Clinical Intake Specialist

Join the dynamic journey at the company, where we're passionate about transforming care for individuals with complex needs.

We’re more than just a team; we're a close-knit community. Our shared commitment to caring for each other and those we serve is what sets us apart. Guided by our unwavering core values: Excellence, Compassion, Curiosity, and Integrity, we forge paths of success together. Join us in this transformative movement where you can contribute to making a profound difference every day.

At the company, our mission is to provide comprehensive care for more quality days at home.

ABOUT THE JOB

The Clinical Intake Specialist is an integral member of the Enhanced Care Management (ECM) team. In this role, the Clinical Intake Specialist works directly with clients to understand their needs and then connect them to the correct resource on our primary care management team. The successful candidate will be personable and professional via phone, able to quickly review medical charts and understand medical conditions, provide person-centered care, prioritize tasks effectively to support client engagement, and be motivated to help high need individuals with complex care needs.

At this time we are only considering applicants in the following states: Arizona, California (LVNs), Colorado, Illinois, Nevada, Oregon, Texas, Utah, and Washington.

WHAT YOU’LL DO

• Conduct outreach to newly referred clients and log activity in VyncaOS

• Conduct 8-12 intake visits daily, ensuring efficient and accurate assessments

• Assist clients in completing initial intake visit including a psychosocial assessment and care plan with goals of care

• Review medical charts and document client medical needs and suggested interventions

• Communicate critical information and client preferences to the care team for personalized care planning

• Utilize evidence-based practices, such as Motivational Interviewing, Harm Reduction, and Trauma-Informed Care principles

• Attend weekly Team Operations Meetings

• Maintain a structured and organized schedule to optimize client intake and engagement

• When unscheduled, perform proactive outreach to no-shows or clients who have not been contacted previously

• Stay available for warm transfers from field teams, ensuring same-day responses

• Thrive in a fast-paced, dynamic environment with an emphasis on meeting key performance metrics

YOUR EXPERIENCE AND QUALIFICATIONS

• Active, unrestricted California Licensed Vocational Nurse (LVN) license, or Bachelor’s degree in a related field, or Medical Assistant certificate issued by a recognized group (AAH, AAMA, AMT, NCCT, or NHA)

• Minimum of 2 years of previous intake or admissions experience in a high call volume environment

• Experience working with complex care clients and ECM Populations of Focus

• Experience with Health Gorilla or Health Record Systems

• Strong oral and written communication skills

• Positive interpersonal skills with a collaborative attitude

• Expert computer skills and proficiency in Google Workspace, MS Office, and internet tools

• Ability to work independently and stay highly motivated

• Capable of managing multiple tasks and navigating various platforms, with the ability to adapt and shift priorities as needed

• Bilingual (English/Spanish) highly preferred

• Willing and able to work Monday-Friday 8:30am-5pm Pacific Time, with the possibility of evenings and weekends

Keywords: Patient Intake, Admissions, Biopsychosocial Assessments, Individualized Care Plans, Healthcare, Remote

ADDITIONAL INFORMATION

• The hiring process for this role may consist of applying, followed by a phone screen, online assessment(s), interview(s), an offer, and background/reference checks.

• Background Screening: A background check, which may include a drug test or other health screenings depending on the role, will be required prior to employment.

• Job Description Scope: This job description is not exhaustive and may include additional activities, duties, and responsibilities not listed herein.

• Vaccination Requirement: Employees in patient, client, or customer-facing roles must be vaccinated against influenza. Requests for religious or medical accommodations will be considered but may not always be approved.

• Employment Eligibility: Compliance with federal law requires identity and work eligibility verification using E-Verify upon hire.

• Equal Opportunity Employer: At the company Inc., we embrace diversity and are committed to fostering an inclusive workplace. We value all applicants regardless of race, color, religion, age, national origin, ancestry, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, veteran status, disability, genetic information, citizenship status, or membership in any other protected group under federal, state, or local law.

• Environmental Conditions and Physical Requirements: Works with the company patients/clients remotely and/or in-person. Successfully performs the essential duties and responsibilities of the position through the use of physical activities as described below:

• Regularly requires sitting, standing, walking, talking, use of hands, listening, and observing.

• Regularly requires working at a computer for an entire shift (with appropriate breaks).

• Regularly requires use of laptop and video-conferencing technology.

• Occasionally requires reaching, stooping, bending, kneeling, and lifting items weighing 25 pounds or less.

• Occasional travel may be required to perform job duties, attend training, or company events.