Published: Sep 26, 2025 - The Intake Coordinator manages client admissions and discharges by conducting assessments, completing ASAMs and precertifications, and coordinating with nursing and families. This role handles client documentation, medical assistance applications, clinical records, and identification materials while ensuring compliance with managed care and county requirements. The coordinator also supports aftercare planning, schedules services, and maintains accurate communication across clients, families, and staff.

Tips for Intake Coordinator Skills and Responsibilities on a Resume
1. Intake Coordinator, Willow Creek Recovery Center, Asheville, NC
Job Summary:
- Initiate appropriate communication with clinical and operations teams based on the needs of referred individuals to facilitate appropriate placement and/or services.
- Administer the referral process, work with the clinical and operations teams to facilitate individual placement and obtain appropriate services for individuals.
- Collect, verify, record, and process intake demographics, insurance/payment, and referral information.
- Create files for new individuals and ensure intake paperwork has been completed/requested.
- Input data and complete all placement paperwork, identifying problems and resolving issues that would prevent successful documentation/entry.
- Secure funding information and verify funding/insurance coverage arrangements.
- Complete all reporting requirements consistent with corporate and regulatory standards.
- Apply knowledge and understanding of programs, policies, procedures, and information to serve as a resource and assist others in resolving administrative issues within the scope of authority.
- Assist with emergency coverage and crisis intervention support.
Skills on Resume:
- Communication Skills (Soft Skills)
- Referral Management (Hard Skills)
- Data Entry (Hard Skills)
- File Management (Hard Skills)
- Problem Solving (Soft Skills)
- Insurance Verification (Hard Skills)
- Report Writing (Hard Skills)
- Policy Knowledge (Hard Skills)
2. Intake Coordinator, Harborview Counseling Services, Erie, PA
Job Summary:
- Takes Infusion Therapy referrals from referral sources.
- Ensures that all intake forms are complete, clear, and within Amerita’s scope of service.
- Obtains authorizations and re-authorizations by payers.
- Enters patient demographic, insurance, and authorization information into the computer system.
- Communicates with other departments regarding the status of referrals.
- Notifies patients/families regarding coverage and payment responsibilities.
- Understands which insurance companies have active contracts with Amerita.
- Ensures that insurance verification is completed and authorization is in place before giving the referral to a Pharmacist.
- Maintains confidentiality of patient and proprietary information.
Skills on Resume:
- Referral Management (Hard Skills)
- Form Review (Hard Skills)
- Authorization Processing (Hard Skills)
- Data Entry (Hard Skills)
- Department Communication (Soft Skills)
- Patient Notification (Soft Skills)
- Insurance Knowledge (Hard Skills)
- Confidentiality Practice (Soft Skills)
3. Intake Coordinator, Meadowlark Behavioral Health, Lincoln, NE
Job Summary:
- Be responsible for daily patient referral and intake operations.
- Reviews and processes pending referrals.
- Creates and maintains physician data, including face-to-face, order, and discharge/transfer summaries.
- Performs data entries for all demographic information for new patients.
- Ensures maximum third-party reimbursement through oversight of the insurance verification and authorization process.
- Processes face-to-face encounters, verbal and written physician orders, transfer summaries, medication profiles, notices of Medicare noncoverage and discharge summaries.
- Completes requested schedules for new patients, pending authorizations, ROC visits, follow-up and SOC and recertification.
- Processes missed visits, reassigned visits and declined visits.
- Enters all orders for frequency and duration into the computer.
- Receives non-clinical report from staff and communicates concerns to clinical supervisor/manager.
- Provides new hire orientation and employment paperwork.
- Assists with the time and attendance and payroll processes of staff.
- Reports worker renewable requirements and assists with documentation.
- Assures maintenance of office supplies, medical supplies, forms and inventories.
- Builds community and customer perception of the Agency and a high-quality provider of services.
- Continuously analyzes work processes and makes suggestions for improvement.
Skills on Resume:
- Referral Processing (Hard Skills)
- Data Entry (Hard Skills)
- Insurance Verification (Hard Skills)
- Order Management (Hard Skills)
- Staff Communication (Soft Skills)
- Orientation Training (Soft Skills)
- Payroll Support (Hard Skills)
- Process Improvement (Soft Skills)
4. Intake Coordinator, Pine Hollow Treatment Center, Missoula, MT
Job Summary:
- Chair and facilitate the Intake/Discharge meeting.
- Monitor compliance with documentation requirements relating to the intake and discharge process (i.e., case records review and monitoring).
- Conduct periodic audits of clinical records to ensure compliance with all intake and discharge documentation standards.
- Participate in agency outreach efforts and community liaison activities.
- Screen potential consumers for SED criteria and the applicability of agency services.
- Gathers treatment records from previous providers and staff applications at the intake/discharge meeting.
- Coordinates foster care referrals and new placement updates.
- Maintain the Harmony database by entering all referrals and enrolling the consumer at the time of intake.
- Serves as the initial telephone contact for DFS referrals.
- Generates applicable intake reports.
- Refer consumers to other community resources.
- Review the intake packet with consumers for maximum understanding of their rights and responsibilities.
- Collect consumer financial and coverage information to determine payment method.
Skills on Resume:
- Meeting Facilitation (Soft Skills)
- Compliance Monitoring (Hard Skills)
- Record Auditing (Hard Skills)
- Community Outreach (Soft Skills)
- Consumer Screening (Hard Skills)
- Data Entry (Hard Skills)
- Report Generation (Hard Skills)
- Consumer Communication (Soft Skills)
5. Intake Coordinator, Clear Path Family Services, Macon, GA
Job Summary:
- Adheres to all hospital and department policies and procedures.
- Ensure appropriate intake referrals are collaborated on accordingly and responded to promptly.
- Maintain courteous and professional interactions with customers at all times.
- Greets each patient, family, and visitor with a smile and acknowledges them promptly.
- Assist staff in communication with the Physicians and patients
- Assist patients/families/caregivers with their needs and help problem-solve in their capacity.
- Determine eligibility and benefits from insurance companies on referrals coming directly to intake.
- Confirm financial responsibilities with patients.
- Coordinate with the finance and billing departments on all admissions and discharges.
- Communicate admission to staff and other members of the team by providing basic and pertinent information.
Skills on Resume:
- Policy Adherence (Hard Skills)
- Referral Coordination (Hard Skills)
- Professional Interaction (Soft Skills)
- Patient Greeting (Soft Skills)
- Staff Communication (Soft Skills)
- Problem Solving (Soft Skills)
- Insurance Verification (Hard Skills)
- Financial Coordination (Hard Skills)
6. Intake Coordinator, Horizon Valley Health Network, Des Moines, IA
Job Summary:
- Comply with the hospital policies on maintaining safety and reporting incidents promptly.
- Use effective time management and organizational skills.
- Processes paperwork for new patients in accordance with protocols.
- Ensures that all admission forms are properly signed and filed.
- Promptly answers telephone calls and screens inquiry calls and emails.
- Collects data to help with the admission process.
- Communicate professionally and respectfully with all members of the Hospital while working to support a team-oriented work environment.
- Maintains customer confidence and protects operations by keeping information confidential and adhering to the standards of the Health Insurance and Portability Act (HIPAA).
- Perform record keeping, medical record maintenance, report writing, data collection and entry by the Nurse Director.
- Maintain a work environment in which everyone is to be treated with fairness, dignity and respect.
- Abide and follow the guidelines in the code of conduct, share accountability and responsibility for conducting themselves in a manner consistent with the hospital's mission, vision and values.
Skills on Resume:
- Safety Compliance (Hard Skills)
- Time Management (Soft Skills)
- Paperwork Processing (Hard Skills)
- Form Filing (Hard Skills)
- Call Handling (Soft Skills)
- Data Collection (Hard Skills)
- Professional Communication (Soft Skills)
- Confidentiality Practice (Soft Skills)
7. Intake Coordinator, Sunrise Behavioral Associates, Eugene, OR
Job Summary:
- Maintain clear instructions and methods by which referrals may be reliably made by other DESC program staff, the legal/justice system, hospitals, other service providers, and potential clients referring themselves.
- Coordinate and collaborate with referents and community partners to schedule intake appointments promptly
- Verify Medicaid status or eligibility as a person not receiving Medicaid to be enrolled in the King County Mental Health Plan.
- Maintain complete and current documentation demonstrating referrals made and the outcome of each
- Maintain clear communication with the intake specialists, clinical supervisors, and nursing team in the scheduling of intake appointments and the triaging of accommodations or additional needs referents or potential clients may have
- Document enrollment and discharge of clients on Less Restrictive Orders (LROs) into the Assisted Outpatient Services Program (AOSP)
- Maintain a database of AOSP-enrolled clients, including clients whose LRO is being monitored by but are not currently enrolled
- Track AOSP service delivery and report outcomes to the team every week
- Review, summarize, and communicate AOSP service delivery to King County every month
- Assist in transferring LROs to and from the program
Skills on Resume:
- Referral Coordination (Hard Skills)
- Community Collaboration (Soft Skills)
- Medicaid Verification (Hard Skills)
- Documentation Management (Hard Skills)
- Team Communication (Soft Skills)
- Client Enrollment (Hard Skills)
- Data Tracking (Hard Skills)
- Report Preparation (Hard Skills)
8. Intake Coordinator, Maple Ridge Recovery Solutions, Bangor, ME
Job Summary:
- Conduct intake evaluations and psychosocial assessments with consumer participation.
- Develop initial goal planners/treatment and crisis plans in compliance with WACs and King County Policy and Procedures.
- Facilitate linkages to collaborative resources.
- Acquire information from the client and other sources as the psychosocial assessment form indicates.
- Obtain ROIs to obtain the fullest possible history of key life domains.
- Identify client strengths, coping strategies, and deficits to be incorporated into the treatment plan.
- Review consent to treatment and rights with the client, and ensure the client has signed the relevant forms.
- Provide crisis intervention and risk assessment, tolerate unusual or unpleasant behavior.
- Assist clients and potential clients by providing relevant resource information and direct assistance in obtaining key resources such as food, shelter, financial and Medicaid entitlements, hospitalization, health care, etc.
