Intake Coordinator
4 days ago
Hewlett
Job Description Job Title: Intake Coordinator Location: Hewlett, New York Job Type: Full-Time Department: Operations Reports To: Director of Operations Position Summary The Intake Coordinator serves as the primary point of contact for new and existing clients, referral sources, and caregivers for a non-medical home care agency. This role is responsible for managing all aspects of the intake process, including answering inbound calls, gathering client information, verifying insurance or payer-source eligibility, scheduling services, and coordinating communication between clients, caregivers, and internal staff. The Intake Coordinator plays a critical role in ensuring timely service initiation, accurate documentation, and smooth daily operations. Key Responsibilities Intake & Client Coordination • Answer incoming phone calls and respond to inquiries from prospective clients, families, referral sources, and staff in a professional and timely manner, • Complete intake for new clients, including collecting demographic, service, and payer information, • Enter and maintain accurate client data in the agency’s scheduling and/or electronic record system, • Communicate service details, start-of-care timelines, and expectations to clients and families Scheduling & Staffing Support • Schedule caregiver visits based on client needs, caregiver availability, and agency guidelines, • Coordinate schedule changes, cancellations, and call-offs, • Communicate schedules, updates, and care-related information to personal care assistants and aides, • Assist with resolving scheduling conflicts and coverage gaps Insurance & Payor Verification • Verify insurance eligibility and authorization requirements for non-medical home care services, • Obtain and track required documentation related to insurance, private pay, or waiver services, • Communicate coverage details and service limitations to clients and internal staff Caregiver & Internal Communication • Serve as a liaison between clients, caregivers, and office staff, • Communicate client preferences, care instructions, and service updates to aides, • Escalate concerns, complaints, or service issues to management as appropriate Administrative & Compliance Support • Maintain organized and accurate intake records and supporting documentation, • Ensure intake processes align with agency policies, procedures, and applicable regulations, • Assist with audits, reports, and administrative tasks as assigned Required Qualifications • Minimum of 1–2 years of experience as an Intake Coordinator or in an intake-related role within a non-medical home care or personal care agency, • Prior experience handling intakes, scheduling, and client coordination in a home care setting, • Knowledge of non-skilled home care services, workflows, and terminology, • Experience verifying insurance or payor eligibility for home care services Preferred Qualifications • Experience with home care scheduling or electronic health record systems, • Strong understanding of private pay, waiver, or managed care processes, • Bilingual skills a plus (not required) Skills & Competencies • Strong verbal and written communication skills, • Excellent organizational and multitasking abilities, • Customer-service oriented with a calm, professional demeanor, • Ability to handle high call volume and fast-paced environments, • Strong attention to detail and accuracy, • Ability to maintain confidentiality and professionalism at all times Work Environment • Office-based role with frequent phone and computer use, • On-Site