Intake Specialist-Nutrition

SUMMARY

Initiates, pre-qualifies, and processes intake applications for the Meals on Wheels (home-delivered meals) program. Act as a liaison between referring agencies and potential clients.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

  • Determines eligibility for home-delivered meals (meals on wheels) program
  • Refers ineligible clients to the congregate dining program
  • Refers clients to the Aging and Disability Resource Center for needs outside of nutrition
  • Provides alternate suggestions for underage clients who don’t qualify for the Meals on Wheels program by referring from the current OAA list of services
  • Conducts a 701S phone assessment, creates an eCIRTS client file
  • Places clients on the MOW waitlist
  • Explains other nutrition programs OAA-funded program, Private Pay, and any other third party-funded meal program
  • Completes 701A in-person assessments as needed.
  • Completes 701S reassessments
  • Maintains 701S appointment schedule and appointment slots
  • Assist with terminating waitlist clients as appropriate
  • Maintains client confidentiality and follows HIPAA policy

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily and independently. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

OTHER SKILLS AND ABILITIES

  • Knowledge of Neighborly programs, policies & procedures.

  • Knowledge of the special needs of older adults
  • Basic computer skills, data entry, record keeping, and clerical office procedures.
  • Basic knowledge of Office 365
  • Effective oral and written communications.
  • Work efficiently under pressure with deadlines
  • Work effectively with community/statewide agencies
  • Maintain department, agency and client confidentiality
  • DOEA 701B and eCIRTS training required for input of assessments and reporting

SUPERVISORY RESPONSIBILITIES

This job has no supervisory responsibilities.

EDUCATION and/or EXPERIENCE

High school diploma or general education degree (GED); or one to three months related experience and/or training; or equivalent combination of education and experience.

CERTIFICATES, LICENSES, REGISTRATIONS

Abuse and Criminal Background Check

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit, use hands and fingers, reach with hands and arms, and talk and hear. The employee frequently is required to stand and walk. The employee must occasionally lift and/or move up to 10 pounds.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may work in both a regular-office environment and a work-at-home office environment and regularly works with interruptions. The Working from home environment should be protected against violations of HIPPA and the workspace should be adequate to accommodate the tasks of this job description & must have reliable Wi-Fi or internet connection for a work from home station. The noise level in the work environment is usually moderate.

TRAINING REQUIREMENTS

  • Neighborly Training
  • HIPAA Training

  • Job Specific:

  • 1
    Telephone System
  • 2
    Program and services Information
  • 3
    Client database Training
  • 4
    DOEA 701B training
  • 5

    Become a certified eCIRTS user required by the AAAP

APPLY NOW!

Email your resume to jobs@neighborly.org and list the position in the subject line.

Thank you for your interest in joining Neighborly.

Position Title: Customer Service Intake III
Department: Nutrition
Status: Neighborly Non-Exempt
Reports to: Nutrition Director
Pay: $14.00/per hour
Hours:

Benefits: available based on position and hours, ask your hiring manager for details.

  • 403 (b) Retirement Plan
  • 91% Employer Paid Health Care Plan
  • 100% Paid Life Insurance
  • Dental
  • Vision
  • 14 Paid Holidays
  • 15 Paid Days Off
  • Employee Training

Apply Now!
Email your resume to jobs@neighborly.org and list the position in the subject line.

Thank you for your interest in joining Neighborly.

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727-573-9444 | Monday – Friday 8:00AM-5:00PM