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INTAKE WORKER/COORD

Universal Health Services
United States, California, Madera
May 07, 2025
Responsibilities

POSITION SUMMARY

The Intake Coordinator is accountable for coordinating the Assessment and Referral activities at the facility. This position involves extensive contact with the community and interfaces closely with the Director, utilization review staff, River Vista Behavioral Health business office staff and clinical staff to insure continuity of communication. This position is also responsible for inquiry calls, insurance verification, payment collections at the time of admission and scheduling of evaluations and admissions.

QUALIFICATIONS

Education: High school diploma. Prefer some college or equivalent experience in a health care related field.

Experience: Minimum of two (2) years' experience in a customer-service field, preferably in a health care setting. Demonstrated knowledge of computer skills and demonstrated knowledge of customer service principles.

Additional Requirements: CPR and CPI training as outlined in New Hire Policy must be completed before providing direct care services.

Additional Skills: Ability to communicate over the telephone and in face-to-face situations. Ability to handle multiple tasks effectively. Ability to maintain the confidentiality of all information.


Qualifications

STANDARDS OF PERFORMANCE

THE ESSENTIAL JOB FUNCTIONS ARE CATEGORIZED UNDER THE JCAHO STANDARDS OF PERFORMANCE.

Assessment & Referral

  1. Telephone screening of all inquiry calls with appropriate referrals made for any emergency situations and appointments scheduled as indicated.
  2. Documents inquiry calls in system data base
  3. Coordinates with other mental health facilities to obtain clinical referral information and schedule referrals within a timely manner. (2 business days)
  1. Completes Admission paperwork in accordance with policy.
  2. Posts Appointment schedule for following day and distributes to the receptionist, nurse and the Director.
  3. Makes follow-up calls to those failing to show for scheduled appointments.
  4. Assists with insurance benefits verification and completion of financial responsibility agreement with parents to ensure financial requirements are met for admission

Professional Collaboration

  1. Serve as a source of information for referral sources regarding services provided by the facility
  2. Collaborates with Business Development Coordinator to provide referral source feedback, maintains referral source data base per system requirements
  3. Collaborates with Director of Transportation to ensure timely addition of patients to

transportation routes and facilitates parents needs related to transportation.

  1. Ensures patients and families receive an orientation to the program.
  2. Coordinates admissions with nursing staff to ensure timely admission to the program.
  3. Coordinates initial family therapy appointment as part of the admission process
  4. Coordinates transfer referrals from River Vista Behavioral Health ensuring clinical data is received timely
  5. Coordinates summer camp registration process
  6. Provides assistance with receptionist area as assigned
  7. Coordinates with River Vista Behavioral Health business office to insure compliance for upfront collection procedures. Prepares daily cash collections log, business office files and HMS insurance information.
  8. Verifies insurance upon admission and monthly for Medicaid and CHIPS

Specific Standards for the Care of Child Patients Ages 5 through 11

Specific Standards for the Care of Adolescent Patients Ages 12 through 18

Specific Standards for the Care of Adult Patients Ages 19 through 64

Specific Standards for the Care of Geriatric Patients Ages 65 and older

Specific Standards for the Care of Chemically Dependent Patients

Performance Accountability:

  1. Uses time constructively and in an organized manner to accomplish duties/responsibilities.
  2. Participates in business development activities
  3. Complies with all facility, department and corporate policies and procedures
  4. Attends all mandatory facility in-services and staff development activities as scheduled.
  5. Adheres to facility standards concerning conduct, dress, attendance and punctuality.
  6. Complies with Employee Code of Ethics/Professional Standards of Conduct
  7. Works as needed, including overtime, in case of emergency or as deemed necessary by supervisor.

Customer Service:

  1. Promotes and demonstrates through action, deed and communication, an environment of service excellence throughout the facility to include internal and external clients, families, co-workers, physicians and visitors.
  2. Answers telephone promptly (within 3 rings) and provides information as requested or schedules appointment.
  3. Works with team members in an effective manner
  4. Maintains confidentiality of patient information
  5. Demonstrates guest relations in communication, cooperation and assistance for patients, families/physicians, licensed practitioners/co-workers and visitors in a prompt and courteous manner.

Note: The essential job functions of this position are not limited to the duties listed above.

KNOWLEDGE, SKILLS, AND ABILITIES

THIS SECTION DESCRIBES WHAT KNOWLEDGE, SKILLS AND ABILITIES AN EMPLOYEE IN THIS POSITION SHOULD CURRENTLY POSSESS. THIS LIST MAY NOT BE COMPLETE FOR ALL KNOWLEDGE, SKILLS AND ABILITIES REQUIRED FOR THIS POSITION.

  1. Ability to react calmly and effectively in emergency situations
  2. Knowledge and utilization of crisis intervention techniques.
  3. Excellent customer relations skills.
  4. Excellent organizational and interpersonal communication skills.
  5. Skill in interacting with multiple individuals with diversified roles and perspectives.
  6. Skill in organizing and prioritizing workloads to meet deadlines.
  7. Skill in telephone etiquette and paging procedures.
  8. Ability to communicate effectively both verbally and in writing.
  9. Ability to operate in an unstructured environment, orchestrate a myriad of activities and to manage multiple priorities within complex systems.
  10. Ability to work at a rapid pace.
  11. Ability to use good judgement and to maintain confidentiality of information.
  12. Ability to work as a team player.
  1. Ability to demonstrate tact, resourcefulness, patience and dedication.
  2. Ability to accept direction and adhere to policies and procedures.
  3. Ability to recognize the importance of adapting to the various patient age groups (child, adolescent).

PHYSICAL, MENTAL, AND SPECIAL DEMANDS

THIS SECTION DESCRIBES HOW AN EMPLOYEE IN THIS POSITION CURRENTLY PERFORMS THE FUNCTIONS OF THIS POSITION. MODIFICATIONS TO THE MANNER IN WHICH THIS JOB MAY BE PERFORMED WILL BE REVIEWED ON A CASE BY CASE BASIS.

  1. Ability to stand, or walk up to six hours, sit for up to two hours.
  2. Ability to spend 20% of the workday outdoors in temperatures varying from 30 -100oF and 80% of the workday indoors in temperatures varying from 60 -85oF.
  3. Ability to occasionally push/pull wheeled carts from 200 lbs. (i.e. crash carts, patient on stretchers or in wheelchairs).
  4. Ability to frequently lift and carry up to 10 pounds; occasionally lift and carry up to 100 lbs.
  5. Ability to see well enough to read written materials.
  6. Ability to discern a variety of odors.
  7. Ability to handle hazardous/infectious waste on an occasional basis.
  8. Ability to work in an environment where the noise level is frequently high; where chemicals are frequently used in cleaning; where mechanical and electrical hazards may occasionally be present; and where dust, mist and stream are frequently generated in housekeeping tasks.
  9. Ability to respond to exposure to blood and bodily fluids.

MACHINES, TOOLS, EQUIPMENT, AND OTHER WORK AIDES:

THIS SECTION DESCRIBES THOSE MACHINES, TOOLS, EQUIPMENT, AND OTHER WORK AIDES AN EMPLOYEE IN THIS POSITION MUST BE ABLE TO USE.

  1. Computer and various software packages.
  2. Telephone and paging system.
  3. Calculator/10-Key.
  4. Copy machine.
  5. Medical Records
  6. Policies, procedures, plans and program manuals.
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