Intake & Outreach Manager (Registered Nurse)
$135k - $145.6kAsian Health Services
Imagine a center where our seniors can receive transformative health care that will allow them to age at home and in their communities.
At Asian Health Services, we recognize that so many of our elderly patients continue to struggle to get the care they need because of challenges that go beyond the walls of the clinic.
- Supervise, coach, and develop Intake Coordinator(s) and related intake support staff (as applicable); set clear expectations, provide feedback, and support professional growth.
- Coordinate intake team staffing, coverage, and workload balancing to ensure timely response to referrals and completion of enrollment milestones.
- Establish and maintain standard work, training, and job aids for intake workflows; onboard new team members as the program scales.
- Partner with PACE leadership to define intake staffing model and hiring needs over time.
- Receive, triage, and track referrals in collaboration with intake/enrollment staff; ensure referral completeness and prioritize based on acuity and program capacity.
- Conduct or coordinate initial clinical screening (phone/in-person) to confirm appropriateness for PACE and identify immediate risks or care needs.
- Obtain and review relevant clinical records (hospital/SNF notes, medication lists, problem lists, recent labs/imaging as applicable) to support eligibility determination and IDT review.
- Coordinate scheduling and completion of required pre-enrollment assessments (e.g., nursing assessment, social work, PT/OT, nutrition, behavioral health as applicable) and ensure timely follow-up on outstanding items.
- Conduct home visits as needed to assess initial level of care needs, functional status, and home safety/barriers.
- Complete level of care (LOC) assessments.
- Partner with eligibility/enrollment staff to support Medi-Cal/Medicare eligibility workflows and provide clinical clarification when needed.
- Prepare clinical summaries for IDT intake review and enrollment decisions, including risk flags, functional status, and care needs.
- Ensure required consents, releases of information (ROI), and participant/caregiver education are completed and documented.
- Support participant and caregiver understanding of the PACE model of care and what enrollment entails (services, center-based care, 24/7 coverage, PCP assignment, pharmacy, transportation, etc.).
- Maintain accurate, timely, and complete intake documentation in the EHR/CRM per internal policy and CMS/DHCS requirements.
- Track intake timelines and required elements to ensure compliance with program standards, including IDT involvement and documentation of enrollment decisions.
- Support readiness for audits/site visits by maintaining well-organized intake files and evidence of required processes.
- Maintain current knowledge of and adhere to Medicare/PACE prohibited marketing practices and applicable outreach/marketing guidance.
- Own intake pipeline visibility and performance reporting (e.g., referral volume, cycle time to screening, cycle time to IDT decision, conversion rate); identify trends and lead improvement actions.
- Facilitate regular intake huddles with the intake team and cross-functional partners (eligibility/enrollment, social work, therapies, clinic) to resolve bottlenecks and ensure smooth handoffs.
- Identify and escalate operational risks (capacity constraints, high-risk referrals, documentation gaps) to clinical/operations leadership.
- Coordinate handoff from intake to ongoing care teams upon enrollment, including communication of clinical risks, pending needs, and initial care plan priorities.
- Ensure initial appointment scheduling (PCP visit, nursing follow-up, therapies) is aligned with participant needs and center capacity.
- Coordinate initial medication reconciliation and pharmacy setup in partnership with clinic nursing/pharmacy partners.
- Build and maintain relationships with key referral sources (health systems, SNFs, community providers, social services, CBOs) to facilitate high-quality referrals and clear expectations.
- Provide clinical education to referral partners about PACE appropriateness criteria and the intake/enrollment workflow.
- Closely track referral data and partner with PACE leadership to identify trends, bottlenecks, and improvement opportunities.
- Active California RN license in good standing.
- 2+ years of clinical nursing experience (geriatrics, primary care, home health, SNF, hospital case management, or similar).
- 1+ year of experience leading, training, or supervising staff (formal or informal).
- Strong assessment, triage, and care coordination skills.
- Experience communicating with older adults and caregivers across diverse backgrounds; commitment to person-centered, culturally responsive care.
- Proficiency with documentation systems (EHR/CRM) and strong organizational skills.
- Current BLS certification (or ability to obtain within an established timeframe).
- Valid driver's license and ability to travel for home visits (as required).
- Languages: Ability to speak and/or write in Cantonese and/or Mandarin.
- Excellent communication (verbal/written) and follow-through
- Ability to manage multiple intakes simultaneously with strong prioritization
- Comfort navigating ambiguity in a startup environment and improving processes
- Strong attention to detail and compliance mindset
- Collaborative, service-oriented approach with IDT partner
- Experience with PACE, managed care, complex care management, or transitions of care.
- Experience working in interdisciplinary teams.
- Bilingual capacity relevant to AHS participant population
- Collaborative, service-oriented approach with IDT partners
$135k - $145.6k
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