Intake Coordinator (Customer Service) Job Description

Intake Coordinator Job Description

 

Job Title: Intake Coordinator

 

Job Overview:

We are seeking an organized and compassionate Intake Coordinator to join our team and manage the intake process for new clients. The ideal candidate should be able to communicate effectively with clients and team members and have strong organizational and administrative skills.

 

Responsibilities:

 

●     Manage the intake process for new clients, including gathering information and scheduling appointments

●     Communicate with clients to obtain necessary information and provide instructions for the intake process

●     Coordinate with other departments and team members to ensure that clients receive appropriate care and services

●     Maintain accurate and up-to-date client records and documentation

●     Monitor and track client progress and follow up with clients as needed

●     Provide information about our services and programs to potential clients and their families

●     Ensure compliance with all applicable policies and regulations related to client intake and confidentiality

●     Participate in team meetings and training sessions to improve processes and procedures

●     Perform other related duties as assigned

 

Qualifications:

 

●     High school diploma or equivalent required; associate or bachelor's degree in social work, psychology, or a related field preferred

●     Minimum of 2 years of experience in a healthcare or social services setting

●     Strong communication and interpersonal skills, with the ability to interact effectively with clients, team members, and other stakeholders

●     Excellent organizational and administrative skills, with the ability to manage multiple tasks simultaneously

●     Familiarity with medical terminology and documentation preferred

●     Proficiency in Microsoft Office and database management software

●     Ability to maintain confidentiality and handle sensitive information with discretion

●     Flexibility to work outside of regular business hours as needed to meet client needs