Position Purpose

Under the supervision a Referral Supervisor, the Intake Referral PA is responsible for resolving referrals, assigning referrals, and other data management. Additionally, identifying, researching, documenting, and resolving the appropriate level of support tasks while demonstrating a customer-focused philosophy. This position may work directly with people accepting services and/or support the work of the care management team. They will adhere to all performance, quality, customer service, and coordination standards as assigned by the department management team.

Essential Duties .

• Processes assignments to Intake CM’s from Web, Email, or telephonic referrals for LTSS.
• Reviews referrals for HCBS-CLLI, HCBS-EBD, HCBS-CMHS, HCBS-BI, HCBS-SCI, CHCBS, HCA, PACE and NF.
• Completes activities in prescribed database systems including assigning of referrals to Intake CM, processing/tracking referrals, attaching documents, updating referral statuses, care manager reassignments, updating start/end dates for people supported, and demographic updates to each case record as needed, in Astro, CCMS or any additional database system
• Scans incoming records, renames according to standards, and attaches to the correct case
• Maintains accurate and up-to-date tracking for work completed in either SharePoint, excel or any other database system
• Prepares and sends PMIPs to physicians for individuals receiving services
• Provides timely follow-up on all related duties with CMs, supervisors, managers, people accepting services, families, and provider agencies as necessary
• Conveys a positive and professional image of the organization to others
• Provide support to co-workers and Supervisor on assigned tasks
• Performs other duties as assigned by Supervisor, Manager, or Associate Director

Knowledge, Skills and Abilities

• Ability to effectively communicate both orally and in writing
• Ability to problem-solve and think critically when issues arise
• Ability to maintain strict confidentiality and adherence to HIPAA laws and other regulations
• Ability to effectively prioritize multiple responsibilities and projects independently
• Ability to be a positive team player, adapt to changes, and stay organized
• Ability to be accurate with work as well as efficient.

Minimum Qualifications

• PA requirement High School Diploma or GED
• Proficiency in Microsoft Office Suite, Adobe acrobat reader, and basic PC/Internet skills
• Minimum typing speed of 50 wpm

Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Actively communicate with people supported and stakeholders.
• Works with people supported, RMHS staff, and stakeholders.
• Ability to meet/work with staff, stakeholders in a variety of settings.
• Attends staff, team and department meetings.
• Attends in-services, staffing and other meetings with supervisor’s approval. May be appointed to committees.
• Develops and maintains records, plans and reports.
• Lift and/or carry 20 lbs.
• Sit, stand and walk for reasonable periods of time.
• Maintains prompt and regular attendance.
• Performs related work as assigned.