INTAKE SPECIALIST COVER LETTER TEMPLATE

Published: Sep 24, 2025 - The Intake Specialist leads a coordinated intake system by serving as the primary point of access, assessment, and referral for families seeking home visiting and early childhood services. This role involves conducting needs assessments, maintaining community partnerships, and managing outreach strategies to increase enrollment and public awareness of early childhood development programs. The specialist also collaborates with local service providers, monitors program performance through data collection and reporting, and ensures continuous quality improvement in service delivery.

An Introduction to Professional Skills and Functions for Intake Specialist with a Cover Letter

1. Details for Intake Specialist Cover Letter

  • Provides intake services to callers and walk-ins requesting outpatient mental health services, scheduling appointments, and providing referrals to outside agencies for those patients whose needs cannot be met by SJMHS Outpatient Behavioral and Psychiatric Services.
  • Coordinating available appointment times and skills of clinical staff with callers qualifying for services.
  • Assists in maintaining intake logs, collecting demographic information, and collecting and reporting data to leadership. 
  • Actively collaborates in the Performance Development Process.
  • Maintains the confidentiality of information acquired about patients, physicians, employees and visitors to St. Joseph Mercy Health Systems. 
  • Discusses patient and hospital information only among appropriate personnel in appropriately private places.
  • Maintains good rapport and cooperative relationships with staff, patients and referral sources. 
  • Approaches conflict in a constructive manner, helps identify problems, offers solutions, and participates in their resolution.
  • Assumes the responsibility for the performance of job duties in the safest possible manner, to assure personal safety and that of coworkers, and to report all preventable hazards and unsafe practices immediately to management.


Skills: Intake Services, Appointment Scheduling, Referral Coordination, Data Collection, Confidentiality Management, Conflict Resolution, Relationship Building, Safety Awareness

2. Roles for Intake Specialist Cover Letter

  • Provide a comprehensive initial assessment of candidates’ needs.
  • Ensure clients’ urgent needs are met and appropriate referrals have been made.
  • Complete all documentation involved in the admissions process
  • Provide a warm hand-off to assigned residential treatment staff upon completion of the admissions process.
  • Provide follow-up to ensure services are obtained.
  • Provide crisis intervention within the scope of practice.
  • Develop collaborative relationships with community partners.
  • Communicate effectively with the interdisciplinary team and participate in team meetings to review cases.


Skills: Intake Services, Appointment Scheduling, Referral Coordination, Data Collection, Confidentiality Management, Conflict Resolution, Relationship Building, Safety Awareness

3. Responsibilities for Intake Specialist Cover Letter

  • Answers incoming calls within three rings, positively and warmly.
  • Speaks with potential and current clients with a caring and educated tone, showing concern for their reason for calling.
  • Takes control of a conversation regarding a potential new case by being direct yet warm.
  • Accurately directs callers to the appropriate people courteously and professionally.
  • Returns to calls placed on hold every 45 seconds, allowing the caller to continue holding or to leave a message.
  • Enter client and case information into a computer software.
  • Answers client’s non-legal inquiries or directs the inquiry to the person best able to answer.
  • Takes and delivers accurate phone messages, with call back numbers, area codes, and names legibly written, and promptly relays messages to the proper person.
  • Maintains a neat conference room and kitchen, clearing off and wiping down the conference table and keeping up with kitchen supply stock.


