Intake Specialist

About the Role

The Intake Specialist serves as the first point of contact for individuals seeking services. This role involves collecting detailed information, assessing needs, and directing individuals to the appropriate resources or departments. The Intake Specialist ensures that all required documentation is completed accurately and efficiently and provides excellent customer service throughout the intake process.

Responsibilities

• Greet and engage with clients, patients, or customers in a professional and compassionate manner.
• Conduct initial interviews to gather personal, medical, or legal information as relevant to the field.
• Answer questions and provide general information about the services offered.
• Collect and verify essential information, such as contact details, insurance information, medical history, or legal case details.
• Ensure accurate and timely entry of data into the organization’s systems.
• Obtain necessary signatures and ensure all intake forms are completed and filed correctly.
• Assess the unique needs of the individual based on the collected information.
• Identify the appropriate services, resources, or departments to address the individual's needs.
• Make referrals or schedule appointments with the relevant departments or specialists.
• Adhere to all legal and organizational policies, including confidentiality and privacy regulations (e.g., HIPAA in healthcare).
• Ensure that all interactions and documentation comply with industry standards and regulations.
• Communicate effectively with internal teams to ensure smooth transitions for clients, patients, or customers.
• Coordinate with other departments to facilitate service delivery.
• Provide updates to clients or patients regarding their intake status or next steps.
• Address any concerns or complaints in a timely and professional manner.
• Provide ongoing support and follow-up as needed.
• Maintain a positive and empathetic attitude in all interactions.
• Reflect ETHOS core values in their own work with commitment.

Requirements

• High school diploma or equivalent required; associate or bachelor’s degree in a related field preferred.
• Previous experience in a customer service, administrative, healthcare, or legal setting is highly desirable.

Skills

• Strong communication and interpersonal skills.
• Excellent organizational and time-management abilities.
• Proficiency in data entry and familiarity with relevant software applications.
• Ability to work independently and as part of a team.
• Attention to detail and a commitment to accuracy.