Job Summary:
The Intake Scheduling Specialist processes referrals; explains the program(s) and their benefits to potential enrollees and their families; addresses Medicaid issues of potential enrollees to Entitlement department and timely follows up on their resolution; schedules RNs visits, communicates to referral source about status of referrals; assures accuracy of data entry and demographic updates; provides office assistance to Intake/Outreach department and performs related duties as assigned.
Essential Functions:
Process incoming referrals by reviewing documentation for accuracy, completeness, and eligibility, and entering required information into internal systems.
Assist with obtaining follow up documentation, including outreach to providers, clients, or vendors to secure missing or updated records required to advance referrals.
Schedule appointments efficiently, ensuring proper alignment of client needs, provider availability, and program requirements. Manage and maintain the shared intake inbox, triaging all incoming communication, responding to inquiries, and routing messages to the appropriate team members promptly.
Coordinate with external vendors to confirm availability, provide updates, and ensure smooth scheduling workflows.
Track and monitor referral statuses, following up proactively to prevent delays and maintain accurate documentation.
Support continuous workflow improvement by collaborating with the intake team and identifying opportunities for process optimization.
Perform any other job related duties as requested.
Education and Experience:
High School or GED required
Associates degree preferred
Two (2) years experience in healthcare setting preferred
Experience in working with scheduling system (EHR/EMR platforms and shared inbox tools (Outlook shared mailboxes) required
Competencies, Knowledge and Skills:
Excellent verbal and written communication skills
Strong organizational and time management skills, especially in handling multiple referrals and deadlines simultaneously
High attention to detail when reviewing documents, entering data, and managing schedules
Accurate data entry and documentation skills with a focus on consistency and quality
Fluent English communication skills, both written and verbal
Bangla-speaking bilingual candidates to support communication with diverse client populations
Professional, clear communication style when interacting with clients, providers, and vendors
Strong customer service mindset, with the ability to respond promptly and professionally to inquiries
Ability to resolve scheduling issues, identify conflicts, and provide solutions calmly and effectively
Strong follow through, ensuring referrals progress without unnecessary delays
Analytical thinking to identify missing information, anticipate scheduling conflicts, and escalate when needed
Adaptability and resilience in fast paced or high volume environments
Licensure and Certification:
None
Working Conditions:
General office environment; may be required to sit or stand for extended periods of time
Travel is not typically required
Compensation Range:
$41,200.00 - $66,000.00CareSource takes into consideration a combination of a candidate’s education, training, and experience as well as the position’s scope and complexity, the discretion and latitude required for the role, and other external and internal data when establishing a salary level. In addition to base compensation, you may qualify for a bonus tied to company and individual performance. We are highly invested in every employee’s total well-being and offer a substantial and comprehensive total rewards package.
Compensation Type (hourly/salary):
HourlyOrganization Level Competencies
Fostering a Collaborative Workplace Culture
Cultivate Partnerships
Develop Self and Others
Drive Execution
Influence Others
Pursue Personal Excellence
Understand the Business