Intake Specialist Job Description, Duties, Responsibilities, Qualifications, Skills and Salary

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In this article, we will show you detailed and updated Intake Specialist Job descriptions. Here you will also find the duties of an Intake Specialist, responsibilities, qualifications, skills, and estimated annual salary.

This Intake Specialist Job Description template provides critical duties and responsibilities for the Intake Specialist Description. It’s ready to post on various job sites to assist you to recruit and hire people who will provide assessment, treatment, psychotherapy, case management, and referral to a broad range of clients. As a job seeker, you can use this information to make a very rich resume and as well get yourself prepared for an interview.

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Intake Specialist Job Description

Intake Specialist Job Description

An intake specialist also referred to as an “intake coordinator,” is frequently the first person a new patient, client, or family meets. The specialists speak directly with the person and their families to determine what services are required and then direct them to the appropriate location. Intake specialists are typically employed in the healthcare industry, but similar services are also required in legal offices, mental health clinics, and other settings that may necessitate pre-screening.

Intake specialists are commonly found in health clinics, legal offices, and social services organizations. They are primarily in charge of handling administrative duties for their organization. This includes checking patients in, obtaining their personal history and emergency contact information, coordinating schedules, and processing paperwork.

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Duties of Intake Specialist (Intake Specialist Job Duties)

  • Welcome to the facility, patients
  • completing and digitally entering all admissions paperwork
  • Verifying each patient’s medical insurance coverage and benefits

Responsibilities of Intake Specialist

  • Speaking with individuals to get their personal (medical, mental, or legal) history and ascertaining their mental and physical state
  • Using the information gathered to direct them to the appropriate service, department, or office
  • Obtaining contact information in case of an emergency
  • Scheduling and scheduling appointments
  • Obtaining insurance or billing details
  • Paperwork processing
  • Ensure that forms have the proper signatures and are correctly filled out.
  • Answering and documenting incoming phone, fax, or email inquiries
  • Client follow-up and vital information sharing
  • Keeping all information private
  • Welcome patients to the hospital.
  • Complete all admissions paperwork and digitally enter it.
  • Check each patient’s medical insurance coverage and benefits.
  • Make consultations, tests, and procedures appointments.
  • Respond to phone and email inquiries
  • Respond to any patient complaints or concerns.
  • Filing, copying, and faxing are examples of clerical tasks.
  • Processes paperwork for new clients in an efficient and protocol-compliant manner.
  • Obtains pertinent information from new clients by asking them to complete surveys or interviews courteously and professionally.
  • Responds to and screens phone calls and emails from prospective clients.
  • If working in a health or mental care facility, collects data to aid in the admission process.
  • Ensures that all admission forms are signed and filed correctly.
  • Communicates constructively with other team members in order to reduce conflict and improve issue resolution.
  • Respects the dignity and confidentiality of the client or patient.
  • Follows the facility’s dress code and always appears professional.
  • Respond to any patient complaints or concerns. 
  • Filing, copying, and faxing are examples of clerical tasks.

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Qualifications for Intake Specialist (Intake Specialist Job qualifications)

  • A high school diploma or GED
  • Bachelor’s degree in behavioral science, data management, or a similar field is often preferred
  • One to two years of experience

Intake Specialist Job Skills

  • Demonstrates proficiency with common office equipment such as phones, computers, copiers, fax machines, and so on.
  • Demonstrates the ability to effectively communicate with others, to listen carefully, and to convey information clearly.
  • Demonstrates knowledge of computer programs, which may include
  • Microsoft Word, Excel, PowerPoint, Outlook, and other programs are available.
  • Exhibits excellent customer service skills and the ability to calm upset patients or clients.
  • Demonstrates the ability to quickly calm frustrated clients and make decisions based on expected outcomes.
  • Capable of adapting to constantly changing workloads.

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Intake Specialist Job Salary

Based on 58 salaries, an entry-level Intake Specialist with less than one year of experience can expect to earn an average total compensation (tips, bonus, and overtime pay) of $15.26. Based on 405 salaries, an early career Intake Specialist with 1-4 years of experience earns an average total compensation of $16.29. Based on 132 salaries, a mid-career Intake Specialist with 5-9 years of experience earns an average total compensation of $17.23. Based on 127 salaries, an experienced Intake Specialist with 10-19 years of experience earns an average total compensation of $18.48. Employees in their late careers (20 years and up) earn an average total compensation of $19.

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Conclusion

In summary, an Intake Coordinator is a professional who acts as the first point of contact for all patients at a medical facility. They help with registration and admissions, record patient information, and provide administrative support to other medical professionals.

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