Job Summary:
The Intake Coordinator is responsible for coordinating future appointments and services that may be required by clients, promoting private-pay sales and creating a positive identity for the company, through promotional material personal visits to referral sources and visits/assessments with prospective clients at their homes or facilities.
Essential Functions :
- Receive inquiries via telephone, email, or other forms of communication, regarding the agency's services
- Document all service inquiry activity and data according to standards by maintaining a Customer Relationship Management database
- Schedule and assess potential and new clients in-home consultations or schedule for designated office personnel in a timely manner
- Be knowledgeable in the agency service lines, service fees, and client and caregiver base
- Communicate features, benefits, and advantages that relate to the identified needs of each potential client and referral sources
- Make follow-up contact via phone calls, letters, and emails to referral sources such as health care facilities, elder care attorneys/trust officers, CCRCs, case managers/discharge planners, Hospice, Medicare-certified in-home care providers, etc. inquiring about potential clients
- Make follow-up contact via phone calls, letters, and emails on RAH client referrals to other providers
- Follow up on non-converted clients by adhering to established follow-up procedures
- Performs case management activities for the individual clients, including but not limited to, assessments, patient/family teaching, and development and updating of the care plan
- Propose services and institute contractual agreements with clients
- Coordinate sales activity with all office staff to ensure appropriate follow-up
- Communicate information on competitive strategy to agency office staff
- Maintain an up-to-date competitive file, charge, and pay rates
- Pre-plan weekly sales activities, participate in developing annual sales goals
- Provide Owners with ideas and data that outline new service opportunities and sales potential
- Protect all company records and property
- Participate in educational opportunities in health care
- Create and develop promotional material as needed
- Promote the agency and its services in the community
- Visit community referral sources such as churches, senior centers, etc. with marketing materials
- Represent the agency at community functions and professional organizations
- Coordinates arrangements with other health care and equipment providers to assure continuity of care and adherence to the patient’s care plan
- Knows and interprets community resources available for continuity of patient care
- May be required to travel on company business
- Represent the Agency before the public as required by the Administrator
Education, Experience, Knowledge, Skills, Abilities and Availability:
- Should possess between 1 to 3 years of experience in the healthcare industry, ideally in a marketing coordinator role; sales experience is a plus. Experience in the home health care business preferred
- Must be creative, self-motivated, energetic, have a pleasant and helpful disposition, positive upbeat attitude, a good listener, empathetic, and able to relate well to client’s circumstance, situations, and needs
- Must possess effective written and verbal communication skills, problem-solving skills, and apply good judgment, while following standard procedures and guidelines
- Ability to clearly communicate with prospective clients and staff via telephone, email, and in person
- Demonstrate excellent perceptive listening skills, recording information in written format
- Flexibility on work schedule to meet needs and availability of prospective clients, referral sources, and events
- Be a person of integrity with high ethical and moral values and standards
- Have a valid driver’s license and use of an insured automobile or access to adequate transportation.
- Proficient with Microsoft® Windows, Word, Excel, and Outlook
- Ability to learn new contact management or scheduling software used in the course of regular duties
- Organized and a multi-tasker
- Knowledge of common medical terminology
- Able to work independently
- Be available as required for duty outside of normal office hours
Location: Totowa, NJ (Onsite)
Work Hours: 9am - 5:30pm, Monday - Friday
Salary: $45,000 - $55,000 DOE, Full-time employment