- Consult and collaborate with community providers to ensure continuity of care.
- Coordinate with other DESC programs, making referrals to the team to ensure the successful transition of consumers to long-term case management.
Skills on Resume:
- Intake Evaluation (Hard Skills)
- Treatment Planning (Hard Skills)
- Resource Linkage (Soft Skills)
- Information Gathering (Hard Skills)
- History Acquisition (Hard Skills)
- Crisis Intervention (Soft Skills)
- Client Assistance (Soft Skills)
- Community Collaboration (Soft Skills)
9. Intake Coordinator, Tranquil Shores Counseling Group, St. Augustine, FL
Job Summary:
- Assure linkage to psychiatric services is established.
- Refer to and coordinate with the DESC chemical dependency program.
- Ensure timely documentation of all services provided
- Participate in psychiatric consultations, clinical supervisions, program meetings, and in-service trainings of mental health program staff
- Participate in clinical reviews and case conferences.
- Conduct work in compliance with the documentation requirements of relevant Federal, State, and King County regulations and procedures.
- Comply with the agency’s clinical accountability policies and procedures
- Maintain current and complete clinical and administrative records
- Participate in quality assurance reviews.
- Comply with applicable program research and evaluation procedures.
- Provide specialty services as qualified.
- Attend outside meetings by the clinical supervisor or clinical director.
Skills on Resume:
- Service Coordination (Hard Skills)
- Chemical Referral (Hard Skills)
- Timely Documentation (Hard Skills)
- Team Participation (Soft Skills)
- Case Review (Hard Skills)
- Record Maintenance (Hard Skills)
- Quality Assurance (Hard Skills)
- Regulation Compliance (Hard Skills)
10. Intake Coordinator, Riverbend Wellness Center, La Crosse, WI
Job Summary:
- Receive medication referrals and collect information from case managers, referral portals, fax, email, and/or customer calls
- Expedite medication referrals and facilitate collaboration among branch staff
- Referral data entry and document management
- Referral log creation and maintenance
- Organize and facilitate the daily morning meeting
- Contact the referral source, patient, and/or the doctor’s office to obtain additional information that is required to complete verification of benefits or prior approvals
- Places outbound calls to patients or doctors’ offices to notify them of any delays due to more information needed to process or due to a prior authorization
- Provides exceptional customer service to external and internal customers, resolving any customer requests in a timely and accurate manner and escalating to management
- Places outbound calls to patients to initiate new therapies and assessments
- Ensures the appropriate notification of patients regarding their financial responsibility, benefit coverage, and payor authorization for services to be provided
- Acts as a single point of contact for all referral activity with internal customers, manufacturers/HUBs, patients, prescribers, and/or referral sources
- Creates physical patient files and new patient packets
Skills on Resume:
- Medication Referrals (Hard Skills)
- Collaboration Facilitation (Soft Skills)
- Data Entry (Hard Skills)
- Log Maintenance (Hard Skills)
- Meeting Organization (Soft Skills)
- Information Verification (Hard Skills)
- Customer Service (Soft Skills)
- Patient Notification (Hard Skills)
11. Intake Coordinator, Evergreen Healing Services, Billings, MT
Job Summary:
- Track data on the number of referrals, referral types and monthly available visit types for the purpose of managing supply and demand.
- Coordinate and maintain statistical data on the number of calls and dispositions and participate in the Performance Improvement process for the department.
- Gather clinical, medical, and demographic data to determine appropriate referral and level of care.
- Document information and refer patients to internal/external services promptly.
- Initiates referral process in a manner to be regularly and conveniently available to meet the needs of CHMC's patients by department management and the medical staff.
- Assess for appropriateness and/or determine options within or outside of CCHMC.
- Triage and evaluate the patient's needs vs. the service availability of patients and families for outpatient referrals.
- Advocates for the needs of the child and adolescent patient and family within the hospital and the community.
- Develops skills and knowledge to interact with third-party payers and managed care.
- Maintain professional relationships with referral sources and managed care contacts.
Skills on Resume:
- Data Tracking (Hard Skills)
- Statistical Coordination (Hard Skills)
- Data Gathering (Hard Skills)
- Referral Documentation (Hard Skills)
- Referral Assessment (Hard Skills)
- Patient Triage (Hard Skills)
- Patient Advocacy (Soft Skills)
- Relationship Management (Soft Skills)
12. Intake Coordinator, Summit View Behavioral Health, Provo, UT
Job Summary:
- Maintain tracking and enter data for assigned tasks on the computer.
- Maintain complete, accurate and accessible client and company files within the electronic medical records system.
- Complete all necessary intake forms and procedures.
- Ensure that insurance verification is completed.
- Know and understand Medicare, Medicaid and private insurance.
- Follow up with appropriate contacts if the referral information is incomplete.
- Understand and communicate reimbursement issues to the appropriate persons.
- Notify patients, families, referral sources and all other applicable parties regarding insurance coverage and payment responsibilities.
- Ensure all documentation needed to bill is obtained.
Skills on Resume:
- Data Entry (Hard Skills)
- Record Management (Hard Skills)
- Intake Processing (Hard Skills)
- Insurance Verification (Hard Skills)
- Insurance Knowledge (Hard Skills)
- Referral Follow-up (Soft Skills)
- Reimbursement Communication (Soft Skills)
- Billing Documentation (Hard Skills)
13. Intake Coordinator, Cedar Brook Family Health, Roanoke, VA
Job Summary:
- Intake coordination of health coach assignments/scheduling, and collaborates with other departments for clinical assignments.
- Outreaches members to complete the Health Risk Assessment tool.
- Conduction of chart audits, data collection, medical record requests/reviews for ICT meetings and/or HEDIS data collection.
- Maintains the Transition of Care Log, and tracks completion of visits, and sends reminders to nurses.
- Assist in the facilitation of short enrollment form requests and submission to enrollment on a basis.
- Other administrative duties include team meeting preparation and documenting minutes unless otherwise delegated.
- Can do basic member outreach to complete appointment scheduling, inquire about demographics, inquire about quantities of supplies needed, etc.
- Work with the assigned Health Nurse to coordinate home visits and calls to members.
- Effectively communicates, problem-solves, and maintains productive and effective interpersonal relationships.
- Supports the administrative efforts of the Care Management Programs department.
Skills on Resume:
- Intake Coordination (Hard Skills)
- Member Outreach (Soft Skills)
- Chart Auditing (Hard Skills)
- Log Maintenance (Hard Skills)
- Form Submission (Hard Skills)
- Meeting Preparation (Hard Skills)
- Visit Coordination (Hard Skills)
- Interpersonal Communication (Soft Skills)
14. Intake Coordinator, Prairie Light Counseling Center, Fargo, ND
Job Summary:
- Provide courteous and timely customer service.
- Adhere to Agency and program policies and procedures.
- Initiate and complete all administrative paperwork included in the Client Intake Packet.
- Ensure that intake paperwork meets quality assurance standards by the Division Director or designee and is prepared for entry into the client's chart.
- Respond to all intake calls and voicemails within two business days.
- Orient the client to service availabilities, rights, and responsibilities.
- Ensure client ID is assigned, documented, and entered into any and all databases and relevant systems.
- Provide guidance and be an incidental supervisor to any assigned support staff assisting with intake duties.
- Communicate promptly with the Practice Manager when additional resources or support.
- Assist with phone calls and translations.
Skills on Resume:
- Customer Service (Soft Skills)
- Policy Adherence (Hard Skills)
- Paperwork Completion (Hard Skills)
- Quality Assurance (Hard Skills)
- Call Response (Soft Skills)
- Client Orientation (Soft Skills)
- Data Entry (Hard Skills)
- Staff Supervision (Soft Skills)
15. Intake Coordinator, Bridgeway Support Services, New Haven, CT
Job Summary:
- Monitors and ensures timely processing of incoming client service requests, and requests for changes or updates to client services within contractual obligations
- Perform preliminary review of referrals for available, suitable staff, in consultation with service coordinators
- Liaise with customer referral sources to ensure customer expectations are met
- Be responsible for the integrity of information in Q-Care, which would involve data entry, updates of client information, schedules and visits.
- Generate and provide reports to Coordinators regarding service terminations and re-starts
- Provide relief in the Validation team
- Knows and adheres to the formal and informal departmental goals, standards and policies and procedures
- Work with an awareness of health and safety and cooperate towards improved health and safety conditions at work
Skills on Resume:
- Request Processing (Hard Skills)
- Referral Review (Hard Skills)
- Customer Liaison (Soft Skills)
- Data Management (Hard Skills)
- Report Generation (Hard Skills)
- Team Support (Soft Skills)
- Policy Adherence (Hard Skills)
- Safety Awareness (Soft Skills)
16. Intake Coordinator, Turning Point Behavioral Solutions, Peoria, IL
Job Summary:
- Answer calls that come into SFCD’s family support line
- Conduct initial intake with families and providers
- Enter data into Salesforce
- Work with Support Services leads to assigning cases to Care Coordinators, Resource Specialists and Clinical Social Workers for ongoing support
- Respond to all inquiries from families and providers
- Provide case follow-up to families and providers
- Assist in creating resource packets of information to share with families and providers
- Works with integrity and ethically to uphold organizational values
Skills on Resume:
- Call Handling (Soft Skills)
- Intake Processing (Hard Skills)
- Data Entry (Hard Skills)
- Case Assignment (Hard Skills)
- Inquiry Response (Soft Skills)
- Case Follow-up (Soft Skills)
- Resource Preparation (Hard Skills)
- Ethical Conduct (Soft Skills)
17. Intake Coordinator, Oak Meadow Recovery, Amarillo, TX
Job Summary:
- Fields incoming referrals and monitors all channels for referrals, including phone, e-mail, faxes and EMR, and responds promptly.
- Communicates with all outside agencies to address any concerns with the referral process.
- Identifies and informs prospective patients and their families about the nature of ACHC’s services and sets expectations for the delivery of those services
- Updates referral sources on the status of referrals.
- Assesses new patient criteria for interested patients, including whether or not they are in a qualified area, have acceptable insurance and are either homebound or home-limited.