Skills: Call Management, Client Communication, Conversation Control, Call Routing, Data Entry, Inquiry Handling, Message Taking, Office Maintenance

4. Accountabilities for Intake Specialist Cover Letter

  • Leads a coordinated intake system which provides a single point of access, assessment, and referral to home visiting services.
  • Coordinates the intake process for participants interested in home visitation and other early childhood programs by documenting interest.
  • Assesses participants through the use of the Coordinated Intake and Assessment Tool (CIAT).
  • Promotes programs in the community by initiating contact with a broad range of community organizations and effectively presenting program services, program goals, eligibility criteria and referral processes.
  • Develops an early childhood development public awareness campaign in partnership with partner organizations.
  • Creates an outreach and recruitment plan that identifies strategies to increase enrollment and maintain home visitation programs at capacity.
  • Develops relationships and formalized agreements with other appropriate community service providers to define and follow-up system, establish a plan for reducing duplication of services, and coordinate family service or goal plans.
  • Maintains effective working relationships with local service providers and other community organizations and institutions to promote ongoing referrals to Coordinated Intake services
  • Educates the community (including residents, social service providers, medical personnel and others) on early child development and the importance of early detection of developmental issues in children.
  • Works with local Home Visiting and other early childhood providers to develop a referral process that includes timelines for referrals and mechanisms for feedback and ongoing monitoring of the process.
  • Supports and participates actively in the Cicero Community Collaborative Early Childhood/AOK Network Committee.
  • Participates in local collaborations and initiatives to gather data that informs efforts to minimize barriers to services for families with young children.
  • Collaborates with partner organizations and local school districts.


Skills: Intake Coordination, Participant Assessment, Community Outreach, Program Promotion, Recruitment Planning, Partnership Development, Referral Management, Data Gathering

5. Expectations for Intake Specialist Cover Letter

  • Maintain, review, and update the Coordinated Intake policies and procedures manual.
  • Works using established criteria to screen potentially eligible expectant and new parents for home visiting services.
  • Determines service needs and makes referrals to the home visitation and/or other programs most capable of meeting the family's needs.
  • Refers participants for other services, as indicated by assessment of needs and follows up with participants to ensure linkage to appropriate services.
  • Consults with and works cooperatively with team, home visitation and other early childhood providers, agency staff, medical personnel and other service providers in responding to client needs.
  • Consults with and works to develop a streamlined system to document and report referrals, open slots, referral follow-through, outreach efforts and outcomes to track successes and identify areas for growth.
  • Maintains all necessary client data and client records by the program.
  • Participates in ongoing Continuous Quality Improvement (CQI) planning. 
  • Collects data to monitor program performance and assists in the development of all required reports.
  • Attends and participates in all relevant program-related and agency meetings.
  • Enter data into state-required databases.
  • Consults with supervisor or program consultants on specific, case-related or programmatic issues.
  • Completes all administrative tasks necessary for the efficient and effective operation of the program.


Skills: Policy Management, Eligibility Screening, Needs Assessment, Service Referrals, Team Collaboration, Data Management, Quality Improvement, Report Preparation

6. Capabilities for Intake Specialist Cover Letter

  • Answer and screen inquiry calls and emails from potential clients
  • Obtain pertinent information from potential clients by asking them a series of questions, courteously and professionally
  • Ensure that all retainer documents are properly signed
  • Continue proper follow-up with potential clients to ensure they retain services
  • Update client files promptly to ensure the information, such as name, phone number, address and description, is provided to the processor soon after sign up
  • Update Lead Docket to properly tag calls into their correct status
  • Send referral communication email to firms are referring leads to and update ACT with potential client information
  • Request appointments with the Investigator to meet the client at their preferred location for sign-up and confirm that clients are signed up.
  • Build a strong rapport with potential clients
  • Make a great first and lasting impression on clients


Skills: Call Screening, Client Intake, Document Processing, Follow-Up, File Management, Lead Tracking, Referral Coordination, Client Relations

7. Key Deliverables for Intake Specialist Cover Letter

  • Receive phone calls and emails from individuals and businesses who contact the firm and engage them with new clients in meaningful conversations to learn their needs and understand their vision for their future
  • Convey confidence that can help potential clients with their business immigration matters
  • Show empathy to clients and put them at ease
  • Understand, and help the client understand, the difference between “cost” and “value”
  • Learn to sell legal services, handle the consultation, convey a sense of urgency, understand the prospects' needs and how to help them, get the client to engage the firm and pay the retainer, and oversee the smooth transition of the client’s matter to the legal team
  • Follow up with prospects who did not engage, to keep the door open for the firm to help them
  • Basic data entry to create the prospect and client records in tracking systems
  • Use the online tracking system to generate reports and compile metrics regarding volume and quality of leads and sales conversion rates


