Intake Specialist

Description

Intake Specialist Responsibilities include the following.  Other duties may be assigned.

• Receives and reviews referrals, contacts and evaluates consumer’s eligibility for enrollment, determines what funding source the consumer participates in as outlined by program requirements.
• Provides full explanation of the Article 16 program, following appropriate guidelines and protocols to consumers and/or families.
• Verifies insurance and demographic information. 
• Provides patient with pre-appointment information and/or education appropriate to the nature of the visit.
• Obtains insurance authorizations for services as required by insurance company.
• Prepares consumer intake charts for treatment planning by therapist. Obtains all required documentation for consumers to participate in Article 16 program and forwards forms for approval.
• Contacts therapist when the new patient packet and prescription is completed. 
• Assists the therapists with scheduling appointments.
• Prepares and maintain patient charts (including filing and scanning).
• Ensure reports and records from outside organizations are secured for internal use and record keeping for Article 16 consumers.
• Monitors requirements for new script and notifies practitioner.
• Forwards written treatment plan to the Service Coordinators, group homes, primary physicians and Article 16 Medical director, and as appropriate to the caregivers and other referral sources.
• Interacts and communicates with physician offices, insurance companies and consumers for the purpose of obtaining information regarding the patient and services provided.
• Performs confirmation calls as needed.
• Copies/scans documents for patients requiring medical records.
• Answers calls and schedules appointments as required.
• Sends out information packets for new patient visits.
• Assists with calls to individuals’ families regarding insurance issues
• Updates patient demographic information in various Jawonio systems.
• Ensures patient paperwork and surveys are distributed as needed.

• Assists Program Director with monitoring and upkeep of the clinic physical space.

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Qualifications

Education/ Experience:

Prefer candidate to have 2 years of experience in a similar role in a clinical setting and working with OPWDD population. Candidate must possess proficient computer skills including MS Office (Outlook, Excel, Word, and PowerPoint).

Additional Requirements:

• Remain current in all required trainings.
• Must be cleared and maintain acceptable record under the NYS mandated criminal background check process.
• Must be clear and maintain an acceptable record under the Medical Fraud &Abuse clearance process.

Salary : $20