Enrollment Specialist

• Follow up on referrals for participant-directed services
• Support individuals/employers and providers in completing enrollment documentation
• Identify, triage, and resolve barriers and bottlenecks to timely enrollment
• Coordinate service approval and authorization with case management or service coordination entities
• Collaborate with stakeholders to minimize enrollment cycle times and ensure timely, complete provider payments
• Process enrollment documentation, obtain employer identification numbers, complete criminal background checks, and handle related enrollment requirements
• Communicate referral corrections to case management or service coordination entities
• Update participant and provider enrollment status in portals and systems
• Support workforce management delegation to ensure service levels are met
• Assess participants’ and authorized representatives’ ability to communicate, acquire information, act as employers, and self-direct services
• Communicate necessary supports and accommodations
• Perform in-home visits as applicable by program
• Document and report inability to self-direct appropriately
• Educate individuals/employers on fiscal intermediary interactions, authorized services, timesheets, provider enrollment, and self-direction
• Provide person-centered program education and guidance
• Explain participant, authorized representative, and provider roles and responsibilities, including payroll, vendor payments, tax withholding, and reporting
• Provide direct and train-the-trainer instruction on program rules, Financial Management Systems, online enrollment, service time capture, portals, and emerging technologies
• Provide instruction on identifying and reporting suspected fraud, abuse, neglect, and exploitation
• Identify, report, and follow up on suspected fraud allegations
• Assess and report participant abuse, neglect, and exploitation according to protocol
• Maintain documentation of services provided and time committed

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