The individual in this position conducts the initial face to face visit with consumers, their family members, and others. They must have good interviewing skills, crisis intervention skills, the ability to make decisions and judgments, and maintain a comprehensive knowledge of Area Agency on Aging and community resources.

• Prioritizes work each day in order of importance. Maintains a schedule but needs to have the ability to change priorities as the workload changes. Responds to emergency consumer situations, when needed.
• Conducts field visits in order to determine a level of care decision for the consumer. Involves using a laptop in the field to record responses on a Department of Aging standardized assessment tool. Field visits include community cases where consumers are living in their homes and facility cases where consumers are living in long-term care settings.
• Has the ability to establish and maintain working relationships with consumers, outside agencies, the general public and other staff members.
• Consults with the Assessment Unit Supervisor on cases of a complex nature, multi-Agency cases, emergency situations, etc.
• Participates in consumer Appeals Hearings, as needed.
• Acts in a back-up capacity to the primary information and referral telephone caseworkers, as needed.
• Assists with walk-in consumers for completion of forms, ie: PACE, Rebates, Transportation applications, etc.