- Initiates new patient protocol and schedules the first appointment with the provider for qualified new patients
- Enters all patient data into electronic medical records (EMR) and updates the provider.
- Generates various letters periodically to patients who have been discharged from the practice
- Close out accounts on patients who are no longer active with the service.
- Attends Company and industry-related meetings.
- Establishes individual goals that are aligned with the Company's business strategies and objectives.
- Functions as a contributing and motivating member of the department's team and other teams.
Skills on Resume:
- Referral Management (Hard Skills)
- Agency Communication (Soft Skills)
- Patient Education (Soft Skills)
- Status Updates (Soft Skills)
- Patient Assessment (Hard Skills)
- Appointment Scheduling (Hard Skills)
- Data Entry (Hard Skills)
- Team Collaboration (Soft Skills)
18. Intake Coordinator, Blue Ridge Counseling and Recovery, Charleston, WV
Job Summary:
- Provides initial screening of potential complex case management referrals, including screening warm transfers from Customer Service and vendor referrals (e.g., Nurseline, EAP).
- Works with Case Managers to ensure potential case management referrals are appropriate for the program.
- Researches and provides clinical and complex resource information for case managers and engagement specialists to assist in the management of complex case management cases, including maintaining a community resource knowledge base.
- Applies nationally accepted criteria to pre-screening cases
- Educates potential candidates for case management regarding the overall complex case management program and obtains permission for services.
- Identifies and works to resolve social issues that impede proper use of health care services or access to services.
- Ensures documentation is clear, concise and meets all regulatory, legal and accreditation standards.
- Writes reports, including departmental reports such as but not limited to operational (e.g., referral source, volume, case assignment), outcome (e.g., satisfaction, clinical), NCQA and quality improvement projects.
- Works collaboratively with providers and supports embedded/designated case managers, ensuring provider-specific reporting (e.g., inpatient notifications, member data, etc.) is provided promptly and ensuring accuracy of information shared.
- Identifies emergency department, urgent case and pharmacy utilization concerns and acts to resolve them by working with members, providers, Premera staff and community liaisons as indicated.
- Research requests from underwriting to identify potential candidates for case management and assist the company in managing potential outlier cases for stop loss.
- Assist with case management process-related questions from internal support staff and customer service.
Skills on Resume:
- Referral Screening (Hard Skills)
- Case Collaboration (Soft Skills)
- Resource Research (Hard Skills)
- Criteria Application (Hard Skills)
- Patient Education (Soft Skills)
- Issue Resolution (Soft Skills)
- Clear Documentation (Hard Skills)
- Report Writing (Hard Skills)
19. Intake Coordinator, Harmony Path Wellness, Mobile, AL
Job Summary:
- Receive incoming authorization requests from providers, via telephone queue line (or other means) and obtain necessary administrative information and work to resolve non-clinical issues[such as checking on auth status or claim question].
- Contact provider offices for further details on referrals.
- Research member eligibility and primary care selection to complete the entry of referral.
- Document and maintain telephone calls and enter a note on each call/inquiry made.
- Maintain flow and storage of information such as messages, forms, and logs.
- Assist team personnel with establishing and maintaining efficient communication processes with providers.
- Maintain the flow and storage of information within Intake/Outreach Coordination, ensuring it is placed in the appropriate place/registry.
- Maintain and update the daily inpatient census.
- Maintain the flow of clearing, sorting and distribution of incoming faxes and authorization requests.
- Data entry of Authorization Requests for Acute Treatment Services, Substance Abuse into the information system and send out authorization letter to the facility.
- Identify any outliers and triage to the care manager for review.
- Data entry of ATS-SA discharge reviews and change authorization, as indicated.
- Conduct outreach calls to providers as a follow-up to 14-day post-hospitalization medication continuing care visits
- Prioritize work duties to maintain customer satisfaction through prompt and efficient service.
- Represents Intake/Outreach Coordination at applicable activities, including system user groups and other health data system organizations.
- Attends organization-wide meetings and department staff meetings.
- Maintains professional growth and development through self-directed learning activities and involvement in professional, civic, and community organizations.
Skills on Resume:
- Authorization Processing (Hard Skills)
- Provider Communication (Soft Skills)
- Eligibility Research (Hard Skills)
- Call Documentation (Hard Skills)
- Information Management (Hard Skills)
- Team Collaboration (Soft Skills)
- Data Entry (Hard Skills)
- Outreach Calling (Soft Skills)
20. Intake Coordinator, Compass Rose Family Services, Spokane, WA
Job Summary:
- Instructs end users regarding compliance requirements, explains documents, forms, and information requirements, including but not limited to patient service agreements, consent forms, etc.
- Completes necessary documentation as provided by law, regulation, and established policy
- Ensures that all required demographic and insurance information is provided.
- Ensures that all actively ordering end users have a valid prescription on file for the products they order.
- Secure accuracy in all intake forms for signatures and filing for record retention purposes.
- Maintains departmental accuracy standards in relation to all data entered into the client management system.
- Follows up with every end user within 24 hours of receiving incomplete documentation.
- Processes paperwork for new clients efficiently and in accordance with protocols.
- Confirms smooth end-user flow through the intake process.
- Communicates with other team members constructively to reduce conflict and enhance the resolution of issues.
- Complete Medicare eligibility checks within the Brightree System.
- Answer, document, and resolve or escalate incoming telephone, fax, and email inquiries.
- Follow up with clients, providing key information and documenting interactions.
- Verify eligibility and cost information to determine needs.
Skills on Resume:
- Compliance Instruction (Soft Skills)
- Documentation Completion (Hard Skills)
- Insurance Verification (Hard Skills)
- Record Accuracy (Hard Skills)
- Data Entry (Hard Skills)
- Follow-up Communication (Soft Skills)
- Eligibility Checks (Hard Skills)
- Issue Resolution (Soft Skills)
21. Intake Coordinator, Golden Valley Behavioral Network, Bismarck, ND
Job Summary:
- Acts as a contact telephone liaison person, interfacing with referral sources, outside agencies, health professionals, and field staff.
- Receives and coordinates all incoming calls, providing patients/clients and referral sources with basic information to assist in accessing appropriate services.
- Communicates with patient/client and family regarding arrangements for the initiation of care/services.
- Completes intake screening, including obtaining, documenting and analyzing all required information to make a preliminary admission decision.
- Prepares reports and responses to inquiries.
- Provides telephonic contact and system data entry for customers seeking care/services.
- Actively promotes care/services to prospective patients/clients.
- Collects and enters customer information into the management information system.
- Works in conjunction with clinical staff to adhere to standards of practice for nursing and applicable law and regulations.
- Actively participates as part of a high-performance work team to drive change and deliver exceptional patient/client service.
Skills on Resume:
- Telephone Liaison (Soft Skills)
- Call Coordination (Hard Skills)
- Patient Communication (Soft Skills)
- Intake Screening (Hard Skills)
- Report Preparation (Hard Skills)
- Data Entry (Hard Skills)
- Service Promotion (Soft Skills)
- Team Collaboration (Soft Skills)
22. Intake Coordinator, Creekside Health Partners, Santa Fe, NM
Job Summary:
- Obtains and processes referrals based on the Enterprise’s admission criteria.
- Obtains and confirms demographic and other medical and social patient information.
- Works within intake-related electronic platforms to gather proper information to generate a new referral/resumption of the patient’s care and ensures accurate documentation.
- Establishes and promotes an ongoing collaborative relationship between VNSNY and/or other facilities, direct care givers, physicians, nurses, discharge planners, case managers, social workers, etc., to facilitate adequate patient care transition.
- Provides patient and family members with information related to how to contact VNSNY between the period of referral and the initial home visit.
- Works closely with and escalates necessary issues to the Supervisor/Manager in a timely fashion.
- Coordinates and shares information with the patient’s other health care providers.
- Assists in the order processing for supplies, durable medical equipment, laboratory work and other appropriate items needed for the patient.
- Confirms that appropriate supplies and/or medical equipment are readily available in patients’ homes before their discharge.
- Determines customer needs and provides accurate and responsive intake to ensure customer satisfaction.
- Provides appropriate handoff of information to team members to support a safe and effective transition of care.
- Builds and maintains a positive relationship with referral sources.
- Provides general information about all VNSNY services to referrers and the community.
Skills on Resume:
- Referral Processing (Hard Skills)
- Data Verification (Hard Skills)
- Electronic Documentation (Hard Skills)
- Care Coordination (Soft Skills)
- Patient Communication (Soft Skills)
- Issue Escalation (Soft Skills)
- Order Processing (Hard Skills)
- Relationship Building (Soft Skills)
23. Intake Coordinator, Sycamore Springs Counseling, Columbia, MO
Job Summary:
- Assist with getting a letter to the employer to keep in the clinical log.
- Give family surveys to families.
- Facilitate the admission process by communicating with nursing when the client is ready for them.
- Gather information for and complete precertification for all managed care clients.
- Track when to complete admission/continued stay/discharge ASAM on all county-funded and MCO clients- enter into STAR or file in the chart.
- Admission/continued stay/discharge on all adolescent clients ASAM
- Conduct level of care assessments on all clients.
- Apply for medical assistance for SCA clients.
- Coordinate with the client the appropriate person will complete the medical assistance process via phone, receive and sign papers for MA and fax back.
- Take photos of each client, make five copies, write the name and MR number and distribute.
- Complete aftercare goals with detox-only clients, set up outpatient appointments/AA meetings and complete discharge summary 7 days after discharge.
- Communicate with nursing regarding discharge information.
- Complete prescreens by phone and in person while entering the date in the electronic clinical record, scheduling callers for appointments or referring them to appropriate services.
Skills on Resume:
- Documentation Support (Hard Skills)
- Survey Distribution (Hard Skills)
- Admission Facilitation (Soft Skills)
- Precertification Processing (Hard Skills)
- Client Tracking (Hard Skills)
- Care Assessment (Hard Skills)
- Medical Assistance (Hard Skills)
- Discharge Coordination (Soft Skills)
24. Intake Coordinator, Redwood Family Recovery, Redding, CA
Job Summary:
- Reviewing prospective admissions against approved admission criteria, policies and procedures.
