Central Intake Coordinator

Role overview

Trilogy Health Services is seeking a Central Intake Coordinator to manage referral intake and screening for assigned hospital sources. The role focuses on reviewing clinical and financial information, arranging insurance benefit checks and prior authorizations, and determining whether referrals should be approved or escalated based on each campus’s clinical and financial capacity.

This position works closely with hospital systems, case managers, and facility leaders to keep referral handling moving efficiently from the first receipt through final disposition.

Key responsibilities

• Track incoming hospital referrals through portal systems and confirm each referral has been received.
• Handle the first-stage intake and clinical review for every referral, then classify them as green, yellow, or red light.
• Share referral details with the assigned hospital liaison for any needed follow-up.
• Route all referrals for insurance benefit verification.
• Record referral activity in the CRM system.
• Update referral status in portals, including accepted, denied, or under consideration.
• Forward yellow-light clinical cases to campus clinical support for review and decision-making.
• For non-Medicare A primary referrals, prepare medication cost-out information and submit it to the Divisional Vice President when approval is required.
• Match referrals to the most appropriate campus based on payer source and bed availability.
• Assist the sales function during the early referral process.
• Perform additional related tasks as assigned.

Qualifications

• Associate degree required.
• 3 to 5 years of relevant experience.

Physical requirements

The job involves regular sitting, standing, bending, reaching, stretching, stooping, walking, and moving throughout the workday. Candidates must be able to lift at least 50 lbs and communicate clearly in both verbal and written form with coworkers, supervisors, residents, family members, visitors, vendors, and other business associates.

Benefits and compensation

• Weekly pay.
• Health and dental coverage begins after the first month.
• Student loan repayment support.
• Competitive 401(k) matching.
• Mental health support program.
• Student loan repayment and tuition reimbursement.
• Health, vision, dental, and life insurance start on the first of the month after the start date.
• First-time homebuyer program.
• HSA/FSA options.
• Additional benefits are available.

Training and workplace culture

The first six months are treated as a blue-badge period, giving new hires time for training, orientation, questions, and support while they learn the company culture. Trilogy emphasizes an environment where employees feel supported throughout their time with the organization.

Employment conditions

This role is a full-time, onsite position in Indianapolis, Indiana, United States (US-IN-Indianapolis, Central South Division).

A criminal record check is required by state law as a condition of employment.

About the employer

Trilogy Health Services is recognized for its focus on senior living and aging services, with an ongoing goal of being a leading healthcare company in the Midwest. The organization states that it values inclusion, diversity, and equal opportunity in the workplace.