The Intake/Med Records Assistant is responsible for managing aspects of the patient intake process including communicating directly with patients and families, data entry, establishing and maintaining positive relationships with customers and referral sources, responding to customer requests and concerns, medical records.
II. DUTIES & RESPONSIBILITIES
1. Assists in daily patient referral and intake operations including providing direct oversight of the establishment and implementation of intake policies.
2. Ensures compliance with all state, federal, and Joint Commission referral/intake/Med Records regulatory requirements.
3. Implementation of improved work methods and procedures to ensure patients are admitted in accordance with policy.
4. Establishes and maintains positive working relationships with current and potential referral sources.
5. Ensures seamless transition of patients to home care by providing direct oversight of patient education and preparation for home care, plan of care initiation, and coordination of care with multiple service providers.
6. Works with Administrator, DPCS, Scheduler for necessary reports.
7. Builds and monitors community and customer perceptions of Pinnacle Home Health and Hospice as a high-quality provider of services.
8. Gathers, collates, and reports referral statistics including key customer referral trends.
9. Maintains comprehensive working knowledge of Home Health contractual relationships and ensures that patients are admitted according to contract provisions.
Pending Report
o Run pending report, sort by Scheduler and pending reason
ROC Status Location Report
o Run report and identify new SOC patients
o Follow up with referral source, patient/family
o SNF log/LTAC location
o EOE patients - tracking and bringing back on to service
o Keep track of lost opportunities, patients we are able to secure and sort by payor Admissions Report
The above statements are only meant to be a representative summary of the major duties and
responsibilities performed by the employee of this job. The employee may be requested to perform job-related tasks other than those stated in this description.
III.JOB REQUIREMENTS (Education, Experience, Knowledge, Skills & Abilities)
1. The Intake assistant must have healthcare experience, preferably in referrals/intake in a home health or hospice environment.
2. A home health and hospice background is preferred.
3. Demonstrates good communication, negotiation, and public relations skills.
4. Demonstrates autonomy, assertiveness, flexibility and cooperation in performing job responsibilities.
This position consistently supports and promotes compliance with the Code of Conduct by maintaining the privacy and confidentiality of information, protecting the assets of the agency, acting with ethics and integrity, reporting non-compliance, and adhering to applicable Federal, State, and local laws and
regulations, accreditation and licensure requirements (if applicable), and all policies and procedures.
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