- Initiating contact to gather required clinical and demographic data from the patient and other sources.
- Responding promptly to inquiry calls.
- Conducting pre-admission assessments.
- Assisting prospective patients and significant others in seeking treatment.
- Referring inquiries to other agencies and community resources for facility assistance or admission.
- Coordinating transportation arrangements for patients.
- Maintaining an efficient, positive customer service attitude towards patients, their families and co-workers while being responsive to customer needs.
Skills on Resume:
- Admission Review (Hard Skills)
- Data Collection (Hard Skills)
- Inquiry Response (Soft Skills)
- Pre-admission Assessment (Hard Skills)
- Patient Assistance (Soft Skills)
- Resource Referral (Soft Skills)
- Transport Coordination (Hard Skills)
- Customer Service (Soft Skills)
25. Intake Coordinator, Serene Haven Treatment Services, Little Rock, AR
Job Summary:
- Enter demographics and other pertinent information into the digital system and ensure completion of all admission paperwork
- Verify insurance coverage, explain benefit information to patients and case managers, and collect and process payments
- Identify patients' needs, clarify information, research every issue and provide solutions
- Answer incoming calls for intake patients as well as assist with overflow.
- Meet daily, monthly, and quarterly metrics and goals set by management
- Communicate effectively with other departments to present solutions to any patient concerns.
- Ensure that the work being performed meets internal and external compliance requirements
- Maintain confidentiality of all information, adhere to all HIPAA guidelines/regulations.
- Various clerical work, including faxing, scanning, and copying
Skills on Resume:
- Data Entry (Hard Skills)
- Insurance Verification (Hard Skills)
- Problem Solving (Soft Skills)
- Call Handling (Soft Skills)
- Goal Achievement (Hard Skills)
- Department Communication (Soft Skills)
- Compliance Adherence (Hard Skills)
- Clerical Support (Hard Skills)
26. Intake Coordinator, Hope Springs Health Center, Dover, DE
Job Summary:
- Maintains frequent professional and courteous communications with ESSC associates, KP, participants/families, and other contacts and accurately relays messages.
- Respond to all inquiries from Regional Center Coordinators
- Send out participant termination notifications to the appropriate parties
- Provide status updates for missing authorizations.
- Manages and maintains an accurate computer-based records keeping system, including data entry.
- Oversees the Intake Department's accurate upload of daily participant authorizations received by KP
- Ensures that participant documentation is uploaded to the appropriate healthcare system as outlined in the Task List
- Documents correspondence in a computer-based records-keeping system (NPA, APS, etc.)
- Complete and correct all errors in the reports on the Errata report sent from Accounting
- Maintain the Regional Center copay spreadsheet
- Upload reports/welcome packets/documentation to the healthcare system
- Maintain the monthly Medi-Cal list and send to the appropriate parties as outlined in Intake TaskList Reports and Compliance
- Review reports to ensure hygiene of data entry in practice management systems (NPA, APS, Client Repository, etc.)
- Compile Intake data and send to the Manager of Intake and Reporting monthly
- Track authorization issues and follow up with KP
- Track missing authorizations for all departments and communicate to KP, Safety Management
Skills on Resume:
- Professional Communication (Soft Skills)
- Inquiry Response (Soft Skills)
- Notification Handling (Hard Skills)
- Status Updates (Soft Skills)
- Record Management (Hard Skills)
- Data Entry (Hard Skills)
- Report Review (Hard Skills)
- Authorization Tracking (Hard Skills)
27. Intake Coordinator, Greenway Recovery and Wellness, Lexington, KY
Job Summary:
- Be responsible for providing telephone support, data entry, and routing of cases to the appropriate Utilization Management staff member.
- Answers incoming queue calls to maintain established Average Speed of Answer and abandonment rates
- Enters data into the authorization system for admissions, outpatient procedures, therapies, home health, and DME.
- Promptly records demographic information while meeting quality audit thresholds
- Accurately verifies member eligibility and provider participation before routing the case to the Utilization Management Nurse, noting any discrepancies/problems in notes received from the provider.
- Provides the provider with the case reference number upon completion of data entry and/or nurse approval.
- Performs initial coding of admission and surgical procedures for precertification.
- Maintains a current knowledge base about rules, regulations, policies, and procedures relating to precertification and concurrent review.
- Regularly reviews and monitors compliance with Evolent Health Plan policies and procedures.
Skills on Resume:
- Telephone Support (Soft Skills)
- Call Handling (Soft Skills)
- Data Entry (Hard Skills)
- Demographic Recording (Hard Skills)
- Eligibility Verification (Hard Skills)
- Case Coding (Hard Skills)
- Policy Knowledge (Hard Skills)
- Compliance Monitoring (Hard Skills)
28. Intake Coordinator, Bright Horizon Counseling, Topeka, KS
Job Summary:
- Adheres to state and federal regulations.
- Promptly makes recommendations to ensure compliance with rules, regulations, policies and procedures.
- Assists with developing and updating policies and procedures.
- Prepares medical denial letters for UM staff.
- Responds intelligently and comprehensively and displays a clear understanding and accurate reflection of Evolent Health goals, objectives, policies, procedures, and priorities.
- Addresses the majority of inquiries independently without unnecessary or recurring contact or excessive dependence on the supervisor.
- Discriminates between routine and significantly sensitive matters or those issues for which a direct response is inappropriate
- Promptly apprises the immediate supervisor or assigned designee and or refers the issue to the appropriate individual.
- Addresses requests promptly and courteously, honors commitments and displays persistence in obtaining necessary information to address issues and problems.
Skills on Resume:
- Regulation Compliance (Hard Skills)
- Policy Development (Hard Skills)
- Letter Preparation (Hard Skills)
- Inquiry Response (Soft Skills)
- Issue Discrimination (Hard Skills)
- Supervisor Communication (Soft Skills)
- Request Handling (Soft Skills)
- Problem Resolution (Soft Skills)
29. Intake Coordinator, Brookfield Health and Wellness, Fort Smith, AR
Job Summary:
- Provides excellent telephone and in-person customer service.
- Answers and returns telephone calls promptly and courteously.
- Responds to requests in an accurate and timely manner.
- Gathers and inputs intake information into the computer system, completing the intake process.
- Interfaces with third-party payers to determine insurance benefits/self-pay status authorization at the time of intake.
- Coordinates with other departments in the facility to ensure the patients will receive appropriate treatment.
- Organizes daily activities to ensure the department functions according to accepted standards.
- Establishes and maintains effective internal and external working relationships.
- Be responsible for complying with information privacy/confidentiality policies and regulations.
- Obtains insurance eligibility and benefits information using various phone and online resources.
- Maintains appropriate authorizations and notifies insurance companies of patient arrival.
- Ensures eligibility and authorization requirements are completed within the required timeframe.
- Performs translation of narrative diagnoses provided by physicians into appropriate ICD-9 or ICD-10 codes.
- Maintains productivity levels established by management in completing orders.
Skills on Resume:
- Customer Service (Soft Skills)
- Call Handling (Soft Skills)
- Intake Processing (Hard Skills)
- Insurance Verification (Hard Skills)
- Department Coordination (Soft Skills)
- Activity Organization (Hard Skills)
- Confidentiality Compliance (Hard Skills)
- Medical Coding (Hard Skills)
30. Intake Coordinator, Lighthouse Behavioral Services, Shreveport, LA
Job Summary:
- Receives and documents information on new and current patients via telephone and fax machine from physicians and hospital staff.
- Conducts telephone interviews to obtain patient information from the referral source.
- Establishes rapport with new physicians and obtains the physician's UPIN number.
- Coordinates activities with RN, obtains guidance when indicated.
- Communicates patient information and bed number to the PIC.
- Maintains confidentiality per HIPAA standards.
- Effectively processes referrals by performing clerical functions to assure patient
- Determines funding source, verifies insurance and initiates authorizations.
- Checks patient data to see if the patient has received previous service, and records pertinent data.
- Effectively coordinates admissions and referrals of new patients from the hospital with the appropriate nursing team.
- Completes appropriate Intake paperwork.
Skills on Resume:
- Information Documentation (Hard Skills)
- Telephone Interviewing (Soft Skills)
- Physician Relations (Soft Skills)
- Care Coordination (Soft Skills)
- Patient Communication (Soft Skills)
- Confidentiality Compliance (Hard Skills)
- Insurance Verification (Hard Skills)
- Admission Processing (Hard Skills)
31. Intake Coordinator, Valley Crest Recovery Center, Cheyenne, WY
Job Summary:
- Calls team and attaches Intake paperwork to Admissions packet, for pickup.
- Assists case management with referrals.
- Enters patient demographic and insurance information into the computer.
- Participates in team meetings and in-services.
- Follows Agency policies and procedures in all aspects of the position.
- Participates in educational programs to maintain professional skill level.
- Maintains confidentiality of client and employee information per agency policies.
- Assist with Peer Education and orientation by the Clinical Director.
- Takes inquiry calls for behavioral health services.
- Interprets Medicare, Medicaid and private insurance requirements to patients and referral sources.
- Screens inquiries/referrals for pay source and needs.
Skills on Resume:
- Paperwork Handling (Hard Skills)
- Referral Assistance (Hard Skills)
- Data Entry (Hard Skills)
- Team Participation (Soft Skills)
- Policy Adherence (Hard Skills)
- Skill Development (Soft Skills)
- Confidentiality Compliance (Hard Skills)
- Inquiry Screening (Hard Skills)
32. Intake Coordinator, Aspen Grove Health Network, Helena, MT
Job Summary:
- Monitor and ensure that CCS and other programs meet all relevant local, state and federal standards, including DHS 36 and Title 19 regulations.
- Maintain a minimal caseload of clients and assist with teaming.
- Maintain a system of medical records management.
- Complete all annual or periodic program reports for county, state, federal, or internal agency needs promptly.
- Assist the program manager with the auditing of case notes to ensure accuracy and timely completion.
- Assist the program manager in the discharge of clients, including tracking of documentation and coordination with Milwaukee County.