Skills: Client Engagement, Needs Assessment, Confidence Building, Client Empathy, Service Promotion, Sales Conversion, Data Entry, Report Generation

8. Key Performance Indicators (KPIs) for Intake Specialist Cover Letter

  • Receiving equipment requests from Field Sales Consultants, SLPs, or family members for equipment and contacting the insurance company to verify eligibility
  • Monitoring incoming funding e-mails and new requests
  • Labeling the store and organizing funding documents within the document database
  • Entering case and demographic information into the database and transferring the request to the Funding Consultant for review and/or processing
  • Contacting the insurance company to verify eligibility, benefit coverage, and prior authorization requirements
  • Researching third-party insurance requirements to complete prior authorization forms correctly
  • Preparing prior authorization forms and submitting documents to the insurance company for approval
  • Communicating the status of new orders with members of the sales team, clients, and Speech and Language Pathologists via e-mail
  • Meeting established goals and expectations successfully


Skills: Request Processing, Eligibility Verification, Document Organization, Data Entry, Insurance Research, Authorization Preparation, Status Communication, Goal Achievement

9. Criteria for Intake Specialist Cover Letter

  • Provide coverage for Intake Open Access across the organization and in the community
  • Screen all referrals for appropriateness of specialized programming, and make determinations on eligibility for services
  • Participate in hospital clinical consults with partner hospitals and other community assessors in person on inpatient psychiatric units and via telephone
  • Educate applicants about mental illness, and communicate expectations regarding the intake process, eligibility for services, and organization services provided
  • Complete client’s intake paperwork, i.e., application for services, consent for treatment, etc.
  • Conduct intakes and mental health assessments to determine services, appropriateness of service, and level of care needed. 
  • Document all client encounters in tracking systems.
  • Ensure completion of authorization for services. 
  • Communicate with managed care organizations to retrieve authorizations for client services.
  • Conduct nursing home/hospital/community intakes as scheduled and communicate updates to departments. 
  • Make necessary adjustments to ensure scheduling and completion of all intakes.
  • Coordinate discharge planning with partner hospitals and treatment teams
  • Work with the Supervisor to comply with the expectations of various funding sources
  • Market organization services and work closely with community partners
  • Advocate on the client’s behalf and empower clients to advocate on their own behalf
  • Provide on-call coverage and immediate crisis intervention
  • Communicate effectively with the team for purposes of consultation and information sharing
  • Complete all documentation in a timely and thorough manner


Skills: Referral Screening, Eligibility Determination, Clinical Consultation, Client Education, Intake Assessment, Authorization Management, Discharge Planning, Crisis Intervention

10. Attributes for Intake Specialist Cover Letter

  • Work in a dynamic call center environment. 
  • Receives calls from patients/clients, obtains demographic and symptom information
  • Determine if the patient/client's need is emergent or urgent and refer them immediately to an RN or BH clinician. 
  • Maintain excellent working knowledge of the RVU (acuity) list, including recognizing urgent/emergent calls that may need an immediate RN/behavioral health clinician consult, including active listening skills, ability to understand the types of concerns the caller is describing, and ability to determine the appropriate path of action
  • Follow department Quality Improvement procedures
  • Employ learned methods for achieving improved outcomes
  • Display the ability to work in an ever-changing environment and participate constructively in change processes
  • Utilize the computer efficiently and effectively through continuing education related to software, database and file maintenance
  • Maintain a neat, orderly environment
  • Complete annual mandatory education review
  • Be actively participating in Interdepartmental Committees
  • Prioritize individual workload to meet deadlines, fluctuations in call volumes, and rapidly changing priorities
  • Empathize with client/patient concerns and provide information in a professional, detailed manner that is easily understood and is courteous in manner at all times
  • Utilize solid judgment and adhere to all policies, ensuring the protection of confidential information related to patient/client information according to internal and HIPAA regulations
  • Attend and participate in staff meetings and other meetings
  • Meet and maintain all productivity/quality department standards based on the average


