Intake Specialist

GENERAL SUMMARY

The Non-Medical Caregiving Intake Specialist plays a key role in the client onboarding process by assessing care needs, explaining agency services, and ensuring a seamless intake experience. This position involves direct communication with clients, families, and caregivers to facilitate the start of non-medical home care services.

ESSENTIAL RESPONSIBILITIES

Act as the primary point of contact for new clients and their families during the intake process.

Coordinate and conduct the initial in-home assessment with clients and families to understand their non-medical care needs (e.g., companionship, meal preparation, light housekeeping, transportation), collecting client information, including contact details, care preferences, and health-related concerns.

Ensure all required intake paperwork, service agreements, and consent forms are accurately completed and filed, maintaining the client’s records in the Agency’s system.

Provide detailed information about the agency’s caregiving services, policies, and pricing, answering client questions and concerns.

Assist in matching clients with suitable caregivers based on their needs and preferences

Work closely with scheduling and care coordination teams to initiate services promptly

Observe and report all safety hazards found in the home or care environment, or any significant or noteworthy observations regarding the client.

Communicate thoroughly and proactively with administrative personnel as to client concerns, complaints, or issues, as well as any scheduling exceptions.

Maintain client confidentiality in accordance with the Healthcare Information Portability and Accountability Act (HIPAA).

Collaborate with authorized stakeholders to ensure continuity of care and promote the client's overall well-being.

Stay updated on best practices and techniques in personal care and attend training sessions or workshops as required.

Follow up with client's post-intake to ensure satisfaction and address any concerns.

Maintain the highest level of discretion and confidentiality

PREPARATION, KNOWLEDGE, SKILLS & ABILITIES

• No previous education or experience is required, but helpful.
• Must be able to write, read, and understand the requirements in a client’s careplan; these are unique to each client.
• Able to pass a background check
• Must have reliable transportation & willing to travel frequently to client locations; this may include rural or more remote areas on occasion.
• Able to work independently and handle emergency situations with calm and professionalism
• Possess or be able to obtain a valid driver's license and insurance
• Be detail oriented, observant, and effective at organizing information and presenting that information verbally, on paper, and digitally.
• Demonstrate proficiency with Microsoft Office, including SharePoint, and the Agency’s case management system (Wellsky).
• Work with integrity, communicate effectively, and help create win-win solutions.
• Be kind, caring, compassionate, patient, and empathetic with our clients.

SUPERVISORY RESPONSIBILITY

No direct supervisory responsibilities other than team support, cooperation, and mentorship as experience is gained

WORKING CONDITIONS/PHYSICAL DEMANDS

In an average day, staff are expected to:

• Reach
• Sit, stand walk
• Use repetitive hand movements
• Type on a keyboard
• Use a computer
• Use a telephone
• Write