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Intake Specialist

Posted on May 20, 2024
OverviewThe Intake Specialist plays a crucial role in the organization by being the first point of contact for clients and individuals seeking services. They are responsible for gathering essential information, assessing needs, and ensuring a smooth intake process. This position is vital in providing quality care and support to clients in need.

Key Responsibilities

  • Conduct initial assessments and gather client information
  • Provide information about available services and programs
  • Respond to inquiries and schedule appointments
  • Conduct intake interviews and screenings
  • Assess client needs and determine eligibility for services
  • Collaborate with internal teams to coordinate services
  • Ensure accurate and timely documentation of client information
  • Address client concerns and provide support
  • Participate in staff meetings and training sessions
  • Adhere to confidentiality and privacy protocols
  • Maintain organized intake records and databases
  • Follow up with clients to ensure successful intake processes
  • Continuously improve intake procedures and protocols
  • Coordinate with community agencies and resources
  • Provide excellent customer service to clients and stakeholders
Required Qualifications
  • Proven experience in intake coordination or similar role
  • Knowledge of social services and community resources
  • Strong communication and interpersonal skills
  • Ability to handle sensitive information with discretion
  • Excellent organizational and time management abilities
  • Empathetic and patient approach to client interactions
  • Proficient in data entry and record-keeping
  • Ability to work effectively in a fast-paced environment
  • Problem-solving and critical thinking skills
  • Familiarity with electronic health record systems
  • Understanding of confidentiality laws and regulations
  • Experience in conducting intake interviews and assessments
  • Demonstrated ability to work collaboratively in a team setting
  • Commitment to providing high-quality client service
Skills: customer,problem-solving,fast-paced environment,record-keeping,customer service,community resources,confidentiality,critical thinking,intake coordination,team setting,client service,social services,intake interviews,assessments,electronic health record systems,communication,empathy,interpersonal skills,confidentiality laws,organization,data entry
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