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JE
CSRC Intake Specialist
Jewish Family & Children's ServiceUnited Statesfull_timeVerifiedPosted 14 Aug 2025
About the role
Overview
Intake Specialist - Customer Service Referral Center: The CSRC Intake Specialist receives calls from people seeking behavioral health and/or medical services, verifies eligibility for the services, and schedules initial intake appointments.
Responsibilities
- Receives incoming calls
- Determines whether requested services are available.
- Determines availability of funding source to support requested services.
- Schedules client appointments, verifies funding source data, and obtains required authorizations.
- Creates Referral Demographic documents in EHR system.
- Scans/Emails copies of faxed referrals and client information to the various sites' receiving parties.
- Enters client information into tracking spreadsheet.
- Remains aware of agency Intake capacity limits and assists clients with accessing appropriate outside resources during those times when intake services may be closed or limited.
- Performs other related job tasks or responsibilities as assigned.
- Schedules Transportation was necessary.
- Conducts reminder calls for appointments as needed.
Qualifications
- High School diploma or GED
- Bilingual in Spanish & English strongly preferred. Pay Differential offered.
- Eligibility & Enrollment experience preferred.
- Previous experience working with DCS preferred.
- Experience using NextGen EMR preferred.
- Previous customer service or call center experience desirable.
- Must receive/maintain DPS fingerprint clearance.
Benefits of Working with JFCS:
- Numerous professional development and career growth opportunities.
- Generous paid time off / sick time allocations
- Comprehensive Employee Benefits package, including medical, vision, dental, & more.
- Wellness Coaching
- Employee Assistance Program
- Eligibility for Loan Forgiveness Programs in many positions.
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