Partners Health Management
Transitions Health Mgmt Intake & Data Specialist (Remote-NC)
Partners Health Management, Elkin, North Carolina, United States, 28621
Transitions Health Mgmt Intake & Data Specialist (Remote-NC)
Join to apply for the
Transitions Health Mgmt Intake & Data Specialist (Remote-NC)
role at
Partners Health Management
Competitive Compensation & Benefits Package!
Annual incentive bonus plan
Medical, dental, and vision insurance with low deductible/low cost health plan
Generous vacation and sick time accrual
12 paid holidays
State Retirement (pension plan)
401(k) Plan with employer match
Company paid life and disability insurance
Wellness Programs
Public Service Loan Forgiveness Qualifying Employer
Position eligible for –
Office Location Remote Option; Available for any of Partners' NC locations (or within 40 miles of NC border)
Closing Date Open Until Filled
Primary Purpose Of Position The Intake and Data Specialist: Transitions Health Management serves as the operational and analytical backbone of the Care Transitions Team (CTT). This dual-function role manages all referral intake and data coordination processes for members transitioning between care settings. Responsibilities include referral screening, caseload assignment, intake documentation, data compilation, and reporting to ensure timely, accurate, and compliant transitions in alignment with the NC Tailored Care Management (TCM) Provider Manual.
The position bridges front-end coordination with back-end analytics, supporting both immediate care transition operations and long-term program evaluation for quality improvement.
Role And Responsibilities Referral and Intake Management
Manage the CTT_InpatientED_Referrals email inbox and process all incoming referrals from ADT feeds, UM notifications, census reports, NC HealthConnex, and hospital/facility liaisons.
Screen referrals for program eligibility (Medicaid/Tailored Plan status, qualifying transition setting, etc.).
Assign cases daily to Care Transitions Care Managers based on acuity, facility location, and team workload.
Enter referral and intake data accurately in TruCare within established timeframes (24 hours of receipt).
Conduct intake calls with hospital staff, members, or caregivers to explain the Care Transitions process, obtain consent, and gather baseline data.
Data Management, Reporting, And Analytics
Compile, analyze, and present Care Transitions data from multiple systems (TruCare, Jasper, HBI, Report Manager, Relias).
Design and maintain dashboards, daily intake reports, and caseload tracking tools for leadership review.
Extract and analyze trends related to hospital readmissions, ED utilization, and follow-up compliance to inform population health strategy.
Prepare and validate data for State, CMS, and internal reports related to TCM and transition performance metrics.
Collaborate with Population Health and Data Analytics teams to evaluate program effectiveness, ROI, and quality metrics.
Serve as a TruCare subject matter expert (SME) to support operational enhancements, data integrity, and user training.
Coordination And Communication
Notify PCPs, Tailored Care Managers, and LTSS providers within 72 hours of referral to ensure care continuity.
Support the CTT by scheduling follow-up appointments, assisting with transportation coordination, and ensuring HEDIS/quality measures are met.
Maintain communication with the CTT to verify discharge readiness and SDOH needs.
Collaborate cross-departmentally with Utilization Management, Member Engagement, and Population Health teams to align efforts.
Documentation And Compliance
Maintain complete and accurate records of all referrals, intake actions, assignments, and follow-up documentation in TruCare.
Ensure compliance with the NC TCM Provider Manual standards for contact timeliness, reassessment, and documentation.
Participate in internal audits, performance reviews, and process improvement initiatives.
Adhere to HIPAA and Partners Health Management data privacy and security policies.
Knowledge, Skills And Abilities
Documentation and compliance proficiency.
Strong analytical skills for data compilation and reporting.
Effective communication with healthcare teams and families.
Proficiency in data systems such as TruCare, Jasper, and HBI.
Attention to detail and accuracy in data entry.
HIPAA and data privacy knowledge.
Performance Metrics
100% of referrals screened and entered within 24 hours.
Compliance with 48‑hour post‑discharge contact requirement.
Accuracy of data entry and reporting in TruCare and analytics systems.
Reduction in unplanned readmissions and improved follow‑up rates.
Completion of monthly reporting deliverables by assigned deadlines.
Education/Experience Required High school diploma or equivalent and at least five (5) years of healthcare, behavioral health, or Medicaid‑related experience, including two (2) years of data‑intensive or analytical work.
Education/Experience Preferred
Associate’s or Bachelor’s degree in health, human services, business, or related field.
Experience as a Qualified Professional (QP) within behavioral health, I/DD, or care management.
Experience using TruCare or similar care management platforms.
Experience managing data and report development.
Licensure/Certification Requirements None required; data and program management certification preferred (e.g., Excel Advanced, Power BI, or Health Data Analytics).
