Our Intake Specialist job description includes the responsibilities, duties, skills, education, qualifications, and experience.
About the Intake Specialist role
An Intake Specialist is responsible for the initial intake process of new patients and clients. This includes collecting patient information, verifying insurance and other payment information, scheduling appointments, and providing general customer service. The Intake Specialist must also maintain accurate records and ensure compliance with applicable laws and regulations.
Role Purpose
The purpose of an Intake Specialist is to provide supportive services to individuals in need of assistance. This may involve assessing the individual's needs, providing referrals to appropriate services, and providing direct services such as information and referrals, crisis intervention, and advocacy. Intake Specialists strive to ensure that the individual receives the most appropriate and effective services to meet their needs.
Intake Specialist Summary
The Intake Specialist is responsible for providing excellent customer service and support to clients seeking services from the organization. This position is responsible for the initial intake process and includes interviewing clients, assessing the clients' needs, updating client records and making referrals to other programs and services. The Intake Specialist must have strong organizational skills, excellent communication and interpersonal skills, and the ability to think critically and provide appropriate solutions. This position requires the ability to work independently and within a team and maintain a professional demeanor at all times.
Intake Specialist Duties
- Provide assessment and intake services to clients
- Conduct initial intake interviews and provide referrals as necessary
- Document assessments and referrals in accordance with established standards
- Maintain client records and adhere to confidentiality requirements
- Provide crisis intervention, supportive counseling and program-specific services
- Develop and implement individual treatment plans
- Coordinate and collaborate with external agencies to ensure client needs are met
Intake Specialist Skills
- Excellent interpersonal and customer service skills
- Strong knowledge of intake and assessment procedures
- Ability to maintain confidentiality
- Proficiency in computer applications
- Ability to work independently
Intake Specialist Requirements
- Bachelor's degree in Psychology, Social Work, Counseling or related field
- At least two years of experience in a related field
- Knowledge of medical and mental health terminology
- Strong interpersonal and communication skills
- Ability to maintain confidentiality and professionalism
- Ability to complete detailed documentation
Personal Traits
- Excellent interpersonal and communication skills
- Ability to remain professional and calm under pressure
- Ability to handle confidential information with discretion
- Ability to multi-task and prioritize workload
- Ability to work independently and as part of a team