Intake Coordinator I or ll

About the role

The WMS Intake Coordinator is responsible for providing customer-friendly initiation to WMS services, including total coordination, processing, and scheduling of patient referrals for services. All services provided will be person-centered and culturally competent. The WMS Intake Coordinator must demonstrate patience with clients, be aware of culturally appropriate behavior and its effects on the responses of clients and be flexible based on the needs of each client.

Qualifications

• High School Diploma (or equivalent) for Level I
• Associate degree in Addiction or related field for Level II, or equivalent education/experience
• Minimum 3 years’ experience in a medical office, ambulatory care, behavioral health, or similar setting
• Current BLS/AED preferred
• Bilingual in English/Spanish preferred

Licenses and Certifications

• Level II requires current CADC‑I or QMHA‑I certification
• Must maintain a valid Oregon Driver License (or ability to obtain upon hire) and be insurable under the organization’s auto liability coverage policy (minimum 21 years of age, with no Type A violations in the past 3 years, or three or more Type B violations)
• Current BLS/AED preferred
• Bilingual in English/Spanish preferred

Essential Functions

• Provides initial contact with all referral clients, which may include initial interviews with clients for self‑ or professional referrals
• Follows up on referrals in a timely manner to ensure appropriate care is received, client is prepared for intake, and understands the WMS process
• Communicates with patients in a timely basis for all scheduling requirements
• Follows protocols for proper authorization and processing of all referrals
• Enters all referral, hospital, outpatient, and other patient specialty health service information into the EHR according to agency policies and procedures
• Establishes a rapport with incoming clients
• Schedules clients for WMS intake and assigns to a bed in the EHR
• Ensures all referrals with co‑occurring mental health or medical concerns are staffed with the treatment team, including medical/nursing staff when applicable, to determine that all entry criteria have been met
• Obtains the necessary information to facilitate authorization for insurance‑pay clients and provides the needed information and contacts to the clinical staff prior to entry into the program
• Discusses treatment and fee agreements for self‑pay clients’ contracts prior to entry
• When the client enters the program, provides the needed information to the office and clinical staff
• Attends and participates in daily treatment team meetings to provide updates on incoming patients
• Tracks census and monitors all beds for both state‑funded beds and the private sector, to maintain the proper ratio of beds available
• Works closely with the billing department and individual counselors to ensure billings and private payments are completed as required
• Performs other related duties as assigned by the Program Supervisor/Director