Intake Specialist
About The Position
The Intake Specialist conducts preliminary interviews, gathers essential information, and coordinates the initial steps of client service or case management. The role requires excellent communication, empathy, and organizational skills to support an efficient intake process and a positive client experience. The specialist performs intake assessments, evaluations, and referrals; gathers information for clinical assessment and planning; and presents treatment and service plans to clients. The specialist also serves as the primary contact for new clients, patients, or customers, provides information about services and procedures, and maintains accurate, confidential records while coordinating with internal departments and external organizations as needed.
Requirements
- Bachelor’s degree in Psychology, Human Development, Behavioral Science, or a related discipline.
- Strong interpersonal and communication skills, including the ability to build rapport quickly.
- Excellent organizational and time-management abilities.
- Proficiency in data entry and experience with electronic record-keeping systems.
- Understanding of confidentiality and privacy laws related to client information.
- Professionalism, including tact, respect and consideration for others regardless of status, and the ability to react well under pressure.
Nice To Haves
- Prior experience in customer service, healthcare, social work, or related fields is highly desirable.
Responsibilities
- Demonstrate competency in assessment, range of treatment, knowledge of growth and development, and communication appropriate to the age of the patient treated.
- Perform intake assessments, evaluations, and referrals for assigned clients, obtaining sufficient information for clinical assessment and planning.
- Present treatment and service plans to clients following the evaluation process and provide care as described in department policies and procedures.
- Serve as the primary contact for new clients, patients, or customers during intake.
- Conduct preliminary interviews to gather information about needs, concerns, and relevant history.
- Evaluate initial eligibility for programs or services based on established criteria and guidelines.
- Accurately record and enter client information into the appropriate database or electronic health record (EHR) system.
- Maintain confidentiality of client data in compliance with privacy regulations and organizational policies.
- Coordinate with internal departments or external organizations for additional resources or referrals as needed.
- Clearly and supportively explain available services, policies, and procedures.
- Address client questions and concerns, escalating complex issues to supervisors as necessary.
- Ensure compliance with applicable regulations and organizational policies throughout the intake process.
- Maintain organized records of client interactions, documentation, and follow-up actions.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
