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I&A Options Specialist

Job in Appleton, Outagamie County, Wisconsin, 54911, USA
Listing for: Outagamie County, WI
Full Time position
Listed on 2026-08-13
Job specializations:
  • Healthcare
    Community Health, Mental Health, Healthcare Administration, Health Education & Promotion
Job Description & How to Apply Below

I & A Options Specialist

Reporting to the respective program supervisor, the I & A Options Specialist serves as a point of contact for participants, customers, and/or clients performing related duties toward the objectives and goals of the division.

Hours:

Monday - Friday 8AM to 4:30PM. After hours appointments possible, but scheduled by the employee. After 6 months of employment, you can apply to work one day at home per pay period. Within the first year, the successful candidate will demonstrate strong customer service skills and effective communication when assisting individuals who may have disabilities or are part of the aging population.

The individual will build positive relationships with customers, communicate with patience and respect, and effectively identify and respond to the unique needs of the individuals served by the ADRC.

Key Responsibilities
  • Obtain information from clients, family members, and other agencies to assess needs or degree of disability.
  • Provide individuals and family members with information that best meet their needs, goals, and preferences, maintaining a person centered approach while being culturally sensitive.
  • Maintain knowledge of vocational, housing, and other community resources.
  • Make referrals to other agencies for additional services as requested or as appropriate.
  • Maintain working relationships with other human services, medical, and social services agencies at various locations and levels of authority.
  • Provide educational presentations to other agencies, organizations, and the general public. Participate in community events and outreach.
  • Identify needs in the service delivery system and participate in program development initiatives.
  • Attend Unit/Division Meetings, client/customer/participant collaboration meetings, and other meetings as required.
  • Maintain clinical files and accurate records, as appropriate, and prepares reports as required for coordination of the case and in accordance with State and Medical Assistance guidelines.
  • Provide information and assistance to older adults, people with disabilities, and their families, friends, caregivers and others who ask for assistance on their behalf.
  • Assess needs and provide information in accordance with a person-centered approach.
  • Determine functional eligibility for Long-term Care and assist with financial eligibility for Long-term Care. Perform an assessment and interpret results to determine eligibility for program.
  • Provide solution based problem solving for clients who are in need to help live their best quality of life.
  • Provide referrals or assistance in accessing public and private resources.
  • Provide Enrollment and Disenrollment counseling to consumers seeking enrollment or disenrollment from Wisconsin's managed long-term care options:
    Family Care, Family Care Partnership, or IRIS.
  • Evaluate the need for other ALTS services such as benefit counseling, health promotion, nutrition programing, and dementia related services.
  • Provide follow up within 24 hours to customers, along with options counseling developed by DHS tailored to their specific needs and preferences.
  • Provide caregiver supports and educational resources.
  • Complete intercountry agreements as required.
  • Assist with the transition process for children with disabilities turning 18 years old.
  • Certification as an adult Long Term Care Functional Screener is required and will be provided upon training and testing. Recertification is required every two years.
  • Perform timely documentation within 3 business days and maintain required productivity rates.
  • Maintain regular and predictable attendance. Works overtime/extra hours as needed.
  • Perform other duties as assigned.
Education/Certifications/Experience Requirements
  • Bachelor of Arts or Science degree or a license to practice as a Registered Nurse. Certification as a Social Worker preferred.
  • Two years of experience in a health or human services field, working with one or more of the populations serviced.
  • Must possess and maintain a valid driver's license.
Required or Preferred Skills
  • Knowledge of and demonstrated ability to conform to goals, policies, and procedures.
  • Ability to operate a variety of office equipment including personal computer, photocopier, calculator, and telephone.
  • Ability to transport oneself from location to location in an efficient and expedient manner.
  • Ability to adhere to professional ethics and standards.
  • Skill in organization including paperwork, time management and prioritization of crisis demands.
  • Ability to add, subtract, multiply, divide, calculate decimals and percent's, and make use of the principles of descriptive statistics.
  • Ability to comprehend and interpret a variety of documents including client records, medical, accident, and other reports; psychological evaluations and other assessment reports, school records, professional literature, policy and procedure manuals, diagnostic manuals, etc.
  • Ability to prepare a variety of documents including client records, referrals, court reports, intake and assessment records,…
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