Intake Specialist
4 weeks ago
Solon, United States
Thrive Peer Support LLC
Full time
Description- Process referrals as they come in to ensure clients receive service in a timely manner
- Check eligibility of clients who come in from various referral sources
- Obtain pertinent insurance information and demographic information
- Document organizing and uploading into client charts
- Screen any inquiry calls on general information
- Collaborate with management on any issues related to referrals
- Recommend process improvements to the referral process to management
- Ensure compliance with all regulatory requirements in regards to the processing of referrals
- Handle all incoming calls to the mainline and transfer as appropriate
- Outreach to referrals
- Work in unison with the clinical team to ensure clients get through the intake process swiftly and are connected to services as soon as possible
- Monitor clients in conjunction with other internal teams in the EHR to ensure the process is flowing smoothly
- Collaborate internally to ensure smooth referral process on new projects and programs
- Assist in sitting at the front desk and completing administrative tasks for the office
- Other duties as assigned
- Knowledge of eligibility requirements for Medicaid
- Detail oriented individual
- Solid communication skills (written and verbal)
- Problem solving ability
- Ability to handle sensitive and confidential information
- Well-organized and able to balance multiple projects and deadlines simultaneously
- Ability to work with others in a team effort
- Capability to efficiently complete tasks in a fast paced environment
- Proficient in industry related software
- Previous experiencing managing the intake of referrals
