CCM Pilot Intake Coordinator Case Management (CCM)
Position Summary
The Intake Coordinator serves as the first point of contact for patients, families, providers, and referral sources entering the case management program. This role is responsible for receiving, screening, processing, and coordinating referrals to ensure timely, appropriate enrollment into case management services. The Intake Coordinator works closely with case managers, clinical teams, and operational staff to support care coordination, access to services, and a positive patient experience.
Key Responsibilities
Intake & Referral Management
Receive and process referrals from hospitals, providers, health plans, community agencies, and internal sources
Conduct initial screening to determine eligibility, urgency, and appropriateness for case management services
Obtain, verify, and document demographic, clinical, insurance, and referral information accurately
Assign cases to the appropriate Case Manager or care team based on acuity, service line, and capacity
Communication & Coordination
Serve as a liaison between patients, families, providers, health plans, and internal clinical teams
Communicate intake decisions, next steps, and expectations to patients and referral sources
Schedule initial assessments and ensure timely handoff to the assigned Case Manager
Respond to inquiries via phone, email, and electronic referrals in a professional and timely manner
Documentation & Systems
Enter and maintain accurate data in electronic health records (EHR), case management platforms, and referral tracking systems
Ensure compliance with documentation standards, regulatory requirements, and organizational policies
Track and report intake volume, turnaround times, and referral outcomes as requested
Quality, Compliance & Patient Experience
Adhere to privacy, confidentiality, and HIPAA requirements
Support quality improvement initiatives related to access, timeliness, and care coordination
Provide culturally sensitive, customerfocused service to diverse patient populations
Identify barriers to care access and escalate concerns appropriately
Administrative Support
Assist with eligibility verification, insurance authorization processes, and benefit coordination
Maintain updated intake protocols, screening tools, and workflows
Participate in team meetings, training, and process improvement activities