Client Intake North Carolina

Sandra Simmons

****************@*****.*** 410-***-****

WORK EXPERIENCE

Green & Healthy Homes Initiative- Baltimore MD

Client Intake Specialist- August 16, 2022- current

Conduct initial client intake phone interviews and assist with scheduling initial home visits and housing assessments for various programs

Maintain Informational Hotline and Response

Serve as primary Client Intake Specialist for the GHHI Blue Cross Blue Shield North Carolina Fall Prevention Pilot Program in conducting client intake calls, ETO database data entry, other client assistance, and making referrals to the Program’s approved service providers for injury prevention housing intervention services

Complete client follow-up coordination and pre and post client surveys and aid with program reporting for the North Carolina Blue Cross Blue Shield North Carolina Fall Prevention Pilot Program

Perform full background data collection for unit property files including for Maryland Programs clients, create client files and input data into the Client Intake Database including Client referral information and notes, Dept. of Assessment and Taxation search, MDE property database compliance search, and Health Department Lead Violation search

Perform client intake assessments and direct client files to appropriate personnel

Prepare and Maintain ETO Data Reports relating to North Carolina Services and Maryland Program Services, Grant Reports, Program Reports, and Data Tracking

Perform follow up client surveys in compliance with organization’s evaluation and review processes website and email inbox daily and distribute information accordingly

Coordinate with FAS team members for the Relocation Assistance Grant Program

Assist with Housing Choice Voucher Program

Assist with preparation and distribution of walk-in clients

Participate in program and departmental meetings

Route and respond to client inquiries in a timely and courteous manner including client correspondence, client and rental owner information packet distribution, and filing

Conduct client referral follow-up with community, healthcare, and other agency referral partners

Assist with outreach presentation preparation and displays

Assist with outreach projects and participate in community outreach events

Assist with conducting program-related Inventories

Assist with ETO Site administration

Miscellaneous projects and office duties to support the mission and deliverables of the organization

BRINTONWOODS POST ACUTE NURSING FACILITY, Baltimore, MD

Assistant Business Office Manager, Oct- 2017- March- 2018

Retrieved daily mail, separated, date stamped and distributed accordingly, separating all EOB’s, to discuss and explain to residents and family members for billing to secondary insurance.

Electronically billed secondary insurance coverages, from 20% of patient responsibility.

Printed daily reports and ledgers to ensure rooms were adequately filled and occupied by residents.

Monitored the Resident Fund Account report, which shows residents’ income i.e., the amount of social security, disability incomeless., ensuring each resident had access to their personal needs fund account.

Assisted with the MA/Specialists’ applications for long term care eligibility through the State of Maryland program, ensuring all required information accompanies each application for processing and eligibility determination.

Met with family members and residents of the facility to collect private portions of each resident’s bill. Thoroughly discussed the admission contract and questions regarding the full process, i.e., all financial obligations and document requirements needed for each application.

Submitted all secondary insurance claims for each resident for payment approval, acquiring a facility account for all other insurance coverage. Updated notices of eligibility from the Bureau of Long-Term Care (BLTC) once received at the facility.

MARYLAND DEPARTMENT OF HUMAN SERVICES, Bureau of Long-Term Care

Family Investment Supervisor 1, Oct 2014 – Oct-2017

3 1/2 years of experience monitoring program performance for the FIA program Medical Assistance Long Term Care Eligibility, supervising 8 Family Investment Specialist's III and IV.

Reviewed work performance in progress on a regular basis for corrective actions when needed, based on policy for the program, along with implementing self-monitoring tools for each case manager, to be compliant with their caseloads.

Monitored contract compliance for any errors from the COMAR policy governing the medical assistance program, to ensure the input of relevant data is compliant with state, federal and local government policy, and taking disciplinary actions when needed if policy was not followed.

I also conducted management reporting and change initiatives, along with performance evaluations yearly, disciplinary action, when necessary to address performance issues and give feedback.

Assign work schedules and duties, ensuring work requirements are followed to ensure quality and timely delivery of service.

Train workers in proper operational procedures, functions and systems, explained agency policies, programs.

Evaluated, analyzed, and researched data to developed health care services, policies, and programs, with colleagues.

Observe, monitor, and evaluate workers' appearance and performance to ensure quality service and compliance with state and federal policies and guidelines.

Meet with managers or other supervisors to stay informed of changes affecting program policy and operations, disseminating information to staff

Resolve customer complaints regarding worker performance or services rendered.

Apply customer/guest feedback to service improvement efforts.

Analyze and record personnel or operational data and write related activity reports.

Prepared agenda for weekly meetings with staff, to provide feedback and engage all case managers in any new policies and procedures regarding the long-term care medical assistance eligibility process.

MARYLAND DEPARTMENT OF HUMAN SERVICES, Bureau of Long-Term Care

Family Investment Specialist II / 6-200*-**-**** and Specialist IV- Assistant Supervisor, IV Feb- 2011 – Oct-2014

Interview and investigate applicants for public assistance to gather information pertinent to their applications.

Answer applicants' questions about benefits and claim procedures.

Check with employers or other references to verify answers and obtain further information.

Keep records of assigned cases and prepare required reports.

Schedule benefits claimants for adjudication interviews to address questions of eligibility.

Compute and authorize benefits of assistance for programs such as grants, monetary payments, food stamps, and medical assistance through CARES and MMIS.

MARYLAND DEPARTMENT OF HEALTH AND HUMAN HYGIENE, Board of Nursing

of Nursing

Administrative Specialist, Feb 2008 – Feb 2009

Provide administrative support to the staff who investigate claimants of abuse by nurses, and other licensed individuals or nursing establishments, through general oversight duties and along with ongoing monitoring of cases under investigation.

MARYLAND DEPARTMENT OF HUMAN SERVICES, Baltimore City DSS

Family Investment Specialist II, May- 2005 – Feb-2008

Interview benefits recipients at specified intervals to certify their eligibility for continuing benefits, for MCHP, Maryland’s Children’s Health Program and community medical assistance.

Interpret and explain information such as eligibility requirements, application details, payment methods, and applicants' legal rights.

Initiate procedures to grant, modify, deny, or terminate assistance, or refer applicants to other agencies for assistance.

Compile, record, and evaluate personal and financial data to verify completeness and accuracy, to determine eligibility status. Interview and investigate applicants for public assistance to gather information pertinent to their applications.

Interview and investigate applicants for public assistance to gather information pertinent to their applications

Answer applicants' questions about benefits and claim procedures.

Check with employers or other references to verify answers and obtain further information.

Keep records of assigned cases and prepare required reports.

Schedule benefits claimants for adjudication interviews to address questions of eligibility.

Compute and authorize benefits of assistance for programs such as grants, monetary payments, food stamps, and medical assistance through CARES, MMIS, SVES, and other information systems.

EDUCATION

Strayer University, Baltimore, MD

Degree –Masters of Science in Public Health Management

ADDITIONAL SKILLS

Case Planning & Management, Supervision

Client Advocacy, Client Relations, Client Needs Assessment & Response

Proficient in communication both verbal and written

Knowledgeable of Microsoft Office; Word, Excel, SharePoint

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