The Intake Manager oversees the intake coordination for the Agency and assures communication between the Account Executives and the offices as it relates to all patient referrals. Additionally, they may function as an Intake Coordinator. They establish and answer inquiries regarding homecare and disseminate information. Establish effective and efficient means of coordinating patient referrals and forward appropriate information to management designee for establishing treatment plan.

Patient Population: N/A  

Essential Functions:  

• Always ensure internal and external customer service a priority 
• Serve as liaison between Agency and physicians, hospitals, clinics, and other agencies, and enhance rapport with them. 
• Apply knowledge of Medicare eligibility criteria, agency admission policies, and community resources
• Demonstrate strong interviewing techniques needed to elicit accurate, quality information from patients and referral sources. 
• Effectively answer all inquiries regarding agency services and disseminate appropriate information including referrals to community resources.  
• Interpret philosophy, policies, and procedures of the Agency 
• Receive, document, and key into computer system all incoming patient referrals via telephone, facsimile, or other source. 
• Perform data entry accurately resulting in accurate electronic data reference files.  
• Support referral process through effective communication with DOCS and facilitate patient admission and establishment of treatment plan.  
• Assign patient to correct office and communicates referral to appropriate Clinical Manager and Account Executive. 
• Maintain daily log of patients referred and accepted for care and ensure an adequate flow of information pertinent to patient care. 
• Maintain a record of patients referred and not accepted along with the reason for non-acceptance. 
• Add new physicians to computer system; check UPIN and credentials. 
• Add new referral sources to computer system. 
• Process reports daily, weekly, monthly as deemed necessary. 
• Monitor and report on referral Utilization. 
• Serve as resource for Intake Coordinators and Account Executives. 
• Function as a resource to all staff on a daily basis. 
• Perform patient satisfaction survey based on agency protocol. 
• Perform visits as dictated by the Agency’s needs (if applicable) 
• Reviews of clinical information contained in the referral for special orders and clinical information notifies DOCS of pertinent information. 
• Demonstrate commitment and professional growth by participating in in-service programs and maintaining/improving competency. 
• This description is a general statement of required essential functions performed on a regular and continuous basis. It does not exclude other duties as assigned.  

Supervises: Designated department staff

Experience:

• (2) year experience in general office environment.
• Preferred, health care experience. 

Skills:

• Ability to communicate verbally and in writing effectively. 
• Demonstrates proven decision making skills. 
• Must read, write and comprehend English.
• Must be able to utilize multiple computer information systems including electronic medical record systems, electronic patient referral systems, and Microsoft Office.

Education:

• High school diploma or equivalent. 
• Employee must hold a minimum of an active, unencumbered LVN/LPN licensure.

Licensure/Certification:

• It is the responsibility of the employee to maintain their licensure before it expires to continue employment.

Physical Requirements:

• Prolonged sitting, standing, and walking required.
• Ability to handle stressful situations in a calm and courteous manner at all times.
• Requires working under some stressful conditions to meet deadlines and Company needs.

Environmental/Working Conditions:

• Remote