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Intake coordinator skills for your resume and career

15 intake coordinator skills for your resume and career
1. Patients
- Assisted patients and providers with issues related to eligibility, referrals and authorizations for Behavioral Health and Chemical Dependency issues.
- Determined initial appropriateness for admission and recommend acceptance or rejection of patients to RN based on Agency's admission criteria.
2. Customer Service
Customer service is the process of offering assistance to all the current and potential customers -- answering questions, fixing problems, and providing excellent service. The main goal of customer service is to build a strong relationship with the customers so that they keep coming back for more business.
- Address basic client questions and monitor intake area activities and provide recommendation to further efficient and effective customer service.
- Participate in outstanding customer service and responsible for maintaining relationships that are equally respectful to all.
3. Home Health
- Maintained ongoing communications with home health clinicians and staff to ensure authorization for medically necessary home health services.
- Coordinated meetings and organized seminars to teach of hospice and home health benefits and eligibility.
4. Patient Referrals
A referral patient is a written instruction from a primary care doctor to see a specialist for a specific medical service. In this case, a health worker at a level of the health system with insufficient resources - medicines, equipment, skills to cope with a clinical condition seeks help from a facility that is better equipped or has other resources to assist or take over the management of patient's case.
- Performed intake of initial patient referrals, including collection of patient demographic, medical, therapy and insurance/financial information.
- Revised system for processing patient referrals and developed a coverage worksheet to process insurance specifics and authorization/contract information.
5. Data Entry
Data entry means entering data into a company's system with the help of a keyboard. A person responsible for entering data may also be asked to verify the authenticity of the data being entered. A person doing data entry must pay great attention to tiny details.
- Performed general office support including filing medical records, data entry, ordering office and medical supplies for therapist and administrator.
- Process by data entry and review all referrals to include notification of insurance providers for prior authorizations and services covered.
6. Mental Health
Mental health is the state of wellbeing in which an individual can cope with the regular stresses and tensions of life, and can work productively without having any emotional or psychological breakdown. Mental health is essential for a person of any age and helps them make the right decisions in their life.
- Take calls from members and providers regarding benefits eligibility, referrals and authorizations related to mental health and substance abuse benefits.
- Educated members regarding mental health benefits, authorized care and obtained clinical information for medical necessity determinations with behavioral clinicians.
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- Requested insurance verification, interpreted insurance eligibility and requested authorization when necessary
- Process incoming referrals, Contact patient and explain hospice services and eligibility benefits, Insurance verification, Coordinate referrals for 3 territories
8. Medical Terminology
- Maintained knowledge of medical terminology, anatomy and physiology, and medical coding and billing procedures utilizing proper insurance fee schedules.
- Interpreted physician orders, medical terminology and insurance cards while maintaining Conifer Standards of Care
10. Patient Care
Patient care entails the diagnosis, recovery, and control of sickness as well as the maintenance of physical and emotional well-being through the use of healthcare providers' services. Patient care is described as services provided to patients by health practitioners or non-professionals under guidance.
- Conducted level-of-care assessments of individuals in the emergency department/conferred with on-call physician staff for determining inpatient/outpatient care needs.
- Introduced three Quality Improvements Protocols resulting in better patient care and communication between departments and outside contracts.
11. Medicaid
- Interviewed potential client and parent/guardian completing detailed assessment to determine eligibility for in-home or day treatment counseling program following Medicaid guidelines.
- Enroll patients, establish patient records in collaboration with Entitlement coordinator, track all information related to Medicare and Medicaid entitlement.
12. Care Services
- Received and coordinated physician office and skilled inpatient facility referrals, identifying appropriated candidates for home care services.
- Provided educational resources to the institution concerning appropriate home care services, and community resources.
13. Intake Process
- Facilitate and coordinates intake process for inter-facility transfers, direct admits walk-ins, physician offices/clinics, and various referral sources.
- Developed and established intake process and documentation for evidence-based preventive program for families and children identified as high-need.
14. Insurance Coverage
- Comprehended insurance coverage and Medicare/Medicaid Guidelines.
- Communicated with Billing Specialist included with verification of insurance coverage or benefits of incoming client well expecting authorization from other facilities.
15. Substance Abuse
- Assessed substance abuse and psychiatric problems and made addiction and dual-diagnosis treatment referrals for clients receiving State Administered General Assistance.
- Performed intake assessments and maintained caseload for persons needing shelter with emphasis on public assistance and substance abuse intervention.
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Carolyn Gascoigne
Professor of French and Humanities, University of Houston - Downtown
List of intake coordinator skills to add to your resume

The most important skills for an intake coordinator resume and required skills for an intake coordinator to have include:
- Patients
- Customer Service
- Home Health
- Patient Referrals
- Data Entry
- Mental Health
- Insurance Verification
- Medical Terminology
- Social Work
- Patient Care
- Medicaid
- Care Services
- Intake Process
- Insurance Coverage
- Substance Abuse
- Triage
- Community Resources
- Admission Process
- Crisis Intervention
- HIPAA
- EMR
- Insurance Benefits
- Referral Source
- Computer System
- Durable Medical Equipment
- Insurance Eligibility
- Schedule Appointments
- CPT
- Discharge Planning
- Telephone Calls
- Physician Orders
- ICD-9
- Community Agencies
- Hippa
- Inbound Calls
- PT
- Patient Demographics
- Outbound Calls
- Medical Necessity
- Smooth Transition
- Intake Assessments
- Patient Charts
- Patient Insurance
- Call Tracking
- Intake Interviews
- Referral Process
- Eating Disorders
- Insurance Authorizations
Updated January 8, 2025
9. Social Work