[Hiring] Client Success Associate @Care Options for Kids

Role Description

The Client Success Associate is responsible for managing the end-to-end referral and admission process for patients requiring private duty nursing services in the home. This role ensures timely, accurate, and compliant intake operations while serving as a key liaison among referral sources, patients and families, clinical teams, and payers.

• Receive and manage incoming referrals from hospitals, physicians, case managers, managed care organizations, and community partners.
• Coordinate and manage all new patient intakes from referral through admission and service activation.
• Review referral documentation for completeness and accuracy, and enter all required information into the EMR.
• Verify patient eligibility, benefits, and insurance coverage, including Medicaid and commercial insurance plans.
• Obtain, submit, and track authorization requests and Single Case Agreements from initiation through execution.
• Serve as the primary point of contact for patients, families, and referral sources regarding services, rates, admission status, and available community resources.
• Maintain ongoing communication and provide timely updates to referral sources, families, and internal team members regarding intake status and service readiness.
• Ensure compliance with agency policies, regulatory requirements, payer guidelines, and documentation standards.
• Complete assigned Intake Workflow tasks within the EMR and identify opportunities to improve intake processes and operational efficiency.
• Track and maintain accurate intake records, metrics, and reporting data to support departmental performance goals.

Qualifications

• Associate degree required; bachelor's degree preferred.
• Minimum of two years of experience in healthcare intake, admissions, care coordination, home health, private duty nursing (PDN), or managed care preferred.
• Knowledge of insurance verification, authorization processes, Medicaid programs, managed care organizations, Single Case Agreements, and health plans related to PDN services preferred.
• Strong organizational, communication, and interpersonal skills.
• Proficiency with EMR systems and Microsoft Office applications, including Outlook and Excel.
• Ability to communicate effectively in English, both verbally and in writing; bilingual skills are a plus but not required.
• Ability and willingness to travel occasionally (up to 10%) for team meetings, training, conferences, and other business-related events as needed.

Benefits

• Paid time off
• Medical, dental and vision
• 401K
• Other voluntary products