Skills: Call Screening, Symptom Assessment, Urgency Triage, Active Listening, Quality Improvement, Software Proficiency, Confidentiality Compliance, Workload Prioritization

11. Performance Expectations for Intake Specialist Cover Letter

  • Assists in client census for Community Services clients, including maintaining referral logs, client census, and client tracking report and the funding eligibility tracking system.
  • Initiates admission and discharge checklists, ensuring that all required forms, consents, legal documentation, etc., are in place, and that all related activities have occurred promptly.
  • Helps to coordinate internal and external activities related to admission and discharge.
  • Maintains Admissions/Discharge logs for various Community Services programs.
  • Assigns medical record numbers to all admissions into the written index before inserting into the computerized Report.
  • Inputs and maintains client information in the Unicare and Electronic Health Record systems.
  • Maintains tracking and data tools for programs across CS and SBHG, including Admit/Discharge register, referral tracking, program censuses, and program caseload.
  • Maintains current Medi-Cal eligibility information.


Skills: Census Management, Referral Tracking, Admission Processing, Discharge Coordination, Record Keeping, Data Entry, Eligibility Verification, Report Maintenance

12. Expertise Areas for Intake Specialist Cover Letter

  • Manage admissions, clinical intake and staff scheduling
  • Provide management and oversight of the admissions process
  • Respond to telephone inquiries from individuals seeking eating disorder treatment
  • Documents calls, obtains insurance precertification and related admissions documentation
  • Manage patient profiles and data in the program's electronic health records platform
  • Manage human resources workstreams and new employee onboarding documentation
  • Provide administrative support for the Director of Outreach related to PR projects, events, planning, and collaterals
  • Take on independent projects that improve and expand program/service offerings
  • Provide administrative and project-related support to the clinical and leadership teams to ensure top-quality care for patients


Skills: Admissions Management, Intake Coordination, Staff Scheduling, Insurance Verification, Records Management, HR Support, Project Assistance, Administrative Support

13. Success Indicators for Intake Specialist Cover Letter

  • Transfer files to other office locations and keep track of them
  • Enter new cases in Salesforce to create a case number for departments that do not use Investigators and enter them in Client Profiles. 
  • Deliver the cases to the handling parties in the Nashville office.
  • Screen calls for acceptance or rejection of new cases.
  • Create documents such as prescriptions, certificates of medical necessity, letters of medical necessity and prior authorizations
  • Contact doctor offices to collect prescriptions, certificates of medical necessity, letters of medical necessity, clinical notes and lab results
  • Contact insurance companies to collect approved prior-authorization requests
  • Greet and welcome patients, and provide information regarding programs and services available
  • Answer incoming calls promptly and courteously in a call center environment
  • Enter client demographics, insurance, and verification information in the electronic health record system and ensure patient confidentiality standards (HIPAA)
  • Create charts and schedule patient appointments by utilizing scheduling guidelines to maximize productivity with a high level of accuracy
  • Attend required community events, including evenings and weekends.


Skills: File Management, Case Entry, Call Screening, Document Preparation, Records Collection, Insurance Coordination, Patient Reception, Appointment Scheduling

14. Core Competence for Intake Specialist Cover Letter

  • Screen leads to identify who is qualified to engage legal services
  • Conduct intake and sales conversations to identify problems and sell solutions
  • Oversee the client onboarding process to ensure a smooth transition to the legal team
  • Follow up with potential new clients and existing clients
  • Track and report metrics relating to marketing and sales conversion data
  • Maintain records and enter critical data into the firm’s systems
  • Represent the firm by answering incoming calls
  • Assist clients in understanding services
  • Respond to all inquiries that come from the website, Podium, and Facebook
  • Update all client and potential new client information in CRM
  • Promptly advising appropriate staff of new admissions and entering the cases into the scheduling system.
  • Maintain accurate, current records of admissions, discharges, and other changes to the caseload.
  • Act as a liaison with family members and referral sources
  • Act as a point of contact with contracted vendors.


