Experienced Intake team member with a good understanding of eligibility, customer relations and Providence ElderPlace PACE. Highly organized, resourceful and hardworking with good relationship-building and problem-solving skills.
Overview
7
7
years of professional experience
Work History
Intake Assessment Representative
Providence ElderPlace PACE
06.2023 - Current
First contact for inquiries about eligibility and enrollment.
Enter and maintain referral tracking for follow-up calls.
Respond to potential enrollees and families questions via telephone and written correspondence.
Send completed referrals that are eligible to Enrollment to complete.
Send Rate Summaries to our contracted facilities.
Request medical records.
Work with County Aging and Disability Services to get assessment summaries and eligibility information.
Provide housing lists to callers requesting alternate placements for their family members.
Experience with Outlook, Teams, EPIC, Noridian, CRM.
Patient Scheduler/Life Enrichment Coordinator
Providence ElderPlace PACE
03.2017 - 06.2023
Answered main phone line, identified wants and needs, documented calls.
Maintained team care plan schedules and assessments
Scheduled appointments, requested transportation, made calls and sent appointment notices.
EPIC super user, experience with Outlook, Teams, Excel, Word and Zoom.
Completed assessments for each participant.
Planned and implemented activities that met mental and physical needs and interests of participants.
Created monthly activity calendar.
Participated in the PACE Benefits Committee which developed the PACE benefits matrix for PACE Oregon
Education
Master of Science - Business
Southern Oregon University
Ashland, OR
Skills
Detail oriented
Multi-tasker
Organized
Efficient
Productive
Works well in a team
Compassionate
Flexible
Additional Information
Kim Morris, 971-221-3904, email: kimmie5morris@yahoo.com