Customer Service Referral Center (CSRC) Intake Specialist

Jewish Family & Children's Service
Gilbert, AZ

: Overview: ** East Valley Location ** Jewish Family and Children's Service (JFCS) mission is strengthening the community by providing behavioral health, healthcare and social services to all ages, faiths and backgrounds. At JFCS, we hope for a future where families are strong, where our elders are cared for and where children are safe. Our dedication to our mission is stregthened by our commitment to our core Jewish values that honor community and the continuity of the generations. Under the direct supervision of the CSRC Supervisor, a CSRC Intake Specialist receives calls from persons seeking behavioral health and/or medical services, verifies eligibility for the services, and schedules initial intake appointments. Responsibilities:
  • Receives incoming calls; determines whether requested services are available through JFCS; determines availability of funding source to support requested services.
  • Schedules client intake appointments, verifies funding source data and obtains required authorizations.
  • Creates Referral Demographic documents in NextGen EHR.
  • Scans or emails copies of faxed referrals and client information to the various JFCS sites.
  • Enters information into the tracking program.
  • Remains aware of agency intake capacity limits and assists clients with accessing appropriate outside resources during those times when JFCS intake services may be closed or limited.
  • Performs other related job tasks or responsibilities as assigned.
Qualifications: Education: Verifiable High School diploma or GED Knowledge of RBHA or behavioral health system a plus. Ability to obtain / maintain Level 1 Fingerprint Clearance Card without Restriction(s) Personal Qualifications: Bilingual in Spanish required Attention to detail Excellent customer service skills Previous customer service or call center experience desirable.

Posted 2026-02-25

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