Intake Coordinator

About the role

The Intake Coordinator serves as the first point of contact for new clients or patients, managing the intake process to ensure a smooth and efficient entry into the organization’s services. This role involves gathering essential information, verifying eligibility, and coordinating with other departments to facilitate the provision of care or services.

Responsibilities

• Answering and routing phone calls
• Greeting clients and assisting them with administrative-related needs
• Filing client documents in appropriate hard copy folders and electronic folders
• HIPAA-compliant task completion
• Adaptable to taking on more duties as assigned and an ever-changing workload day-to-day
• Field questions asked from clients and staff
• Direct clients and staff to appropriate individuals to get needs met
• Accurate and efficient data entry
• Develop a strong working knowledge of TNR services, policies, and procedures
• Learn and execute the process for completing Medicaid taxi vouchers
• Learn and execute the process of entering Client UA's into Millennium
• Learn and execute the client intake process for entering into services
• Scheduling client appointments

Requirements

• High school diploma or equivalent; college degree preferred
• At least 1 year of experience in the field or in a related field
• Proven administrative experience
• Knowledge of office management systems and procedures
• Combination of education, experience, and licensure accepted
• Employment is contingent upon receipt of a satisfactory state and federal background check
• Must be able to pass pre-employment alcohol and drug screen

Skills

• Goal and task oriented
• Excellent written and verbal communication skills
• Attention to detail and problem solving
• Excellent time management skills and ability to multi-task and prioritize work
• Strong organizational and planning skills
• Proficient in MS Office
• Ability to multi-task

Competencies

• Working with others
• Assessing strengths and needs
• Linking to resources
• Behaving Professionally and Ethically
• Reporting skills

Benefits

• ICHRA Coverage for Employee Health Insurance Policy Reimbursement
• 401K Plan - 100% Match Up To 5%
• Life & ADD Insurance Policy 100% covered by employer
• Vision and Dental Policy 90% covered by employer
• 10 Paid Holidays a Year
• Paid Time Off Accrual
• Paid Training and Credentialing
• Short term and long-term disability
• Monthly cash stipend
• Supplemental benefits including: critical illness insurance, accident insurance and hospital indemnity

Physical Requirements

This role is primarily performed in an office building with standard office environment and controlled temperatures. When working outdoors or at a job site the employee may be exposed to construction equipment or other moving objects/equipment; reference job site specifics. The employee is occasionally required to lift and/or move up to 50 lbs. Employee is frequently required to sit, stand, walk, talk/hear, see, read, and personally interact with others.