The intake specialist meets with new or prospective clients and/or caregivers, asks a series of questions for the purpose of compiling data, and then uses this data to determine the best next course of action.
Essential Duties and Responsibilities of an Intake Specialist
•Processes telephibe calls and paperwork for new clients and/or caregivers efficiently and in accordance with protocols.
•Obtains pertinent information from new clients and/or caregivers by asking them to complete interviews courteously and professionally.
•Answers and screens inquiry calls and emails from prospective clients and/or caregivers.
•Ensures that all admission forms are properly signed and filed.
•Communicates with other team members constructively in order to reduce conflict and enhance the resolution of issues.
•Respects client or patient dignity and confidentiality.
•Adheres to professional dress code policies and appears professional at all times.
Required Knowledge, Skills and Abilities
•Demonstrates the ability to use standard office equipment such as telephones, computers, copiers, fax machines and others.
•Displays the ability to communicate with others effectively, listen closely and convey points clearly.
•Shows proficiency with computer programs which may include Microsoft Word, Excel, PowerPoint, Outlook and others.
•Demonstrates excellent customer service skills and the ability to calm patients or clients who may be distraught.
•Shows the ability to calm frustrated clients quickly and make decisions based upon anticipated outcomes.
•Possesses the ability to adjust to constantly changing workloads