Published: Sep 24, 2025 - The Intake Specialist oversees new client onboarding and manages current client files by collecting paperwork, entering data, and ensuring smooth case handling. This position involves evaluating incoming inquiries, scheduling qualified appointments, fielding calls and messages, and supporting marketing initiatives to enhance lead generation and client engagement. The specialist also maintains CRM records, monitors lead activity, prepares reports, and coordinates with strategic partners for referrals and follow-ups.

Tips for Intake Specialist Skills and Responsibilities on a Resume
1. Intake Specialist, Harbor Ridge Counseling Center, Elmira, NY
Job Summary:
- Provide orientation directions for, and monitoring of, training for direct-hire staff
- Update paperwork for direct-hire staff, including background checks
- Individual budget data entry and interfacing with the community, mental health, and CPA
- Prepare information for Medicaid claims audits and yearly financial audits
- Provide education to families on self-directed services and hiring of staff
- Facilitate individuals transitioning from another Financial Management Service
- Maintain a database of Direct Support Professionals and employers
- Work cooperatively with other Financial Management staff
- Work under the direction of the Executive Director, in cooperation with other Financial Management Services staff.
- Perform tasks that support the goals and objectives of The Arc of Northwest Wayne County’s programs and services.
- Assist with office and program operations, including various clerical tasks (answering telephones, filing, organizing, etc.) and bookkeeping.
- Attend appropriate trainings, workshops, and conferences to obtain information that will expand skills and knowledge base.
Skills on Resume:
- Staff Training (Soft Skills)
- Paperwork Management (Hard Skills)
- Data Entry (Hard Skills)
- Audit Preparation (Hard Skills)
- Family Education (Soft Skills)
- Transition Support (Soft Skills)
- Database Management (Hard Skills)
- Team Collaboration (Soft Skills)
2. Intake Specialist, Silver Lake Outreach Services, Tacoma, WA
Job Summary:
- Monitor incoming reported claims from productions/clients, as well as attorney applications
- Identify if more initial claim information is needed before submitting the claim to the TPA (including verifying employment)
- Determine the type of claim (Incident Only, Medical Only, or Indemnity) to be reported to the TPA based on the following
- Set up and enter new claims into the RMIS within 1 business day of receipt
- Print, scan, and/or upload to RIMS all initial work comp documents received from productions, then e-mail them via RMIS to the TPA the same day
- Input and review claim documents for accuracy and adequacy
- Input and review all claim notes and diaries/tasks in RMIS as instructed
- Timely processing of claims-related mail and e-mails, document scanning, electronic filing, and emailing
- Assist with providing payroll and other computer reports
Skills on Resume:
- Claims Monitoring (Hard Skills)
- Information Verification (Hard Skills)
- Claim Classification (Hard Skills)
- Data Entry (Hard Skills)
- Document Management (Hard Skills)
- Accuracy Review (Hard Skills)
- Task Tracking (Hard Skills)
- Mail Processing (Hard Skills)
3. Intake Specialist, Greenfield Legal Aid, Springfield, IL
Job Summary:
- Intake and processing of authorizations for outpatient medical services for assigned product lines
- Intake and processing of authorization of inpatient hospital admissions for assigned product lines, including concurrent review to facilitate discharge planning
- Reviews all utilization for the most cost-effective delivery of services
- Monitors members' patterns, in utilization and in care management
- Serves as a liaison between Plan and providers to resolve referral issues
- Processes follow-up calls to members for identified mailings to meet policies and regulatory guidelines
- Processes monthly welcome calls to new members, relaying benefit information and identifying care needs
- Initiates review process under leadership direction
- Supports the Customer Service Team in providing direction on care for member inquiries
- Supports the network providers through education and periodic contacts
- Assist Members and Providers with questions and concerns regarding member care needs
- Works independently in a self-directed, non-confrontational, collaborative manner.
- Constantly seeks opportunities to improve processes to support more efficient and effective work outcomes.
Skills on Resume:
- Authorization Processing (Hard Skills)
- Discharge Planning (Hard Skills)
- Utilization Review (Hard Skills)
- Care Monitoring (Hard Skills)
- Issue Resolution (Soft Skills)
- Member Communication (Soft Skills)
- Provider Support (Soft Skills)
- Process Improvement (Soft Skills)
4. Intake Specialist, Open Path Wellness Clinic, Rochester, MN
Job Summary:
- Treat all clients and staff with dignity and respect.
- Manage all phases of pre-admission/intake services for assigned programs.
- Manage the daily census of assigned programs and generate daily reports.
- Maintain efficient admissions/intake assessment procedures, ensuring appropriate referrals to the program.
- Participates with the multidisciplinary team to assess, evaluate, and determine the need for services.
- Completes telephonic and face-to-face interviews with individuals presenting for admission.
- Oversee and ensure client intake to care/transition, ensuring completion of documentation within the electronic health record system.
- Maintain proficiency in assessment, intake and level of care protocols, utilizing the ASAM criteria.
- Ensure accurate, up-to-date intake records, records of referral, and funding sources.
- Conduct admission funding reviews with relevant payors.
- Establish and maintain positive relationships with funding, referral and regulatory agencies.
Skills on Resume:
- Client Relations (Soft Skills)
- Intake Management (Hard Skills)
- Census Reporting (Hard Skills)
- Referral Coordination (Hard Skills)
- Team Collaboration (Soft Skills)
- Interviewing Skills (Soft Skills)
- Record Keeping (Hard Skills)
- Funding Reviews (Hard Skills)
5. Intake Specialist, Horizon Family Services, Bakersfield, CA
Job Summary:
- Answer all incoming calls on multiple lines
- Accurately document each call and the outcome in the reporting system in an efficient, clear, and concise manner
- Prepare Leave of Absence packets for callers
- Deliver via computer or hard copy the Leave of Absence packet to the caller
- Receive correspondence (via electronic or hard copy) from employees
- Forward correspondence to the appropriate Integrated Absence Specialist
- Forward calls to the appropriate Integrated Absence Specialist
- Monitor client emails and review with the supervisor for further action
- Collects incoming email and distributes to the appropriate Integrate Absence staff
- Collects outgoing mail, prepares mail, and places it in the appropriate area for pick-up
- Operates fax machine/e-fax for incoming and outgoing messages.
- Sends and receives shipped parcels and packages via courier and shipping vendors.
Skills on Resume:
- Call Handling (Soft Skills)
- Call Documentation (Hard Skills)
- Packet Preparation (Hard Skills)
- Packet Delivery (Hard Skills)
- Mail Processing (Hard Skills)
- Email Monitoring (Hard Skills)
- Message Forwarding (Soft Skills)
- Package Shipping (Hard Skills)
6. Intake Specialist, Riverbend Crisis Center, Little Rock, AR
Job Summary:
- Coordinates patient admissions, provides direction to patients regarding appropriate programming and documents all services in the Electronic Health Record.
- Educates patients on the various programs and services offered at Meridian Healthcare and coordinates patient engagement in appropriate services.
- Coordinates the services with the providers at Meridian Healthcare who will perform them and schedules patients appropriately.
- Assists in the collection of tracking information for new patients to help the agency understand patient flow and needs.
- Coordinates and monitors the patient's receipt of necessary supportive services provided by the Agency and other community-based organizations.
- Ensures that Patient Intake/Admission Forms are completed and forwarded to Health Information within twenty-four (24) hours and documented as case management as per Agency policy.
