Intake Coordinator

                                                   Comfort Keepers Intake Coordinator

 Job Summary:

Under the general supervision of the General Manager/Owner, is responsible for conversion of inquiries for service requests to in-home visits.    Routinely interacts with other personnel as well as clients, family members, community providers/ referral sources, insurance companies, care managers, and other third party payors.

Qualifications:

High School diploma and and two years related experience and/or training.  Knowledge of health insurance, invoicing, payroll, and other related support duties in a service business is preferred

Requires proficiency computer skills (Office, Excel, Power Point)

Must possess and demonstrate excellent communication skills as well as positive professional, business image. 

Essential Functions:

·         Takes accurate referral/service request information by phone.  Determines type and duration of services necessary to meet client needs.  Quotes bill rate based on service provided and explains billing process.

• Performs insurance verification utilizing information collected on service request and obtains billing/coverage information for private insurance cases. 

• Communicates new assignments to care coordinator and scheduler.

• Processes data necessary to establish client service, client files, and initiate invoicing.

• Contacts clients to set up appointments for service delivery.

• Maintains statistics of weekly/monthly referrals and their sources.

• Participates in on-call rotation as assigned.  Participates in client case conferences as requested.

This job description is not intended to be all-inclusive.  The employee will be expected to perform other reasonable related duties as assigned.

Working Environment:

Office environment

 Position Physical Demands:

Walking, sitting, and standing with lifting limited to files and records typically not expected to exceed 5 pounds in weight.  Extended time at a computer work screen and on the telephone.