Intake Specialist Job Description

Intake Specialist Job Description

173 votes for Intake Specialist
Intake specialist provides a wide array of software support to include Microsoft and Mac OS, Microsoft Office, Adobe Creative Cloud, and various other software to support academic instruction and operations.

Intake Specialist Duties & Responsibilities

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

Sample responsibilities for this position include:

Develop and maintain a working knowledge of all services and resources provided by the Company and available within the community
Conducting in-person/hands-on assessments and reassessments of applicants and enrollees
Completing internal/external documents and information for data submissions to LDSS and DOH prior to established dates due
Creating and modifying plans of care that include authorized services, need non-covered services, and family/caregiver support to meet identified treatment goals within specified timeframes
Orient clients to the Program, including all phases of the Bio-psychosocial Assessment
Collect and scan to file all pertinent documentation to support a complete Bio-psychosocial Assessment
Complete computer-based comprehensive psychosocial assessments
Provide intake assessment and assistance to obtain support services for program participants
Participate in interdisciplinary meetings with medical staff to assist with determining each client's functional capacity and barriers to economic self-sufficiency
Explains process and services to participants and obtains client signatures for consent

Intake Specialist Qualifications

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

Licensing or Certifications for Intake Specialist

List any licenses or certifications required by the position: BLS, CHAA, CPR, EMT, SAMA, CPDM, PHR, QA, ITIL, CAC

Education for Intake Specialist

Typically a job would require a certain level of education.

Employers hiring for the intake specialist job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Human Services, Education, Social Work, Behavioral Sciences, Health, Psychology, Associates, Counseling, Business, Business/Administration

Skills for Intake Specialist

Desired skills for intake specialist include:

Email retrieval
Governmental home health agency regulations and Medicare policies
Personal computer and data entry
Services and resources provided by the Company and available within the community
Internet and Microsoft
Medical terminology
Microsoft Office Suite and electronic communication systems
MS Office software
Equivalent software skills

Desired experience for intake specialist includes:

Enter (and scan) all required data and coding to ensure accurate and complete client records and payment
Identify operational issues and facilitate corresponding process improvements in close collaboration with the Clinic Administrator and appropriate clinic staff
Provide needed direction and encouragement to support participants at their initial appointments
Conduct outreach activities as assigned
Perform other department duties as assigned, including language-based accommodation
Familiarity with financial and legal transactions, organizational types, and corporate family structures preferred

Intake Specialist Examples


Intake Specialist Job Description

Job Description Example
Our company is hiring for an intake specialist. 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 specialist
  • Currency – Assist in the management of the Currency Program
  • ABoR Audit – Assist in the Quarterly ABoR audit process
  • Obtain/monitor comprehensive information regarding billing and reimbursement criteria for new insurance accounts according to established procedures in order to reduce the risk of non-payment by insurance carriers and achieve timely billing and prompt accounts receivable turnover
  • Keep abreast of changes in insurance field
  • Contact insurance companies to gather policy benefits/limitations (e.g., deductible amount, co-payment, effective date, pre-existing clauses, levels of care, pre-authorization requirement, visit limitations, documentation required to process claims)
  • Monitor acceptance of new customer accounts for direct insurance billing
  • Contact client for credit information and faxes completed credit application to the Credit Department as required
  • Review benefits/services requested to determine whether coverage is available for insurance payment
  • Maintain/update information on insurance accounts
  • Research address/benefit changes per insurance company's request and makes corrections as necessary to ensure payment by the insurance carrier
Qualifications for intake specialist
  • Database research experience (such as Lexis, Elite and LegalKey) strongly preferred
  • Must possess strong PC and data entry skills, analytical and problem-solving skills, verbal and written communication skills, and service orientation
  • 4 year degree in computer science or related field required
  • Diverse work experience within the financial services industry as a systems designer, IT infrastructure manager and/or IT senior operations manager
  • In-depth knowledge of regulatory rules and / or restrictions as they relate to a specific LOBs or the Bancorp in general
  • Must have a security clearance and be able to maintain eligibility

