Assessment/Intake Coordinator-Home Health

Position Summary

The Assessor / Intake Specialist serves as the first point of contact for prospective clients seeking home care services. This role is responsible for gathering client information, conducting initial assessments, determining care needs, and coordinating service initiation. The position ensures a smooth intake process while delivering a high level of customer service and compliance with regulatory standards.

Key Responsibilities

Client Intake & Coordination

• Respond to inquiries from prospective clients, families, referral sources, and healthcare providers
• Collect demographic, medical, and insurance information during intake process
• Verify eligibility, benefits, and payer requirements (private pay, Medicaid, Medicare, etc.)
• Schedule and coordinate initial assessments

Assessment & Care Planning

• Conduct in-home or virtual assessments to evaluate client needs, risks, and preferences
• Identify required level of care, including personal care, companionship, and skilled services (if applicable)
• Develop and document preliminary care plans in collaboration with clinical staff
• Ensure care plans align with regulatory and company standards

Documentation & Compliance

• Maintain accurate and timely documentation in agency systems
• Ensure all intake forms, consents, and authorizations are completed properly
• Coordinate and manage electronic signature workflows using platforms such as DocuSign or SignWell
• Adhere to HIPAA and confidentiality guidelines
• Support compliance with state and federal home care regulations

Customer Service & Relationship Management

• Provide clear, compassionate communication to clients and families
• Address questions, concerns, and service expectations
• Build relationships with referral sources such as hospitals, physicians, and case managers

Interdisciplinary Collaboration

• Work closely with nurses, case managers, schedulers, and caregivers
• Communicate client needs and updates effectively across the care team
• Participate in case reviews and continuous care improvement efforts

Qualifications

Education & Experience

• Associate's or Bachelor's degree in healthcare, social work, or related field preferred
• Minimum 1-3 years of experience in home care, healthcare intake, or case coordination
• Experience with Medicaid/Medicare processes is a plus

Skills & Competencies

• Strong assessment and analytical skills
• Excellent communication and interpersonal skills
• Ability to manage multiple cases and priorities in a fast-paced environment
• Proficiency in electronic medical records (EMR) and Microsoft Office
• Experience using electronic signature platforms such as DocuSign or SignWell
• Strong organizational and documentation skills

Key Performance Indicators (KPIs)

• Timeliness of intake completion
• Accuracy of documentation and assessments
• Client satisfaction scores
• Conversion rate from inquiry to active client
• Compliance with regulatory requirements

Preferred Attributes

• Compassionate and client-focused mindset
• Attention to detail and critical thinking
• Ability to handle sensitive situations with professionalism
• Knowledge of community resources and care services