Intake Coordinator Job Description

Intake Coordinator Job Description

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Intake coordinator provides ad-hoc and standard reporting of employee information as requested, and supports Federal, State and Local Government reporting requirements.

Intake Coordinator Duties & Responsibilities

To write an effective intake coordinator job description, begin by listing detailed duties, responsibilities and expectations. We have included intake coordinator job description templates that you can modify and use.

Sample responsibilities for this position include:

Serve as contact for referrals to Autism Team
Provide phone triage to determine appropriateness for team evaluation
Provide referrals if alternative service is needed
Ensure intake packets are mailed and processed
Schedule team evaluations
Track results of team evaluations and assist with applicable referrals
Maintain statistics and reports as requested
Coordinate team schedules across sites
Other activities as assigned by Supervisor or Autism Coordinator
Ensuring that the Team Leader is notified regarding high cost and out of network cases

Intake Coordinator Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Intake Coordinator

List any licenses or certifications required by the position: BLS, CPR, CPI, ACLS, LVN, MA, CPRBLS, CT, CAC, AHA

Education for Intake Coordinator

Typically a job would require a certain level of education.

Employers hiring for the intake coordinator job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and High School Degree in Education, Human Services, Social Work, Psychology, Health, Business, Medical, Counseling, Associates, Health Care

Skills for Intake Coordinator

Desired skills for intake coordinator include:

Medical terminology and a customer service focus
Insurance reimbursement process
Presentations
Spreadsheets
Standard office applications – email
Word processing
Medical terminology
Federal
Pertinent state
Local regulatory requirements

Desired experience for intake coordinator includes:

Communicating with the Team Leader regarding any other pertinent information
Entering pertinent clinical information into our Care Management database
Conduct all intake including comprehensive assessments of families
Liaison with representatives regarding joint home visits
Ensure utilization is maintained in conjunction with standards through outreach to representatives, agency programs, community members, and other community services providers
Comply with the agency and representative policies and standards

Intake Coordinator Examples

1

Intake Coordinator Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of intake coordinator. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for intake coordinator
  • In conjunction with Program Director, assign cases to appropriate staff
  • Facilitate family team conferences and other groups as needed
  • Connect families to appropriate channels for legal, credit, and health services
  • Assist with coverage of cases during staff vacancies
  • Attend trainings and staff meetings
  • Obtain initial information relating to admissions, coordinates intake process, and provides information and referrals to community agencies as appropriate
  • Promote the program to potential participants and community agencies
  • Provide proof of medical clearance for communicable diseases and up-to-date immunizations before having direct participants contact
  • Able to manage many projects and is flexible when the workload increases
  • Perform initial telephone screening to determine patients’ appropriateness for home care services with referral sources
Qualifications for intake coordinator
  • Contact referral sources to advise of referral status, and provide to the clinical team who will deliver the services requested
  • Identify potential payer sources, verify benefits with payer sources (as required by department organizational structure), negotiate rates and obtain initial authorizations and frequency of visits from case managers
  • Access national or regional account information, including the names of accounts and terms of the contracts as appropriate and communicate these conversations to branch and intake department staff as needed
  • Monitor and track referral sources’ satisfaction levels
  • Coordinates with Account Executives to process received intake patient information
  • Inputs all referrals into computer and generates hard copy
2

Intake Coordinator Job Description

Job Description Example
Our growing company is looking for an intake coordinator. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for intake coordinator
  • Communicates authorization status to patients
  • Organizes and maintains filing system of authorization/referral hard copies
  • Provides information required for denial letters to clerical staff for patients whose benefits do not cover requested services
  • Inputs ICD9 codes and CPT codes in computer for referral
  • Prepares assigned correspondence and reports and compiles statistical data as directed
  • Tracks all types of references on computer system on hard copy log and compiles statistics monthly
  • Represents department / group and organization in a professional and positive manner
  • Participates in scheduled departmental / group
  • Serves in a case management capacity by initiating the intake of patient
  • Coordinates the admissions process from the initial request for admission to patient placement in preferred clinic
Qualifications for intake coordinator
  • Ensures all intake data for admissions requests are collected, completed and communicated according to the established standard operating procedures and in compliance with all regulatory requirements
  • Obtains the necessary information – demographic, financial and clinical and other pertinent data – through contact and/or interview with referral agency, patient or patient representative to initiate the process
  • Utilizes appropriate call tracking and admissions program systems applications to ensure accurate documentation of calls
  • Maintains and updates database with current data, pertinent information, and status of the admissions referral as appropriate, recording details of the enquiry/referral, complaints and issues
  • Coordinates with Hospital and Patient Services Managers and Commercial Integration team to establish appropriate placement of patients according to vacancies rates and capacity of relevant clinics in specific regions
  • Promotes the efficiency of admissions process by answering phones and assisting callers in a professional and timely manner escalating issues to supervisor/manager as necessary
3