Skills: Lead Screening, Intake Sales, Client Onboarding, Follow-Up, Data Tracking, Record Management, Client Communication, Vendor Liaison

15. Distinguishing Features for Intake Specialist Cover Letter

  • Answer incoming phone calls from prospective clients
  • Assist a prospective client with intake paperwork and process
  • Enter new client and matter information into the client management system
  • Coordinate meeting time/place with potential client for initial consultation
  • Interview a prospective client regarding their potential claim.
  • Answer inbound calls, emails, and chats from potential clients
  • Make a great and lasting impression on clients and potential clients
  • Refer clients with non-personal injury cases to partner law firms
  • Create documents such as prescriptions, certificates of medical necessity, letters of medical necessity, and prior authorizations
  • Contact doctor offices to collect prescriptions, certificates of medical necessity, letters of medical necessity, clinical notes, and lab results
  • Contact insurance companies to collect approved prior authorization requests


Skills: Call Handling, Client Intake, Data Entry, Consultation Coordination, Client Interviewing, Document Preparation, Records Collection, Insurance Communication

What Are the Qualifications and Requirements for Intake Specialist in a Cover Letter?

1. Knowledge and Abilities for Intake Specialist Cover Letter

  • Experience at a personal injury firm intake department
  • Experience overseeing or managing one or two junior intake staff
  • Experience dealing with multiple projects or tasks simultaneously and prioritizing those that require immediate attention
  • Experience working with multiple teams of stakeholders and developing plans for efficient routing of information to each team
  • Proficient in using and configuring intake software/CRM and call tracking tools
  • Skilled at doing several things at one time, including taking notes, listening, responding, and making decisions
  • Strong communication skills on the phone, with co-workers, and with the immediate team
  • Ability to accurately communicate summary information in a written format
  • Ability to analyze information
  • Ability to work independently and within a team environment
  • Strong attention to detail and decision-making/problem-solving
  • Computer proficiency with knowledge and experience with Microsoft Office in a Windows-based environment


Qualifications: BA in Psychology with 5 years of Experience

2. Skills, Knowledge, and Experience for Intake Specialist Cover Letter

  • Experience working directly with people from diverse racial, ethnic, socioeconomic, LGBTQIA+, and gender backgrounds.
  • Experience with motivational interviewing
  • Experience in employment and/or workforce development programs
  • Experience with client database entry, writing case notes, and tracking client progress
  • Strong experience with Microsoft Office Suite
  • Case management experience working with individuals from underserved communities
  • Understands the concepts of institutional and structural racism and bias and their impact on underserved and underrepresented communities
  • Understands community resources and agencies available to support people experiencing homelessness and other challenges
  • Excellent organizational and calendaring skills to support the interview process and planning for applicants released from incarceration
  • Excellent communication skills, and the ability to work with diverse audiences racially, ethnically, socioeconomically, LGBTQIA+, and gender diverse communities
  • Must be able to handle multiple priorities and tasks at one time, requiring excellent organizational and time management skills
  • Be able to build and maintain positive relationships across diverse external partners, including DOC, parole officers, housing, and other resource partnerships
  • Must be able to remain calm, understand how to redirect conversations, and recognize when there are behavioral health challenges that may require additional support during the interview/intake process
  • Be able to maintain a high level of confidentiality with applicant information
  • Must be flexible and adaptable when working with applicants to schedule interviews and change plans 


