Intake & Insurance Verification Specialist

Want to be a DIFFERENCE MAKER? Join our team and BUILD BRIGHTER FUTURES.

WHY WORK FOR OAKLAND FAMILY SERVICES?

We know that in order for you to do your best work and meet our mission, you must be able to be your best self. At Oakland Family Services (OFS), we care about our staff as people first. We treat our team members like family and understand the importance of their families at home. We recognize the significance of flexibility and work/life balance. 

We also know that your success…is our success. That’s why OFS not only honors the talent and experience you bring; we actively seek to develop it. 

Oakland Family Services has proudly been named a Top Workplace for over ten (10) consecutive years, voted on by our own staff. We offer a warm, engaging, equitable, supportive, and inclusive work environment.

ABOUT OAKLAND FAMILY SERVICES

Oakland Family Services is a private, non-profit service organization serving our community and building brighter futures for more than 100 years. We proudly offer a continuum of prevention, education and treatment services that span the human life cycle. 

   OUR MISSION: Providing individuals and families the opportunity to build brighter futures.

   OUR VISION: Communities of thriving individuals and families. 

Between our strong commitment to our mission and a workplace culture that puts our staff first, we enrich the lives of those we serve, strengthen families, and build brighter futures for those we serve and those we employ.

WHAT’S IN IT FOR YOU?

• Competitive compensation.
• Comprehensive medical, dental, prescription, and vision coverage.
• Flexible Spending Accounts and HSA options.
• Retirement plan with a company match.
• Long-term disability insurance.
• Voluntary short-term disability.
• Life insurance and AD&D.
• Malpractice insurance.
• Paid time off benefits, including generous vacation, sick, personal, and bereavement days.
• Twelve (12) paid holidays, including a floating holiday of your choice!
• Annual pay increases, as approved.
• Employee assistance program for you and immediate family.
• Network of support for your health & well-being.
• Verizon cellular plan discount.
• Mileage reimbursement at the IRS rate.
• Loan forgiveness programs.

PLUS... 

• Commitment to diversity, equity, inclusion, and belonging.
• Family friendly practices and support.
• Flexible work schedules, as appropriate.
• Hybrid and virtual work options, as appropriate.
• Highly robust and comprehensive onboarding and training program.
• Paid professional development.
• Free online trainings that count toward continuing education credits.
• Employee assistance programs. 
• “Dress for Your Day” approach to dress code.
• Financial literacy education and workshops.
• Collaborative annual performance appraisals. 
• “Dollars for a Difference” program for clients and staff in need.
• And more!

WE KNOW CULTURE MATTERS…

We spend many hours of our day working. Workplace culture affects our well-being, how we feel about coming to work, and how we perform. Oakland Family Services prioritizes having a healthy, inclusive, equitable, and effective workplace culture. That’s why we proudly have twelve (12) defined cultural value statements that dictate how we operate. Cultural values are embedded into all we do and how we do it!

…MORE ABOUT OUR AWARD-WINNING CULTURE

• Our CEO wants to get to know staff personally and has an open-door policy. She hosts regular staff lunches and townhalls to answer questions.
• Open, honest, and transparent communication is celebrated.
• We practice giving the benefit of the doubt.
• We believe that feedback is the breakfast of champions! That’s why we have a staff suggestion program.
• We want our team members to feel valued. That’s why we have a staff recognition program. 
• Having FUN is an important part of the job! We love hosting events such as staff recognition celebrations and luncheons, road rallies, seasonal parties, food truck lunches, ice cream days, surprise giveaways, spirit weeks, Bring Your Child to Work Day, cook off/bake off contests, and more.

ABOUT THE OPPORTUNITY/WORK

The Intake and Insurance Verification Specialist is responsible for acquiring and maintaining current knowledge of Agency programs, including admission and eligibility criteria; for interviewing clients and potential clients to facilitate their choice of appropriate services based on expressed need, for the admission and maintenance of all Oakland Family Services’ Day One clients by preparing case records, scheduling client appointments, monitoring insurances and fees, and providing support services to the professional operations of the Agency. The Intake and Insurance Verification Specialist works cooperatively as a team with other staff and reports to the assigned Supervisor of Clerical Operations. 

• Accepts incoming calls or emails from clients requesting first time appointments for Day One treatment at all sites.
• Utilizes CareLogic, DocuSign and any other internal technology needed to complete responsibilities.
• Obtains all demographic and insurance information for the client and/or guarantor; correctly sets-up and maintains demographics, insurance, copays, deductibles, co-insurance, client-responsibility information in all systems ensuring that all information fields are completed as required.
• Utilizes various insurance information verification websites (i.e. Availity, Health Plan Benefits , Web-Denis, CSNAP, etc.) to obtain information about the client’s insurance benefits/coverage.
• Determines appropriate self-pay fees for income eligible individuals seeking mental health treatment without insurance coverage, and/or initiates process of collecting documentations for OCHN self-pay underinsured information for SUD clients with high commercial deductibles or copays who identify this need at the time of initial contact. 
• Notifies client of benefit coverage including co-pays, co-insurance and deductible information.
• Schedules client with appropriately licensed clinician based on population served (i.e., young children, geriatric clients, couples, etc.), insurance type and clinician availability.
• Sends intake paperwork that matches with their payer and program through DocuSign or Carelogic Client Portal.
• Completes entire process of taking the call, obtaining information, verifying insurance benefits and scheduling the intake all at the same time, as appropriate.
• With assistance, reverifies all commercial insurances annually.
• Actively maintains and works to engage clients on the Incomplete Point of Entry (IPOE) log in CareLogic.
• Partners with the Day One team to identify and eliminate barriers to service.
• Verifies commercial insurance for clients in the Specialized Services for Youth program, as needed, and enters insurance information into ODIN.
• Assists and/or provides coverage for all clerical duties including but not limited to; uploading documents into Carelogic, answering phones, checking in clients/collecting copays, and all other assigned duties. 
• Responsible for incorporating principles of diversity, equity and inclusion in work processes and in job functions. Responsible for promoting a feeling of welcoming, belonging, and acceptance to all clients and staff. 
• Other duties as assigned.

Does this Describe YOU?

• Minimum high school diploma or equivalent. Associate degree preferred.
• Demonstrated skill in office procedures, data entry, and human services.
• Understanding of HIPAA, patient rights, medical record processing and communication – desired. 
• Minimum two years of insurance knowledge/verification experience required.
• Well-developed verbal and written communication skills.
• Must be detail oriented. 
• Ability to establish and maintain good relationships with persons internal and external to the agency.
• Ability to accept supervisory direction and to work independently on assigned tasks.
• Selected candidates for this position must possess a sensitivity to the diversity of the Agency’s service population and candidate/employee population including (but not limited to) differences of culture, race, religion, gender, sexual orientation, and socioeconomic characteristics.
• Special abilities and skills necessary to perform the required tasks and that best meet the needs of the agency also will be considered. There may be some standards above that may be waived when compensating specifications or circumstances exist.