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.

• Triage Calls for referrals, information, and Case Manager on Call Support.
• Enter referrals that are received into the computer system.
• Complete documentation for Care manager 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.

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

• 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.

Traditional Office Environment

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Employee Name (printed) Signature Date

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Employer Representative (printed) Signature Date