Coord, Intake

Essential Function

• Maintains frequent professional and courteous communications with ESSC associates, funding sources, participants and their families, and other contacts; accurately relays messages as needed.
• Responds to reports, issues, and billing inquiries from funding sources, as well as inquiries from the Regional Center.
• Sends out participant termination notifications to appropriate parties and provides status updates for missing authorizations when needed.
• Manages data and documents correspondence; uploads reports, welcome packets and other related documentation in a computer-based records keeping system as outlined in TaskList.
• Uploads daily participant authorizations received by funding sources.
• Maintains monthly Medi-Cal list and sends to appropriate parties.
• Reviews and corrects reports as directed to ensure hygiene of data entry in practice management systems.
• Compiles intake data and sends to management on a monthly basis.
• Tracks missing authorization issues & follows up with Kaiser Permanente (KP) as needed.

Additional Duties

• Attends staff meetings, trainings, in-services, and other meetings as requested.
• Affords assistance with the orientation and cross-training of new Intake Coordinators.

Education, Experience, Knowledge, Skills, Abilities

• High School Diploma, GED or national equivalent.
• 1-2 years’ customer service and/or administrative support experience is required.
• Proficient in Microsoft Office applications (e.g. Outlook, Word, Excel, Skype) and related computer software; ability to learn new software programs as needed.
• Ability to maintain positive customer service interaction, and a high degree of professionalism.
• Ability to exercise discretion and maintain a high level of confidentiality.
• Ability to communicate effectively through oral and written skills, and work cooperatively with a variety of individuals and groups.
• Ability to obtain and maintain a criminal record/fingerprint clearance from the Department of Justice and Federal Bureau of Investigation per Easterseals of Southern California and/or program requirements.

Career Requirements

• Carrying/Lifting: occasional
• Standing: occasional
• Sitting: occasional
• Walking: occasional
• Repetitive Motion/Activity: The position requires frequent speaking and listening; frequent sitting and maintaining close visual attention to a computer/laptop/tablet.
• Visual Acuity: Environmental Exposure: The working environment is generally favorable. Lighting and temperatures are adequate, and there are no hazardous or unpleasant conditions caused by noise, dust, etc.