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Intake Coordinator

Serene Health
San Diego, CA Full Time
POSTED ON 4/3/2026
AVAILABLE BEFORE 9/29/2026
Empowering Wellness, Transforming Lives

Optima Medical Management Group is dedicated to enhancing the quality of life by promoting wellness. At Optima MMG and all of its divisions: Serene Health, Community Support, and American TrueCare, our mission is to provide comprehensive support and care that not only addresses immediate concerns but also fosters long-term well-being.

As pioneers in the field, we aspire to lead in member care outcomes and set new standards for excellence and innovation. We are committed to empowering our members to achieve self-sufficiency in health, creating a ripple effect that strengthens families and communities.

Our work culture at Optima MMG is built on pride, passion, and a collective commitment to making a positive difference in people's lives. Our team members are dedicated problem-solvers who bring their unique skills and perspectives to the table. We believe that by fostering a collaborative and supportive environment, we can unlock the full potential of our team and, in turn, provide the best possible care to our members.

A career at Optima MMG is an opportunity to be part of a dynamic and forward-thinking organization. We encourage continuous learning and professional growth, providing our employees with access to industry experts, cutting-edge technologies, and a supportive community that values each individual's contributions. Join us on this journey to not only advance your career but to be a driving force in transforming lives and communities through passionate and fulfilling work!

Job Summary:

The Intake Coordinator is responsible for managing the intake and assessment process for new members, ensuring their needs are accurately identified and addressed. This role involves coordinating with various stakeholders, maintaining accurate records, and supporting both members and care managers in achieving their goals. The Intake Coordinator also plays a crucial role in data management, compliance, and communication to ensure efficient and effective service delivery.

Responsibilities:

  • Conduct member intake and assessments to determine placement requirements.
  • Identify necessary housing, health services, and non-housing supports to develop member action plans.
  • Assist and follow up with Enhanced Care Managers and members regarding resource and referral information.
  • Collaborate with management for member updates and case assignments to manage and monitor members’ progress and goals.
  • Update member files upon intake completion, and prepare documentation and reports on intake numbers.
  • Utilize provider portals to verify and update member status and information.
  • Maintain up-to-date knowledge of company requirements and platforms.
  • Prepare for and participate in weekly meetings to update team members on intake numbers, member statuses, and policy changes.
  • Build and maintain professional relationships with multiple providers.
  • Mediate between partnered health plans and their members.
  • Make intake calls as assigned and collaborate with the Operations Manager to reach team goals.
  • Perform additional duties as assigned.

Education and Experience:

  • High school, diploma or GED is required.
  • Previous experience in case management, social work, or healthcare coordination preferred.
  • Previous experience handling multiple clients over the phone preferred.

Required Skills/Abilities:

  • Excellent communication, interpersonal, customer service and organizational skills.
  • Proficiency in multitasking, organization, and attention to detail.
  • Ability to work in a team environment and independently.
  • Proficiency in Microsoft Office Suite, data entry and electronic systems.
  • Computer skills for documentation, email and communications.
  • Bilingual in Spanish preferred.

Physical Requirements:

  • Prolonged periods of sitting at an office desk on the computer.
  • Lifting: Able to lift up to 15lbs.

Pay range: $20 USD - $25 USD

Benefits

Our full-time employees are eligible for the following benefits enrollment after 60 days of employment:

Medical, Dental, & Vision Benefits: We have various insurance options for you and your family.

Short & Long-Term Disability Benefits: Protection when you need it most.

Voluntary Accident, Voluntary Critical Illness, and Voluntary Hospital Indemnity Plans: Added security for you and your loved ones.

Flexible Spending Accounts: Manage your finances with flexibility.

Employee Assistance Program (EAP): Support when life throws challenges your way.

401(K): Building your financial future with us. Effective after 1 year of employment.

Paid Vacation and Sick Leave: Flexibility for the planned and unplanned.

Paid Holidays: Quality time to enjoy celebrations.

Employee Referral Program: Share the opportunities and reap the rewards.

Company Discount Program: Enjoy savings on everyday expenses and memberships.

Equal Employment Opportunity

Optima Medical Management Group and its divisions are an Equal Opportunity Employer. Optima MMG is committed to providing employment opportunities for all qualified candidates without discrimination on the basis of race, religion, sex, sexual orientation, gender identity, age, national origin, citizenship, disability, marital status, veteran status, or any other characteristic protected by federal, state or local laws. Optima MMG is committed to providing reasonable accommodation for individuals with disabilities.

Pre-Employment

Optima Medical Management Group is a drug-free workplace. Employment is contingent upon a successful pre-employment drug screening and background check.

Salary : $20 - $25

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