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Intake Coordinator Lead

• Supervise employees within the Respite Services Department.
• Assist with receiving, reviewing, entering, and verifying consumer referrals when needed.
• Maintain ongoing communication (verbal and written) with service supervisors, case workers, consumers, the regional center, human resources, and other departments to effectively communicate and process changes in cases.
• Provide oversight in maintaining consumer files for all respite programs assuring that all contracts are current, consumer evaluation packets are updated on an annual basis and other required documents (i.e. CDER, IPP, etc.) have been completed and signed by the appropriate parties.
• Assist with terminating consumers per established company practices; maintain active and updated consumer census for active and terminated consumers; follow up with families to determine and confirm consumer status.
• Oversee that all data pertaining to new and/or amended contracts, terminations and inactive consumers have been accurately entered according to company policy, and within the allotted time.
• Support Intake Coordinators in entering all consumer compliance documents, increases/decreases in hours, share of cost letters and emergency hours (consumer paperwork) into appropriate respite system for the assigned respite programs in a timely and accurate manner.
• Monitor and update prospective/new consumer data into the appropriate respite system for all respite programs; ensure that prospects have a successful and complete onboarding.
•  Verify all consumer authorizations; maintain consumer prospect list. Rev. 3/2023
• Responsible for oversight and monitoring of home visitation and home evaluations. Will also conduct home visitations and home evaluations for assigned caseload.
• Ensure all consumers are assigned care providers as requested; assess family needs and desires, set up interviews and follow-up once care providers are selected.
• Conduct scheduled agency check-in with consumers; work with support staff to prepare, complete and distribute parent packets.
• Contact consumers to evaluate and obtain feedback on satisfaction of services provided.
• Responsible for implementing processes for utilization analysis and informing consumer families of contracted hours available.
• Will accurately run, complete, and maintain the monthly required reporting.
• Ability to function appropriately within all services-related company platforms.
• Continuously strive to provide excellent customer service, interpersonal communication and serve as a source of accurate information.

• Supervise and maintain qualified staff.
• Clearly communicate corporate expectations of performance and accountability.
• Determines and assesses standards of performance as a basis for annual performance reviews.
• Develops and communicates concise, evident, achievable, and timely performance outcomes.
• Ensures that employees receive the appropriate training and are provided the necessary tools to succeed.
• Fosters a cooperative and harmonious working environment to maximize employee morale and productivity.

•  Assist in other administrative areas of the organization when needed.
• As needed, provide coverage for Intake Coordinators; ensure that caseloads are maintained in the absence of the assigned Intake Coordinator.
•  Assist with quarterly care provider meetings, as needed.
• May periodically attend quarterly vendor meetings.
•  Attend all mandatory meetings in a timely manner.

• High school diploma or equivalent (GED) plus an Associate's Degree in human services, business administration, or a related field of study (2 years of experience may be substituted for 1 year of post-secondary education).
• A minimum of 1-2 years of experience in a supervisory role.
• Ability to read, write and communicate effectively in English and Spanish (Bilingual Required).
• Ability to type 30 wpm and do basic business arithmetic.
• Knowledge and practical experience in developmental services.
• Excellent organizational, time-management, and problem-solving skills.
• High attention to detail, and strong affinity for customer service.
• Practical application of MS Excel, MS Outlook, MS PowerPoint, and MS Word, and MS Teams for Windows required.
• Practical application of HelloSign and/or DocuSign and other cloud-based e-signature solutions/digital platforms.
• Ability to use standard office machines such as a personal computer, calculator, copier, fax machine, telephone, etc.
• Ability to utilize video and audio conferencing and online chat-based platforms such as Zoom.
• Valid California Driver's License.
• Valid Auto Insurance.