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Become An Intake Specialist

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Working As An Intake Specialist

  • Getting Information
  • Documenting/Recording Information
  • Organizing, Planning, and Prioritizing Work
  • Communicating with Supervisors, Peers, or Subordinates
  • Performing for or Working Directly with the Public
  • Deal with People

  • Unpleasant/Angry People

  • Stressful

  • $30,830

    Average Salary

What Does An Intake Specialist Do At Kelly Services

* Daily interaction with new and potential clients via telephone
* Obtaining all information required for new cases brought to the firm
* Accurately entering all new case information into the firm’s database
* Phone contact with existing clients
* Assist with obtaining medical records
* Special projects as needed
* The ideal Legal Intake Specialist will have an Associate’s Degree in addition to prior experience either in an Intake or high-volume call center role.
* Strong attention to detail, superior phone skills and exceptional computer skills are key for this role.
* Any prior experience of medical records and terminology is a strong plus

What Does An Intake Specialist Do At Amerisourcebergen Corporation

* Maintains effective systems to support the timely release of accurate information to diverse clients.
* Responsible for the intake of all program specific correspondence, including mail, faxed and electronically received documents.
* Logs information into appropriate database and triages all program specific mail to the appropriate program associate.
* Communicates program specific information back to the appropriate party as it relates to core data intake functions.
* Maintains and promotes positive and professional working relationships with associates and management.
* Complies with all appropriate policies, procedures, safety rules and regulations.
* Performs related duties as assigned

What Does An Intake Specialist Do At Nuvasive, Inc.

* Comply with all applicable company policies and procedures
* Acquire information from various referral sources necessary to bill and collect for services rendered.
* Verify that all of the patients information uploaded is correct and accurate.
* Enter proper diagnosis and missing patient data into company systems
* Activate patients within the billing system
* Communicate information to the surgeon’s office to ensure requested information is completed accurately and returned to us in a timely manner.
* Review medical documents and patient information to ensure insurance criteria is met prior to processing order.
* Maintain assigned reports on a daily basis.
* Receive and process proper paperwork for billing purposes and for new cases

What Does An Intake Specialist Do At Graham Windham

* Utilizes Solution Based Casework practice: is able to track with
* the Office of Placement Administration (OPA) worker as to the concerns that
* brought the child/youth into care; is able to identify possible Child Well
* Being Outcomes for the youth/child (CWBOs) & discusses OPA’s request for
* referrals to TFFC with the appropriate
* Program Director
* Responds to internal GW requests for replacement in a timely
* fashion & utilizes SBC practice on the facilitation of replacements; is
* able to track with the case planner as to the need of the child/youth needing
* the replacement; is able to search for exceptions as to when the child/youth
* was able to maintain a positive relationships within the resource home; obtains
* the CWBO plans and shares the plan with new identified foster parent
* Consults with Mental Health Director for all OPA referrals
* denoting placement change from RTC or higher levels of placements
* Assigns intakes appropriately by using vacancy control list to
* make placements & using intake rotation list to assign cases
* Responds to after hour coverage appropriately by responding when
* ACS calls at night/on the weekend & gathering appropriate information,
* pressing OPA for details when needed
* Documents Intake information in the Intake form, and distributes
* same to case planner/intake distribution list (including information learned from
* OPA worker as to the concerns that brought the child/youth into care and
* possible CWBOs)
* Makes appropriate matches of Foster Parents and childre

