What are the responsibilities and job description for the Referral Specialist position at Embark Care?

Title: Referral Specialist

Job Summary:

The Referral Specialist at Embark Care serves as the principal agent in establishing initial contact with all potential clients. This position ensures prompt communication, efficient follow-up, and seamless continuity of information about the in-home care services we provide. The Referral Specialist is responsible for managing the full referral cycle, from the initial inquiry to transitioning clients to the care team, helping to make their experience with Embark Care smooth and positive.

Qualifications:

Graduate of accredited High School Minimum of two (2) years’ experience in health or home care related positions. Must have the ability to work with and motivate people, possess effective written and verbal communications skills, have a thorough knowledge of agency functions and processes, must have a flexible schedule and be emotionally stable.

Transportation:

Reliable transportation with proof of current auto liability insurance.

Criminal History:

Must agree to and pass a criminal history check and Employee Misconduct Registry check.

Environmental and Working Conditions:

Perform duties in an office environment during agency operating hours. Must always be well groomed and dressed in appropriate attire. Ability to work flexible schedule. The ideal candidate will thrive in a fast-paced environment, possess exceptional organizational and interpersonal skills, and have a strong understanding of client-focused care processes.

Physical and Mental Effort:

Prolonged sitting required with ability to operate office equipment which may include heavy lifting, bending and standing. Ability to travel for client assessments/visits. Requires ability to always cope and work under stressful situations in a calm and courteous manner. Requires working under some stressful conditions to meet deadlines and to make quick decisions and resource acquisition; meet client/family individualized needs.

Reports to: Administrator/Alt. Administrator

General Duties and Responsibilities:

1. Manage all Client Leads/Referrals including data entry, initial contact, follow-ups, contract referrals and document all updates.

2. Reviews with care team, all employee and client information to ensure case placement of qualified, competent, and reliable personnel.

3. Evaluates environmental/working conditions of field employees during home visits, conveys any concerns to Administration.

4. Scheduling, supervision and orientation of caregivers as needed.

5. Maintains good standing in the community and attends public events as needed

6. Oversee Start of Cares

7. Manage Authorizations and required docs

8. Manage collection of Weekly task reports and mileage confirmation

9. Ensure Incident and Infection reports are reported to Administration in a timely manner

10. Ensure Client concerns and Caregiver concerns are addressed and reported to Administration in a timely manner

11. Reviews on-call log to ensure all messages are handled in a timely manner

12. Documents routine communication with employees and clients to ensure the quality of services being provided

13. Available during agency’s operation hours unless on paid time off or approved requested days off

14. Returns all phone calls transmitted by the phone within appropriate time, if not, documents reason call was not returned by next business day

15. Responds promptly and courteously to client and employee complaints and inquiries. Refers appropriately to Administration

16. Must be available to work a client case and complete immediate intakes if needed.

17. Completes updates on spreadsheet and in Axis Care for Inquiries, Starts, and Discharges

18. Assistance in all tasks delegated by Administrator/Alt. Administrator as related to agency functions

Benefits and Conversion Bonus structure discussed in person.

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Referral Specialist

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