- Assist the program manager by tracking various tasks that include, but are not limited to, treatment plans and program enrollments.
- Assess staff training needs and address such needs within budget constraints
- Accurate documentation and maintaining the case file by agency policy, government regulations and applicable local, state and federal codes.
- Meet department-designated monthly billing quotas, EHR note entry within 72 hours and biannual treatment plans.
- Attends and participates in staff meetings, in-service training seminars and conferences.
- Adhere to agency policies and procedures while carrying out daily responsibilities.
- Providing client coverage for other staff members.
- Attend community-based meetings, including MC3 Change Agent meetings.
Skills on Resume:
- Regulation Compliance (Hard Skills)
- Caseload Management (Hard Skills)
- Record Management (Hard Skills)
- Report Preparation (Hard Skills)
- Case Auditing (Hard Skills)
- Discharge Coordination (Hard Skills)
- Training Assessment (Soft Skills)
- Documentation Accuracy (Hard Skills)
33. Intake Coordinator, Willow Path Family Services, Charleston, SC
Job Summary:
- Be responsible for learning and implementing all aspects of Minds Matter LLC's philosophical principles
- Facilitate the ongoing eligibility of consumers for services, including Medical eligibility, knowledge of private insurance benefits, Social Security, Medicare and other funding options.
- Conduct the intake process within the timelines outlined by the tracking sheet
- Maintaining database for consumer information, referral contacts and service outcomes, maintain list for Aging and Disability Resource Center (ADRC) referrals and contact periodically to follow up on progress with connection to needed services and disseminating new referral information to Director of Rehabilitation Services (DORS), Regional Rehabilitation Directors (RRDs) and other staff.
- Answer telephones and give information to callers, take messages, or transfer calls to appropriate individuals.
- Meet all policy and procedure requirements for documentation, including completion of reports.
- Make copies of correspondence and other printed material.
- Establish and maintain a professional rapport with all consumers, co-workers, referral agents and representatives of other community agencies and services.
- Promote public relations throughout the agency and community for the program.
- Operate office equipment such as fax machines, copiers, and phone systems, and use computers for spreadsheets, word processing, database management, and other applications.
- Maintain confidentiality of protected health information in accordance with HIPAA regulations.
Skills on Resume:
- Philosophy Implementation (Soft Skills)
- Eligibility Facilitation (Hard Skills)
- Intake Processing (Hard Skills)
- Database Management (Hard Skills)
- Call Handling (Soft Skills)
- Report Completion (Hard Skills)
- Professional Rapport (Soft Skills)
- Confidentiality Compliance (Hard Skills)
34. Intake Coordinator, North Star Wellness Center, Anchorage, AK
Job Summary:
- Conduct screening interviews at the center or at other community agencies and institutions with applicants seeking admission to the program.
- Conferring with referral agents and other extra-agency personnel concerning prospective beneficiaries and requesting written background information.
- Screening individuals on the phone.
- Determine eligibility for the program based on the personal interview and written information.
- Processing of admitted beneficiaries via orienting them to the program of services.
- Explaining applicable rules and regulations.
- Obtaining necessary signatures on formal agreements.
- Initiating case record folders, completing data entry in all pertinent areas of the ARC software, making ID badges, and dispensing clothing requisitions.
- Taking personal inventories of clothing and other belongings and arranging or ensuring dormitory assignments in cooperation with the Resident Manager, and interviews with the Rehabilitation Manager or Chaplain.
- Refer ineligible applicants to other, more appropriate community agencies and institutions.
- Maintaining an ongoing contact with current and prospective referral sources is sufficient to ensure referrals at an adequate level to maintain program integrity.
- Devoting at least four hours weekly to Outreach in the surrounding community using an ARC vehicle.
- Attend inter-agency meetings and conferences.
- Preparation of any reports or statistical information by Center Administrators.
- Maintain confidentiality of all records, including discharged files, and those required for the operation of the program.
- Prepare beneficiary files with blank forms required by ARC Command.
Skills on Resume:
- Screening Interviews (Hard Skills)
- Eligibility Determination (Hard Skills)
- Program Orientation (Soft Skills)
- Rule Explanation (Soft Skills)
- Record Management (Hard Skills)
- Referral Networking (Soft Skills)
- Community Outreach (Soft Skills)
- Confidentiality Compliance (Hard Skills)
35. Intake Coordinator, Meadowbrook Counseling and Recovery, Manchester, NH
Job Summary:
- Enter new patient demographics and insurance into CPR+.
- Scans and tags initial paperwork into the medical record.
- Sends Initial Plan of Treatment to referral source.
- Sends e-mail alerts on all new referrals.
- Sends Notification of referral to the referral source.
- Contact the patient and direct them to the Palmetto website for completion of the Patient Admission form.
- Provides timely acceptance and completion of new referrals.
- Notifies clinical and insurance case managers of pending referral
- Be responsible for initiating and tracking the new referral checklist for completion.
Skills on Resume:
- Data Entry (Hard Skills)
- Document Scanning (Hard Skills)
- Treatment Notification (Hard Skills)
- Email Alerts (Hard Skills)
- Patient Communication (Soft Skills)
- Referral Processing (Hard Skills)
- Case Notification (Soft Skills)
- Checklist Tracking (Hard Skills)
36. Intake Coordinator, Rosewood Behavioral Health, Baton Rouge, LA
Job Summary:
- Check CPR+ for outstanding balances and coordinate with Reimbursement.
- Obtains referring MD notes for insurance authorizations.
- Communicate effectively and express ideas clearly, warmly, and helpfully.
- Takes initiative to present ideas/suggestions to management
- Follows appropriate organizational lines in resolving questions, concerns, and ideas.
- Utilizes CPR+ exclusively for the purposes of communicating and documenting patient information.
- Assists nurses and the clinical manager in phone communication.
- Promotes Palmetto Infusion Services by providing quality, comprehensive services to all customers through a team approach.
- Participates in the Palmetto Infusion Performance Improvement Program.
- Gives high priority to client satisfaction and anticipates customer needs.
- Provides excellent internal and external customer service by ensuring work meets quality standards.
Skills on Resume:
- Balance Coordination (Hard Skills)
- Authorization Support (Hard Skills)
- Effective Communication (Soft Skills)
- Idea Initiative (Soft Skills)
- Issue Resolution (Soft Skills)
- System Documentation (Hard Skills)
- Nurse Assistance (Soft Skills)
- Customer Service (Soft Skills)
37. Intake Coordinator, Evergreen Path Services, Sioux Falls, SD
Job Summary:
- Receives and coordinates all referrals, including notification of insurance providers for prior authorization and services covered.
- Be responsible for the review of daily logs and notes from Case Managers to assure continuity of care, documentation of nursing process, appropriateness of intervention/action, and timeliness of documentation.
- Using discretion and independent judgment in handling patient or physician complaints received, documents, and forwards them to the appropriate administrative staff.
- Be responsible for maintaining supply inventory as well as daily distribution of supplies to field staff.
- Maintains log and any reports essential for appropriate billing and the reorder process.
- Communicates with the Branch Manager any information received from physicians, patients, or employees about the patient's care or needs.
- Primary contact for receiving phone calls at the branch office.
- Takes physician orders by phone, documents in the database, notifies the appropriate Case Manager, and adjusts schedules accordingly as indicated.
- Provide direct patient care on a basis
- Assists with other functions of the supervisor.
Skills on Resume:
- Referral Coordination (Hard Skills)
- Care Review (Hard Skills)
- Complaint Handling (Soft Skills)
- Supply Management (Hard Skills)
- Billing Support (Hard Skills)
- Information Communication (Soft Skills)
- Call Handling (Soft Skills)
- Physician Orders (Hard Skills)
38. Intake Coordinator, Whispering Pines Counseling, Ithaca, NY
Job Summary:
- Responds to calls in a manner that is professional, courteous, organized, directive, and caring.
- Follows up with clients to confirm appointments.
- Performs needs assessments on all appointments scheduled.
- Follows up on all clients who do not show up for appointments with telephone calls or letters to offer a rescheduling opportunity.
- Make appropriate dispositions based on individuals? clinical needs and resources.
- Assists the patient in understanding his/her insurance benefits and available options.
- Orients patients who are to be admitted to the hospital to the treatment expectations.
- Offers and conducts hospital tours to prospective patients and their families.
- Meets with patients who need patient advocate services.
- Follows up on all inquiries until the supervisor closes the file.
- Completes and processes the Treatment/Discharge plan form appropriately.
Skills on Resume:
- Call Response (Soft Skills)
- Appointment Follow-up (Soft Skills)
- Needs Assessment (Hard Skills)
- Rescheduling Support (Soft Skills)
- Disposition Planning (Hard Skills)
- Insurance Assistance (Hard Skills)
- Patient Orientation (Soft Skills)
- Discharge Processing (Hard Skills)
39. Intake Coordinator, Clear Springs Recovery Center, Oklahoma City, OK
Job Summary:
- Ensures that the client completes the pre-evaluation questionnaire form and that the form is filed with the Admission Office.
- Completes the financial arrangement form and distributes copies to the patient and the Admission Office.
- Completes within 24 hours the admission referral source and sends it to the appropriate program director.
- Updates and expands the community resource file.
- Tracks and updates admissions and discharges every shift.
- Reports follow up on a case-by-case basis every shift.
- Prepares summary reports of the previous day's Intake activities for the admission/discharge meeting.
- Communicates accurate insurance identification information to the admissions department.
- Develops and maintains close working relationships with Program Directors around admissions, patient satisfaction, and patient orientations.
- Functions as an Admission service in terms of census tracking and admissions during the night shift.
- Obtains primary referral source information on all inquiries and needs assessments.
Skills on Resume:
- Form Processing (Hard Skills)
- Financial Arrangements (Hard Skills)
- Referral Documentation (Hard Skills)
- Resource Management (Hard Skills)
- Admission Tracking (Hard Skills)
- Case Reporting (Hard Skills)
- Insurance Communication (Soft Skills)
- Relationship Building (Soft Skills)
40. Intake Coordinator, Morning Light Counseling Associates, Burlington, VT
Job Summary:
- Orients new attending doctors and allied health professionals to the service.
