Virginia Mason Franciscan Health
April 28, 2021
Job Type
Work Setting



CommonSpirit Health was formed by the alignment of Catholic Health Initiatives (CHI) and Dignity Health. With more than 700 care sites across the U.S. & from clinics and hospitals to home-based care and virtual care services CommonSpirit is accessible to nearly one out of every four U.S. residents. Our world needs compassion like never before. Our communities need caring and our families need protection. With our combined resources CommonSpirit is committed to building healthy communities advocating for those who are poor and vulnerable and innovating how and where healing can happen both inside our hospitals and out in the community.



The Intake Coordinator is responsible for intake processing by receiving written and telephone requests for service; communication and documentation of patient information; processing referrals; coordination of admissions, does this from the hospital referrals; managing patient information systems; verify insurance and initiate authorizations; teamwork; interprets Medicare and Medicaid requirements and regulation. Must adhere to all rules, regulations, and standards of accrediting and regulatory bodies.


Receives and documents information on new and current patients via telephone and

fax machine from physicians and hospital staff.

Conducts telephone interviews to obtain patient information from referral source.

Establishes rapport with new physicians and obtains physician’s UPIN number.

Coordinates activities with RN, obtains guidance when indicated.

When necessary, coordinate patient placement at other Behavioral Health providers.

Communicates patient information and bed number to the PIC.

Maintains confidentiality per HIPAA standards. 2.       PROCESSES REFERRALS

Effectively processes referrals by performing  clerical functions to assure patient

Admission is made in timely manner.

Determines funding source, verify insurance and initiate authorizations.

Makes referrals to other community resources if service is not provided by Behavioral Health.

Checks patient data to see if the patient has received previous service, and records pertinent data.

Records referral data on Intake Log.

Process reports and statistics as requested. 3.      COORDINATION OF ADMISSIONS FROM HOSPITAL REFERRALS.

Effectively coordinates admissions and referrals of new patients from hospital patients with appropriate nursing team.

Completes appropriate Intake paperwork.

Calls team and attaches Intake paperwork to Admissions packet, for pickup.

Assists case management as needed with referrals. 4.      INFORMATION SYSTEMS

Enters patient demographic and insurance information into computer.

Process reports as requested. 5.    TEAMWORK

Participates in team meetings and inservices as required.

Follows Agency policies and procedures in all aspects of the position.

Participates in educational programs to maintain professional skill level.

Maintains confidentiality of client and employee information per agency policies.

Assist with Peer Education and orientation as assigned by Clinical Director. 6.      INTERPRETS MEDICARE AND MEDICAID REQUIREMENTS AND REGULATIONS TO PATIENTS AND REFERRAL SOURCES.

Takes inquiry calls for behavioral health services.

Interprets Medicare, Medicaid and private insurance requirements to patients and referral sources.

Screens inquiries/referrals for pay source and needs.

Route inquiries/referrals to appropriate teams, services, or agency.


Education:  High School diploma or equivalent required.  Bachelors Degree in Psychology, Social Work, Business or Allied Health preferred.

Experience:  Experience in the admissions intake process, MD referral, and insurance verification is required.

1 years experience preferred

Physical Requirements: Sufficient sight to read physicians’ orders and clinical records, ability to speak coherently for telephone communication; ability to use hands, fingers and arms sufficiently to perform data entry and skilled nursing visits using current nursing practices; possess independent mobility to go to and into various offices and patients homes; ability to sit for extended time periods required.

Skills:  Demonstrated communication skills required with ability to talk with physicians and physicians’ nurses and hospital staff; ability to document information and produce required reports; projects, through professional behavior, a positive image of the agency to the community; great customer service skill; computer skills required, with ability and knowledge to operate fax machine and copier; ability to multitask, work efficiently, ability to understand, interpret, and communicate Medicare and Medicaid requirements to patients and referrals. Medical and psychiatric knowledge is required.

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