Information and Referral Specialist

Tri-Valley, Inc.

Position:                   Information & Referral Specialist                                                 Rev. 7/26

Reports to:                Community Services and Information Supervisor

Basic Function:        To provide referral assistance, information, outreach services, as well as

maintain up-to-date comprehensive resource files.

Responsibilities:

• Triage Calls for referrals, information, and Case Manager on Call Support.
• Enter referrals that are received into the computer system.
• Complete documentation for Caremanager On Call assistance that you provided.
• Assist with booking transportation for consumers with the contracted providers that Tri-Valley utilizes.
• Monitor the Email Boxes, Voice Mail Box, and Information Box and provide necessary follow-up work.
• Maintain and update Resource Library on community agencies, benefits, and other informational resources that are often requested.
• Encourage utilization of resource materials; serve as a staff and public contact on available resource information. 
• Provide training and support for staff regarding I&R services including participating with the I&R Team in creating a monthly newsletter for staff
• Gather statistical data monthly.
• Examine statistics and make recommendations about where outreach activities should be focused.
• Complete presentations and outreach to increase knowledge in the community of the function of I&R and the services that Tri-Valley, Inc. offers.
• Participate in a minimum of 40 hours a year of training around I&R related topics.
• Maintain and update Emergency Disaster Resources and Emergency Shelter Resources.
• Participate in staff and team meetings to discuss homecare and other related issues.
• Maintain work area in a neat and professional manner.
• Perform miscellaneous duties and assignments as directed by immediate supervisor.      
• Meet with supervisor on regular basis.                                                    

Essential Functions/Qualifications:

High School Diploma required; College Degree preferred; minimum of 2 years of relevant experience in a social services environment.

1. Regular and reliable attendance.
2. Organizational and time management skills
3. Communication Skills with consumers, physicians, employees, family members, providers (telephone, email or in person, as needed)
4. Cultural competency and the ability to provide informed advocacy
5. Knowledge of home and community-based service systems and how to access and arrange services
6. Outreach and educational services
7. Public benefits
8. Written communication skills
9. Demonstrated analysis and problem solving skills
10. Meet deadlines in a timely fashion
11. Able to develop and maintain positive effective relationships with providers, consumers, and the public
12. Works as a member of a team
13. Works independently
14. Maintain Confidentiality
15. Attention to detail
16. Ability to Meet deadlines
17. Computer Acuity
18. Software Windows, Word, Excel, Power Point, Outlook
19. Ability to be flexible and work in a fast-paced environment
20. Maintain production at program/department standards

Physical Demands:

• Computer access
• Must be able to sit for periods of time at computer 
• Must be able to carry files of up to 5 pounds and laptop.

Work Environment:

Traditional Office Environment

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