Qualifications: BS in Human Services with 6 years of Experience

3. Education and Experience for Intake Specialist Cover Letter

  • Experience with Electronic Health Records (EHR), Evolv.
  • Experience working with children, youth, and families
  • Office experience and insurance billing experience
  • Knowledge of proper use of office equipment, including phones, copiers, and fax machines.
  • Knowledge of the structure and content of the English language, including the meaning and spelling of words, rules of composition, and grammar.
  • Computer literacy skills, including Windows applications, Microsoft Office Suite, and basic database usage, as well as moderate-level typing.
  • Strong critical thinking and communication skills to problem solve and interact verbally with staff, representatives from outside agencies, and families.
  • Exceptional customer service skills as work is generally performed at a desk and on the phone.
  • Organizational skills and attention to detail.
  • Ability to consistently meet deadlines
  • Ability to handle, organize, and execute high-volume requests
  • Administrative and organizational skills to carry out the job description responsibilities


Qualifications: BA in Social Work with 3 years of Experience

4. Professional Background for Intake Specialist Cover Letter

  • Experience in staffing, recruiting, or workforce development with experience working with computer systems for data entry and data review.
  • Previous experience in workforce development
  • Previous case management experience
  • Experience with Employ Florida Marketplace (EFM), One-Stop Service Tracking (OSST), and FLORIDA 
  • Strong familiarity with regulatory entities and their laws and guidance that apply to job posting and recruitment, individual training accounts, employed worker training, customized training, and on-the-job training.
  • Understand the data entry and customer requirements for all funding streams.
  • Understand and follow program policy.
  • Knowledge of employment recruiting practices.
  • Knowledge of business practices within a specific industry
  • Must demonstrate attention to detail.
  • Ability to engage, understand, and respond to the needs of business accounts.
  • Ability to present exceptionally well in a group setting.
  • Excellent verbal and written communication skills
  • Ability to accurately document customer interactions through well-written case notes
  • Must have the ability to work in a fast-paced and diverse environment.


Qualifications: BS in Public Health with 4 years of Experience

5. Education and Qualifications for Intake Specialist Cover Letter

  • Experience with the Ariba platform and/or catalog management
  • Experience with purchasing processes with a focus on catalogs and purchase requests
  • Experience with P2P applications such as Ariba, Coupa, and Oracle iPro
  • Cross-functional business team environment experience with an ability to foster working relationships with the team and across internal departments.
  • Knowledge of procurement principles, theories and processes.
  • Fundamental understanding of terms and conditions and pricing structures contained in Master, Sub, and Standalone level agreements
  • Sound knowledge of EDI, cXML
  • Ability to assess and initiate things independently
  • Ability to coordinate, troubleshoot and resolve system issues with technical teams
  • Strong proficiency with Microsoft Office applications, including Word, Excel and PowerPoint
  • Strong analytical skills and ability to work with data in Excel using pivot tables and other key Excel functions to analyze, organize and present data.
  • Excellent communication, including written, verbal, and listening skills
  • Strong time management skills, highly organized and detail-oriented.
  • Strong communication, facilitation, solid ability to lead, influence and motivate others in day-to-day operations.
  • Team player with a positive attitude and ability to manage ambiguity


Qualifications: BA in Sociology with 6 years of Experience

6. Accomplishments for Intake Specialist Cover Letter

  • Intake coordinator, referral coordinator experience
  • Computer experience from a user's perspective
  • Prior experience as a Patient Service Representative or equivalent
  • Prior experience in a healthcare setting
  • Demonstrated proficiency in advanced administrative skills (e.g., minutes, scheduling) and MS Office Suite
  • Demonstrated proficiency in using and troubleshooting issues with office equipment (e.g, copiers, faxes, etc.).
  • Must have skills in problem-solving and analysis, accuracy, attention to detail, organization and prioritization.
  • Ability to prioritize workload, work with minimal supervision, organize and complete tasks promptly.
  • Ability to maintain harmonious working relationships with internal and external customers.
  • Excellent communication and negotiation skills with the ability to close leads within a timeframe determined by the firm
  • Team-oriented with the ability to work well with others in a collaborative, professional work environment