- Prepares Releases of Information Forms for referral sources.
- Documents all direct services provided to patients according to the outlined agency policies and procedures, in accordance with established timelines and productivity standards.
Skills on Resume:
- Patient Admissions (Hard Skills)
- Program Education (Soft Skills)
- Service Coordination (Hard Skills)
- Data Tracking (Hard Skills)
- Support Monitoring (Soft Skills)
- Form Completion (Hard Skills)
- Information Management (Hard Skills)
- Service Documentation (Hard Skills)
7. Intake Specialist, Summit Behavioral Health, Boulder, CO
Job Summary:
- Develops and implements corrective action plans.
- Oversees the design, generation and analysis of performance reports.
- Ensures that performance reviews of caseloads conform to State guidelines on all outlined indicators.
- Provides monitoring reports to senior management and keeps senior management informed as to the status of program case management and performance
- Implements a continuous quality improvement process through the continuing review of operations and administrative systems
- Approves intake files and monitors for compliance
- Supervises and trains staff on procedures for enrolling
- Evaluates internal reports and provides all required monitoring documents
- Communicates effectively with management and staff, using good judgment and diplomacy
- Documents that the Staff are performing timely and accurate case management activities in all required systems
Skills on Resume:
- Action Planning (Hard Skills)
- Report Analysis (Hard Skills)
- Guideline Compliance (Hard Skills)
- Performance Monitoring (Hard Skills)
- Quality Improvement (Hard Skills)
- Staff Supervision (Soft Skills)
- Procedure Training (Hard Skills)
- Effective Communication (Soft Skills)
8. Intake Specialist, Safe Harbor Shelter, Mobile, AL
Job Summary:
- Interviews patients and/or physicians' office to obtain medical history and patient demographic information and documents in EPIC and Siemens systems.
- Coordinates with the physician's office and/or ancillary department regarding additional information needed to obtain pre-certification and insurance benefits.
- Maintains department productivity standards.
- Pre-registers patient cases by entering complete and accurate information in the Siemens system before the patient's arrival.
- Identifies and verifies all essential information about intake, insurance verification/eligibility, and precertification on all applicable patient accounts.
- Revises information in computer systems
- Documents pertinent information and efforts in the computer system based on department documentation standards.
- Maintains department productivity standards.
- Reschedules exams at patients' or departments' requests.
- Initiates confirmation call back to patient to include appointment reminder, location, time, prep instructions, and financial responsibility.
- Ensures all exams are scheduled with proper clinical indicators and coding nomenclature.
- Counsels offices and/or patients when an out-of-network situation becomes apparent or other potential payor technicalities arise.
- Coordinates with Financial Counselor to identify funding source and additional information needed to secure accurate third-party billing and/or patient financial responsibility.
- Coordinates with other departments/ancillary areas for special needs or resources.
Skills on Resume:
- Medical Interviewing (Soft Skills)
- Data Entry (Hard Skills)
- Insurance Verification (Hard Skills)
- Information Documentation (Hard Skills)
- Appointment Scheduling (Hard Skills)
- Patient Communication (Soft Skills)
- Financial Coordination (Hard Skills)
- System Revision (Hard Skills)
9. Intake Specialist, Beacon Social Services, Peoria, IL
Job Summary:
- Assess, triage, and process referrals to successful admissions in a timely, accurate, and professional manner.
- Process in accordance with VNA Health’s and Intake’s policies/protocols and CMS regulations.
- Obtain required information from referral sources (physicians, discharge planners, case managers, and other facility staff) and follow their policies/procedures.
- Collaborate with VNA Health departments to meet relevant requirements, protocols, and regulations.
- Communicate with patients/families to educate about and facilitate successful home care services.
- Meet or exceed goals regarding referral-to-admit conversion rate and face-to-face encounter documentation.
- Enter all pertinent data in EMR and other electronic and manual systems with a high degree of accuracy, timeliness, and completeness.
- Respond to all inquiries (phone, email, mail, fax, in-person) of internal and external customers in a timely, accurate, and professional manner.
- Maintain strong proficiency in external data systems (such as ProAccess, Wave, Aiden, etc.).
- Comply with applicable Joint Commission standards.
- Maintain high standards of customer service at all times, with particular focus on responsiveness and facilitating solutions.
- Strengthen the Intake team through personal commitment and actions as a supportive team member.
- Require minimal supervision while performing a variety of tasks, defining priorities, and managing time efficiently.
- Work independently and function well in a strong team environment.
Skills on Resume:
- Referral Processing (Hard Skills)
- Regulation Compliance (Hard Skills)
- Information Gathering (Hard Skills)
- Department Collaboration (Soft Skills)
- Patient Education (Soft Skills)
- Data Entry (Hard Skills)
- Customer Service (Soft Skills)
- Time Management (Soft Skills)
10. Intake Specialist, New Dawn Recovery Institute, Salem, OR
Job Summary:
- Answering incoming patient and parent phone calls and responding to phone messages in a timely and professional manner
- Successfully explain all Compass programs
- Scheduling appointments for new and existing patients
- Obtaining detailed, confidential patient demographic and insurance information in preparation for intake
- Making reminder calls for intake evaluation appointments and psychiatrist outpatient appointments
- Assisting family therapists in scheduling priority family sessions
- Performing data entry of patient information
- Performing various administrative tasks such as scanning, emailing, faxing, and mailing documents
Skills on Resume:
- Call Handling (Soft Skills)
- Program Explanation (Soft Skills)
- Appointment Scheduling (Hard Skills)
- Information Collection (Hard Skills)
- Reminder Calls (Hard Skills)
- Session Coordination (Hard Skills)
- Data Entry (Hard Skills)
- Administrative Support (Hard Skills)
11. Intake Specialist, Valley Community Clinic, Yakima, WA
Job Summary:
- Answers telephone calls and assesses the urgency of the call.
- Assists or directs the caller to the appropriate person, contacting the physician/nurse directly for urgent needs.
- Assists other receptionists in screening patient calls.
- Provides specialized information related to sections, 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 accepts and processes 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:
- Call Assessment (Soft Skills)
- Caller Direction (Soft Skills)
- Information Provision (Hard Skills)
- Form Assistance (Soft Skills)
- Schedule Management (Hard Skills)
- Conflict Resolution (Soft Skills)
- Patient Notification (Soft Skills)
- Billing Processing (Hard Skills)
12. Intake Specialist, Bright Futures Youth Center, Erie, PA
Job Summary:
- 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.
- Coordinates surgery schedule changes.
- Schedules and coordinates departmental meetings, classes, clinics, conferences, etc.
- Utilizes computer input and retrieves data.
- 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.
- Establishes and maintains filing systems.
- Maintains inventory of office supplies and educational material.
- Ensures adequate coverage of the reception desk.
Skills on Resume:
- Surgery Scheduling (Hard Skills)
- Paperwork Management (Hard Skills)
- Data Reporting (Hard Skills)
- Meeting Coordination (Hard Skills)
- Record Verification (Hard Skills)
- Information Distribution (Soft Skills)
- Filing Systems (Hard Skills)
- Inventory Management (Hard Skills)
13. Intake Specialist, Shoreline Counseling Group, Charleston, SC
Job Summary:
- Review and assess requests for assistance, distinguishing complaints of interest from those with which the ACLU cannot assist.
