Intake Customer Service Representative

To continue “bringing the caring home and keeping the heart in all we do” the Intake Customer Service person ensures intake information meets established admission criteria and is processed accurately and efficiently to the appropriate team in order to service the patient in a timely manner.

• Ensures all referral sources are responded to efficiently effectively and pleasantly.
• Performs all customer service intake responsibilities in an accurate and complete fashion.
• Verifies patients have been discharged by confirming reports and contacting other departments as needed.
• Checks for discharge for any referrals and ensures all admittances are prepared according to schedule.
• Responds to all log inquiries from private duty services and other community resources.
• Answers phones follows up on referrals and gathers appropriate information including demographics physician contact and emergency contact info insurance related parties anticipated services fax med sheet /order for HH. Forwards self-referrals directly to RN/LPN or manager.
• Transcribes all information into records maintains E Discharge and transcribes all IAR’s and other referral information.
• Contacts all patients (especially referrals from Dr offices) using script to triage for appropriateness acceptance and scheduling to service verifying information for accuracy.
• Arranges lab work /DME/oxygen and documents according to standard.
• Accepts and documents calls/faxes from Community liaisons.
• Maintains running log of all admissions including liaisons. Completes any outstanding or delegated intake info from liaison. General Office Duties:
• Coordinates the distribution of correspondences within the department as necessary.
• Establishes and maintains an efficient effective secured well-organized and up-to-date record-keeping and filing system.
• Proficient in automated office system (i.e. Microsoft Word Excel) and any other software to perform various administrative duties.
• Consults with RN as needed to complete records verify coding and insure timely customer services and complete accuracy of records. OCCASIONAL DUTIES: Participates in organizational meetings and training venues as requested. Serves on appropriate agency committees. Serves as a preceptor or peer guide for students or new employees as requested.