The Case Management Intake Assistant supports the intake process for clients seeking services. This position assists case managers by handling administrative tasks, preparing intake documentation, such as incoming pre 1 authorization requests, scheduling appointments, and ensuring accurate client data entry. The ideal candidate is detail-oriented, customer-service driven, and passionate about helping others.
Key Responsibilities
- Assist with the intake process by preparing forms, collecting documentation, and verifying client information.
- Answer phone calls and respond to intake-related inquiries.
- Schedule intake assessments and follow-up appointments.
- Enter and update client information in case management systems and databases.
- Maintain organized digital and paper files in compliance with privacy and confidentiality standards (HIPAA).
- Support Case Management Manager with data tracking and reporting.
- Help clients understand the intake process and provide referrals when needed.
- Perform general administrative tasks such as copying, scanning, and document filing.
Job Requirements
- High school diploma or equivalent required; Associate's degree in Human Services, Social Work, or related field preferred.
- Must have previous medical field expertise in working in a health insurance company or HMO plan with authorizations, patient referrals and customer service.
- Must have knowledge of ICD 10 and CPT 4 and an understanding of the healthcare forms (UB 04 and CMS 1500).
- 3-year experience working in the field.
- Strong organizational and multitasking skills.
- Proficiency in Microsoft Office products and data entry.
- Excellent communication and interpersonal skills.
- Ability to always maintain confidentiality and professionalism.
- English language is a must; other languages are a plus.