INTAKE SPECIALIST SKILLS, EXPERIENCE, AND JOB REQUIREMENTS

Published: Sep 24, 2025 - The Intake Specialist serves as the initial point of contact for clients entering substance use treatment, ensuring accurate data collection and documentation within electronic medical records while collaborating with a multidisciplinary team. This role demands strong technical proficiency with Microsoft Office, excellent problem-solving skills, and the ability to work independently and under pressure in a fast-paced environment. The specialist also demonstrates exceptional interpersonal communication, attention to detail, and the capacity to manage multiple priorities with professionalism and empathy, especially when interacting with individuals in crisis.

Essential Hard and Soft Skills for a Standout Intake Specialist Resume
  • Data Entry
  • Record Keeping
  • Referral Processing
  • Appointment Scheduling
  • Insurance Verification
  • Document Management
  • Report Analysis
  • Calendar Management
  • Case Evaluation
  • System Accuracy
  • Call Handling
  • Team Collaboration
  • Patient Communication
  • Problem Solving
  • Time Management
  • Client Counseling
  • First Impression
  • Conflict Management
  • Issue Resolution
  • Provider Communication

Summary of Intake Specialist Knowledge and Qualifications on Resume

1. BA in Psychology with 4 years of Experience

  • Experience in health care administrative, financial, or insurance customer services, claims, billing, call center or management, regardless of industry
  • Experience in a Medicare-certified HME, IV, or HH environment 
  • Analytical and problem-solving skills with attention to detail
  • Strong verbal and written communication
  • Excellent customer service and telephone service skills
  • Proficient computer skills and knowledge of Microsoft Office
  • Ability to prioritize and manage multiple tasks
  • Solid ability to learn new technologies and possess the technical aptitude required to understand the flow of data through systems, as well as system interaction
  • Ability to appropriately interact with patients, referral sources, and staff.

2. BS in Health Sciences with 3 years of Experience

  • Professional experience in the human services field
  • Experience working with refugee and/or immigrant populations
  • Demonstrated success working and communicating effectively in a multi-cultural environment.
  • Strong attention to detail and accuracy in work product.
  • Fluent in English, both spoken and written, language proficiency is spoken by IRC’s clients
  • Proficient in Microsoft Office applications (Word, Excel, Outlook)
  • Ability to use the internet and other digital tools for data entry, research, and problem-solving purposes.
  • Self-starter with excellent problem-solving skills combined with the proven ability to multitask, prioritize duties, and manage time effectively.
  • Strong customer service skills, including empathetic, sensitive, polished, professional, and detail-oriented
  • Strong computer skills and EMR skills

3. BA in Social Work with 2 years of Experience

  • Prior experience in a customer contact job or customer service skills
  • Experience conducting Workshops/Orientations
  • Knowledge of community employers and community partners
  • Proficient in computer programs and data entry
  • Solid organizational and time management skills
  • Keen, Detail-oriented, and accurate with deadline-sensitive goals and objectives
  • Above-average interpersonal and communication skills
  • Ability to deal with difficult customers
  • Ability to establish and maintain effective working relationships
  • Fluency in the use of computer systems, including email programs, internet usage, customer relationship management systems, and proven ability to apply computer skills to new systems

4. BS in Nursing with 1 year of Experience

  • Entry-level experience with Microsoft Office programs such as Word, Excel, and Outlook. 
  • Excellent communication, problem-solving, and organizational skills
  • Strong customer service skills
  • Strong analytical problem-solving and strategic thinking skills
  • Excellent interpersonal skills
  • Moderate to advanced computer skills
  • Detail-oriented, excellent organizational skills
  • Be able to identify and resolve issues quickly and efficiently
  • Be able to work under pressure and meet deadlines
  • Ability to work at a moderate speed
  • Comfortable working independently as well as in a diverse team environment

5. BA in Human Services with 5 years of Experience

  • Certificate Program in Business Administration 
  • Professional working experience, with experience in an administrative role heavily focused on data entry and data management
  • Familiarity with matter management and/or legal billing in a professional services environment
  • Excellent interpersonal and communication skills, including the ability to effectively communicate verbally and in writing at all levels of the organization.
  • Strong computing skills, including proficiency in Microsoft Outlook, Word, and Excel.
  • Proficiency in iManage and DocuSign
  • High attention to detail and a consistent history of accuracy in completed work.
  • Ability to work independently, effectively time-managing and prioritizing one’s own workload.
  • Ability to work effectively in a collaborative, team-focused, and fast-paced environment where every member is expected to pitch in and help others with rapidly fluctuating workloads.
  • Must demonstrate a high level of integrity and professional discretion, with the proven ability to appropriately handle sensitive and confidential information and situations.

6. BS in Public Health with 3 years of Experience

  • Experience in the substance use field.
  • Experience working in an electronic medical record.
  • Experience working on a multi-disciplinary team.
  • Proficient in the use and knowledge of Microsoft Office and general office equipment
  • High attention to detail, as well as problem-solving and critical thinking skills.
  • Strong technical skills, including proficiency with MS Office.
  • Strong interpersonal and communication skills with the ability to work effectively with persons who may be ill, disabled, emotionally upset, and/or hostile
  • Demonstrate ability to coordinate multiple projects simultaneously in a high-pressure, fast-paced, and time-sensitive environment
  • Ability to communicate in both written and verbal formats to meet the position responsibilities.
  • Ability to work autonomously and as a team.
  • Ability to work in a fast-paced environment, work efficiently, and meet demanding deadlines.
  • Ability to articulate and actively support the mission of the corporation to various audiences.

7. BA in Sociology with 2 years of Experience

  • Experience in home care, hospice, intake, discharge planning, or case management.
  • Microsoft computer skills, experience with the Care Teams software and applications.
  • Experience in an administrative support role
  • Proficiency in Microsoft Office (Word, Excel, etc.) and other applications (Google Apps) and equipment operation, such as copiers, scanners, fax machines, and telephones
  • Strong written and verbal communication skills in English and Spanish
  • Must be computer literate and have the ability to maintain simple records in English.
  • Excellent oral, written, and analytical skills.
  • Skilled organizer able to manage office files and logbooks.
  • Must possess light secretarial skills and have a polite telephone manner.
  • Ability to work a flexible schedule, including early mornings, evenings, and/or weekends
  • Ability to handle multiple priorities at the same time
Relevant Information
Customer Care Specialist Skills, Experience, and Job Requirements
Front Desk Coordinator Skills, Experience, and Job Requirements