Posted 2w ago

Intake Coordinator

@ Jewish Family Service of Greater Dallas
Dallas, Texas, United States
OnsiteFull Time
Responsibilities:Screen patients, Coordinate referrals, Document case notes
Requirements Summary:High school diploma or equivalent. Strong interpersonal, organizational, and communication skills. Ability to manage multiple patients or cases. Maintain confidentiality. Bilingual in Spanish preferred.
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Job Description

Are you a compassionate individual seeking an opportunity to assist patients at the start of their care journey? At Jewish Family Service of Dallas, support at every turn isn’t just a tagline, it’s what we do.



If you’re looking for a mission-driven organization where you can make a meaningful impact in the lives of patients and play a key role in our mission to provide effective and accessible whole-person care that promotes lifelong self-sufficiency and well-being for the Greater Dallas community this may be the right opportunity for you!



 





 



Position Summary:



The Intake Coordinator is a navigator and benefits enrollment specialist, supporting uninsured and underinsured individuals by screening for eligibility and assisting with enrollment in health coverage and public benefits. The primary focus of this role is to reduce barriers to care by helping individuals successfully obtain insurance and other essential supports. 



In addition, the Intake Coordinator coordinates internal referrals between programs within the agency, ensuring individuals are connected to supportive services aligned with their identified needs. This role works closely with medical teams, social services, and administrative staff to guide individuals through complex systems and promote continuity of care. 



What You'll Do




  1. Benefits Screening and Enrollment (65%)


    1. Screen uninsured and underinsured individuals for eligibility for health insurance and public benefit programs. 

    2. Provide education and navigation support related to Medicaid, Medicare, Marketplace plans, and other coverage options. 

    3. Assist with completion and submission of applications for insurance and benefits. 

    4. Collect, verify, and document required information to support eligibility determinations and enrollment. 

    5. Track application status and follow up to address enrollment barriers. 



  2. Care Coordination and Internal Referrals (30%)

    1. Coordinate referrals between programs at the agency. 

    2. Serve as a liaison between medical providers and internal service teams. 

    3. Support warm handoffs and improve communication between programs. 

    4. Maintain accurate referral documentation in electronic systems. 



  3. Documentation and Administrative Duties (5%)




  1. Maintain accurate case notes, logs, and referral records. 

  2. Prepare reports for department leadership as requested. 

  3. Perform other duties as assigned.