- Assess clients’ needs to direct them to the agency that will best help them meet their goals.
- Counsel people to manage challenges in their lives, such as illness, loss, unemployment, and family problems, providing connections with community resources addressing such challenges.
- Assist individuals and families in meeting basic needs by connecting them to other agencies to help with food assistance resources, child care, and healthcare, housing and counseling.
- Respond to crises such as mental health and other crises, including reports of abuse.
- Advocate for access to resources needed to improve people’s lives.
- Engage in factual development and basic research for referrals to other legal services.
- With the support of the Legal Director, maintain self-help, resource materials, complaint forms, and training materials.
- Work with interpreters and translators to best respond to requests for legal support from potential clients and witnesses with limited English proficiency.
- Maintain the ACLU of Idaho’s intake files, which include those in physical and electronic formats, including in the ACLU of Idaho intake database.
- Attend and take detailed notes about meetings, including public agency meetings and court proceedings.
- Assist with clerical and legal assistant tasks related to litigation, including proofreading, court filing and scheduling, and phone calls with court and agency personnel.
Skills on Resume:
- Needs Assessment (Hard Skills)
- Client Counseling (Soft Skills)
- Crisis Response (Soft Skills)
- Resource Advocacy (Soft Skills)
- Factual Research (Hard Skills)
- File Management (Hard Skills)
- Meeting Documentation (Hard Skills)
- Clerical Support (Hard Skills)
14. Intake Specialist, Hope’s Door Domestic Abuse Services, Reno, NV
Job Summary:
- Answer all initial calls, emails, faxes, and correspondence
- Provide assistance services to travelling members, such as taxi, ambulance, hotel, and medical bookings, etc.
- Communicate with service providers around the world (request documentation, reports, invoices, etc.)
- Update clients on the progress of assistance provided to their members.
- Coordinate with various service providers.
- Communicate relevant information to all key stakeholders promptly (clients, medical facilities, patients, families, etc.) and triage cases as per departmental policy to achieve the best solutions.
- Use the case management database to accurately input all case details, actions taken, and next steps.
- Act as the link between policyholders and family members and medical and service providers and the insurance company.
- Review and interpret benefits plans.
- Confirm insurance coverage details to service providers and members.
Skills on Resume:
- Call Handling (Soft Skills)
- Travel Assistance (Hard Skills)
- Provider Communication (Soft Skills)
- Client Updates (Soft Skills)
- Case Coordination (Hard Skills)
- Information Sharing (Soft Skills)
- Database Management (Hard Skills)
- Benefit Interpretation (Hard Skills)
15. Intake Specialist, Serenity Mental Health Network, Topeka, KS
Job Summary:
- Communicate with callers and visitors in a challenging environment regarding rights violations and other issues during set shift hours.
- Manages difficult conversations in a calm, professional, and courteous manner.
- Properly assess information provided by applicants and subsequently provide appropriate and accurate information, materials, or referrals.
- Identify, understand, and be able to clearly communicate applicant eligibility, case priority, funding source and level of services.
- Follow and implement the organization's client services policies and procedures regarding client interviews, case records, and case documentation.
- Clearly communicate relevant information to clients, fellow staff members, other stakeholders and necessary parties.
- Resolve client concerns, identify accessibility issues, and identify possible solutions to complex case scenarios.
- Follow up with select clients regularly to capture outcomes and alternative options.
Skills on Resume:
- Caller Communication (Soft Skills)
- Conflict Management (Soft Skills)
- Information Assessment (Hard Skills)
- Eligibility Determination (Hard Skills)
- Policy Implementation (Hard Skills)
- Information Sharing (Soft Skills)
- Problem Solving (Soft Skills)
- Client Follow-up (Soft Skills)
16. Intake Specialist, Bridgeway Legal Clinic, Des Moines, IA
Job Summary:
- Provide appropriate information, materials, referrals, and short-term case-level services to all contacts that do not receive long-term case-level services
- Conceptualize and develop an initial and ongoing case strategy for short-term cases within the parameters set by the attorney.
- Develop and maintain a short-term caseload within the level set by the supervising attorney.
- Assist clients through the process of case advocacy and negotiations.
- Accurately and timely completes required letters, documentation, and correspondence.
- Continually educate oneself to increase disability related knowledge and to keep abreast of changing regulations, policies, laws and similar issues affecting clients and the work of this position.
- Appropriately utilize case management softwares, prioritize tasks and multitask numerous responsibilities promptly.
- Establish personal credibility throughout the organization, with clients, and other parties of interest.
- Apply the principles of the organization's vision and values in all work-related business and interactions.
Skills on Resume:
- Case Strategy (Hard Skills)
- Caseload Management (Hard Skills)
- Client Advocacy (Soft Skills)
- Documentation Accuracy (Hard Skills)
- Regulation Knowledge (Hard Skills)
- Software Utilization (Hard Skills)
- Task Prioritization (Soft Skills)
- Credibility Building (Soft Skills)
17. Intake Specialist, Lakeside Senior Care, Duluth, MN
Job Summary:
- Performs all functions for referral intake by accepting referrals via various entry points.
- Effectively communicate to the patient/family, the medical community, and the community at large regarding Covenant Care philosophy and all services available.
- Informs patients and families by explaining services, answering questions, and providing information.
- Obtains patient information by answering telephone calls, interviewing callers, and verifying information.
- Establishes EMR by accurately entering all demographic, financial and referral data into the computer systems to facilitate billing and scheduling promptly.
- Completes all follow-up communication to ensure complete documentation of the record.
- Assists the Care Navigation RN with the dispatch of on-call nurses to ensure the most appropriate resource is used for patient visits at the direction of the RN.
- Provides administrative support to the call center during traditional and nontraditional operating hours.
Skills on Resume:
- Referral Intake (Hard Skills)
- Patient Communication (Soft Skills)
- Service Explanation (Soft Skills)
- Information Verification (Hard Skills)
- Data Entry (Hard Skills)
- Record Documentation (Hard Skills)
- Nurse Dispatch (Hard Skills)
- Administrative Support (Hard Skills)
18. Intake Specialist, Crossroads Addiction Services, Lansing, MI
Job Summary:
- Provides customer service support to all internal and external customers by using proper phone etiquette.
- Answers and prioritizes telephone calls courteously and professionally and routes to the appropriate person.
- Monitor all incoming and outgoing calls before transferring a call to a nurse.
- Promote a positive image of the Hospice concept to fellow employees and the community.
- Attends all mandatory general staff meetings, in-services, and other meetings
- Completes clinical competency orientation within the 90-day probationary period.
- Comply with all Covenant Care policies, procedures, and personnel policies, including those specifically addressing disaster preparedness and response.
- Promotes a healthy and safe environment.
- Update job knowledge by participating in educational opportunities.
- Maintains and improves quality results by adhering to standards and guidelines, recommending improved procedures.
