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Intake Specialist- Oconomowoc

Rogers Behavioral Health
vision insurance, tuition reimbursement, 401(k), retirement plan
United States, Wisconsin, Oconomowoc
Jul 26, 2025
*$1,000 Retention Bonus Available!

The Intake Specialist serves as a patient advocate and allows access to life changing care for members of the community. Intake Specialists work within a collaborative team including physicians, providers, other intake specialists and many other members of a multidisciplinary team. The Intake Specialist gains career experience to develop and progress with a nationally recognized behavioral health leader.

Job Duties and Responsibilities:

1. Accomplish the following pre-admission steps:

  • Evaluate incoming inquiries to determine and explain the next step to accessing care at Rogers.
  • Complete Admission assessments with potential patients and/or their representatives.
  • Demonstrate understanding and explanation of admitting processes.
  • Understand clinical criteria necessary for admission to Rogers' programs.
  • Demonstrate understanding and explanation of all required admitting forms.
  • Demonstrate understanding and explanation of policies and procedures related to bed assignment and capacity limitations.
  • Describe levels of care within Rogers to potential patients and/or their representatives.
  • Gather demographic and insurance information of potential patients and/or responsible representatives.
  • Understand how to utilize and explain Rogers' contracted payor listing.

2. Complete all documentation steps for each inquiry and assessment.

  • Ensure all inquiries are entered in the designated system and all necessary information is captured.
  • Ensure referral source information is obtained and entered for each inquiry.
  • Ensure all clinical information is entered accurately into admission assessment tool.

3. Adhere to department standards as it relates to performance measures.

  • Ensure quality of call meets department standards.
  • Ensure productivity meets department standards.

4. Connect potential patients and/or their representative with outside resources when indicated.

5. Collaborate with internal departments and external facilities/referents as it relates access to care.

6. Participate in the On-Call, weekend, and holiday schedule, as assigned.

7. Complete other duties as assigned by Admissions leadership.

8. Understand and apply policies and procedures in accordance with external regulatory agencies:

  • Including, but not limited to: Joint Commission, Health Information Portability and Accountability Act (HIPAA), Emergency Medical Treatment & Labor Act (EMTALA), 42 Code of Federal Regulations (CFR) and other regulatory agency compliance regulations.
  • Attend and participate in development opportunities to increase involvement and awareness of regulations.

9. Promote department goals and Mission of Rogers Behavioral Health:

  • Comply with Rogers culture agreements and all Hospital's policies and procedures

Schedule

  • Monday - Friday
  • 8am - 4:30pm (someflexibilityin schedule)
  • 40 hours a week | 1.0 FTE
  • Participation in Rotation for on-call, weekend and holidays

Education/Training Requirements:

  • High School Diploma required
  • Bachelor's degree preferred (in human services related field)
  • Minimum of 2 years' experience in a health care setting strongly preferred
  • Customer service experience required.

The System also includes Rogers Behavioral Health Foundation, which supports patient care, programs, and research; and Rogers InHealth, an initiative that works to eliminate the stigma of mental health challenges.

https://rogersbhfoundation.org/

EOE/MFDV

Equal Employment Opportunity and Affirmative Action - Rogers Behavioral Health (rogersbh.org)

With a career at Rogers, you can look forward to a Total Rewards package of benefits, including:

  • Health, dental, and vision insurance coverage for you and your family
  • 401(k) retirement plan
  • Employee share program
  • Life/disability insurance
  • Flex spending accounts
  • Tuition reimbursement
  • Health and wellness program
  • Employee assistance program (EAP)

Through UnitedHealthcare, UMR and HealthSCOPE Benefits creates and publishes the Machine-Readable Files on behalf of Rogers Behavioral Health. To link to the Machine-Readable Files, please visit Transparency in Coverage (uhc.com)

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