Entitlements Specialist-Coordinator-ED534809

ENTITLEMENT SERVICES JOB DESCRIPTION: ENTITLEMENTS SPECIALIST  COORDINATOR

Takes direction from the Entitlement Services supervisory/management staff in the carrying out of assignments that include the processing, maintenance and completion of the following Entitlements Specialist Coordinator job tasks and responsibilities: 

MAINTAIN ENTITLEMENT CASE RECORDS:

• Maintains Entitlement client case records in a timely and accurate manner – the up-to-date filing of all incoming entitlement correspondence, inter- and intra-agency documents and information documents relating to the resident’s entitlement case.
• Maintains an up-to-date and accurate written record, in the Contact Notes section of the client case record, of all Entitlement interactions with residents, and with all the entitlement systems, and inter- and intra-agency contacts pertaining to the resident’s entitlement case.
• Utilizes the Entitlement case record as an analytical tool to be able to efficiently access entitlement information when problems arise and for other purposes, e.g., statistical surveys, departmental reports, etc., and is able to use this resource to problem solve and to present this information for supervisory review.
• Archives hardcopy files in compliance with records retention policies.
• Maintains any and all additional ICL Entitlement forms and procedures that may be developed to enhance the full range of maintenance of case records task.

 

MAINTAIN THE MONTHLY ENTITLEMENTS ACCOUNT RECORDS AND ANY ADDITIONAL ACCOUNTING PROCEDURES THAT ENSURE THAT ALL THE CLIENT’S BENEFITS ARE ACTIVE AND IN PLACE:

• Maintains an accurate and up-to-date monthly Entitlements programs’ Benefits Amounts spreadsheets. This will be accomplished by the timely recording of all incoming entitlement funds that finance a resident’s program fees plus PNA amounts.
• Utilizes this account record as an analytical oversight tool to ensure ongoing receipt of client eligible entitlement funds and to monitor the flow of client entitlement funds.
• Maintains accurate and up-to-date Direct Deposit records of SSA eligible consumers. The Specialist is responsible for timely processing all necessary paper work for opening and closing Direct Deposit.                                                                                                                                              
• Scan all copies of the prior month entitlement checks into Entitlements folder.
• Maintains any and all additional ICL forms and procedures that may be developed to enhance these recording and analytical tasks.

MAINTAIN AND UPDATE THE LATEST DEVELOPMENT IN ENTITLEMENT BENEFITS

• The Specialist is familiar with and able to readily use The Public Benefits Research Center (PBRC) Manual.  
• The Specialist is able to utilize and integrate any new entitlements information accessed through the use of electronic and other media (such as: PDR - the Physician’s Desk Reference, POMS – the collection of SSA rules and regulations, HRA Policy Directives, ACCESS HRA), in his ongoing case management activities. 
• The Specialist is able to utilize any type of resources in order to prepare presentations for consumers and clinical staff.
• Maintain the electronic data system and uses e-mail service on a daily basis.

MAINTAIN DAILY CLOSE INTERDEPARTMENTAL RELATIONSHIP WITH THE VARIOUS ICL DEPARTMENTS AND IS ABLE TO FULLY UNDERSTAND AND PROCESS THE FINANCE REPORTS AND THE ADDITIOANAL FORMS AND PAPERWORK THAT ARE REGULARLY ISSUED:

• The Specialist is able to read and understand the regularly ICL - issued reports and is able to integrate the reported information into his or her ongoing case management activities.
• The Specialist is able to analyze Finance reports, research individual consumer’s information,   and determine further actions.
• Maintain an on-going contacts with other ICL Departments, programs’ staff, clinical managers and doctors to maintain accurate and up-to-date clients’ case management activities.

DEVELOP AND MAINTAIN COLLATERAL CONTACTS:

• Access, develop and maintain collateral agency contacts and relationships in order to better process entitlement information and documents so as to maximize the resident’s entitlement benefits.
• Utilize these collateral agency contacts as an on-going resource for additional entitlement knowledge and as a means of expanding and enhancing the Specialist’s advocacy skills.
• Communicate in an effective manner, both orally and in writing, with wide range of c