Skills on Resume:
- Customer Service (Soft Skills)
- Call Management (Hard Skills)
- Call Monitoring (Hard Skills)
- Image Promotion (Soft Skills)
- Policy Compliance (Hard Skills)
- Safety Promotion (Soft Skills)
- Knowledge Updating (Hard Skills)
- Quality Improvement (Hard Skills)
19. Intake Specialist, Cedarwood Family Support, Fargo, ND
Job Summary:
- Supervise new client onboarding and current client files through data entry and paperwork collection to ensure cases are managed efficiently
- Evaluate prospective client inquiries and phone calls, analyzing their case fit and making sure they feel seen and heard
- Set appointments for potential clients that meet criteria to keep lawyers’ schedules organized and grow caseload
- Help foster prospective client streams by providing input into awareness and law firm partnerships initiatives alongside the marketing team
- Perform miscellaneous clerical tasks, including transcription, research, spreadsheet management, and email writing to ensure operational efficiency
- Field all incoming phone calls during normal business hours
- Take messages for and/or forward all non-lead phone calls to the appropriate team member
- Take incoming sales calls and collect required pedigree data for sales follow-up
- Respond to other new client leads from strategic partners, website contact forms, landing pages, and lead magnets
- Identify new leads that the firm does not handle and refer those matters to list of strategic partners
- Input new lead data into the firm’s CRM
- Monitor new lead sequences in CRM
- Follow up for outgoing referrals with strategic partners to determine the disposition for the referrals
- Prepare and maintain regular new lead statistics for reporting at weekly meeting and for monthly reports.
Skills on Resume:
- Client Onboarding (Hard Skills)
- Case Evaluation (Hard Skills)
- Appointment Scheduling (Hard Skills)
- Lead Generation (Soft Skills)
- Clerical Support (Hard Skills)
- Call Handling (Soft Skills)
- Data Entry (Hard Skills)
- Report Preparation (Hard Skills)
20. Intake Specialist, Open Arms Refugee Aid, Boise, ID
Job Summary:
- Enters referrals within the allotted timeframe as established, meeting productivity and quality standards as established.
- Communicates with referral sources, physicians, or associated staff to ensure documentation is routed to the appropriate physician for signature/completion.
- Accurately enters referrals into the appropriate system based on the type of referral obtained.
- Works with local branch leadership to ensure appropriate inventory/services are provided.
- Assists with other regional team functions
- Follows company philosophies and procedures to ensure appropriate shipping method utilized for delivery of service.
- Answers phone calls promptly and assists callers.
- Be responsible for reviewing medical records for non-sales-assisted referrals to ensure compliance standards are met before a service is rendered.
- Work with community referral sources to obtain compliant documentation promptly to facilitate the referral process.
- Contact the patient when documentation received does not meet payer guidelines to provide updates and offer additional options to facilitate the referral process.
- Works with the sales team to obtain necessary documentation to facilitate the referral process as well as support referral source relationships.
- Works with the verification team to ensure all needs are met for both teams to provide accurate information to the patient and ensure payments.
Skills on Resume:
- Referral Entry (Hard Skills)
- Source Communication (Soft Skills)
- System Accuracy (Hard Skills)
- Inventory Coordination (Hard Skills)
- Phone Assistance (Soft Skills)
- Record Review (Hard Skills)
- Documentation Compliance (Hard Skills)
- Team Collaboration (Soft Skills)
21. Intake Specialist, Riverside Child Services, Winston‑Salem, NC
Job Summary:
- Conducts intake interviews to gain insight into an applicant’s background and life experiences to understand where the applicant may need support and outside resources, and to help the applicant identify if the program will support their individual goals toward stability and economic mobility
- Uses a person-centered, trauma-informed approach when working with applicants
- Facilitates and coordinates applicants’ access to resources for housing, behavioral and physical health, childcare, and other resources for an individual to be able to participate in a program
- Collaborates with the case manager supervisor when assigning individuals for case management support
- Uses multiple modalities to communicate with applicants and partners, including phone, virtual, and in-person
- Work with mental health, SUD, and physical health providers for coordination of care and verification of support service status for applicants before enrollment
- Inputs detailed and organized intake records and comprehensive case notes promptly to meet organizational and funder requirements
- Communicates with case management staff on accepted applicants’ experience, goals, barriers, and other relevant information before the start of the program
- Works closely with referral partners to support an individual enrolling in the program and to understand the services and supports an applicant may be receiving
- Manage enrollment partnership with the Department of Corrections to support individuals enrolling directly upon release
- Support program information sessions for individuals to learn about programs
Skills on Resume:
- Intake Interviewing (Soft Skills)
- Trauma Informed (Soft Skills)
- Resource Coordination (Hard Skills)
- Supervisor Collaboration (Soft Skills)
- Multi Modalities (Soft Skills)
- Care Coordination (Hard Skills)
- Record Management (Hard Skills)
- Partner Communication (Soft Skills)
22. Intake Specialist, Horizon Veterans Outreach, Chattanooga, TN
Job Summary:
- Answer incoming calls and direct
- Answer basic questions regarding the attorney's qualifications and services offered
- Manage mail distribution and flow of correspondence
- Schedule attorney-client consultations
- Conference room scheduling, organizing, and upkeep
- Maintain the office master calendar
- Gather basic documentation and information regarding clients' concerns.
- Handle written correspondence with clients
- Open and close matters
- Manage referrals and turn leads into clients
- Oversee the onboarding process for new clients
- Ensure all client leads' information is detailed and clear
- Create a positive and professional first impression for the firm
Skills on Resume:
- Call Handling (Soft Skills)
- Information Provision (Soft Skills)
- Mail Management (Hard Skills)
- Consultation Scheduling (Hard Skills)
- Calendar Management (Hard Skills)
- Client Documentation (Hard Skills)
- Client Onboarding (Hard Skills)
- First Impression (Soft Skills)
23. Intake Specialist, New Leaf Behavioral Center, Eugene, OR
Job Summary:
- Answers emergency hotline calls and responds to an email-based resource inbox
- Receives and analyzes complex requests regarding vulnerable populations to place participants into the most appropriate level of care
- Determines the type of action based on the demographic information and circumstances of each case, as well as the availability of space at grantee programs
- Makes the initial determination/assessment on placement and informs the appropriate agency
- Documents and refers to the appropriate persons
- Maintains confidential files and other related records of cases
- Prepares shift report on any significant issues, transitions to and briefs next shift staffer on outstanding cases
- Coordinates and provides status updates on placements for the life cycle of the case intake process
- Be responsible for input and verification of data for each case.
- Reviews source documents for accuracy of input data using a system of quality assurance
- Be responsible for the integrity of certain database information
- Investigates questionable data and takes corrective action
Skills on Resume:
- Emergency Response (Soft Skills)
- Case Analysis (Hard Skills)
- Placement Assessment (Hard Skills)
- Confidential Records (Hard Skills)
- Shift Reporting (Hard Skills)
- Case Coordination (Soft Skills)
- Data Verification (Hard Skills)
- Quality Assurance (Hard Skills)
24. Intake Specialist, Cornerstone Women’s Shelter, Charleston, WV
Job Summary:
- Performs screening and assessment for client eligibility.
- Assists clients with obtaining all necessary information needed to be enrolled in the program.
- Performs client intake process, intake packet completion, and program data entry for intakes and discharges, as well as other client information for program reporting.
- Conducts individual or group program orientation for clients.
- Tracks client entry/exits electronically and enters them into the program database.
- Performs data entry into the Homeless Management Information System (HMIS).
- Assists with ensuring MyCaseRecords (MCR) documentation is up to date.
- Assists in the production of client information and program data reports, including monthly, quarterly, and annual reports using MCR data in addition to HMIS data.
- Coordinates with the Program Coordinator, Case Managers, and Housing/Outreach Specialists with respect to monitoring and documentation of services.
- Assists in maintaining the archival of inactive client files.
