Description

Who We Are

Are you interested in working for an organization whose mission it is to enable frail, underserved, and multicultural senior communities to live independently at home and in their communities, for as long as possible?

Fresno Program of All-Inclusive Care for the Elderly (PACE) is dedicated to providing its participants with comprehensive health and social supports that are proven to effectively manage chronic conditions and to reduce the risk for premature institutionalization. PACE staff are leaders in the “aging in place” industry and we have had the honor of serving Fresno, Bakersfield and Orange County seniors and their families/caregivers.

Job Summary

Under the supervision of the Director of Business Development the Intake Specialist performs a variety of duties both clinical and clerical in nature. This position requires skill in planning, organizing and coordinating enrollment and retention activities, as well as the coordination of day to day administrative activities. 

Essential Job Functions

• Assists with receiving and coordinating all referrals. Updates referral tracker on a weekly basis. 

• Verifies Medi-Cal and Medicare coverage. Notification of insurance providers for prior authorization and services covered. 

• Assists with scheduling initial pre-enrollment and post enrollment assessments

• Updates Intake log for reporting to Program Director and Business Development Director. 

• Answers phone calls from prospective enrollees and provides information regarding eligibility requirements and PACE 

services. 

• Schedules face to face meetings with prospective enrollees to conduct intake and to provide a site tour. 

• Assists with the coordination of PPN assignments and orientation process

• Updates PrimeSuite and PaceLogic with new enrollment demographic data, including language requirements and “preferred 

provider.”

• Maintains intake files and reports.

• Coordinates requests for medical records, working closely with the medical records department, for newly enrolled PACE 

participants and provides information to IDT members as needed. 

• Assists with recruitment efforts by conducting outreach activities and designated provider and community locations. Assists 

with marketing activities and special projects as needed. 

• Participates at IDT and other meetings as needed.

• Assists Intake Coordinator to update Intake forms as requested by the Program Director

• Responsible for meeting target enrollment and Business Development goals.

• Responsible for adherence to all regulations, both federal and state, which govern the operations of a PACE organization and 

a licensed adult day care center.

• Responsible for adhering to CMS, DHCS, and PACE Policies and Procedures while conducting intake activities

• Maintain confidentiality regarding participant, staff, contractor, and organizational information.

• Follows the chain of command when reporting issues and outcomes

• Attend and participate in staff meetings, in-services, projects, and committees as assigned.

• Adhere to and support the center’s practices, procedures, and policies including assigned break times and attendance.

• Accept assigned duties in a cooperative manner; and perform all other related duties as assigned.

• Be flexible in schedule of hours worked.

• May require use of personal vehicle

Competencies

• Communication Proficiency 

• Customer/Client Focus 

• Technical Capacity 

• Thoroughness 

• Successful passing of PACE Marketing Exam within 90 days

Working Conditions and Physical Demands 

The working conditions and physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Ability to access all areas of the center throughout the workday.

• Ability to lift up to 35 pounds occasionally, 15 pounds frequently, and 7 pounds constantly; required to obtain assistance of 

another qualified employee when attempting to lift or transfer objects over 25 pounds.

• Requires constant hand grasp and finger dexterity; frequent sitting, standing, walking and repetitive leg and arm 

movements, occasional bending, reaching forward and overhead; squatting and kneeling.

• Ability to communicate verbally with an excellent comprehension of the English language.

• Work is generally performed in an indoor, well-lighted, well-ventilated, heated, and air-conditioned environment.

Requirements

Experience

• Minimum of one (1) year of documented experience working with a frail or elderly population. 

Knowledge, Skills, and Abilities

• Analytical

• Thorough knowledge of current concepts and practices of health and social services to the elderly, particularly of home- and 

community-based services, interdisciplinary team facilitation model, and clinical leadership expertise.

• Knowledge of utilization review, quality assurance, and managed health care concepts.

• Knowledgeable as an advocate for risk-based long-term care programs, specifically the PACE model.

• Basic familiarity with management information systems, including fiscal management issues.

• Excellent planning and supervision abilities.

• Ability to work effectively and harmoniously with staff, elderly, public and private agencies, governmental officials, providers 

of services, and peers.

• Energetic, well organized, dependable, flexible, and resourceful.

• Effective oral and written communication skills.

• Working knowledge of desktop application software (Microsoft Office).

Education and Certification

• Is medically cleared for communicable diseases and has all immunizations up-to-date before engaging in direct participant 

contact.

Core Values

• Respect at the core of our interactions.

• Honesty and Integrity with every endeavor

• Patient – Centered care aligned with participant values, beliefs, and preferences. 

• Encouragement that motivates and empowers others to be the best they can be. 

• Quality Care that is efficient, transformative and innovative.