- Assists with training of back-up staff for telephone and evaluation coverage.
- Reviews test call results weekly and develops a corrective action plan.
- Plans work schedule to meet the demands required of 24-hour assessment coverage.
- Reviews assessments, dispositions, and conversion rates weekly in clinical supervision.
- Meets daily with supervisor to prioritize follow-ups, difficult dispositions, tours, etc.
- Assists with the collection of QA data.
- Reviews QA data and participates in strategizing solutions to problems identified.
- Assists with planning and teaching staff development programs.
- Participates in Hospital Committees.
- Accepts responsibility for professional growth and development.
Skills on Resume:
- Doctor Orientation (Soft Skills)
- Staff Training (Soft Skills)
- Call Review (Hard Skills)
- Schedule Planning (Hard Skills)
- Assessment Review (Hard Skills)
- QA Data (Hard Skills)
- Staff Development (Soft Skills)
- Professional Growth (Soft Skills)
41. Intake Coordinator, Silver Lake Wellness Center, Pueblo, CO
Job Summary:
- Provides assistance or directs the caller to the appropriate person, contacting the physician/nurse directly for urgent needs.
- Provides assistance to other receptionists in screening patient calls.
- Provides specialized information related to the section, policies, procedures, insurance and services.
- Assists patients with the completion of forms.
- Builds monthly provider master schedules and clinic calendars from established sources and verifies provider sessions worked.
- Modifies master schedules to accommodate time off, extra patients, hospital emergencies, etc.
- Creates patient bump lists due to last-minute provider call-outs.
- Schedules patient appointments and resolves scheduling conflicts.
- Notifies patients of changes/cancellations and prioritizes urgency of appointments for rescheduling.
- Secures names and needs and directs accordingly.
- Updates patient information and verifies insurance information, level of services and tracks referrals.
- Initiates the billing process by completing patient encounter forms and accepting and processing fee-for-service payments.
- Books diagnostic tests and specialized appointments for patients at hospitals and other medical facilities, and ensures patients are provided with necessary paperwork and specialized instructions for procedures.
Skills on Resume:
- Caller Assistance (Soft Skills)
- Information Provision (Soft Skills)
- Form Assistance (Hard Skills)
- Schedule Management (Hard Skills)
- Conflict Resolution (Soft Skills)
- Appointment Scheduling (Hard Skills)
- Insurance Verification (Hard Skills)
- Billing Processing (Hard Skills)
42. Intake Coordinator, True North Family Health, Grand Rapids, MI
Job Summary:
- Schedules surgical procedures for patients.
- Coordinates available dates for surgery and scheduling of pre and post-operative exams and lab work.
- Obtains and distributes necessary paperwork and maintains a system to track completion.
- Schedules and coordinates departmental meetings, classes, clinics, conferences, etc.
- Merges and manipulates data to generate complex reports.
- Compiles and maintains clinical and patient statistical data and produces summaries and reports.
- Keyboards, correspondence, clinical information, reports, publicity material, educational handouts, etc.
- Obtains patient charts, medical records, and lab reports and verifies for completeness.
- Sorts, screens, and distributes incoming mail.
- Prioritizes and ensures completion of medical forms by clinical staff.
- Coordinates interdepartmental communication, including the distribution of medical records and reports.
- Maintains inventory of office supplies and educational material.
- Ensures adequate coverage of the reception desk
Skills on Resume:
- Surgery Scheduling (Hard Skills)
- Exam Coordination (Hard Skills)
- Paperwork Management (Hard Skills)
- Meeting Coordination (Hard Skills)
- Report Generation (Hard Skills)
- Data Compilation (Hard Skills)
- Record Verification (Hard Skills)
- Interdepartmental Communication (Soft Skills)
43. Intake Coordinator, Havenwood Counseling Services, Fayetteville, AR
Job Summary:
- Conducts psychosocial assessments in a criminal justice environment.
- Determines the appropriate level of care for clients based on their risks/needs.
- Completes all relevant admissions paperwork.
- Provides the clients with an overview of the drug court program and its expectations.
- Obtains collateral information pertinent to the treatment needs of the client.
- Participates as an active team member.
- Maintains proper documentation.
- Respond to subpoenas regarding assessments completed.
- Assists with accessing appropriate community resources for clients or their respective family members.
- Maintains relationships with referral sources.
- Attends shelter hearings to facilitate referrals to Dependency Drug Court.
- Attends client hearings to present assessment recommendations to the court.
- Communicates with new referral sources and maintains a professional and positive relationship with Judges, defense attorneys, Department of Children and Families attorneys, court liaisons, etc.
Skills on Resume:
- Psychosocial Assessment (Hard Skills)
- Care Determination (Hard Skills)
- Admission Processing (Hard Skills)
- Program Orientation (Soft Skills)
- Information Gathering (Hard Skills)
- Team Participation (Soft Skills)
- Court Communication (Soft Skills)
- Resource Assistance (Soft Skills)
44. Intake Coordinator, Stonebridge Health Partners, Boise, ID
Job Summary:
- Maintain strict client confidentiality.
- Be responsible for demonstrating a positive image.
- Answers the telephone within three (3) rings using an appropriate greeting.
- Attempt to obtain key information to impact the first call close and connection process.
- Effectively connect with the caller.
- Conducts pre-admission assessments to determine appropriateness for admission.
- Provide program information to prospective clients and families.
- Provides visitors or callers with general and specialized information about the facility.
- Conduct telephone conversations in a friendly and professional manner.
- Maintains clear communications with supervisors and co-workers.
- Follows all policy and procedures of The Recovery Village.
- Receives and screens visitors and/or telephone calls, providing general and specialized information about the facility.
- Provide potential business development referrals to the Director of Business Development.
Skills on Resume:
- Confidentiality Compliance (Hard Skills)
- Professional Image (Soft Skills)
- Call Handling (Soft Skills)
- Information Gathering (Hard Skills)
- Caller Connection (Soft Skills)
- Admission Assessment (Hard Skills)
- Program Information (Soft Skills)
- Team Communication (Soft Skills)
45. Intake Coordinator, Pathway Behavioral Solutions, Jackson, MS
Job Summary:
- Directs all daily patient referral and intake operations, including providing direct oversight of the establishment and implementation of intake policies.
- Ensures compliance with all state, federal, and Joint Commission referral/intake regulatory requirements.
- Directs the implementation of improved work methods and procedures to ensure patients are admitted in accordance with policy.
- Establishes and maintains positive working relationships with current and potential referral sources.
- Ensures seamless transition of patients to home care by providing direct oversight of patient education and preparation for home care, plan of care initiation, and coordination of care with multiple service providers.
- Ensures maximum third-party reimbursement through direct oversight of insurance verification and authorization processes.
- Builds and monitors community and customer perceptions of Seaport Scripps Home Health as a high-quality provider of services.
- Gathers, collates, and reports referral statistics, including key customer referral trends.
- Maintains a comprehensive working knowledge of Seaport Scripps Home Health contractual relationships and ensures that patients are admitted according to contract provisions.
- Maintains a comprehensive working knowledge of community resources and assists referral sources in accessing community resources, should services not be provided by Seaport Scripps Home Health
Skills on Resume:
- Intake Oversight (Hard Skills)
- Regulation Compliance (Hard Skills)
- Process Improvement (Hard Skills)
- Relationship Building (Soft Skills)
- Care Coordination (Soft Skills)
- Insurance Oversight (Hard Skills)
- Community Perception (Soft Skills)
- Data Reporting (Hard Skills)
46. Intake Coordinator, Oakridge Recovery Center, South Bend, IN
Job Summary:
- Receive medication referrals and collect insurance information via multiple methods, run test claims, and complete administrative duties.
- Must have a solid working knowledge of insurance plans and benefit structures to obtain detailed benefit information and maximize plan benefits.
- Review clinical documents for prior authorization/pre-determination submission purposes.
- Contact the referral source, patient, and/or doctor’s office to obtain additional information that is required to complete verification of benefits or prior approvals.
- Verify and document insurance coverage of medications, administration supplies, and related pharmacy services, including prior authorization requirements and coordination of benefits.
- Places outbound calls to patients or doctors’ offices to notify them of any delays due to more information needed to process or due to a prior authorization.
- Provides exceptional customer service to external and internal customers, resolving any customer requests in a timely and accurate manner.
- Ensures the appropriate notification of patients regarding their financial responsibility, benefit coverage, and payor authorization for services to be provided.
- Maintains prior authorizations and verifies insurance coverage for ongoing services.
- Completes all required duties, projects, and reports in a timely fashion on a daily, weekly, or monthly basis per the direction of the leadership.
Skills on Resume:
- Medication Referrals (Hard Skills)
- Insurance Knowledge (Hard Skills)
- Document Review (Hard Skills)
- Information Gathering (Soft Skills)
- Coverage Verification (Hard Skills)
- Customer Service (Soft Skills)
- Patient Notification (Soft Skills)
- Authorization Maintenance (Hard Skills)
47. Intake Coordinator, Willow Springs Behavioral Health, Augusta, GA
Job Summary:
- Provide email and inbound/outbound phone support
- Review systems, claim documents, and contracts to ensure eligibility requirements are met for coverage
- Communicate with the plan sponsor if discrepancies or if information is missing
- Be responsible for timely outreach calls to collect missing or unclear information
- Decline claims if eligibility requirements are not satisfied, and send out declination letters to plan sponsors and plan members accordingly
- Escalate issues and claims to the Senior Advisor if eligibility requirements are not satisfied (or route to Management)
- Provide follow-ups and ensure plan members are handled accordingly
- Ensure proper security procedures are followed on all client interactions
- Provide proper information to customers by maintaining thorough knowledge of internal systems
- Learn and retain a thorough working knowledge of all existing and new products
- Achieve assigned Key Performance Indicators (e.g., Call Handle Time, Email Response Time, Quality, Customer Satisfaction Indices)
- Attend team meetings and additional training sessions as scheduled
Skills on Resume:
- Email Support (Hard Skills)
- Eligibility Review (Hard Skills)
- Discrepancy Communication (Soft Skills)
- Outreach Calling (Soft Skills)
- Claim Processing (Hard Skills)
- Issue Escalation (Hard Skills)
- Customer Follow-up (Soft Skills)
- System Knowledge (Hard Skills)
48. Intake Coordinator, Heartland Family Recovery, Cedar Rapids, IA
Job Summary:
- Intake client and physician calls provide client communication and follow-up.
