Bilingual Intake Specialist- Omaha
Caring For All Inc
Job DescriptionJob DescriptionDescription: The Intake Specialist is responsible for managing all new client inquiries, coordinating service initiation, and supporting ongoing client needs. They are the client’s first impression of Caring for People Services. This role serves as a key point of contact for clients, families, referral sources, and internal staff, helping ensure a smooth and responsive intake and onboarding process for both Medicaid and private pay clients. The Intake Specialist will monitor the process from end-to-end, from initial referral to collaboration with the Care Manager team to day one of services. ESSENTIAL RESPONSIBILITIES:Intake & Client Onboarding· Serve as the first point of contact for all incoming inquiries (phone, email, referrals).· Conduct intake screenings to assess client needs, preferences, and service requirements.· Knowledgeable and able to explain services, care options, and pricing for private pay, VA, and Medicaid clients.· Coordinate and schedule in-home assessments.· Facilitate timely and smooth service start for new clients.· Offer suggestions on ways to simplify and streamline processes to provide optimal customer service.Medicaid & Documentation Support· Monitor, track and report on referrals through utilization of the CRM system.· Assist clients/families with required intake and waiver documentation· Ensure all paperwork is complete, accurate, and compliant.· Maintain organized and up-to-date client records. Client & Referral CommunicationBuild and maintain relationships with clients, families, and referral sources.Communicate with Care Managers, administrative support, and outside partners.Provide updates and respond to questions throughout the intake process.Assign new clients to Care Manager, schedule introductory meetings, and schedule care plan assessments.Handle sensitive conversations with professionalism and empathy.Follow up with clients once in service to ensure satisfaction.Coordination & Scheduling SupportCollaborate with scheduling staff to align caregiver availability with client needsAssist with scheduling tasks or last-minute coverage needs (as needed in a small team)Help ensure services are staffed appropriately at start of careFollow-Up & Growth SupportMaintain consistent follow-up with prospective clients and referral sourcesTrack and manage inquiries to support conversion into active clientsIdentify opportunities to improve intake flow and client experienceAdministrative & SupportEnter and manage client data in agency systemsSupport general office operations as neededAssist team members in a flexible, collaborative environmentAdapt to shifting priorities in a small team settingAssist with onboarding new caregivers as neededProvide front desk support, including but not limited to phone management, filing and calendar management.Caring for People Services® provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, CFPS complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. CFPS expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of CFPS employees to perform their job duties may result in discipline up to and including discharge. CFPS and individual franchises are independently owned and operated. Requirements: Required:High school diploma or equivalent1–3 years of experience in home care, healthcare, intake/admissions, or customer serviceFluent in English and Spanish (required)Strong verbal and written communication skillsAbility to handle sensitive situations with professionalism and empathyExcellent organizational and time management skillsAbility to multitask and work effectively in a fast-paced environmentBasic computer proficiency (email, data entry, scheduling systems)Valid driver’s license and proof of insurancePreferred:Experience working with Medicaid programs and/or private pay clientsKnowledge of non-medical home care servicesExperience with scheduling or care coordinationCustomer service or sales experience (especially converting inquiries to clients)Familiarity with EMR or home care software systemsExperience working with seniors or individuals with disabilitiesKnowledge of CRM systemsCOMPETENCIES:Empathy and professionalismInitiative and self-directionProblem-solving and adaptabilityStrong follow-throughTeam-oriented mindsetFlexible and able to work effectively in a variety of settingsExcellent communication skillsDemonstrate good decision-making skills
$35.72k - $53.57k
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