• Intake Specialist I

    Location US-CA-Commerce
    Job ID
    Customer Service
  • Overview

    The Intake Specialist I will coordinate the enrollment process of potential PACE participants; requires minimum of two (2) years of experience in the healthcare industry. He/She will work with the Enrollment Development Specialists (EDSs) to assist in increasing the PACE program membership by effectively enrolling potential participants and support retention efforts. The Intake Specialist will be responsible for discussing and explaining the participant’s rights prior to enrollment into the PACE Program. He/she will be housed at the AltaMed PACE site they support and will act as the bridge between the Marketing and Operations team. The Intake Specialist I is responsible for managing participant’s enrollments; he/she will be the central point person and will work in conjunction with other PACE cross functional departments to ensure participants are enrolled in a timely manner. This role demands to work in a fast-paced and team environment, in collaboration with internal and external AltaMed operations teams. The Intake Specialist I will utilize the Customer Relationship Management System (CRM) to track and monitor all leads and will be responsible for daily status reports on marketing efforts and participant enrollment progress. Other responsibilities include assisting with identifying new referral sources; conducting outreach activities and generating enrollment leads through internal promotion activities. The Intake Specialist I must ensure consistent compliance with all state, federal, and company specific requirements.



    1. Must complete the PACE Marketing training program and achieve a 90% or better score on the State DHCS Marketing Representative Examination.
    2. Manage enrollment accounts from Visitor’s Day to Enrollment submission. a. Coordinate, tour, promote, and sell the PACE program to potential PACE participants and their families/caregivers on Visitor’s Day.

             b. Verify potential participant’s eligibility as outlined by DHCS/CMS regulations.

             c. Provide a thorough explanation of the PACE program highlighting Participant’s Rights and Lock-in Provision. Create and maintain

             the in- process ‘red’ binder for all enrollment accounts.

             d. Work with cross-functional departments to coordinate and schedule Interdisciplinary Team (IDT) assessments; coordinate and

             participate in IDT meeting; submit Level of Care (LOC) summary for DHCS review andapproval.

             e. Schedule and coordinate enrollment meeting with DHCS approved participants and their families/caregivers, review Participant

             Handbook, Participant Rights and lock-in provision; submit final approval documents to Data Operations; conduct home visits as


             f. Utilize the Client Relationship Management (CRM) system to track, monitor and document all enrollment accounts; ensure

             prompt and accurate delivery of daily CRM Tracker & monthly HPMS Report.

        3. Participates in marketing outreach efforts which include but are not limitedto:

            a. Canvassing service area for potential marketing opportunities.

            b. Assist in coordinating and developing marketing events (internal & external).

            c. Support EDSs in PACE presentations on and off site.


            d. Assist with coordination and execution of PACE events.

            e. Assist with distribution of flyers and marketing material.

            f. Assist in managing referral accounts and following-up with potential participants and referrals for enrollment efforts.

           g. Manage internal marketing efforts which include, Refer-a-Friend, walk-ins, ININ campaign calls.

       4. Provide additional support and coverage of another PACE locations as assigned.

       5. Performs other related duties as assigned.


    1. Associate’s Degree in Healthcare, Business Administration, or a related nursing field of study or a minimum of two (2) years of experience in the healthcare industry.
    2. CPR/FA certification required.
    3. Minimum one year experience working with elderly and their families preferably in a healthcare or community agency setting required.
    4. Marketing/Sales experience preferred.
    5. Bilingual: Cantonese/Mandarin/Vietnamese/English or Spanish/English required.



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