- Propose services and financial contractual agreements with clients.
- Ensure geographic scheduling to reduce drive time and to enhance staff satisfaction and patient care.
- Accurately process new patient referral information into the computer on a timely basis and create/maintain patient calendar.
- Work with the Community Liaison to ensure all required referral documents are expedited for a valid referral.
- Confers with the Clinical Supervisor as to the preliminary eligibility for services.
- Work along with the community liaison to educate referral sources on CMS documentation requirements
- Maintains an ongoing relationship with current, future and former clients, client families, company sales team, employees and outside agencies.
- Participates in company quality improvement activities.
- Understands and adheres to established policies and procedures of the agency, as well as compliance with local, state and federal laws.
- Filing all elements of patient records and date-stamping all clinical notes on a timely basis.
- Maintaining an adequate supply of patient clinical record elements and a stock of pre-made clinical records available for clinicians.
- Answers telephone lines promptly, efficiently and channels them appropriately.
- Enter Non-Admit information into EMR with details if no visit was made and communicate with referral sources and/or Sales Managers along with the reason for Non-Admission.
- Work with the patient's Power of Attorney, etc, to obtain consent for treatment and all signatures required to maintain compliance.
Skills on Resume:
- Call Handling (Soft Skills)
- Service Proposals (Hard Skills)
- Schedule Management (Hard Skills)
- Data Entry (Hard Skills)
- Eligibility Review (Hard Skills)
- Referral Education (Soft Skills)
- Relationship Management (Soft Skills)
- Record Maintenance (Hard Skills)
49. Intake Coordinator, Tranquility Wellness Group, Corpus Christi, TX
Job Summary:
- Consistently generate cases using technology and resources (computer-based systems, telephones, etc.) to support work activities appropriately.
- Appropriately handles and monitors authorization requests, inquiries, and related information received via phones, faxes, emails, portals, and other inbound and outbound communication devices promptly.
- Verify enrollee eligibility for services before generating review cases.
- Determine and act in accordance with the appropriate course of action based on pre-established guidelines and standard operating procedures.
- Route and redirect clinical correspondence to appropriate clinical team members.
- Communicate with courtesy and professionalism in all interactions with providers as well as internal and external partners to facilitate and coordinate the activities of the Utilization Management process.
- Follow emergency preparedness guidelines during adverse weather closures.
- Verify enrollee eligibility and demographic information.
- Provide accurate information to authorized inquirers based on covered benefits and service requirements within managed care products and benefit lines of business.
- Maintain data tracking grids, spreadsheets, and logs, as well as retrieval of internal reports.
- Serve as a support resource for clinicians and health management and administration professionals to continually improve performance.
- Provide input and support to efforts related to streamlining workflow, adopting new methods and tools, and addressing customer issues.
- Actively participates in special projects, including creating spreadsheets, arranging folders and cases for audits and surveys, and internal/external customer demonstrations.
- Assist with ensuring the department is organized and functional.
- Comply with CareFirst CHPDC and HIPAA confidentiality requirements and ensure the protection of enrollees' personally identifiable health information.
- Assist with composing, sending, and tracking denial letters.
- Actively participates in all required staff meetings.
- Follow all Utilization Management workflow processes.
Skills on Resume:
- Case Generation (Hard Skills)
- Authorization Handling (Hard Skills)
- Eligibility Verification (Hard Skills)
- Guideline Compliance (Hard Skills)
- Correspondence Routing (Hard Skills)
- Professional Communication (Soft Skills)
- Data Tracking (Hard Skills)
- Workflow Support (Soft Skills)
50. Intake Coordinator, New Horizons Counseling Center, Rockford, IL
Job Summary:
- Communicate with funders and referral sources, asking questions to ensure clients are aligned to the appropriate services and that the referral is well understood and communicated to the clinicians
- Develop relationships with referral sources to become a trusted advisor, actively building on comprehensive knowledge and understanding of referral source needs
- Effectively manage the schedule so that the needs of the client's schedule, the clinician's schedule and the funder are met
- Accurate and timely entering of all clients into the LinC system (including updates), ensuring that billing and associated charge code information is accurate
- Provide regular funder feedback summaries and trend statistics to Regional Managers and the Team Lead
- Follow up on special projects/individualized assignments by the manager, projects will have clear objectives and anticipated time allocations
- Assist in the coordination of workflow for the Behavioral Health/Medical Clinical Management Team.
- Work with all members of the Clinical Operations team (which includes Utilization Review, Case Management, Disease Management, and Quality Management), helping to support these programs and the department.
- Respond to provider queries, enter administrative authorization data into the computer system, and maintain proper documentation and files to support the care of members, customer service, and other departmental functions.
- Enters all referral/data information into the computer system, maintains proper documentation, and facilitates coordination of services.
- Promotes the mission and values of the Intake/Outreach Department by demonstrating an empathetic and professional demeanor at all times.
Skills on Resume:
- Referral Communication (Soft Skills)
- Relationship Building (Soft Skills)
- Schedule Management (Hard Skills)
- Data Entry (Hard Skills)
- Report Preparation (Hard Skills)
- Project Support (Soft Skills)
- Workflow Coordination (Hard Skills)
- Professional Demeanor (Soft Skills)
51. Intake Coordinator, Clearview Behavioral Services, Scranton, PA
Job Summary:
- Receive and appropriately document new referrals in a timely manner.
- Participate in coordinating care with Nurse Supervisors and the patient interdisciplinary team.
- Provide effective communication to patients, staff members, other health care professionals, and referral sources.
- Respond to agency and patient needs professionally and creatively.
- Demonstrate commitment, professional growth, and competency.
- Promote Agency philosophy and administrative policies to ensure quality of care
- Perform on-call responsibilities and provide on-call service to clients/families
- Answering incoming calls in a friendly, professional manner
- Register new patients, collecting all necessary information before the appointment
- Communicate with the clinical team to ensure proper appointment placement
- Completion and scanning of intake forms into the patient chart
- Maintain the security of patient information
Skills on Resume:
- Referral Documentation (Hard Skills)
- Care Coordination (Soft Skills)
- Effective Communication (Soft Skills)
- Problem Solving (Soft Skills)
- Professional Development (Soft Skills)
- Policy Promotion (Soft Skills)
- On-call Support (Hard Skills)
- Information Security (Hard Skills)
52. Intake Coordinator, Serenity Path Recovery, Knoxville, TN
Job Summary:
- Participate in Welcome Experience by performing applicant assessments, screening and barrier identification in a welcoming and professional manner.
- Respond to applicant and Member inquiries and assist with specific service-related requests and concerns
- Primary responsibility for timely and accurate entry of applicant information into Salesforce, completing applicant to Member conversions of in-person and online submissions
- Ensure accurate completion of documentation and reporting related to the City of Cincinnati Hand Up Initiative
- Process police reports of all applicants, entering criminal histories in Salesforce and advising of outstanding warrants and capiases
- Maintain Member files in accordance with privacy and confidentiality regulations
- Be responsible for the admission and registration of incoming residents
- Verifies that all resident information is received and processed within 7 days.
- Maintains 97% accuracy on all data entry.
- Management of resident paperwork and handling of data entry
- Designs and implements office policies by establishing standards and procedures, measuring results against standards, and making necessary adjustments
- Answers and returns phone calls and emails within 48 hours.
Skills on Resume:
- Applicant Assessment (Hard Skills)
- Inquiry Response (Soft Skills)
- Data Entry (Hard Skills)
- Report Completion (Hard Skills)
- Criminal Processing (Hard Skills)
- Confidentiality Compliance (Hard Skills)
- Resident Admission (Hard Skills)
- Policy Implementation (Hard Skills)
53. Intake Coordinator, Brookhaven Family Health, Tallahassee, FL
Job Summary:
- Manages Child Care intake procedures and reassessment work in accordance with EEC Contract requirements and YMCA objectives, including communicating with families regarding their service needs as well as collecting all required documentation.
- Manages all transitions from child care program to school-age program each summer.
- Maintains waitlist data via CCFA/Kinderwait, as well as maintains a private waitlist, and promptly notifies families when there is a vacancy in the programs.
- Understanding of Income-Eligible contracts and eligibility letters on Kinderwait.
- Effectively understands and conveys all program policies and procedures to potential families.
- Manages all file maintenance for center-based child care, school-age care, and family child care enrollments.
- Assists the Admin Team in providing written and oral translations
- Enter new patient information into the computer system
- Verify insurance coverage and client co-payments before the initial appointment, and obtain authorizations for treatment from the client's insurance pay source
- Track referral source activity and no-show rates for intakes and watch for early terminations after case assignment
- Keep the Center Director aware of the current referral trends and any significant changes that may present
- Be responsible for filling out access grids to be sent to MBHP monthly and the CEO quarterly
Skills on Resume:
- Intake Management (Hard Skills)
- Program Transition (Hard Skills)
- Waitlist Management (Hard Skills)
- Contract Knowledge (Hard Skills)
- Policy Communication (Soft Skills)
- File Maintenance (Hard Skills)
- Insurance Verification (Hard Skills)
- Trend Reporting (Hard Skills)
54. Intake Coordinator, Pinecrest Wellness Network, Reno, NV
Job Summary:
- Provide excellent customer service and adhere to the productivity and accuracy performance measures established for the department
- Coordinate services with client families via phone, mail, or electronic communications
- Use strong knowledge of BSP programs and services to field questions from client families accurately and knowledgeably.
- Exhibit strong computer skills to ensure accurate processing
- Interview and assist client families with the enrollment process and identifying requirements.