- Continuously ensures quality documentation efforts.
- Provides direct and confidential support to management and staff members.
- Assists in the purchasing and retrieval of necessary program supplies and office equipment.
- Assists with communicating program guidelines to clients as well as community partners.
- Assists with monthly aftercare follow-up procedures.
Skills on Resume:
- Eligibility Screening (Hard Skills)
- Client Intake (Hard Skills)
- Data Entry (Hard Skills)
- Program Orientation (Soft Skills)
- Report Production (Hard Skills)
- Service Coordination (Soft Skills)
- File Archiving (Hard Skills)
- Documentation Quality (Hard Skills)
25. Intake Specialist, Prairie Human Services, Sioux Falls, SD
Job Summary:
- Greet clients appropriately and provide program information to clients in person and by telephone
- Schedule clients for appointments, workshops, and registration events
- Provide clients with testing and intake documents and forms, and ensure that they are properly completed
- Process diverse program documents, such as USCIS citizenship applications, IDPL administrative forms, ICCB correspondence, and other funder and agency documents
- Establish client and student files
- Comply with funder guidelines for portfolio quality and requirements
- Safeguard the content and confidentiality of files
- Enter attendance and demographic information on the IDPL database and state software programs, and maintain proper data backup procedures
- Make photocopies, faxes, and other program documents in a punctual and timely fashion
- Carry out other program-related tasks as indicated by the supervisor
- Provide information to legal permanent residents in a one-on-one setting, and assist them with filling out applications
- Work collaboratively and cooperatively with other IDPL departments and/or partner organizations
Skills on Resume:
- Client Greeting (Soft Skills)
- Appointment Scheduling (Hard Skills)
- Form Processing (Hard Skills)
- Document Management (Hard Skills)
- File Establishment (Hard Skills)
- Confidentiality Protection (Hard Skills)
- Data Entry (Hard Skills)
- Team Collaboration (Soft Skills)
26. Intake Specialist, Unity Community Clinic, Springfield, MO
Job Summary:
- Provide basic screening of potential clients and determine if InBloom can provide services.
- Conduct basic office tasks such as processing paperwork for new clients.
- Obtains pertinent information from new clients by asking them to complete surveys or interviews courteously and professionally.
- Answers and screens inquiry calls and emails from prospective clients.
- Ensures that all admission forms are properly signed and filed.
- Communicates with other team members constructively to reduce conflict and enhance the resolution of issues.
- Respect the client or patient's dignity and confidentiality.
- Understand and communicate insurance benefits and eligibility to prospective clients.
Skills on Resume:
- Client Screening (Hard Skills)
- Paperwork Processing (Hard Skills)
- Information Gathering (Hard Skills)
- Inquiry Handling (Soft Skills)
- Form Management (Hard Skills)
- Team Communication (Soft Skills)
- Confidentiality Respect (Soft Skills)
- Insurance Verification (Hard Skills)
27. Intake Specialist, Maple Street Counseling, Manchester, NH
Job Summary:
- Prioritizes work according to referral requirements and deadlines.
- Accurately and in a timely fashion processes new patient referrals, enters data into the electronic record, and communicates with HHS staff, patient start time, along with specific needs.
- Enters new physician information and diagnosis codes into the electronic record, and procures HHS nursing services or ancillary providers to start patient care.
- Pulls and assembles standard packet documents, including referral documents and teaching sheets
- Ensures elements on the intake checklist are completed accurately and within identified timeframes for each patient.
- Understands the content/usage of all reports used to facilitate workflow and uses good judgment and initiative when faced with problems, issues, or assignments for which clear instructions.
- Identifies and assists in developing quality indicators and data retrieval tools.
- Accurately tracks pending referrals by maintaining the potential new start list in accordance with established procedures.
- Shares concerns and makes suggestions for improvement.
- Participates in Performance Improvement activities by assisting with monitoring and data retrieval.
- Develops effective working relationships with referral sources, co-workers, and other department staff.
- Actively participates in staff meetings, recommends improvements in processes based on PI monitoring activities.
Skills on Resume:
- Work Prioritization (Soft Skills)
- Referral Processing (Hard Skills)
- Data Entry (Hard Skills)
- Document Assembly (Hard Skills)
- Checklist Completion (Hard Skills)
- Problem Solving (Soft Skills)
- Data Tracking (Hard Skills)
- Team Collaboration (Soft Skills)
28. Intake Specialist, Bright Horizons Pediatrics, Albany, NY
Job Summary:
- Handles telephone inquiries and makes decisions determining which calls are appropriate for New Bridge Medical Center and which need to be referred to PESP for emergency screening, or for outside referral.
- Maintains thorough knowledge about admission criteria for inpatient units and outpatient programs to complete appropriate referrals.
- Facilitates admissions from outside hospitals to New Bridge Medical Center inpatient units by providing them with complete information regarding requirements for both voluntary and involuntary admissions.
- Completes initial screening contact forms for behavioral health services, which may include crisis intervention, information, referral, or scheduling appointments for initial assessment.
- Performs admission and unit transfer assignments and discharge functions for BHS inpatient units.
- Maintains accurate bed census and statistics for BHS and ATU.
- Explains hospital policies regarding personal items
- Ensures appropriate information hand-off to the next individual who will interact with the potential client/family and/or referral source.
- Provides basic financial information to uninsured clients regarding requirements for Charity Care applications
- Schedules intake appointments for inpatient and outpatient services and makes appropriate collateral phone calls to other agencies to facilitate referrals.
Skills on Resume:
- Call Screening (Soft Skills)
- Admission Knowledge (Hard Skills)
- Referral Facilitation (Hard Skills)
- Crisis Intervention (Soft Skills)
- Patient Transfers (Hard Skills)
- Bed Management (Hard Skills)
- Information Handoff (Soft Skills)
- Financial Guidance (Soft Skills)
29. Intake Specialist, Evergreen Aging Support, Salem, OR
Job Summary:
- Contacts and maintains cooperative relationships with private and public social agencies in the community.
- Works effectively with utilization review, providing necessary information to facilitate the patient’s referral and authorization for treatment.
- Works closely with PESP staff to ensure patient linkage to needed services.
- Maintains familiarity with community resources to assist clients in locating services that best meet their needs.
- Conducts medical record utilization review.
- Works cooperatively as a member of an interdisciplinary team and with other departmental and medical center staff to optimize clinical and operational effectiveness.
- Maintains department records and files.
- Identifies problems and obstacles affecting the delivery of services to customers and brings them to the attention of the supervisor.
- Actively attends and participates in departmental meetings and committees
- Utilizes the hospital computer system as it pertains to job responsibilities and in accordance with hospital policy.
