Lead Intake Clerk

Centers Home•Margate, FL

About The Position

The Lead Intake Clerk is a hands-on position that performs daily intake clerical and scheduling functions while serving as a resource to fellow Intake Clerks. The role supports daily workflow coordination, timely staffing of patient cases, and effective communication among intake personnel, clinical staff, and management. It helps ensure efficient intake operations, accurate scheduling, and continuity of patient care by supporting established procedures, assisting team members, and identifying and escalating operational concerns. Success is demonstrated through timely and accurate scheduling, effective workflow coordination, strong team collaboration, and adherence to agency policies and procedures.

Requirements

High school diploma or equivalent.
At least one year of office or administrative experience.
Experience performing clerical duties, maintaining records, and coordinating administrative activities.
Experience managing multiple assignments and working collaboratively in a fast-paced environment.

Nice To Haves

Some college education or additional coursework in healthcare administration, business administration, or a related field.
Experience in a healthcare office, home health care agency, or related clinical environment.
Familiarity with intake operations, clinical scheduling, and healthcare documentation.
Experience assisting with workflow coordination, employee training, or providing guidance to team members.
Experience coordinating patient services or clinician schedules.

Responsibilities

Perform daily clerical and administrative functions in support of clinical intake staff.
Assist with coordinating daily workflow, prioritizing assignments, and supporting fellow Intake Clerks.
Provide guidance and assistance to team members regarding established intake procedures and scheduling processes.
Coordinate scheduling and staffing of skilled nursing services in accordance with agency guidelines.
Ensure appropriate staffing of patient cases based on clinician availability, patient needs, and agency requirements.
Maintain accurate nurse availability lists, COC schedules, time-off records, and scheduling logs.
Confirm weekend and on-call coverage and communicate scheduling changes to appropriate personnel.
Ensure pertinent intake information is forwarded to the assigned COC before the initial patient visit.
Monitor and communicate delays involving Start of Care (SOC) and Not Taken Under Care (NTUC) cases.
Identify potential staffing shortages, scheduling conflicts, and workflow challenges, and escalate concerns to appropriate management.
Assist with onboarding and training new Intake Clerks and serve as a resource for routine workflow questions.
Support accurate documentation, timely communication, and compliance with established agency policies and procedures.
Provide telephone coverage and respond to routine intake and scheduling inquiries.
Maintain effective working relationships with intake personnel, clinical staff, and management to support efficient operations.
Perform other related duties as assigned by the Director of Intake.