Other Requirements
Must reside in North Carolina.
Must have ability to travel as needed to perform the job duties and participate in team meetings.
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Transitions Health Mgmt Intake & Data Specialist (Remote-NC)
role at
Partners Health Management
Competitive Compensation & Benefits Package!
Annual incentive bonus plan
Medical, dental, and vision insurance with low deductible/low cost health plan
Generous vacation and sick time accrual
12 paid holidays
State Retirement (pension plan)
401(k) Plan with employer match
Company paid life and disability insurance
Wellness Programs
Public Service Loan Forgiveness Qualifying Employer
Position eligible for –
Office Location Remote Option; Available for any of Partners' NC locations (or within 40 miles of NC border)
Closing Date Open Until Filled
Primary Purpose Of Position The Intake and Data Specialist: Transitions Health Management serves as the operational and analytical backbone of the Care Transitions Team (CTT). This dual-function role manages all referral intake and data coordination processes for members transitioning between care settings. Responsibilities include referral screening, caseload assignment, intake documentation, data compilation, and reporting to ensure timely, accurate, and compliant transitions in alignment with the NC Tailored Care Management (TCM) Provider Manual.
The position bridges front-end coordination with back-end analytics, supporting both immediate care transition operations and long-term program evaluation for quality improvement.
Role And Responsibilities Referral and Intake Management
Manage the CTT_InpatientED_Referrals email inbox and process all incoming referrals from ADT feeds, UM notifications, census reports, NC HealthConnex, and hospital/facility liaisons.
Screen referrals for program eligibility (Medicaid/Tailored Plan status, qualifying transition setting, etc.).
Assign cases daily to Care Transitions Care Managers based on acuity, facility location, and team workload.
Enter referral and intake data accurately in TruCare within established timeframes (24 hours of receipt).
Conduct intake calls with hospital staff, members, or caregivers to explain the Care Transitions process, obtain consent, and gather baseline data.
Data Management, Reporting, And Analytics
Compile, analyze, and present Care Transitions data from multiple systems (TruCare, Jasper, HBI, Report Manager, Relias).
Design and maintain dashboards, daily intake reports, and caseload tracking tools for leadership review.
Extract and analyze trends related to hospital readmissions, ED utilization, and follow-up compliance to inform population health strategy.
Prepare and validate data for State, CMS, and internal reports related to TCM and transition performance metrics.
Collaborate with Population Health and Data Analytics teams to evaluate program effectiveness, ROI, and quality metrics.
Serve as a TruCare subject matter expert (SME) to support operational enhancements, data integrity, and user training.
Coordination And Communication
Notify PCPs, Tailored Care Managers, and LTSS providers within 72 hours of referral to ensure care continuity.
Support the CTT by scheduling follow-up appointments, assisting with transportation coordination, and ensuring HEDIS/quality measures are met.
Maintain communication with the CTT to verify discharge readiness and SDOH needs.
Collaborate cross-departmentally with Utilization Management, Member Engagement, and Population Health teams to align efforts.
Documentation And Compliance
Maintain complete and accurate records of all referrals, intake actions, assignments, and follow-up documentation in TruCare.
Ensure compliance with the NC TCM Provider Manual standards for contact timeliness, reassessment, and documentation.
Participate in internal audits, performance reviews, and process improvement initiatives.
Adhere to HIPAA and Partners Health Management data privacy and security policies.
Knowledge, Skills And Abilities
Documentation and compliance proficiency.
Strong analytical skills for data compilation and reporting.
Effective communication with healthcare teams and families.
Proficiency in data systems such as TruCare, Jasper, and HBI.
Attention to detail and accuracy in data entry.
HIPAA and data privacy knowledge.
Performance Metrics
100% of referrals screened and entered within 24 hours.
Compliance with 48‑hour post‑discharge contact requirement.
Accuracy of data entry and reporting in TruCare and analytics systems.
Reduction in unplanned readmissions and improved follow‑up rates.
Completion of monthly reporting deliverables by assigned deadlines.
Education/Experience Required High school diploma or equivalent and at least five (5) years of healthcare, behavioral health, or Medicaid‑related experience, including two (2) years of data‑intensive or analytical work.
Education/Experience Preferred
Associate’s or Bachelor’s degree in health, human services, business, or related field.
Experience as a Qualified Professional (QP) within behavioral health, I/DD, or care management.
Experience using TruCare or similar care management platforms.
Experience managing data and report development.
Licensure/Certification Requirements None required; data and program management certification preferred (e.g., Excel Advanced, Power BI, or Health Data Analytics).
Other Requirements
Must reside in North Carolina.
Must have ability to travel as needed to perform the job duties and participate in team meetings.
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