Skills on Resume:
- Community Relations (Soft Skills)
- Referral Authorization (Hard Skills)
- Service Linkage (Soft Skills)
- Resource Knowledge (Hard Skills)
- Record Review (Hard Skills)
- Team Collaboration (Soft Skills)
- Record Management (Hard Skills)
- Problem Identification (Soft Skills)
30. Intake Specialist, Mountain View Crisis Helpline, Durango, CO
Job Summary:
- Collaborates with all MacNeal customers (internal/external) in an effort to meet the needs of persons seeking Behavioral Health Services
- Completes Initial Clinical assessments to determine the appropriate level of Behavioral Health Care
- Facilitates Inquiry Calls and other customer phone requests
- Utilizes resources to ensure referrals are made based on the clinical needs of the client, taking into consideration their cultural, ethnic, demographic, financial, and socio-economic influences
- Provides patient care and intervention to ED clients presenting with problems related to domestic violence, sexual abuse, child or elder abuse, as well as other self-care issues
- Develops positive relationships with all internal and external customers to ensure future referrals to MacNeal and BHS
- Coordinates BHS Utilization Review and Management Systems
- Establishes systems and tracking mechanisms that facilitate early identification of utilization trends
- Develops standards of practice for UR/UM procedures
- Assists in the implementation and monitoring of set policies to ensure Managed Care, JCAHO, Cimro, and other legal guidelines requirements are met or exceeded
- Maintains utilization statistics, reports any changes in data that may negatively impact patient care practices or hospital reimbursement
- Serves as a resource person and educator of UR/UM practices to BHS staff.
Skills on Resume:
- Clinical Assessment (Hard Skills)
- Inquiry Handling (Soft Skills)
- Referral Coordination (Hard Skills)
- Crisis Intervention (Soft Skills)
- Relationship Building (Soft Skills)
- Utilization Management (Hard Skills)
- Policy Implementation (Hard Skills)
- Staff Education (Soft Skills)
31. Intake Specialist, Lighthouse Legal Services, Bangor, ME
Job Summary:
- Complete weekly assessment utilizing PHQ-9 and GAD for appropriate residents
- Complete monthly progress reports with the resident at Life House and Davies Home
- Manage work orders (e.g., manage work orders in WorxHub), chore schedule, grocery shopping, and case management duties for Davies Home residents
- Training new staff, flows of each shift, streamlining, MRO
- Assists patients and their engagement with support systems to enhance recovery efforts (i.e., family, friends)
- Assist in coordinating specialty referrals (e.g., cardiologist, dentist) and communication with primary care providers
- Assist Life House Team Leader with keeping medication sheets up to date (i.e., confirm signatures, staff initials, correct/note med variances)
- Provide direct client care by implementing programs, facilitating, and monitoring groups.
- Provide a safe, comfortable, and therapeutic environment to ensure the safety and well-being of consumers and staff.
- Aid in planning, implementing, and evaluating services to the consumers.
Skills on Resume:
- Resident Assessment (Hard Skills)
- Progress Reporting (Hard Skills)
- Case Management (Hard Skills)
- Staff Training (Soft Skills)
- Support Engagement (Soft Skills)
- Referral Coordination (Hard Skills)
- Medication Monitoring (Hard Skills)
- Client Care (Soft Skills)
32. Intake Specialist, New Wave Recovery, Atlantic City, NJ
Job Summary:
- Prepares and maintains paperwork and other documentation (i.e., charting, daily report sheets, etc.).
- Plans and/or participates in appropriate recreational activities to promote consumers' well-being.
- Provides transportation for Davies Home residents to meet requirements or activities outlined in their overall treatment plans.
- Maintains confidentiality of all consumers.
- Completes electronic medical record documentation.
- Promotes a therapeutically healthy environment for all consumers.
- Participates in team programs, staffings, meetings, and special projects.
- Develops and revises treatment plans.
- Enforces rules and regulations for the appropriate conduct of consumers and visitors.
- Acts as a liaison to the community and governmental agencies.
- Complies with policies and procedures related to the care and well-being of all consumers, ensuring respect and dignity in treatment.
Skills on Resume:
- Documentation Management (Hard Skills)
- Activity Planning (Soft Skills)
- Resident Transportation (Hard Skills)
- Confidentiality Maintenance (Soft Skills)
- Record Keeping (Hard Skills)
- Healthy Environment (Soft Skills)
- Treatment Planning (Hard Skills)
- Rule Enforcement (Hard Skills)
33. Intake Specialist, Spring Valley Wellness Center, Jackson, MS
Job Summary:
- Precisely complete intakes through obtaining required documentation and calculating relevant financial data, including parent co-pay and subsidy levels
- Diligently follow orientation procedures and facilitate to families regarding the rights, responsibilities and obligations of the program
- Carefully analyze family needs to identify any special circumstances that require additional assistance
- Accurately maintain and follow wait-list procedures
- Evaluate opportunities with other site locations in an integrated support team approach to effectively identify and connect families with the best resources
- Accommodate family needs and assist families in selecting an appropriate provider
- Thoroughly maintain orderly and complete records on families receiving assistance
- Monitor the progress of parents in the job search process
- Precisely prepare, schedule, and mail recertification letters
- Clearly communicate with parents and child care providers
Skills on Resume:
- Intake Processing (Hard Skills)
- Orientation Facilitation (Soft Skills)
- Needs Analysis (Hard Skills)
- Waitlist Management (Hard Skills)
- Resource Evaluation (Hard Skills)
- Family Assistance (Soft Skills)
- Record Maintenance (Hard Skills)
- Progress Monitoring (Hard Skills)
34. Intake Specialist, Coastal Support Network, Gulfport, MS
Job Summary:
- Organize and prioritize daily work by reviewing new, current, and discharging patient needs in areas of responsibility.
- Gather psycho-social information for patients and caregivers.
- Educate, communicate, and coordinate with multiple patient care teams and outside agencies to ensure the patient receives quality care, a timely intake and discharge, and to identify and resolve delays and issues.
- Acts as an advocate on behalf of patients and families to ensure effective communication with the multidisciplinary care team, outside agencies, and other resources.
- Provide initial intake, crisis intervention, and adjustment to illness counseling services as well as referrals to treatment and/or resources.
- Identify patients at risk for potential avoidable delays, extended stay, readmission, financial or complex discharge needs.
- Coordinate with care providers and leaders to reach optimal solutions.
- Proactively intervene with payers to prevent inpatient denials.
- Communicate any necessary information to payers to help appeal existing denials.
- Coordinate the discharge planning process from patient admission to departure.
- Screen for and identify patient needs, develop a discharge plan, and coordinate with internal and external services for care during and after the hospital stay.
- Provide support and education to patients, families, and staff members on Advance Directives.
Skills on Resume:
- Work Prioritization (Soft Skills)
- Information Gathering (Hard Skills)
- Care Coordination (Hard Skills)
- Patient Advocacy (Soft Skills)
- Crisis Intervention (Soft Skills)
- Risk Identification (Hard Skills)
- Discharge Planning (Hard Skills)
- Payer Communication (Hard Skills)
35. Intake Specialist, Freedom House Transitional Services, Jackson, WY
Job Summary:
- Participate in the youth intake process, conduct initial youth assessments, and support initial youth entrance treatment/service plans
- Participation in weekly clinical staff meetings.
- Provide youth with referrals to support services and familiarity with community service providers.
- Oversee the intake process to ensure that information to facilitate moving is collected in a timely and seamless manner according to internal processes, county billing requirements, and licensing regulations.
- Confirm the eligibility of potential participants, including completing the required eligibility documents for youth.
- Coordinate with the Housing Specialist to ensure the unit certification process.
- Lead county Slating meetings to discuss assessment findings, discuss appropriateness for housing, and support services needed for youth.
- Collaborate and maintain consistent communication with County Social Workers and Probation Officers to complete all documentation accurately and thoroughly to ensure youth are timely moved into the program.
- Ensure youth and their social workers/POs attend the meeting and are clear about the process and requirements for moving into housing.
- Support transitions from a single site location to longer-term housing.