- Maintain appropriate logs and reports according to professional, state and federal requirements
- Obtain, review and input onboarding information and referrals before the start of patient services
- Promptly receives and processes inbound interactions via phone, email, chat and/or social media channels and answers general questions, triages calls, and/or provides resources and information upon request of the contact
- Comforts, motivates, and inspires potential patients to accept help and successfully intervenes
- Pre-screens patients for treatment, identifying psychosocial, mental health and medical issues
- Ensures intake documentation is accurate
- Assesses facility and bed availability based on patient needs and schedules logistics for admissions
- Verifies insurance, processes payment, schedules the patient at the facility, and prepares the patient for their recovery journey
Skills on Resume:
- Customer Service (Soft Skills)
- Service Coordination (Soft Skills)
- Program Knowledge (Hard Skills)
- Computer Skills (Hard Skills)
- Enrollment Assistance (Soft Skills)
- Data Management (Hard Skills)
- Patient Pre-screening (Hard Skills)
- Insurance Verification (Hard Skills)
55. Intake Coordinator, Summit Grove Behavioral Health, Allentown, PA
Job Summary:
- Promptly receives and processes inbound interactions via phone, email, chat, and/or social media channels and answers general questions, triages calls, and/or provides resources and information upon request
- Comforts, motivates, and inspires patients to accept help and successfully intervenes
- Pre-screens patients for treatment, identifying psychosocial, mental health and medical issues
- Ensures intake documentation is accurate
- Follows defined policies and procedures, responsible for all phases of the Admissions process (verifying insurance, processing payment, scheduling the patient at the facility, and preparing the patient for their recovery journey)
- Assesses facility and bed availability based on patient needs and schedules logistics for admissions
- Be responsible for the accurate collection of fees, including co-pays, deductibles and all other out-of-pocket, cash collections (i.e., full self-pay payment plans)
- Responding to community requests for street outreach intervention and performing frequent outreach activities to connect and build rapport with individuals experiencing homelessness
- Conducting intake and initial assessments, working closely with clients to illuminate and address their housing barriers
- Providing intensive, person-centered system navigation, case management, and service coordination services to ensure clients have access and receive the services necessary for housing stabilization
- Assisting clients with gathering documentation, securing mainstream benefits, and identifying appropriate and affordable housing options
- Ensuring clients can access services through the provision of direct or indirect transportation
- Providing advocacy for clients, including attending appointments, working with prospective landlords, and mediating disputes between homeless individuals and community members
- Collaborating with other PATH staff and community service providers to ensure seamless referral services
Skills on Resume:
- Call Handling (Soft Skills)
- Patient Motivation (Soft Skills)
- Patient Pre-screening (Hard Skills)
- Intake Documentation (Hard Skills)
- Admission Processing (Hard Skills)
- Logistics Scheduling (Hard Skills)
- Fee Collection (Hard Skills)
- Outreach Intervention (Soft Skills)
56. Intake Coordinator, Garden State Counseling Services, Trenton, NJ
Job Summary:
- Handle all incoming referral calls and complete referral forms
- Communicates with and documents all communications and authorizations with staffing coordinators and other necessary departments
- Collaborates with discharging personnel, insurance, and case managers to facilitate safe, early discharge
- Maintains liaison relationship with hospital and insurance personnel, families, referrals, providing information and education on the organization’s services, coverage issues, and related areas of expertise
- Be responsible for transcribing detailed and accurate information in the computer system correctly, including demographics, insurance information and prospective client information
- Communicates with client and family regarding arrangements for initiation of care/services
- Works closely with the Staffing Coordinating department to ensure adequate care
- Answer calls via the Elwyn SEEDS Intake Line in a call center environment, respond to calls from parents, guardians, service providers, school administrators and the general public
- Provide information to callers in reference to the intake referral process, location of appointment, early intervention services, and scheduling intake and/or evaluation appointments
- Utilize knowledge of the early intervention process, as well as child-specific information found in data systems, to appropriately respond to incoming phone calls through the intake line
- Intake assessment questionnaire with probing and clarifying to determine the level of the child's development and areas of need based upon information supplied by the parent
- Evaluate family concerns in the context of typical child development to ensure that the child team members are involved at the time of the evaluation
- Accurately collect, enter into, and manage client data using Microsoft Excel
Skills on Resume:
- Referral Handling (Hard Skills)
- Discharge Collaboration (Soft Skills)
- Liaison Communication (Soft Skills)
- Data Entry (Hard Skills)
- Client Communication (Soft Skills)
- Care Coordination (Hard Skills)
- Intake Assessment (Hard Skills)
- Data Management (Hard Skills)
57. Intake Coordinator, Healing Waters Recovery, Savannah, GA
Job Summary:
- Receives Incoming Client Referrals via Text, email, and Fax.
- Responds promptly and professionally to all client inquiries and concerns.
- Coordinates and organizes the activities of all leads and referrals within the Intake Process, including all communication of internal and external staff.
- Be responsible for the organization of the pending board and the Intake operating System
- Report and audit, and the needs of the department.
- Be responsible for prioritizing referrals and assignment to appropriate staff within established timelines.
- Be responsible for the conversion of referrals into actual admissions.
- Manages all referrals from the time of referral to the time of actual admission.
- Monitors turnaround times for completing initial screening and verification of insurance benefits, and secures all necessary approvals before admission.
- Establishes and maintains relationships with referral sources to facilitate referrals and smooth patient transfers.
- Maintains staff schedules and schedules patients for admission
- Maintains PAN SNF, PAN Palliative Medicine, and PAN Medical Management at Home daily Program Census
- Be responsible for the support functions of Allscripts for all PAN Programs
- Coordinate Onboarding and Credentialing of New PAN Providers and Associates
Skills on Resume:
- Referral Management (Hard Skills)
- Client Communication (Soft Skills)
- Process Coordination (Hard Skills)
- Report Auditing (Hard Skills)
- Referral Prioritization (Hard Skills)
- Admission Conversion (Hard Skills)
- Relationship Building (Soft Skills)
- Schedule Management (Hard Skills)
58. Intake Coordinator, Maple Hollow Health Center, Worcester, MA
Job Summary:
- Be responsible for providing precise and professional customer service to clients, patients, and providers.
- Input and document referrals accurately and efficiently, following the proper steps to ensure completion of all calls.
- Read and differentiate the various documents sent via fax for referrals and input the information accurately.
- Handle a high inbound call volume and resolve calls to the fullest.
- Schedules candidates for interviews and checks them in upon arrival
- Answers phones, communicates via email, and keeps track of documents
- Manages employees' schedule of daily assignments
- Continued compliance with established operational policies and procedures
- Review and process incoming referrals from Froedtert and Medical College of Wisconsin PCPs and other specialists for services
- Registration/scheduling function for new patients
- Keeping current with community, county, state, and federal resources related to patient behavioral health needs
- Develop positive relationships with community resources
- Communicates with team members to maximize quality care
- Participates in staff and team meetings
Skills on Resume:
- Customer Service (Soft Skills)
- Referral Processing (Hard Skills)
- Document Interpretation (Hard Skills)
- Call Handling (Soft Skills)
- Interview Scheduling (Hard Skills)
- Schedule Management (Hard Skills)
- Policy Compliance (Hard Skills)
- Community Relations (Soft Skills)
59. Intake Coordinator, Bridgeport Family Wellness, Bridgeport, CT
Job Summary:
- Makes outgoing calls and receives incoming calls to schedule appointments and pre-register patients for medical scans
- Contact patients and referring physician offices to schedule appointments.
- Follows the prescribed list of questions and provides standardized responses to get and give information during scheduling/pre-registration calls.
- Ensures the gathering of accurate and complete patient data required to complete the scheduling process and any specific information required by the customer facility.
- Enters all information into the computer system.
- Determines customers’ needs based on incoming calls
- Coordinates infusion and nursing services for the pharmacy, which includes handling incoming referral calls and completing referral forms
- Responsible for transcribing detailed and accurate information into the computer system correctly, including but not limited to demographics, Insurance information, Physician information, Nursing agency, and patient information
- Logs and follows through on all new referrals on the Referral Log by the end of the day
- Completes patient admit packets for all new patients and forwards them to the dispatcher
- Complete central intake process for service users
- Coordinate communication and service navigation with Developmental Services Ontario
- Provide supportive and professional communication to people entering service, their caregivers, community partners and agency staff
- Enter and maintain service user files in the EMHWare database
- Provide administrative support on agency projects, including the creation of resources such as internal communication processes, flow charts, specialized visuals and training reference materials
Skills on Resume:
- Appointment Scheduling (Hard Skills)
- Patient Communication (Soft Skills)
- Data Gathering (Hard Skills)
- Information Entry (Hard Skills)
- Need Assessment (Soft Skills)
- Referral Processing (Hard Skills)
- File Maintenance (Hard Skills)
- Administrative Support (Hard Skills)
60. Intake Coordinator, Desert Bloom Counseling and Recovery, Tucson, AZ
Job Summary:
- Evaluates referrals to determine if patients meet Medicare eligibility for Home Health and Hospice services (i.e., skilled need and homebound)
- Enters referral information into the computer system, including intake orders, patient demographics, and medical course of treatment
- Identifies payer information and verifies home health coverage
- Obtains authorization for home health services
- Collaborates with referral sources to facilitate transition to home health and hospice
- Contact patient/family to communicate home health orders and ensure patient/family agrees with services
- Collects and maintains statistical data on all referrals and admissions and reports information daily, weekly, and monthly
- Review incoming fax and email communication to determine appropriate disposition
- Confirm receipt of materials to the original sender
- Create shell entries for new candidates and cases in Salesforce.com
- File case information in the appropriate status folder for the assigned specialist or group
- Timely processing of all incoming entries to ensure efficient processing
- Periodically assist with standard benefit verification as part of the file creation process
- Create and maintain complete and accurate records
Skills on Resume:
- Referral Evaluation (Hard Skills)
- Data Entry (Hard Skills)
- Insurance Verification (Hard Skills)
- Authorization Processing (Hard Skills)
- Source Collaboration (Soft Skills)
- Patient Communication (Soft Skills)
- Data Reporting (Hard Skills)
- Record Maintenance (Hard Skills)