Referral Specialist - Every Weekend - Pennsylvania

EverTrue•Longswamp Township, PA

48d

About The Position

The Referral Specialist supports sales and marketing efforts within the care transition department by managing incoming hospital referrals for Care Center admissions. The role works with the Sales and Marketing Department to develop and manage plans that build occupancy and achieve sales and marketing goals. The position coordinates referrals and pre-admission screening across EverTrue communities and with hospitals, physicians, nursing homes, and other care partners. It assesses prospective residents’ needs and eligibility, determines appropriate placement and admission decisions, communicates with admissions teams, maintains referral information in customer relationship management systems, and helps facilitate transitions to the community. The specialist also supports customer relations, reporting, coordination across departments, and promotion of EverTrue services.

Requirements

Effective professional written and telephonic communication skills.
Knowledge of the geographical area, regional marketing trends, and competition.
Ability to ask for business and close a sale.
Ability to be receptive to suggestions and support a team-selling approach.
Ability to positively differentiate the campus, sell appropriate units, identify the decision maker, determine applicant needs, and sell against the competition.
Ability to perform the essential duties satisfactorily, with reasonable accommodations available for individuals with disabilities.

Nice To Haves

Prior experience in case management, skilled nursing facility admissions, nursing, sales, and/or as a clinical liaison is preferred.

Responsibilities

Work with EverTrue team members and external care partners to generate referrals, manage leads, process pre-admission screening information, support customer relations, and facilitate the transition of records and residents to the community.
Prioritize hospital referrals, coordinate follow-up, and allocate appropriate resources.
Communicate with the admissions team about changes throughout the day.
Assess prospective residents’ needs and suitability for community services based on medical status, services needed, and admission criteria.
Complete pre-admission assessments, follow the red flag list, obtain documentation supporting admission eligibility, and complete the pre-admission tool to determine appropriate placement.
Obtain insurance information and communicate it to the community designee.
Use CRM systems and sales and marketing reports and tools, and keep the inquiry system current.
Serve as a liaison among hospitals, physicians, nursing homes, and senior living communities to resolve concerns, provide information, and maintain positive relationships.
Determine whether applicants meet admission criteria; when an applicant is denied, consult with the applicant, family, and referral source about other EverTrue or community-based services that may help.
Support communities with case management and care transition, and manage referrals through the centralized line.
Coordinate work tasks with department personnel and other units to support efficient information flow.
Report pertinent information to the immediate supervisor as requested or on an established schedule, and compile and provide data as directed.
Provide customer service by responding to the needs, requests, and issues of employees, families, contractors, colleague agencies, volunteers, visitors, and the public.
Maintain awareness of EverTrue services and actively promote, support, and communicate them to prospective clients, residents, and families.
Participate in meetings, task forces, and committees as assigned.