- Effectively communicate with a broad referral base, including County Social Workers, Probation Officers, and staff and community partners
- Develop and maintain community relationships.
- Attend weekly program meetings, monthly agency staff meetings, and individual weekly supervision with the County Manager
- Enter all data on time and correctly to support program evaluation and outcomes tracking
- Ensure proper and timely documentation of services, including written case notes
- Work collaboratively with colleagues across the organization and within the respective department
Skills on Resume:
- Youth Assessment (Hard Skills)
- Service Referrals (Hard Skills)
- Intake Oversight (Hard Skills)
- Eligibility Verification (Hard Skills)
- Meeting Facilitation (Soft Skills)
- Documentation Accuracy (Hard Skills)
- Community Collaboration (Soft Skills)
- Data Entry (Hard Skills)
36. Intake Specialist, Oasis Behavioral Clinic, Lubbock, TX
Job Summary:
- Obtaining details of the potential case in a positive and friendly manner
- Use of intake software to properly maintain and compile new intake information
- Management of the intake calendar and scheduling
- Corresponding with potential new clients with subsequent potential new client follow-up
- Facilitating new case referrals with outside attorneys and organizations
- Providing instruction to potential new clients with E-Sign while on the phone
- Scheduling meetings with potential new clients
- Assistance in implementing new case intake software to the firm's intake policies
- Development of a new case intake strategy for efficiency
Skills on Resume:
- Case Interviewing (Soft Skills)
- Software Utilization (Hard Skills)
- Calendar Management (Hard Skills)
- Client Correspondence (Soft Skills)
- Referral Facilitation (Hard Skills)
- E-Sign Guidance (Hard Skills)
- Meeting Scheduling (Hard Skills)
- Process Improvement (Soft Skills)
37. Intake Specialist, Elmwood Family Outreach, Allentown, PA
Job Summary:
- Answer phone calls by the second ring, discuss child developmental concerns, and schedule evaluations accordingly.
- Receive ECI referrals and complete associated data entry.
- Maintain filing, keep folders secure, and update control logs.
- Create new electronic folders consistent with the model chart.
- Create appropriate packets for direct services staff
- Enter data into all relevant databases.
- Maintain and copy original forms and model charts.
- Complete agency and staff requests for faxing, copying, and mailing.
- Communicate with physicians and other community providers
- Create, maintain, and update the child's records, including referrals and transfers.
- Receive program staff's paperwork process and distribute program mail.
- Complete record retention consistent with agency policies.
- Complies with exception reporting standards and assists in completing special projects.
Skills on Resume:
- Call Handling (Soft Skills)
- Data Entry (Hard Skills)
- File Management (Hard Skills)
- Packet Preparation (Hard Skills)
- Database Maintenance (Hard Skills)
- Provider Communication (Soft Skills)
- Record Updating (Hard Skills)
- Mail Processing (Hard Skills)
38. Intake Specialist, Beacon Crisis Line, Wichita, KS
Job Summary:
- Maintain up-to-date knowledge and eligibility criteria for ASIP.
- Conduct eligibility screenings, review required documentation and consents, and ensure each client's file is fully completed before moving to the next steps.
- Use the project matrix and operational guide to recommend the correct level of support per household.
- Work with other teammates to ensure full support is requested and provided.
- Detail each client interaction in accordance with established requirements.
- Input client information in databases and assist with tracking and reporting.
- Collaborate effectively with coworkers and partner organizations.
- Train and lead the activities of support staff, volunteers, and interns.
- Research any situations that may prevent claim entry to ensure the claim is entered into the system promptly.
- Print, organize, and verify all related forms for daily mail-out.
Skills on Resume:
- Eligibility Screening (Hard Skills)
- Documentation Review (Hard Skills)
- Support Recommendation (Hard Skills)
- Client Documentation (Hard Skills)
- Data Entry (Hard Skills)
- Team Collaboration (Soft Skills)
- Staff Training (Soft Skills)
- Form Verification (Hard Skills)
39. Intake Specialist, Meadowbrook Health Initiative, Scranton, PA
Job Summary:
- Explaining medical need and educating insurance case managers on the LifeVest system to obtain authorization for services
- Obtaining necessary documentation (medical order, clinical notes, testing) and submitting to the insurance carrier for coverage determination
- Identifying a qualifying diagnosis
- Communicating authorization results and order status to sales representatives
- Negotiating favorable rates with insurance companies with a guarantee of assignment of benefits
- Completing the fee calculator and informing the billing department of the appropriate charges
- Contacting customers, physician offices, and sales representatives to relay and/or obtain insurance information and/or additional documentation to assist with seeking reimbursement and coordination of benefits
- Assisting customers by directing the calls or completing the first notice of loss process
- Obtaining information relating to accidents for new claim creation
Skills on Resume:
- Insurance Education (Soft Skills)
- Document Submission (Hard Skills)
- Diagnosis Identification (Hard Skills)
- Authorization Communication (Soft Skills)
- Rate Negotiation (Soft Skills)
- Charge Calculation (Hard Skills)
- Information Coordination (Hard Skills)
- Claim Creation (Hard Skills)
40. Intake Specialist, Meadowbrook Health Initiative, Scranton, PA
Job Summary:
- Coordinates intake calls pertaining to the referral and screens referrals for appropriateness.
- Processes all appropriate referrals via email, fax, and Allscripts.
- Communicates with the Regional Director, Branch Manager, and Office Manager as to admission approvals.
- Verifies demographics and contact information for all new and returning clients.
- Accurately and timely enters referrals into the EMR system for further processing.
- Upon completion of the intake process, communicate with the client and or family member as to the start of care.
- Schedules all starts of care with appropriate nursing staff.
- Document calls and related admission information.
- Review all paperwork accompanying patients to ensure adherence with hospital and regulatory policies.
Skills on Resume:
- Referral Screening (Hard Skills)
- Referral Processing (Hard Skills)
- Admission Communication (Soft Skills)
- Data Verification (Hard Skills)
- EMR Entry (Hard Skills)
- Care Scheduling (Hard Skills)
- Call Documentation (Hard Skills)
- Paperwork Review (Hard Skills)
41. Intake Specialist, Unity Legal Project, Grand Junction, CO
Job Summary:
- Conduct all intakes into the facility's recovery programs.
- Complete all documentation for intake charts within 48 hours for drug-free charts and 24 hours for medication-assisted charts.
- Assess client eligibility for drug and alcohol treatment
- Responsible for submitting all time-sensitive documents to business operations within the appropriate time frame for authorization and billing
- Direct calls from the community hospital social workers related to open cases to the appropriate counselor
- Respond to requests for intakes with required access to standards
- Assign clients to clinical caseload
- Facilitate orientation groups for new clients
- Answer and screen inquiry calls/emails from prospective clients
- Send sign-up documents to the prospective clients and follow up accordingly
Skills on Resume:
- Intake Processing (Hard Skills)
- Documentation Accuracy (Hard Skills)
- Eligibility Assessment (Hard Skills)
- Job Summary:
- Receives inquiry calls and assists the caller with scheduling a face-to-face assessment or triage to the appropriate community referral.
- Assesses or ensures assessment by a qualified mental health professional of patients who present for assessment.
- Screens for medical and behavioral emergency conditions.
