REFERRAL SPECIALIST

Job Description

Job Description

Description:

Summary

This position is established for the purpose of providing support to functions of the Medicaid Services Division.

Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Assists the Medicaid Services Division staff with delegated tasks as needed.
2. Networks with physicians, other social service agencies, providers, and AAA District 5 staff to coordinate service for individuals and obtain signatures as needed.
3. Documents work activities in accordance with AAA5 and ODA specifications and time frames in prescribed computer programs, including, but not limited to: PIMS, Access Logs, Ohio Benefits, OneDrive, Excel, and Word.
4. Completes all components of the central referral process as assigned and according to established procedures and timeframes.
5. Contacts individuals and providers to initiate service and service changes as directed by the Case Manager 
6. Contacts individuals/representatives/informal supports to verify enrollment and referral information within established procedures and timeframes.
7. Maintains tracking logs, records, or reports as assigned.
8. Provides coverage and backs up other Medicaid Specialists, as necessary.
9. Assists in maintaining & upgrading computer applications. 
10. Maintains and promotes positive working relationships among Agency staff and the Aging Network.
11. Embraces the Agency’s culture and exemplifies the four keys of excellence: customer service, courtesy, safety, and efficiency.
12. Takes responsibility for exhibiting behaviors that contribute to service excellence.
13. Must maintain strict confidentiality and comply with all Agency HIPAA policies and procedures. 
14. Understands the Agency’s Conflict of Interest Policy and complies with the Ohio Aging Network’s requirements for disclosure.
15. Assists with and completes special projects and activities as assigned.
16. Participates in training to maintain and improve job skills.
17. Performs duties with respectful communications & behaviors.

Requirements:

1. Ability to prioritize, organize and maintain accuracy in a flexible job environment.
2. Ability to make sound decisions and demonstrate critical thinking skills.
3. Ability to relate well with all individuals, community agencies, and Area Agency staff.
4. Knowledgeable in Microsoft Word and Excel.

Embraces and exemplifies the Agency’s 4 Keys of Excellence

• Safety
• Customer Service
• Courtesy 
• Efficiency

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

While performing duties of this job, the employee is occasionally required to:

Carry job related items weighing up to 30lbs.

Stand; walk; sit, type, talk

HIPAA/Confidentiality

Must maintain strict confidentiality and comply with all Agency HIPAA policies and procedures.

Travel

Ability to travel.

Education and Experience

High School diploma and 2 - 3 years related experience or education. 

Other Duties

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.

This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.