What does an intake clerk do?
Intake clerk responsibilities
Here are examples of responsibilities from real intake clerk resumes:
- Verify all primary insurance including Medicare, Medicaid, and third party and manage care policies.
- Manage orthopedic accounts regarding payment posting through IDX medical systems.
- Perform daily public contact work such as collecting and copying information from TANF and other DHS participants.
- Prepare surgery relate paperwork in advance to facilitate the surgical process for timely surgical procedures.
- Distribute programmatic service literature and general information to TANF and other DHS participants and providers.
- Follow all HIPPA rules and regulations for patient privacy
- Issue summons and subpoenas in accordance with local rules and federal statutes.
- Prepare and send out subpoenas to victims, officers and fire department for upcoming court dates.
- Provide clerical support to external clients by processing food stamp, TANF, and Medicaid applications.
- Verify client eligibility through Medicaid.
- Schedule all appointments for radiology department.
- Verify insurance information and schedule appointments for surgery at different hospitals.
- Answer, transfer, and schedule radiology procedures efficiently and precisely.
- Interview applications for public WIC assistance to gather information pertinent to their applications.
- Assist with preventative maintenance on emergency equipment and communicating important medical information to patients and families.
Intake clerk skills and personality traits
We calculated that 27% of Intake Clerks are proficient in Data Entry, Patients, and Government Assistance. They’re also known for soft skills such as Customer-service skills, Detail oriented, and Organizational skills.
We break down the percentage of Intake Clerks that have these skills listed on their resume here:
- Data Entry, 27%
Maintained a highly organized and user-friendly file system and completed other office administrative duties including data entry and phone screening.
- Patients, 22%
Follow existing patients progress that are currently admitted or in observation status in hospitals and rehabilitation centers.
- Government Assistance, 11%
Program Eligibility interviewers conduct interviews in person to determine if applicants qualify for government assistance and benefits.
- Computer System, 5%
Acquired broad knowledge of legal procedures, entered legal documents into computer system and maintained judges' calendars.
- Front Desk, 5%
Assist with completion of forms: Computer usage, Typing from drafts, filing, heavy phone and Front desk traffic.
- Appointment Scheduling, 3%
Managed incoming referrals and requests for appointment scheduling.
"data entry," "patients," and "government assistance" are among the most common skills that intake clerks use at work. You can find even more intake clerk responsibilities below, including:
Customer-service skills. The most essential soft skill for an intake clerk to carry out their responsibilities is customer-service skills. This skill is important for the role because "general office clerks often provide general information to company staff, customers, or the public." Additionally, an intake clerk resume shows how their duties depend on customer-service skills: "greeted patients with exceptional customer service skills as they enter the facility discreetly ascertaining the purpose of their visit. "
Detail oriented. Another soft skill that's essential for fulfilling intake clerk duties is detail oriented. The role rewards competence in this skill because "general office clerks perform many clerical tasks that require attention to detail, such as preparing bills." According to an intake clerk resume, here's how intake clerks can utilize detail oriented in their job responsibilities: "detailed research of fraudulent activity, research of data entry for cross reference. "
Organizational skills. intake clerks are also known for organizational skills, which are critical to their duties. You can see how this skill relates to intake clerk responsibilities, because "general office clerks file and retrieve records." An intake clerk resume example shows how organizational skills is used in the workplace: "maintained administrative, organizational and secretarial support for the division of community systems development and outreach. "
The three companies that hire the most intake clerks are:
- Universal Health Services4 intake clerks jobs
- Pioneers Memorial Healthcare District3 intake clerks jobs
- United States Courts2 intake clerks jobs
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Intake clerk vs. Clerk typist
A clerk typist is responsible for data entry procedures and document transcriptions, alongside other clerical and administrative duties as required by the employer. Clerk typists create reports and presentation materials, transcribe audio meetings, write business drafts, and send documents to appropriate office personnel or clients. A clerk-typist must show excellent organizational and time-management skills, especially with handling various typing tasks under strict deadlines and minimal supervision. They also respond and take calls from clients and customers, assisting with their inquiries and concerns.
These skill sets are where the common ground ends though. The responsibilities of an intake clerk are more likely to require skills like "patients," "government assistance," "appointment scheduling," and "client intake." On the other hand, a job as a clerk typist requires skills like "customer service," "payroll," "clerical support," and "input data." As you can see, what employees do in each career varies considerably.
Clerks typist really shine in the education industry with an average salary of $32,312. Comparatively, intake clerks tend to make the most money in the government industry with an average salary of $38,251.clerks typist tend to reach similar levels of education than intake clerks. In fact, clerks typist are 0.6% less likely to graduate with a Master's Degree and 0.6% less likely to have a Doctoral Degree.Intake clerk vs. Room clerk
A room clerk is responsible for receiving guests and assigning them to their respective rooms, typically in a hotel setting. Room clerks manage guests' reservations, explain the policies of the premises, and process their payments for staying at the hotel. They also ensure the rooms' cleanliness, reaching out to the maintenance for any repairs and requests for additional room items. A room clerk must have excellent communication and customer service skills, respond to the customer's inquiries and concerns, and resolve service complaints immediately.
Each career also uses different skills, according to real intake clerk resumes. While intake clerk responsibilities can utilize skills like "patients," "government assistance," "appointment scheduling," and "client intake," room clerks use skills like "customer service," "stock room," "purchase orders," and "inventory control."
On average, room clerks earn a lower salary than intake clerks. Some industries support higher salaries in each profession. Interestingly enough, room clerks earn the most pay in the government industry with an average salary of $33,014. Whereas intake clerks have higher pay in the government industry, with an average salary of $38,251.In general, room clerks achieve similar levels of education than intake clerks. They're 1.3% less likely to obtain a Master's Degree while being 0.6% less likely to earn a Doctoral Degree.Intake clerk vs. Shop clerk
A shop clerk is primarily in charge of assisting clients in a retail store, ensuring efficient service for client satisfaction. Their responsibilities include greeting and identifying the clients' needs, answering inquiries, locating products, offering promotions, and recommending alternatives as needed. They must also maintain the cleanliness of the sales floor, clearing the obstructions and disposing of expired or defective products. Furthermore, a shop clerk must manage the product displays, devising strategies to make them more presentable to the customers.
There are many key differences between these two careers, including some of the skills required to perform responsibilities within each role. For example, an intake clerk is likely to be skilled in "data entry," "patients," "government assistance," and "appointment scheduling," while a typical shop clerk is skilled in "basic math," "math," "top quality," and "cash handling."
Shop clerks make a very good living in the transportation industry with an average annual salary of $35,056. On the other hand, intake clerks are paid the highest salary in the government industry, with average annual pay of $38,251.When it comes to education, shop clerks tend to earn similar degree levels compared to intake clerks. In fact, they're 1.4% less likely to earn a Master's Degree, and 0.4% less likely to graduate with a Doctoral Degree.Intake clerk vs. Intake specialist
Intake coordinators manage the registration of clients or patients for medical services in a health care facility. They talk to patients and their families, determine their needs, and ask for patients' medical history and their mental and physical state. It is part of their job to obtain the insurance information of the patients. The necessary skills to become an intake coordinator include good writing and reading skills, good communication, and attention to detail.
Types of intake clerk
Updated January 8, 2025