- Performs a comprehensive assessment and quality therapeutic care to patients seeking treatment of substance abuse, dual diagnosis, or psychiatric or emotional disorders
- Coordinates with the clinical team/on-call physician to ensure these needs are met either at the facility or other appropriate community provider.
- Interprets treatment to the patient and family to help reduce fear and other attitudes obstructing acceptance of care and continuation of treatment.
- Completes the administrative processes of admission and precertification of care with external payers.
- Follows up with callers in a consistent and respectful manner
- Updates client records with accurate, thorough, and timely information and notes
- Skills on Resume:
- Call Handling (Soft Skills)
- Patient Assessment (Hard Skills)
- Emergency Screening (Hard Skills)
- Therapeutic Care (Hard Skills)
- Care Coordination (Soft Skills)
- Treatment Interpretation (Soft Skills)
- Precertification Processing (Hard Skills)
- Record Updating (Hard Skills)
42. Intake Specialist, Sunrise Addiction Recovery, Tallahassee, FL
Job Summary:
- Receives inquiry calls and assists the caller with scheduling a face-to-face assessment or triage to the appropriate community referral.
- Assesses or ensures assessment by a qualified mental health professional of patients who present for assessment.
- Screens for medical and behavioral emergency conditions.
- Performs a comprehensive assessment and quality therapeutic care to patients seeking treatment of substance abuse, dual diagnosis, or psychiatric or emotional disorders
- Coordinates with the clinical team/on-call physician to ensure these needs are met either at the facility or other appropriate community provider.
- Interprets treatment to the patient and family to help reduce fear and other attitudes obstructing acceptance of care and continuation of treatment.
- Completes the administrative processes of admission and precertification of care with external payers.
- Follows up with callers in a consistent and respectful manner
- Updates client records with accurate, thorough, and timely information and notes
Skills on Resume:
- Call Handling (Soft Skills)
- Patient Assessment (Hard Skills)
- Emergency Screening (Hard Skills)
- Therapeutic Care (Hard Skills)
- Care Coordination (Soft Skills)
- Treatment Interpretation (Soft Skills)
- Precertification Processing (Hard Skills)
- Record Updating (Hard Skills)
43. Intake Specialist, Harbor Falls Youth Services, Bismarck, ND
Job Summary:
- Accurately and in a timely fashion, processes new patient referrals and enters data into the electronic record.
- Accurately verifies patient insurance coverage, records findings, and communicates to others appropriately.
- Communicates with HHS staff at the time of patient start and specifies needs (completely and accurately) in a timely fashion.
- Prioritizes work according to referral requirements and deadlines.
- Works to exceed established productivity standards/goals.
- Enters new physician information and diagnosis codes into the electronic record.
- Interviews patients courteously and professionally to obtain pertinent information.
- Processes and completes documentation for new patients efficiently and in accordance with protocols.
- Answers and screens inquiry calls and emails from prospective patients.
- Ensures that all admission forms are properly signed and filed, and that HIPAA procedures are followed.
- Communicates with other team members constructively to reduce conflict and enhance the resolution of issues.
Skills on Resume:
- Referral Processing (Hard Skills)
- Insurance Verification (Hard Skills)
- Staff Communication (Soft Skills)
- Work Prioritization (Soft Skills)
- Data Entry (Hard Skills)
- Patient Interviewing (Soft Skills)
- Documentation Management (Hard Skills)
- Conflict Resolution (Soft Skills)
44. Intake Specialist, Renewal Behavioral Health, Helena, MT
Job Summary:
- Conducts interviews via phone and in person.
- Analyzes the gathered information to determine jurisdiction and to draft complaints of discrimination.
- Concise written articulation of violations (or non-violations) to include all the relevant facts gathered using appropriate formatting by the supervisor.
- Maintains and updates the appropriate database.
- Assists the Program Director with reviewing submitted drafts by team members.
- Establishes effective working relationships with coworkers and/or the public by serving as a resource to educate.
- Interviews and screens patients (remotely and in office), collects information and inputs it into the electronic health record.
- Assists patients in accessing resources and entitlements, especially those that would impact access to intensive services.
- Makes a connection to the therapist to complete the intake assessment.
- Conducts basic risk assessments and triage to identify and address urgent needs, completing safety plans.
- Provides additional case management to a small set of patients who have short-term needs and for whom this is the most effective service plan.
Skills on Resume:
- Information Gathering (Hard Skills)
- Complaint Drafting (Hard Skills)
- Written Communication (Soft Skills)
- Database Management (Hard Skills)
- Draft Reviewing (Hard Skills)
- Relationship Building (Soft Skills)
- Patient Screening (Hard Skills)
- Risk Assessment (Hard Skills)
45. Intake Specialist, Cascade Community Services, Spokane, WA
Job Summary:
- Answer multi-line Avaya phone with a pleasant, respectful, and professional attitude.
- Handle all new client inquiries, processing and initial paperwork for potential cases, including data entry of information into Needles Case Management Software, following up with potential callers according to the firm's checklist, and scheduling initial telephone calls between attorneys and potential clients.
- Schedule investigators to meet with clients remotely to gather additional information and to sign contracts.
- Complete opening procedures after a contract is signed and a case manager reviews the intake paperwork, including processing letters of representation to clients and to insurance companies, filing claims with insurance companies, and assembling initial files.
- Meet with potential clients who visit the firm without an appointment to gather information necessary to evaluate a case.
- Perform patient interviews and intakes to obtain and document patient demographic, presenting concerns and health insurance coverage information within registration areas
- Maintain computer skill levels in accordance with expected turnaround times and expected work outputs as established via policies and procedures
- Perform data collection/quality assurance procedures
- Perform paperwork according to established policies and procedures
Skills on Resume:
- Call Handling (Soft Skills)
- Client Intake (Hard Skills)
- Appointment Scheduling (Hard Skills)
- Case Processing (Hard Skills)
- Client Interviewing (Soft Skills)
- Patient Intake (Hard Skills)
- Data Collection (Hard Skills)
- Paperwork Management (Hard Skills)
46. Intake Specialist, Orchard Family Clinic, Jackson, TN
Job Summary:
- Assist consumers in identifying and accepting one or more care services through the home care system
- Provide information about and/or referrals to community services and benefits
- Develop and initiate a comprehensive service plan with the consumer and home care Registered Nurse and assigned Care Manager
- Communicates with formal and informal supports, including telephone contact and case conferences
- Reports suspected cases of abuse or neglect, self-neglect to Protective Services
- Meet with Care Managers to review and discuss new cases
- Serve as the agency office On-Call Care Manager (STAR) one-half day per month or by the department
- Assist other Care Managers with home visits or other related duties during times of low-frequency intakes
- Complete other related duties/tasks assigned by the Supervisor or Director of Client Services.
- Completion of case record for each consumer, including the SAMS Consumer Database and other required documents and computer data entry
- Completion of forms for initial authorization of services
- Completion of applications for Home Care Services
- Input and retrieval of information via the SAMS computer system.
- Meet with the Care Management Supervisor to review cases and discuss questions and/or problems
- Participate in care management meetings and interdisciplinary team meetings, as well as monthly training.
Skills on Resume:
- Service Planning (Hard Skills)
- Community Referrals (Hard Skills)
- Case Communication (Soft Skills)
- Abuse Reporting (Hard Skills)
- Case Review (Soft Skills)
- Record Management (Hard Skills)
- Data Entry (Hard Skills)
- Team Collaboration (Soft Skills)