Customer Service Referral Center (CSRC) Intake Specialist
- 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.
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