Intake Specialist

Intake Specialist

Position Description

Department: Operations

Location: Corporate Office or Regional Operations Office

Reports To: Admissions Director

FLSA Status: Exempt

Company Summary:

Beacon is a successful and national behavioral health company providing residential-based services and supports to children and adults with Intellectual and Developmental Disabilities, Severe Mental Illness, Autism, and high-acuity behaviors. All activities related to this position must be delivered in compliance with the company's policies and procedures, accreditation standards, state and federal licensing requirements, HCBS guidelines, and the contractual requirements of Community Mental Health Agencies and other regulatory bodies. You are expected to be aligned with the goals and mission of the organization, and to perform in accordance with our "I CARE" core values of the organization - Integrity, Compassion, Advocacy, Respect and Excellence.

Position Summary:

The Intake Specialist is responsible for coordinating the intake process for persons receiving services with Beacon Specialized Living. Represents Beacon to potential referral sources and attends fairs and meetings that give Beacon an opportunity to promote its services. Obtains applicant information, screens applicants, attends meet and greets and pre-placement meetings, completes the intake process and ensures potential individual is admitted to services or referred elsewhere, and prepares reports on intakes and admissions. The Intake Specialist is also responsible for updating the CRM system in a timely manner and generating reports based on the data gathered.

Primary Responsibilities:

Always be compliant with all company and regulatory policies and procedures.

Provides information about Beacon Specialized Living to individuals and families inquiring about services.

Organizes and performs timely intake procedures on referrals, including completion and collection of intake/referral documents.

Serves as a liaison to referring party and follows up regarding outstanding documents and needed items to start services.

Maintains a database for efficient collection and retrieval of referral information.

Pre-screens consumers by comparing individual's situation/condition to intake and authorization criteria; evaluates and accepts or rejects individuals based on authorization criteria. Informs individuals seeking services when they are not eligible at the time of intake, by providing the reasons to the consumer and the referral source and providing recommendations for alternate services.

Prepares intake and admission reports by collecting, analyzing, and summarizing data and trends.

Update the CRM system promptly and ensure accuracy of all data entered.

Team Member Expectations:

Must be compliant with company and regulatory policies and procedures.

Participate and contribute to weekly, bi-week or monthly leadership calls. Be prepared to report on applicable KPIs that best reflect the performance of your team.

Preserve and protect the privacy, confidentiality and security of all medical records, proprietary and other confidential information relating to Beacon Specialized Living, its Individuals, Team Members, activities and affiliates, in accordance with all applicable laws (especially HIPAA) and contract terms.

Promote Beacon in a positive manner and lead by example, modeling our core values in everyday behavior.

Monitors and corrects employee gossip, harassment, favoritism, and other negative social workplace behaviors to ensure a positive and productive work environment.

Understand how to approach and communicate with everyone at all levels.

Treat everyone with dignity and respect while responding to their needs.

Maintain and sustain a safe community environment and workplace.

Apply trauma-Informed Care principals recognizing the presence of trauma symptoms and acknowledging the role trauma may play in an individual's life.

Promote trauma-informed care at all levels of the organization and help create a culture that is sensitive to the feelings of our Individuals and avoid responding negatively to stigmas that they will never truly understand.

Follow Beacon's policies, procedures, and manuals.

Cooperates with Beacon Specialized Living, the Department of Human Services (DHS) staff or any other regulatory body during any inspection, investigation or inquiry.

Accept other duties as assigned.

Professional Conduct and Management Effectiveness:

In addition to evaluating your work performance you will be evaluated for the following work behaviors:

Job Knowledge: Depth and breadth of knowledge supporting our organization goals.

Quality of Work: Freedom from errors and mistakes, timeliness. Accuracy, quality of work in general.

Quantity of Work: Work output of the employee.

Reliability: The extent to which the employee can be dependent upon to be available for work, do it properly, and complete it on time. The degree to which the employee is reliable, trustworthy, and persistent.

Initiative and Creativity: The ability to plan work and to go ahead with a task without being told every detail and the ability to make constructive suggestions.

Judgment: The extent to which the employee makes decisions which are sound. Ability to base decisions on fact rather than emotion.

Cooperation: Willingness to work harmoniously with others in getting a job done. Readiness to respond positively to instructions and procedures.

Compliance: Always be compliant with all company and regulatory policies and procedures.

Attendance: Faithfulness in coming to work daily and conforming to scheduled work hours.

Planning and Organizing: The ability to analyze work, set goals, develop plans of action, utilize time, and delegate work as appropriate. Consider the amount of supervision required and the extent to which you can trust employees to carry out assignments conscientiously.

Directing and Controlling: The ability to create a motivating climate, achieve teamwork, train, and develop, measure work in progress, and take corrective action.

Decision Making: The ability to make decisions and the quality and timeliness of those decisions.

Problem Solving: The ability to assess a problem, identify options or solutions, formulate a plan, execute the plan, and achieve and sustain positive outcomes.

Embrace, support, and manage the business in accordance with Beacon's Mission and Core Values.

Education and Qualifications:

Bachelor's degree in related field preferred.

1-3 years of admissions experience in health care or human services setting.

Must pass criminal background check.

Must possess a valid Driver's License.

Proficient in speaking, reading and writing the English language.

Approved by state, federal and government entities to work within BSLS programs.

Ability to use office equipment, including BSLS information technology systems.

Skills and Abilities:

Must be able to communicate and function in an interdisciplinary team.

Strong computer skills utilizing various software programs and applications.

Excellent oral and written communication skills.

Ability to create professional employee communication materials.

Capable of working well with all levels of the organization.

A professional demeanor.

Demonstrated ability to multi-task.

Ability to work with little daily supervision.

This is a full-time position. Days and hours of work are Monday through Friday, 8:00 a.m. to 5:00 p.m. Occasional evening and weekend work may be required as job duties demand.

Other Duties:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.