Intake Coordinator

At Habitat Health, we envision a world where older adults experience an independent and joyful aging journey in the comfort of their homes, enabled by access to comprehensive health care. Habitat Health provides personalized, coordinated clinical and social care as well as health plan coverage through the Program of All-Inclusive Care for the Elderly (“PACE”) in collaboration with our leading healthcare partners, including Kaiser Permanente. 

Habitat Health offers a fully integrated experience that brings more good days and a sense of belonging to participants and their caregivers. We build engaged, fulfilled care teams to deliver personalized care in our centers and in the home. And we support our partners with scalable solutions to meet the health care needs and costs of aging populations. 
 
Habitat Health is growing, and we’re looking for new team members who wish to join our mission of redefining aging in place. To learn more, visit https://www.habitathealth.com. 

Role Scope: 

Habitat Health is seeking an organized and compassionate Intake Coordinator to guide prospective participants through the PACE enrollment journey. This on-site role focuses on coordinating home visits, supporting additional assessments and leading center tours to help enroll new participants. Intake Coordinators will also help ensure a smooth transition to the Interdisciplinary Team (IDT). The Intake Coordinator plays a key role in facilitating the enrollment process for prospective participants, as well as connecting outreach and clinical teams while delivering an excellent experience for older adults and their families. 

Core Responsibilities & Expectations for the Role 

• Work with cross-functional teams to effectively enroll prospective participants, including tracking of the prospective participant end-to-end enrollment process. 

• Schedule and coordinate home visits and follow-up appointments for prospective PACE participants.  

• Communicate daily status of prospective participants to outreach & enrollment team to ensure timely enrollment. 

• Collaborate with clinical teams to identify and facilitate any additional assessments needed prior to IDT presentation. 

• Serve as a welcoming guide during center tours, educating prospects and their families about the PACE model and services.  

• Track and manage leads through the enrollment funnel using a Customer Relationship Management (CRM) system and Electronic Medical Record (EMR) system.  

• Manage prospective participant EMR record and prospective participant enrollment requirements needed at each stage of the process. 

• Ensure timely and high-quality participant handoffs and a coordinated transition to the IDT.  

• Support on-site events and activities that generate interest and promote program awareness, including support in conducting enrollment conferences.  

• Maintain compliance with all federal, state, and Habitat Health policies and procedures. 

• Other duties as assigned. 

Required Qualifications:  

• Experience in healthcare or enrollment sales, with a track record of generating business-business or business-to-customer referrals   

• Experience working with State/County eligibilities workers 

• Proficiency in CRM software preferred   

• Experiences working with Frail Elderly   

• Highly motivated individual with minimum supervision   

• B.S./B.A. Degree in healthcare, Business Administration, or Marketing preferred   

• Must be able to lift and carry or otherwise move up to 25 pounds 

• Proof of current CPR/BLS certification required or requirement to obtain within 30 days of employment. 

• Proof of valid CA driver’s license, personal transportation, good driving record and auto insurance as required by State law. 

• Must be medically cleared for communicable diseases and current on all immunizations prior to participant interaction (including TB clearance). 

Preferred Qualifications: 

• Bilingual: Spanish/Mandarin/Cantonese preferred. 

Compensation:  

We take into account an individual’s qualifications, skillset, and experience in determining final salary. This role is eligible for medical/dental/vision insurance, short and long-term disability, life insurance, flexible spending accounts, 401(k) savings, paid time off, and company-paid holidays. The expected salary range for this position is $22 - $28 per hour and is bonus eligible. The actual offer will be at the company’s sole discretion and determined by relevant business considerations, including the final candidate’s qualifications, years of experience, skillset, and geographic location. 

Vaccination Policy, including COVID-19 

At Habitat Health, we aim to provide safe and high-quality care to our participants. To achieve this, please note that we have vaccination policies to keep both our team members and participants safe. For covid and flu, we require either proof of vaccination or declination form and required masking while in participant locations as a safe and essential requirement of this role.  Requests for reasonable accommodation due to an applicant’s disability or sincerely held religious beliefs will be considered and may be granted based upon review. We also require that team members adhere to all infection control, PPE standards and vaccination requirements related to specific roles and locations as a condition of employment

Our Commitment to Diversity, Equity, and Inclusion: 

Habitat Health is an Equal Opportunity employer and committed to creating a diverse and inclusive workplace. Habitat Health applicants are considered solely based on their qualifications, without regard to race, color, religion, creed, sex, gender (including pregnancy, childbirth, breastfeeding or related medical conditions), gender identity, gender expression, sexual orientation, marital status, military or veteran status, age, national origin, ancestry, citizenship, physical or mental disability, medical condition, genetic information or characteristics (or those of a family member), or other status protected by applicable law. 

Habitat Health is committed to the full inclusion of all qualified individuals. In keeping with our commitment, Habitat Health will take steps to provide people with disabilities and sincerely held religious beliefs with reasonable accommodations in accordance with applicable law.  Accordingly, if you require a reasonable accommodation to fully participate in the job application or interview process, to perform the essential functions of the position, and/or to receive all other benefits and privileges of employment, please contact us at careers@habitathealth.com. 

E-Verify Participation Notice 

This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.  If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment.  Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9. 

Beware of Scams and Fraud 

Please ensure your application is being submitted through a Habitat Health sponsored site only. Our emails will come from @habitathealth.com email addresses. If you feel that you have been the victim of a scam such as this, please report the incident to the Federal Trade Commission by selecting the ‘Rip-offs and Imposter Scams’ option: https://reportfraud.ftc.gov/#/.