FI Intake Coordinator

Outsourcing Advantage is seeking a FI Intake Specialist who supports individuals and families through the initial enrollment and approval process for Self-Direction services. This role guides participants from initial inquiry through service approval. The Intake Specialist provides education on Self-Direction options, gathers and reviews required documentation, submits materials to OPWDD, and tracks progress. Upon initial budget approval, the Intake Specialist transitions the individual to their assigned OPWDD Coordinator.

Key responsibilities include:

• Serve as the primary point of contact for individuals seeking Self-Direction services
• Educate individuals and families on program options, budget categories, and enrollment procedures
• Meet with participants to assess needs and goals, determining program fit
• Gather, review, and ensure completeness and accuracy of startup and initial budget documentation
• Submit required materials to