Intake Referral Specialist

The Intake Referral Specialist (IRS) is responsible for ensuring that every referral is tracked and monitored until that referral has been successfully admitted to services.   This position requires prompt follow up on all client referrals for services within 24 hours of initial referral for all In-home, Adult Day Health Center (ADH), Personal Care Home (PCH), and Transportation services.

The IRS is responsible for effectively communicating with the prospective clients, family members, case managers, social workers, administrative staff, and upper level management through the referral process. 

Job Duties and Responsibilities

• Responsiblefor receiving and processing all referrals for In-home, Adult Day Health Center (ADH), Personal Care Home (PCH), and Transportation services. 

• Coordinating admissions with the Clinical Department and the Admissions Nurse.

• Sending the referral to the appropriate program based on client type: Medicaid, Private Pay, Long-term Care Insurance, or Veteran’s Aid and Attendance.  Addressing cost share and electronic payment requirements.

• Increasing overall client census of the ADH, PCH, In-home and Transportation services and achieve specified census targets.

• Identifying all primary and secondary referral sources in the local marketing area and keep this list updated on a continuous basis.

• Preparing and maintaining referral log and tracking referrals daily. 

• Developing, recommending, and implementing intake referral policies and procedures

• Establishing and maintain department records and reports; recommending new approaches, policies, and procedures to effect continual improvements in efficiency of department and services performed.

• Perform other duties as assigned.

Minimum Qualifications (Knowledge, Skills, and Abilities)

• Bachelor’s degree in Business or related field preferred

• Previous Intake Referral, Case Management or Office Management experience required