Intake Specialist

Talbert HouseCincinnati, OH
$18 - $23Onsite

About The Position

Serves as the first point of contact for clients. Responsible for coordinating intakes, conducting authorizations and working with program staff to provide exceptional customer service to clients.

Requirements

  • Ability to learn client related principles, healthcare or housing management and reimbursement
  • Ability to work independently and with limited supervision
  • Strong attention to detail with ability to manage competing and time-sensitive priorities
  • Collaborative team-oriented approach with willingness to support broader organizational needs
  • Strong interpersonal and emotional intelligence skills
  • Receptive to feedback and responsive to coaching and direction
  • Effective written and verbal communication skills
  • Understanding of customer service and client confidentiality
  • Understanding of relationship maintenance with internal and external stakeholders
  • Knowledge of legal, regulatory and compliance requirements
  • Proficient knowledge of computer-based work applications (Microsoft Word, Excel, PowerPoint, EHR and other participant tracking platforms and tracking/reporting databases)
  • Bachelor’s Degree in a related field or equivalent education/experience
  • Strong computer skills and ability to learn new software
  • Valid driver’s license and current auto insurance

Responsibilities

  • Completes intake and/or assessment process in timely manner and according to protocols
  • Interviews clients or performs record review to ensure appropriate placement and track related information
  • Accurate and timely documentation using appropriate protocols, technology and data
  • May provide direct referral connection to clients to resolve crisis and/or unusual incidents
  • Ensure appropriate and accurate documentation including creating and maintaining electronic client files, initiating client outreach, and administrative reviews
  • Monitor and complete necessary reports in timely and accurate manner to meet funder and agency deadlines
  • Communicate and collaborate with referring agency while utilizing and understanding privacy policies and procedures
  • Determine eligibility for program participation and provide referrals to those who are determined ineligible
  • Provide support to partner agency staff to complete referral processes in accordance with contract guidelines
  • Complete agency, accrediting body, and funder required training
  • Maintain client resource guide for service area ensuring contact information and services offered are consistently updated
  • Actively participate and serve as an agency ambassador during public activities and events
  • Other duties as assigned
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