Job Description
Description Summary: The Intake & Referral Coordinator is responsible for overseeing the full intake process in a timely and thorough manner, from initial referrals through onboarding, with a strong focus on customer satisfaction and compliance.
Supervisory Responsibilities: N/A
FLSA Status: Non-Exempt
Work from home eligible: Yes-Hybrid
Duties/Responsibilities - Serve as a friendly, welcoming point of contact for individuals, families, case managers, external agencies and internal team members, providing clear and supportive communication at every stage of the intake and onboarding process.
- Coordinate the full intake and referral process from initial inquiry through eligibility determination to admission, ensuring procedures are implemented consistently and efficiently.
- Receive, review, assign, and track referrals to appropriate programs and services, maintaining up-to-date and accurate information in the BDS referral database.
- Maintain accurate records and documentation for all inquiries through determination of eligibility and admission, ensuring procedures are implemented consistently and efficiently.
- Develop, implement, and monitor procedures for intake, eligibility determination, and service referral.
- Ensure confidentiality and compliance with HIPAA, state, and federal regulations maintaining accurate records and documentation for all referrals, intakes and admissions.
- Provide reports, data analysis and training related to referrals, intakes and program trends to support agency decision-making and adherence to best practices.
- Monitor and ensure customer satisfaction, evaluating client experience during intake and onboarding, addressing feedback promptly and collaborating with team members to resolve challenges.
- Assist with outreach efforts and build relationships with community partners and referral sources.
- Performs other related duties as necessary or assigned.
Requirements - Strong knowledge and understanding of IDD services systems, HCBS waiver system, BDS and other services available
- Excellent communication, organizational and problem-solving skills
- Ability to work independently and collaboratively as part of a team
- Excellent interpersonal skills with a warm, approachable communication style.
- Proficiency with computers and data entry.
- Strong writing skills.
- Consistent follow-through and attention to detail.
- Strong time management and organizational abilities
Education And Experience - Bachelor’s degree in social work, human services or related field
- Three to five years of experience in IDD services or related field
Physical Requirements - Prolonged periods sitting at a desk and working on a computer
- Must have ability to lift/move materials weighing up to 50 lbs. periodically
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