Lead Intake Specialist - Veterans Program

EasterSeals Greater Houston•Houston, TX

60d•Onsite

About The Position

Easter Seals of Greater Houston is currently seeking an experienced Lead Intake Specialist who will play a key role in supporting the Veterans Program by managing client intake, case assignment, and service coordination. This role is primarily in-person, and requires strong administrative, communication, and leadership skills. The ideal candidate will have experience in case management, intake coordination, and data management within a clinical or healthcare setting. The Lead Intake Specialist will also provide consultation for new clinical cases and assist in optimizing intake and scheduling procedures.

Requirements

Bachelor's degree in a relevant clinical field (Psychology, Social Work, or related discipline).
At least three years of administrative support or case management experience in a clinical or healthcare setting.
Strong written and verbal communication skills.
Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).
Ability to manage multiple tasks with attention to detail and deadlines.
Discretion in handling sensitive client and clinical information.

Nice To Haves

Experience in a leadership or supervisory role is strongly preferred.
Experience with case management and appointment scheduling systems is a plus.
Experience with Electronic Health Records (EHR) systems is preferred.
Bilingual skills are a plus.

Responsibilities

Provide guidance and training to intake staff to ensure consistency and efficiency in processes.
Oversee intake operations and ensure team compliance with program policies and procedures.
Develop and refine intake protocols to improve service delivery and client experience.
Supervise the intake process, ensuring accurate collection of client documentation and eligibility verification.
Ensure timely connection of eligible participants to requested services and programming.
Ensure compliance with program policies and procedures, ensuring all documentation is accurate and up to date.
Support the team in the preparation of materials, reports, and presentations for internal and external stakeholders.
Monitor intake volume, waitlists, and appointment schedules, identifying trends and areas for improvement.
Ensure accurate tracking and reporting of appointment data for program analysis.
Work closely with leadership to optimize operational efficiency.
Onboarding of clients into the Electronic Health Records (EHR) system.
Ensure intake staff respond to client inquiries in a timely and professional manner.
Address client inquiries regarding appointment scheduling and resolve issues as needed.
Oversee case assignment, ensuring balanced workloads among clinical professionals.
Serve as a key liaison between intake staff, program managers, and clinical teams.
Prepare and distribute performance reports, including performance metrics, client feedback, and case progress.
Contribute to the development of intake protocols and best practices.