The Intake Coordinator serves as the first point of contact for prospective clients, patients, or residents. This role is responsible for gathering essential information, explaining services, verifying eligibility, and ensuring a smooth onboarding process. The Intake Coordinator works closely with internal departments to coordinate appointments, collect necessary documentation, and maintain accurate records while providing a high level of customer service.

Key Responsibilities

• Serve as the initial contact for incoming inquiries via phone, email, or in person.

• Conduct intake interviews to gather personal, financial, and service-related information.

• Explain the organization's programs, services, and eligibility criteria to potential clients.

• Verify insurance, financial eligibility, or other qualifying requirements as applicable.

• Schedule appointments and coordinate with appropriate staff to ensure timely follow-up.

• Maintain accurate and confidential client records in compliance with company policies and applicable laws.

• Follow up on incomplete applications or missing documentation.

• Communicate clearly and professionally with clients, families, and referral sources.

• Prepare and distribute intake reports to management as required.

• Provide administrative support to the department as needed.

Qualifications

• High school diploma or equivalent required; Associate's or Bachelor's degree preferred.

• Previous experience in an intake, admissions, customer service, or administrative role preferred.

• Strong verbal and written communication skills.

• Proficiency with Microsoft Office Suite and data entry systems.

• Ability to handle sensitive and confidential information with discretion.

• Strong organizational skills and attention to detail.

• Ability to work independently and as part of a team in a fast-paced environment.

Work Environment

• Office environment with frequent phone and computer use.

• May require occasional evening or weekend availability depending on organizational needs.

Physical Requirements

• Ability to sit for extended periods.

• Ability to lift up to 20 pounds occasionally.