment as assigned.
Refer participants to internal programs and community services based on their needs.
Set up and support meetings, trainings, and presentations.
Document activities and outcomes in designated reporting tools.
Perform other duties as assigned by the supervisor.