Duties and Responsibilities:
1. Receives and coordinates all referrals, which may include notification of insurance
providers for prior authorization and services covered.
2. Takes physician orders and documents.
3. Assists prospective clients and referral sources in identifying appropriate services to
meet the client’s home care needs.
4. Provides referral source with Company scope of service, coverage area, etc.
5. Ensures quality relations and maintains a professional, high quality image to referral
source.
6. Mails correspondence and brochures to client and referral source when requested.
7. Evaluates referral for appropriateness of requested services.
8. Gathers client clinical and demographic information at time of referral and inquiry.
9. Enters referral information into Company software.
10. Communicates referral information to Clinical Manager or designee.
11. Assists with assigning referral to clinician for assessment and start of care.
12. Consults with branch management and clinical staff.
13. Maintains knowledge and education to remain current, efficient and productive as a home
care resource to referral sources.
14. Maintains confidentiality of all information pertaining to clients, families and employees.
15. Maintains positive and effective communication with clients, referral sources and
Corporate and branch staff.
16. Demonstrates self-direction to prioritize and accomplish job responsibilities.
17. Using discretion and independent judgement in handling patient or physician complaints
received, documents and forwards to appropriate administrative employees.
18. Provide direct patient care on as-needed basis, as assigned by Branch Manager.
19. Performs other related duties and responsibilities as assigned by the Branch Office.
Minimum of three years health care experience; intake and home health experience
preferred.
3. Knowledge of Medicare, private insurance and California Medical Assistance regulations.
4. Ability to promote and maintain a positive attitude and encourage others to do the same.
5. Able to handle stressful people and sensitive situations.
6. Excellent written and oral communication skills.
7. Strong organizational skills and the ability to work independently with minimal
supervision.
8. Demonstrates ability to make appropriate clinical judgements as it relates to the referral
process.
9. Proficient with computers and the ability to learn new software. Knowledge of Word and
Excel a plus.
10. Pass initial and ongoing background studies and screenings including but not limited to
those of the California Department of Health and the Federal Office of the Inspector
General’s List of Excluded Individuals and Entities.