**Intake Coordinator and Field Supervisory Assistance

Intake Coordinator Assistance Responsibilities: As an Intake Coordinator, you will help our front-line team convert client inquiries into active clients. Key aspects of this role include:

1. Tracking prospects from initial contact to start of care and acting as a dedicated resource for community members in need. a. Maintains and presents data related to periods of time taken for each step of the intake process including the start of care date. SOC documented in records system. b. Checks in with Care Coordinators when “stalls” in progress occur and escalates the process up the organizational chart to ensure needed resources are provided as needed.
2. Your mission is to provide compassionate follow-up until all possibilities have been exhausted.
3. You will also be responsible for ensuring that all necessary documents are obtained according to the referral and that client setups align with payer source requirements, including accurate program and billing codes. a. Intake Coordinator will work with Care Coordinators to determine what forms/processes the Intake Coordinators will assist with to assure a reliable and seamless client onboarding (forms/processes assisted with should be consistent across Care Coordinator and plan type). i. Intake Coordinator will assist in development of a client onboarding flow sheet and associated process.

b. Assure live-in caregiver and Caregiver Select situations are identified early in the process and correct documentation is initiated, carefully following the HR onboarding flow sheet and associated processes. i. EVV Attestation of Exemption Form completed for each live-in that will be on time sheets. Performed as close to start of care plan as possible. ii. Assists HR in assuring timely and seamless onboarding of Caregiver Selects.

1. Assures that information about incoming caregivers is provided to HR and HR is updated regularly with the progress of the client case to assure that caregiver onboarding is complete before start of care. (THIS IS A CRITICAL FUNCTION and must be completed with 100% compliance). a. Please note, HR must complete CAPS check at least 5 days before orientation.

Field Supervisor Assistant Main Responsibilities: The Field Supervisor Assistant's role involves visiting the home, clients, and caregiver staff in the field. Your primary responsibility will be to ensure that the care plan is sufficient for the client and that the caregiver staff meets those needs. You may also be involved in a 6-week follow-up, either via phone or in person, after-boarding clients.

Western Slope In-Home Care

2 | P a g e As part of our collaborative team efforts, the Field Supervisor Assistant is responsible for handling calls on the first or second incoming groups as needed for quality assurance and to support our 24/7 call center. Providing communication support and ensuring calls do not go to voicemail is a high priority for our organization. In this role, your primary responsibility would be taking incoming calls and either routing them to the correct individual or engaging in problem-solving depending on the caller's needs. You would work within scheduled times to manage open shifts and call-outs, handle front-line communications, and delegate tasks to the appropriate staff members. Please note that you would not be responsible for new scheduling tasks unless specifically delegated by the Regional Scheduler.

Field Supervisory Assistance Responsibilities: • Documents and reports to care coordinators when there is a change in client status, change in service requirement, change in staff assigned to a case, or any unsatisfactory performance. • Participates in evaluating field staff regarding punctuality, reliability, assignments, and related matters. • Participates in the evaluation of client care plans every 90 days as needed. • Productive and uses time efficiently. • Follows instructions, is punctual, and attendance is acceptable. • Cooperates with care coordinators and with clients/family members. • Shows interest, asks questions, and seeks information. • Reporting: Enter necessary quality management and reporting responsibilities and reports as assigned by the Agency Director. Performs other duties as assigned. This may include building timesheets, assisting with product development, assisting with payer modification/billing adjustment projects, or simply filing or answering phones and providing customer service. Qualifications: High School Graduate At least two years of training and experience in home/health services. Excellent verbal and written communication skills (Spanish/English bi-lingual is a plus) Must have criminal background check. Must be organized and task oriented Excellent interpersonal skills with the ability to manage sensitive and confidential situations with tact, professionalism, and diplomacy. Excellent typing skills, the ability to listen to over the phone and type what you hear is particularly important.