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Client and Family Intake Specialist

4 months ago

Madison, United States KGH Autism Services Full time

**About KGH**:
KGH is one of the few interdisciplinary autism therapy centers around, and we work together as a team to provide diagnostic services, speech therapy, occupational therapy, developmental, play-based ABA therapy, and mental health services to improve the quality of life for our clients and their family

**What will you do**:
The Client and Family Intake Specialist drives timely access to care by delivering exceptional customer service in helping prospective clients access services within KGH Autism Services This includes helping families navigate among different service options and helping determine the most appropriate services for the family and/or their child. This position serves as a critical point of contact for clients, caregivers, and outside referral sources, providing essential information about our programs.

**Responsibilities**:

- Review and promptly process referrals from all points of contact while ensuring compliance with privacy requirements
- Educate prospective families on all KGH service offerings as well as provide recommendations based on family/caregiver needs
- Conduct initial screenings and assessments to evaluate the appropriateness of some of our services
- Schedule clinicial consultation calls as well as clinical tours
- Communicate with clients throughout the benefit and initial paperwork process; responding timely to inquiries
- Explain clients’ benefits; answering all questions relating to billing and KGH’s financial policies
- Maintain accurate records within the organizations electronic health record (EHR) systems
- Coordinates the collection of initial and ongoing medical prescriptions necessary for evaluation and treatment
- Assist in the development and implementation of intake policies and procedures to improve coordination of services as well as timely access to services

**Requirements**:

- Bachelor’s degree in social work, family studies, education, communications, or related field, Master’s degree preferred
- Understanding of pediatric outpatient healthcare services preferred
- 2-3 years customer service or medical office experience preferred
- Prior benefit verification and/or intake, inside sales experience preferred
- Experience with Salesforce CRM Platform preferred

**What is in it for you?**:

- Hybrid work model - opportunity to work remotely 2 days/week
- Generous PTO policies - start with 15 days PTO along with 9 holidays, including your birthday PTO increases with tenure.
- Anniversary milestone program
- Full benefits package available to full time employees - medical, dental, vision, LTD, STD, life insurance policy, and EAP support
- 401K with 3% company match
- Company funded wellness package through a Lifestyle Spending Account
- Generous employee referral program
- Employee engagement opportunities, including events and activities

Pay: From $55,000.00 per year

**Benefits**:

- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Employee assistance program
- Health insurance
- Health savings account
- Life insurance
- Paid sick time
- Paid time off
- Referral program
- Vision insurance
- Wellness program

Schedule:

- Day shift
- Monday to Friday

Ability to Commute:

- Madison, WI 53713 (required)

Work Location: Hybrid remote in Madison, WI 53713