Intake Coordinator Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of intake coordinator. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for intake coordinator
  • Resolve patient issues and respond to phone and fax inquiries regarding in-home IV order requests
  • Assess patient needs and document all communication in the Electronic Medical Records system regarding coordination of care
  • Communicate with various departments by providing information pertaining to equipment, supplies, and services needed to start patients on service with our company
  • Collaborate with Coram's insurance professionals to verify patient benefit coverage and financial responsibility
  • Relay insurance coverage and patient responsibility to referral sources, Sales, and patients
  • Discuss patient responsibility and documentation required for billing of services
  • Confirm start of care details with all parties to ensure a seamless transition into homecare for our customers
  • Elicit patient’s presenting mental health information to allow appropriate triage
  • If next available appointment exceeds reasonable timeframe, investigate further scheduling option with supervisor
  • Must understand the overall goals and systems of the facility
Qualifications for intake coordinator
  • Must be detail-oriented and good at multi-tasking
  • Learns CT product line, internal systems and processes, jurisdictional rules and regulations in order to effectively serve clients by attending appropriate training courses
  • Assists Process Servers for CT’s Registered Agent function by reviewing incoming process
  • Proactively pursues professional development activities (e.g., attending educational workshops, taking training classes, reading publications, staying current with trends…)
  • Manages relationships with internal and external resources
  • Duties and responsibilities are not limited to those specified above but may include other tasks depending on business requirements
4

Intake Coordinator Job Description

Job Description Example
Our company is searching for experienced candidates for the position of intake coordinator. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for intake coordinator
  • Determine appropriate services required
  • Partner with marketing/public relations to promote and grow the hospital
  • Contact both medical and behavioral health providers to ensure coordination of services
  • Resolve patient issues and respond to phone and fax inquiries regarding in-home Enteral Nutrition requests
  • Enters data into billing system(s) completing all required functions and fields
  • Speaks to all referral sources, gathers and inputs intake information into the computer system completing the intake process
  • Interfaces with third party payers to determine insurance benefits / self-pay status authorization at the time of intake
  • Coordinates with other departments in the facility as needed to ensure the patients will receive appropriate treatment
  • Organizes daily activities to assure the department functions according to accepted standards
  • Responsible for complying with information privacy / confidentiality policies and regulations
Qualifications for intake coordinator
  • Must be a licensed Registered Nurse (RN) or Licensed Practical Nurse (LPN) in the state of Florida
  • Previous experience with intake preferred
  • Ability to make effective, accurate decisions, judgment calls and reliable recommendations with support from team members and Management, where necessary
  • Professionalism and the ability to influence in a positive manner
  • Ability to leverage consultant resources and utilize information appropriately
  • Excellent written and oral communication skills demonstrated in interactions with all colleagues throughout the Firm Partners and Management
5

Intake Coordinator Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of intake coordinator. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for intake coordinator
  • Ensure that all intakes are complete, clear and within Comfort Infusion’s scope of service
  • Speak knowledgeably of the scope of services that Comfort Infusion can provide
  • Speak knowledgeably regarding reimbursement issues and which insurance companies Comfort Infusionhas active contracts with
  • Insure that the patient database is complete for height, weight, current and past medical history, clinical laboratory results and concurrent medications including home remedy medications as necessary
  • Request face sheets and complete forms
  • Obtain patient admissions list from Triage
  • Contact facilities where patients are admitted and request face sheets, daily
  • Contact insurance companies to obtain eligibility information for each patient
  • Verify insurance eligibility and patient information
  • Complete patient registration
Qualifications for intake coordinator
  • Positivity and the adoption of a solution-based approach in all aspects of work
  • Proficiency using a Personal Computer (PC) to include numerous clinical database platforms, Microsoft Word & Excel
  • Ensures DSPs complete all required training
  • Assigns DSPs to schedules and appointments in a timely manner
  • Monitors attendance and punctuality of DSPs for service appointments
  • Maintain data integrity in POC for both PS and employees, including templates, valid authorizations, time and attendance

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