Qualifications: BS in Nursing with 2 years of Experience

7. Abilities and Experience for Intake Specialist Cover Letter

  • General knowledge and/or experience in law office practices.
  • Experience working in customer service and/or the legal field.
  • Ability to communicate professionally and courteously with a diverse population, including office personnel, applicants/clients, vendors, and other professional contacts.
  • Ability to establish priorities and meet deadlines.
  • Excellent communication skills, both verbal and written.
  • Excellent computer skills with the use of Microsoft products.
  • Ability to work independently and exercise good judgment and discretion in the performance of all duties.
  • Excellent attendance record.
  • Ability to engage in occasional work-related travel.
  • Must be detail-oriented, efficient, organized, and self-motivated.
  • Ability to calculate figures and amounts
  • Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form


Qualifications: BA in Child Development with 3 years of Experience

8. Education, Knowledge and Experience for Intake Specialist Cover Letter

  • Working for a Durable Medical Equipment company or relevant medical office experience
  • Basic understandings of medical insurance benefits
  • Knowledge and understanding of the same and similar DME equipment
  • Knowledge and understanding of In-network with Out-of-Network, PPO, and HMO
  • Thorough understanding and maintenance of the medical insurance company’s regulations and requirements, including Medicare and Medicaid
  • Working knowledge of CPT, HCPCS, and ICD-10 codes, HCFA 1500, UB04 claim forms, HIPAA, billing and insurance regulations, medical terminology, and insurance benefits.
  • Skill in establishing and maintaining effective working relationships with other employees, patients, organizations, and the public
  • Effectively communicate with physicians, patients, insurers, colleagues, and staff
  • Be able to read and understand medical documentation effectively
  • Ability to learns and maintain knowledge of the current patient database and billing system
  • Proficient in Microsoft Office, including Outlook, Word, and Excel


Qualifications: BS in Family Studies with 4 years of Experience

9. Training and Certifications for Intake Specialist Cover Letter

  • Call center or multi-line telecommunication system experience
  • Customer service experience in a Healthcare environment
  • Experience with payroll software applications and QuickBooks.
  • Prior office management experience.
  • Proficiency in a Windows operating environment
  • Basic data entry skills, ten-key, and PC processing, with the ability to type with accuracy
  • Demonstrated written communication skills
  • Strong verbal communication and listening skills
  • Proficiency with the Microsoft Teams application
  • Demonstrated customer service skills
  • Be able to build strong customer relationships
  • Ability to show empathy and remain non-judgmental
  • Ability to make independent judgments


Qualifications: BA in Education with 2 years of Experience

10. Experience and Qualifications for Intake Specialist Cover Letter

  • Experience in the healthcare industry
  • Working Knowledge of Microsoft Office (Word, Excel, Outlook, and PowerPoint)
  • Outstanding Customer Service Skills
  • Strong skills in Microsoft Office programs, with an emphasis on Word, Excel, PowerPoint, and Adobe
  • Strong verbal and written communication skills
  • Excellent proofreading abilities and accurate data entry skills
  • Ability to complete multiple projects with aggressive and competing timelines and due dates
  • Must be able to reprioritize responsibilities in response to urgent, immediate issues that can be high-profile or highly sensitive
  • Demonstrates ability to use a keyboard
  • Be able to work independently, with minimal supervision, and work well in groups


