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Title
Text copied to clipboard!Intake Coordinator
Description
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We are looking for an organized and compassionate Intake Coordinator to join our team. The Intake Coordinator plays a vital role in the initial stages of a client or patient’s journey by managing the intake process, gathering essential information, and ensuring a smooth transition into services. This position requires excellent communication skills, attention to detail, and the ability to work collaboratively with both clients and internal teams.
As an Intake Coordinator, you will be the first point of contact for new clients or patients. You will collect and verify personal, medical, and insurance information, schedule initial appointments, and ensure all necessary documentation is completed accurately and efficiently. You will also be responsible for maintaining confidentiality and adhering to all relevant regulations and organizational policies.
The ideal candidate will have experience in a healthcare or social services setting, strong interpersonal skills, and the ability to manage multiple tasks in a fast-paced environment. Familiarity with electronic health records (EHR) systems and a basic understanding of medical terminology are highly desirable.
This role is critical in setting the tone for the client experience and ensuring that individuals receive timely and appropriate care. If you are passionate about helping others and have a knack for organization and communication, we encourage you to apply.
Responsibilities
Text copied to clipboard!- Serve as the first point of contact for new clients or patients
- Collect and verify personal, medical, and insurance information
- Schedule initial assessments and appointments
- Ensure all intake documentation is completed accurately
- Maintain confidentiality and comply with HIPAA regulations
- Coordinate with internal departments to facilitate service delivery
- Update and manage electronic health records (EHR)
- Provide information about services and answer client inquiries
- Follow up with clients to confirm appointments and documentation
- Assist with administrative tasks as needed
Requirements
Text copied to clipboard!- High school diploma or equivalent; associate degree preferred
- Previous experience in healthcare or social services intake
- Strong communication and interpersonal skills
- Proficiency with electronic health records (EHR) systems
- Ability to multitask and manage time effectively
- Knowledge of medical terminology and insurance processes
- Attention to detail and organizational skills
- Ability to handle sensitive information with discretion
- Customer service experience is a plus
- Bilingual abilities may be preferred depending on the population served
Potential interview questions
Text copied to clipboard!- Do you have experience working in a healthcare or social services setting?
- Are you familiar with electronic health records (EHR) systems?
- Can you describe a time you handled a difficult client interaction?
- How do you ensure accuracy when collecting sensitive information?
- What strategies do you use to manage multiple tasks simultaneously?
- Are you comfortable discussing insurance and medical information with clients?
- Do you have any experience working with diverse populations?
- Are you bilingual or multilingual?
- How do you maintain confidentiality in your work?
- What interests you about this Intake Coordinator position?
