Referral Specialist NEEDED ASAP
TRI-VALLEY, INC.
Tri-Valley, Inc.
Position: Information & Referral Specialist Rev. 7/26
Reports to: Community Services and Information Supervisor
Basic Function: To provide referral assistance, information, outreach services, as well as
maintain up-to-date comprehensive resource files.
Responsibilities:
Triage Calls for referrals, information, and Case Manager on Call Support.
Enter referrals that are received into the computer system.
Complete documentation for Caremanager On Call assistance that you provided.
Assist with booking transportation for consumers with the contracted providers that Tri-Valley utilizes.
Monitor the Email Boxes, Voice Mail Box, and Information Box and provide necessary follow-up work.
Maintain and update Resource Library on community agencies, benefits, and other informational resources that are often requested.
Encourage utilization of resource materials; serve as a staff and public contact on available resource information.
Provide training and support for staff regarding I&R services including participating with the I&R Team in creating a monthly newsletter for staff
Gather statistical data monthly.
Examine statistics and make recommendations about where outreach activities should be focused.
Complete presentations and outreach to increase knowledge in the community of the function of I&R and the services that Tri-Valley, Inc. offers.
Participate in a minimum of 40 hours a year of training around I&R related topics.
Maintain and update Emergency Disaster Resources and Emergency Shelter Resources.
Participate in staff and team meetings to discuss homecare and other related issues.
Maintain work area in a neat and professional manner.
Perform miscellaneous duties and assignments as directed by immediate supervisor.
Meet with supervisor on regular basis.
Essential Functions/Qualifications:
High School Diploma required; College Degree preferred; minimum of 2 years of relevant experience in a social services environment.
Regular and reliable attendance.
Organizational and time management skills
Communication Skills with consumers, physicians, employees, family members, providers (telephone, email or in person, as needed)
Cultural competency and the ability to provide informed advocacy
Knowledge of home and community-based service systems and how to access and arrange services
Outreach and educational services
Public benefits
Written communication skills
Demonstrated analysis and problem solving skills
Meet deadlines in a timely fashion
Able to develop and maintain positive effective relationships with providers, consumers, and the public
Works as a member of a team
Works independently
Maintain Confidentiality
Attention to detail
Ability to Meet deadlines
Computer Acuity
Software Windows, Word, Excel, Power Point, Outlook
Ability to be flexible and work in a fast-paced environment
Maintain production at program/department standards
Physical Demands:
Computer access
Must be able to sit for periods of time at computer
Must be able to carry files of up to 5 pounds and laptop.
Work Environment:
Traditional Office Environment
_____________________________ ___________________________ _____________
Employee Name (printed) Signature Date
_____________________________ ___________________________ _____________
Employer Representative (printed) Signature Date TRI-VALLEY, INC.
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