Future role
Create a respectful and organized first experience for individuals, families, and referral partners while protecting privacy and routing each inquiry to the appropriate eligibility, clinical, or operational next step.
The work
These responsibilities describe the core work of this role. Final assignments remain within the professional's verified qualifications, scope, privileges, and program requirements.
Receive support, referral, provider, and community inquiries through approved phone, email, website, and secure-channel workflows.
Create an accurate intake record, confirm contact preferences, and collect only the approved information needed for routing and follow-up.
Explain Chancewell's process in clear language without promising eligibility, coverage, admission, a specific provider, or a particular start date.
Verify that required referral and administrative documents have been received, identify missing items, and follow up through approved channels.
Route clinical records and protected health information only through authorized secure systems and apply minimum-necessary access practices.
Coordinate scheduling for eligible assessments, clinical interviews, or other approved next steps and communicate preparation instructions.
Maintain current status, ownership, follow-up dates, contact attempts, outcomes, and closure reasons for every inquiry.
Recognize statements indicating immediate safety concerns and follow the defined escalation procedure without attempting to provide clinical advice.
Monitor unresolved inquiries, aging referrals, failed contacts, and access barriers and escalate patterns to the appropriate operational leader.
Required
Valued
Apply for this role
Submit the form below with a current resume. Chancewell will confirm receipt by email. Submission does not guarantee an interview, offer, credentialing approval, client assignment, minimum hours, or any particular classification.