Non-Clinical Intake Coordinator

Position Overview:

Key Responsibilities:

1. Referral Management:

• Monitor and maintain the Excel file containing referral information for home health and hospice patients.

1. Patient Chart Creation:

• Create and update patient charts in MatrixCare promptly and accurately.

1. Case Manager Follow-Up:

• Contact case managers to obtain discharge dates missing from referrals or orders.

1. Eligibility Verification:

• Check patient eligibility for home health and hospice services via insurance portals.
• Ensure that insurance coverage is in-network with the service provider and verify that the patient’s address is in Connecticut.
• If the address is not in Connecticut, consult with the patient regarding the possibility of changing it with their insurance provider and inform them of the 24-48 hour processing time.

1. Insurance Communication:

• Communicate any out-of-pocket costs to patients if their insurance meets eligibility criteria.
• Print and attach insurance eligibility and benefits documentation in the patient’s chart in the MatrixCare.

1. Physician Coordination:

• Call the primary care physician listed in the referral/order.
• If the physician declines to sign home health orders, inquire whether the patient has another physician who can authorize the orders.
• For cancer patients, confirm if the oncologist is willing to sign all necessary documents for the entire episode of care.

1. Welcome Call Duties:

• Confirm the patient’s address and phone number for scheduling the SOC (Start of Care) visit.
• Verify if the patient can sign documents independently.
• Assess the patient’s homebound status; if the patient is not homebound and has commercial or Medicare insurance, inform them that intake can only proceed if they have Medicaid coverage.
• For patients who can drive and perform daily activities, confirm that they do not meet homebound criteria and advise them to contact the private duty nursing department.
• If the patient cannot be accepted, notify the sales representative and the referral source.
• Document all information in MatrixCare after the welcome call.