Intake Specialist Job Description

Job Description Example
Our company is growing rapidly and is looking for an intake specialist. 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 specialist
  • Communicate with patients and caregivers regarding nutrition formula refill requests and patient financial obligations
  • Communicate with insurance providers and physicians to obtain clarification on medical documentation or request missing documentation required to process patient orders and reimbursements
  • Arrange for nutrition product delivery with patients, caregivers and couriers and update case managers on patient status
  • Process payments for self pay patients and submit product orders prior to a daily cutoff
  • Receive and respond to incoming calls from referral sources or potential patients, exchange information to identify patients’ needs, and determine the Company’s ability to meet them
  • Enter referral information in System including clinical information and orders for services if available
  • Notify branch of referral via email as either pending or ready to be staffed
  • Access national account information, including the names of the accounts and the terms of the contracts as appropriate
  • May obtain ongoing authorizations for visits based upon written information supplied by clinical field staff
  • Identify potential payer sources, establish primary payers, document demographic/clinical/payer information, obtain initial authorization if applicable and determine coverage availability for third party non-governmental payers
Qualifications for intake specialist
  • Required 1+ year of experience in a Claims, Customer Service, Appeals, Pharmacy, Front End, Configuration or Enrollment, Data Capture role, preferably in a health services environment
  • Intermediate Other Ability to review correspondence and system data to determine appropriate handling consistent with applicable policies and procedures
  • Required Beginner Other Ability to work across multiple computer programs to process a single request
  • Required Beginner Other Proficient in data entry
  • Master's degree in Social Services or related field is required
  • Three (3) years of experience in healthcare or related field is required

Intake Specialist Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of intake specialist. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for intake specialist
  • Understand and apply GCU admission requirements accurately to all student applications
  • Process all the necessary steps to matriculation in accordance with GCU’s workflow, policies and requirements
  • Ensure full compliance with GCU’s application processing regulations and Department of Education guidelines
  • Contribute to the development of GCU admissions processes and systems
  • Individuals must be willing and capable of performing the duties of either role
  • Review applications within 2 hours after submission to ensure admissions criteria are met
  • Requests transcripts the same day the application is processed
  • Contact students and/or parents as needed to respond to related inquiries or provide pertinent application, transcript status, and program information to students during the application process
  • Respond to inquiries regarding student records including but not limited to admission criteria and transcript statuses, while observing students’ privacy
  • Follow up on obtaining students’ missing transcripts and any other required documentation as related to the admission file for matriculation preparation
Qualifications for intake specialist
  • Intake/Admissions experience in a psychiatric setting is preferred
  • Previous marketing or customer relations/customer service experience is desirable
  • Ability to interact calmly and professionally with a diverse range of people
  • Ability to communicate at all organizational levels and with both internal and external customers
  • Good composition skills with ability to compose a grammatically correct, concise, and accurate written response
  • High School Diploma or the equivalent plus a minimum of four years insurance/claims processing administration experience in a physician's office or healthcare environment generally required

Intake Specialist Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of intake specialist. 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 specialist
  • Ability to become familiar and proficient with GCU student databases, admissions policies and Family Educational Rights and Privacy Act (FERPA) within a short period of time
  • Process FERPA verifications/updates as required
  • Maintain confidential student information
  • Interview patient/caregiver to gather and input medical, insurance and demographic information
  • Assess or evaluate the risk of shipping device based on information received in the patient interview, place of service, insurance validation and Government and Commercial Insurance requirements
  • Educate the patient/caregiver on the benefits of therapy and to promote therapy adherence
  • Accurately document events and communications in a timely manner
  • Initiate the process for obtaining any necessary forms such as the TCR(Terms, Condition & Responsibility), ABN(Authorization of Benefits Notification) and other forms required during the training process
  • Provide timely follow-up with patient/caregiver when needed
  • Works collaboratively with multiple teams to optimize outcomes for our patients
Qualifications for intake specialist
  • Effective communications and human relations experience also required
  • A minimum of one year work experience in a business environment
  • Ability to operate to the highest levels of customer care and absolute commitment to meeting strict response deadlines
  • Able to dedicate long periods in front of a computer
  • Excellent interpersonal skills, professional demeanor, ability to work in a team environment in a collaborative and cohesive manner, ability to cope with changing priorities professionally and to multi-task and to maintain composure while under deadline pressure
  • Basic computer skills including proficiency with MS Office Suite and ability to type 45 wpm

Intake Specialist Job Description

Job Description Example
Our company is searching for experienced candidates for the position of intake specialist. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for intake specialist
  • Communicate patient information to field team, when pertinent
  • Receives new paper claim from Intake Coordinator
  • Review new claims to assess information needed
  • Mark up claim on proper claim adjudication system
  • Follows appropriate triage rules and triage through IRAM or alternate method
  • Assign and forward claim to appropriate impairment unit
  • Handle changes/corrections/additions from CCS's within appropriate time
  • Handle minimum acceptable number of claims per week/coordinate with team
  • Support various project work as needed
  • Handle incomplete LTD claims as outlined
Qualifications for intake specialist
  • Receive incoming calls from multiple customers such as physicians and
  • High school diploma or GED and 1-2 experience in customer service, call center, healthcare or related work
  • Minimum of intermediate knowledge of Microsoft Office Suite
  • Ability to read, analyze and interpret technical procedures, governmental and non-governmental regulations and policies
  • Ability to add, subtract, multiply, and divide all units of measurement using whole numbers, common fractions and decimals
  • Willingness and ability to develop competence and proficiency working with microcomputer applications, utilizing the resource database and match inquirer needs and resources

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