General Summary:

This is a support staff position requiring general and specific knowledge of back office procedures and related activity.  Primary focus is in the area of administration and providing initial and continuing contact with clients, referral sources, and providers in the School and Community Based Services, working with other administrative staff as required.  The Intake Coordinator is overseen by the Office Manager.

Principal Responsibilities and Duties:

Provides initial and continuing contact with clients, referral sources, and providers in the School and Community Based Services program. Creates and maintains client accounts by obtaining, recording, and updating personal and financial information. Identifies, prioritizes and coordinates insurance requirements and communicates information to the provider(s) and referral sources. Produces information by transcribing, formatting, inputting, editing, retrieving, copying and transmitting text, data and graphics. Prepares reports by collecting and analyzing information using multiple programs, including EMRs and Microsoft Office. Addresses offsite-related questions and issues by providing information and answering inquiries and requests. Maintains continuity among work teams by documenting and communicating actions and continuing needs. Provides administrative assistance to the Office Manager and program providers as needed. Recommends creative and innovative ideas and solutions to management by analyzing customer needs. Protects clients' rights by maintaining confidentiality of personal and financial information per HIPAA regulations. Maintains operations by following policies and procedures and communicating needed changes. Other duties as assigned.

Knowledge, Skills, and Abilities Required:

Requires possession of a high school diploma or GED. 2 years of relevant work, volunteer or student experience. Experience with EMRs and related software preferred. Basic Microsoft Excel and Word knowledge required, Intermediate knowledge recommended. Ability to provide a positive and friendly environment while assisting clients, providers and staff. Ability to perform clerical support tasks as assigned with minor direction. Knowledge of and ability to perform procedures and practices required in an effectively operated office, including the ability to balance needs of clients, providers and staff. Ability to be pro-active in seeking solutions and be able to work in a fast-paced environment. Willingness and ability to examine one’s own behavior, feelings and attitudes to facilitate productive relationships with clients, staff, and providers. Ability to establish and maintain empowering, trusting relationships with clients and staff. Ability to maintain appropriate boundaries and HIPAA Privacy regulations at all times. Maintain operations by following company policies and procedures. Ability to communicate orally and in writing.