Qualifications: BS in Health Administration with 4 years of Experience

11. Key Achievements for Intake Specialist Cover Letter

  • Experience utilizing MS Office, including Word and Outlook for email and calendaring.
  • Experience utilizing a database such as Access, SIM experience.
  • Experience working with elders.
  • Excellent organizational skills and attention to detail
  • Excellent time management skills with a proven ability to meet deadlines
  • Strong analytical and problem-solving skills
  • Ability to function well in a high-paced environment
  • Ability to maintain confidentiality and exercise discretion and good judgment
  • Proficient with Microsoft Office Suite and software related to job responsibilities
  • Strong professionalism, both in appearance and presentation
  • Strong ability to communicate eloquently and empathetically
  • Solid data entry, spreadsheet management, and computer skills


Qualifications: BA in Community Psychology with 3 years of Experience

12. Negotiation Skills for Intake Specialist Cover Letter

  • Possess CPR/FA certification 
  • Experience working in social services
  • Experience working with families and geriatric populations.
  • Ability to communicate effectively with other team members, community agencies, vendors, and clients with diverse opinions, values, and cultures.
  • Excellent interpersonal communication skills
  • Familiarity with CRMs or Databases (i.e., Salesforce).
  • Ability to develop and maintain effective working relationships with caregivers, staff, volunteers, vendors, and other community/government agencies.
  • Ability to provide accurate and timely documentation.
  • Good record-keeping, computer knowledge, and time management skills.
  • Strong computer skills with experience in Microsoft Word, Outlook, and Excel, and Salesforce experience.
  • Ability to work independently and in a team environment.


Qualifications: BS in Behavioral Science with 5 years of Experience

13. Collaborative Teamwork for Intake Specialist Cover Letter

  • Experience in admissions, client intake, and/or insurance verifications
  • Experience working in insurance or legal claims/intake.
  • Knowledge of insurance verbiage and medical terminology
  • Familiar with CPT Codes, ICD-10 Codes, and their descriptions
  • Excellent organization and time management skills to handle day-to-day challenges
  • Proficient in Microsoft Office Suite, including Outlook.
  • Strong data entry and database skills.
  • Ability to communicate with insurance carriers
  • Ability to manage unexpected situations or take ownership
  • Ability to work a flexible schedule
  • Ability to work onsite at multiple local facilities
  • Be able to track data and complete reports.


Qualifications: BA in Human Development with 3 years of Experience

14. Product and Service Knowledge for Intake Specialist Cover Letter

  • Previous experience in the legal field.
  • Case Management software experience 
  • Data entry and basic office program experience.
  • Customer service experience in a Healthcare environment, either general medical and/or behavioral health setting
  • Knowledge of firm used business applications (Salesforce, RingCentral, iManage)
  • Excellent telephone communication skills, including the ability to articulate professional responses, strong listening skills, and de-escalation of problem calls, all while maintaining professional phone etiquette
  • Effective multi-tasking skills in a high-volume, fast-paced, team-oriented environment.
  • Computer proficiency and technical aptitude with the ability to utilize MS Office, including Excel spreadsheets.
  • Strong interpersonal, time management, and organizational skills.
  • Ability to remain poised in stressful situations and communicate diplomatically via all methods of communication.
  • Ability to work both independently and within a team environment.
  • Ability to meet designated deadlines.


Qualifications: BS in Social and Community Services with 6 years of Experience

15. Account Management Best Practices for Intake Specialist Cover Letter

  • Previous experience with intake/patient access
  • Previous experience in healthcare, insurance, and/or customer service
  • Sound knowledge of the legal process
  • Knowledge of basic office equipment and procedures (copiers, fax machine, scanner, alphabetizing, filing, etc.)
  • Professional communication skills via telephone and email
  • Exceptional customer service skills.
  • Outstanding computer and keyboarding skills.
  • Excellent written and verbal communication skills.
  • Proficiency with the Microsoft Office Suite.
  • Proficiency with Electronic Health Records like Epic or Centricity.
  • Comfortable with a computer and demonstrate proficiency with common office applications (Word, Outlook, email and calendar, Google, and so on).
  • Strong attention to detail and efficiency to avoid mistakes.


Qualifications: BA in Public Administration with 3 years of Experience