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Intake Specialist I
2 months ago
- Coordinate, tour, promote, and market the PACE program to potential PACE participants and their families/caregivers.
- Verify potential participant's eligibility as outlined by DHCS/CMS regulations.
- Provide a thorough explanation of the PACE program highlighting Participant's Rights and Lock-In Provision. Initiate, follow and evaluate case progress utilizing the prescribed enrollment process flow.
- Work with cross-functional departments to coordinate and schedule Interdisciplinary Team (IDT) assessments, coordinate and participate in IDT meeting; submit Level of Care (LOC) summary for DHCS review and approval.
- Schedule and coordinate enrollment meeting with DHCS approved participants and their families/caregivers, review Participant Handbook, Participant Rights and lock-in provision; submit final approval documents; accompany home visits as required.
- Utilize the Client Relationship Management (CRM) system to track, monitor and document all enrollment cases, ensure prompt and accurate coordination of disciplines.
- Participates and collaborates in creating successful marketing outreach efforts which include but are not limited to:
- Canvassing service area for potential marketing opportunities.
Assist in coordinating and developing marketing events (internal & external).
Support EDRs in PACE presentations on and off site. - Assist with coordination and execution of PACE events, especially center-based events
- Assist with distribution of flyers and marketing material.
- Assist in managing referral accounts and following-up with potential participants and referrals for enrollment efforts.
- Manage internal marketing efforts which include walk-ins and campaign management.
- Canvassing service area for potential marketing opportunities.
- Provide additional support and coverage of another PACE locations as assigned.
- Performs other related duties as assigned.
- Bachelor’s degree in healthcare, business administration, or a related field of study preferred.
- Healthcare experience and a thorough understanding of medical terminology and the healthcare reimbursement space – Medicare, Medi-Cal – required.
- Excellent customer service and service recovery skills.
- Strong case management skills. Ability to work closely with cross-functional team members including nursing and other healthcare providers. Strong ability to manage client relationships.
- A demonstrated history of success in goal attainment.
- Excellent communication and presentation skills, both oral and written.
- Must be proficient with computer applications including spreadsheets, word processing and Customer Relationship Management (Salesforce).
- Excellent decision-making ability, customer service, negotiation, and dosing sales skills.
- Possess the capacity to work in a high-stressed, high paced environment while maintaining a positive attitude.
- Self-motivated and able to work independently with minimal supervision.
- Bilingual preferred: English/Spanish; English / Cantonese or Mandarin Chinese; English / Vietnamese or other.
- A passion for working with the senior and underserved populations. Ability to sit, stand, stoop, reach, lift (up to 40 pounds), bend, etc.; hand and wrist dexterity to utilize keyboard.
- Travel within assigned territory up to 60% of the time to healthcare provider and agency sites, programs and special functions.
- Valid driver's license, reliable transportation and insurance coverage required.
Center for Elders’ Independence is a PACE (Program of All- Inclusive Care for the Elderly) organization that uses an interdisciplinary team approach to care planning and care implementation for the purpose of providing high quality, affordable, integrated health care services to the elderly, including an Adult Day Health Center, and promoting autonomy, quality of life and the ability of individuals to live in their communities. Unlike other healthcare plans, CEI is not a "fee-for-service" plan. It is a “capitation” healthcare plan. CEI is paid a set amount for each person enrolled in our program, whether or not that individual seeks care. We are a growing company that offers stability and continues to thrive.