Intake Case Manager

1 week ago


Salinas, United States San Andreas Regional Center Full time

Job Summary: The Intake Service Coordinator will assist with initial processes, such as the interviews and gathering information to determine whether the disability falls into eligible condition categories. Once qualified, the Intake Service Coordinator will transfer the case for ongoing case management services.



Essential Job Functions:

  • Responsible for reviewing and/or collecting information to establish a new intake referrals to the regional center
  • Responsible for scheduling and completing the intake social assessment meeting within established timelines
  • Completes overall case planning during the intake process. Produces the intake social assessment report, CDER, consent forms, records gathering and submits files on time to Interdisciplinary Team (IDT) for eligibility determination
  • Utilizes agency staff and other resources as needed to ensure accurate assessments including the use of translators as appropriate and/or other vendors.
  • Provides eligibility determination notices to applicants/families and completes required documents
  • Encourages clients and family to fully participate in coordinating and utilizing the resources available
  • Identifies areas of unmet needs and may initiate referrals to existing community resources
  • Assures that all individuals and families are informed verbally and in writing of their right to appeal every time a decision is made to change, alter, or deny a service
  • Knows Title 17 and Title 22 licensing and DDS requirements
  • Knows all resources that serve our individuals who reside in various districts and develops expertise in accessing generic resources
  • Conducts required home visits and meetings in various settings



Education/Experience: A Bachelor’s Degree in social work, rehabilitation counseling or a related field from an accredited college or a Bachelor's Degree in Social Work plus four years of experience. The specific field of study for the Bachelor's Degree and the post Bachelor's years of experience may be waived only by the Executive Director if needed by the agency to meet a special need, e.g. services to specific cultural or monolingual groups.



Special Skills and Knowledge: Knowledge of principles, objectives and techniques of social work; individual and group behavior, human growth, development of family relationships; medical-psycho-socio-economic factors affecting individuals and families; techniques of intervention, referral and follow-up to community resources and facilities and various community organizations, and how to intervene constructively on the client's behalf. Ability to relate in a constructive and enabling manner to a wide variety of individuals and organizations; ability to relate in a positive manner with supervisor, co-workers, and others in the agency and community; establish and maintain rapport with clients and their families; prepare and present oral and written reports; maintain case records in a clear, concise, appropriate and timely manner.




Other: Use of an automobile, possession of a valid driver's license and automobile liability insurance for the minimum amount prescribed by law, OR ability to provide for independent transportation.


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