Referral Specialist - Every Weekend - Remote (Pennsylvania Resident)

Lutheran Senior Services•Topton, PA

2d•Remote

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 and develop occupancy and achieve sales and marketing goals. The specialist works with EverTrue team members and external referral partners to generate and manage referrals, process pre-admission screening information, support customer relations, and help ensure smooth transitions of records and residents to the community. The role assesses potential residents’ needs and eligibility, identifies appropriate placements, obtains required documentation and insurance information, and determines whether applicants meet admission criteria. It also provides consultation about other EverTrue or community-based services when an applicant is denied admission. The position coordinates work and information flow across departments, reports pertinent information to the supervisor, provides customer service to employees and community members, promotes EverTrue services, and participates in meetings and committees as assigned. The employee regularly uses a computer and may provide walking tours of the community.

Requirements

Ability to perform each essential duty satisfactorily; reasonable accommodations may be made for individuals with disabilities.
Effective professional written and telephonic communication skills.
Ability to ask for business and close a sale.
Ability to receive suggestions from others and support a team-selling approach.
Ability to positively differentiate the campus, promote appropriate units, identify the decision maker, determine applicant needs, and sell against the competition.

Nice To Haves

Prior experience in case management, skilled nursing facility admissions, nursing, sales, and/or as a clinical liaison.
Knowledge of the geographical area, regional marketing trends, and competition.

Responsibilities

Prioritize hospital referrals, coordinate follow-up, and allocate appropriate resources.
Communicate changes throughout the day to the admissions team.
Assess prospective residents’ needs and suitability for community services based on medical status, services required, and admission criteria.
Complete pre-admission assessments, gather clinical information, and identify the optimal site of service.
Follow the red flag list and determine admission acceptance or denial according to eligibility criteria and applicant needs.
Obtain documentation supporting admission eligibility and complete the pre-admission tool to determine appropriate placement within an EverTrue facility.
Obtain insurance information and communicate it to the community designee.
Use CRM systems and sales and marketing reports and tools, keeping 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.
When an applicant is denied admission, consult with the applicant, family, and referral source about other EverTrue or community-based services that may be beneficial.
Support all communities with case management and care transition.
Manage referrals through the centralized line.
Coordinate work tasks with department personnel and other units to support an efficient flow of information.
Report pertinent information to the immediate supervisor as requested or on an established schedule, and compile and provide data as directed.
Provide excellent customer service to employees, families, contractors, colleague agencies, volunteers, visitors, and the general 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.
Perform other job-related duties as requested.