What Does An Intake Specialist Do At Mercy Medical Center Clinton

* Under general direction of the Intake Coordinator, Intake Team Leader or designee, provides intake services to callers and walk-ins requesting outpatient mental health, chemical dependency, or psychoeducational services, scheduling appointments for appropriate callers, and providing referral to outside agencies for those patients whose needs cannot be met by SJM Behavioral Services
* Outpatient.
* Assists in coordinating available appointment times and skills of clinical staff with callers qualifying for services at SJM Behavioral Services
* Outpatient.
* Assists in maintaining intake logs, entering of demographic data on cases new to the clinic into intake database, preparing monthly/periodic reports of intake service requests/actions, and in extracting and analyzing data related to impact of intake processes on patient care, customer satisfaction, and related process and outcome variables.
* Operating office machines such as computer terminals, copiers, FAX machines, and transcribing equipment as needed in the performance of duties.
* Other program related duties as assigned.
* Demonstrates Unit and Behavioral Services Program-designated competencies.
* Actively collaborates in the Performance Development Process.
* Behaves in accordance with Trinity values of compassion, commitment, quality, vision and affirmation.
* Maintains the confidentiality of information acquired pertaining to patients, physicians, employees and visitors to St.
* Joseph Mercy Health Systems.
* Discusses patient and hospital information only among appropriate personnel in appropriately private places.
* Maintains good rapport and cooperative relationships with staff, patients and referral sources.
* Approaches conflict in a constructive manner, helps identify problems, offers solutions, and participates in their resolution.
* Assumes the responsibility for the performance of job duties in the safest possible manner, to assure personal safety and that of coworkers, and to report all preventable hazards and unsafe practices immediately to management.
* Education, Experience, Licensure

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How To Become An Intake Specialist

Requirements for social and human service assistants vary, although they typically have at least a high school diploma and must complete a brief period of on-the-job training. Some employers prefer to hire workers who have additional education or experience.


Although a high school diploma is typically required, some employers prefer to hire workers who have relevant work experience or education beyond high school. A certificate or an associate’s degree in a subject such as human services, gerontology (working with older adults), or social or behavioral science is common for workers entering this occupation.

Human service degree programs train students to observe and interview patients, carry out treatment plans, and handle people who are undergoing a crisis. Many programs include fieldwork to give students hands-on experience.

The level of education that social and human service assistants have completed often determines the responsibilities they are given. Those with a high school diploma are likely to do lower level work, such as helping clients fill out paperwork. Assistants with some college education may coordinate program activities or manage a group home.

Although postsecondary education is important, some employers may prefer or allow for applicants who have related work experience. In some cases, candidates may substitute such experience in place of postsecondary education. 


Many social and human service assistants, particularly those without any postsecondary education, undergo a period of on-the-job training. Because such workers often are dealing with multiple clients from a wide variety of backgrounds, on-the-job training in case management helps prepare them to respond appropriately to the different needs and situations of their clients.


For social and human service assistants, additional education is almost always necessary for advancement. In general, advancement to case management or social work jobs requires a bachelor’s or master’s degree in human services, counseling, rehabilitation, social work, or a related field.

Important Qualities

Communication skills. Social and human service assistants talk with clients about the challenges in their lives and assist them in getting help. These workers must be able to listen to their clients and to communicate the clients’ needs to organizations that can help them.

Compassion. Social and human service assistants often work with people who are in stressful and difficult situations. To develop strong relationships, they must have compassion and empathy for their clients.

Interpersonal skills. Social and human service assistants must make their clients feel comfortable discussing sensitive issues. Assistants also need to build relationships with other service providers to become familiar with all of the resources that are available in their communities.

Organizational skills. Social and human service assistants often must complete lots of paperwork and work with many different clients. They must be organized in order to ensure that the paperwork is filed properly and that clients are getting the help they need.

Problem-solving skills. Social and human service assistants help clients find solutions to their problems. They must be able to listen carefully to their clients’ needs and offer practical solutions.

Time-management skills. Social and human service assistants often work with many clients. They must manage their time effectively to ensure that their clients are getting the attention they need.

Some employers require a criminal background check. In some settings, workers need a valid driver’s license.

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Intake Specialist jobs

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Intake Specialist Career Paths

Intake Specialist
Social Worker Program Manager General Manager
Account Manager
5 Yearsyrs
Intake Coordinator Social Worker Program Manager
Business Development Manager
9 Yearsyrs
Service Coordinator Account Manager Billing Specialist
Business Office Manager
8 Yearsyrs
Intake Coordinator Case Manager
Career Manager
6 Yearsyrs
Registered Nurse Registered Nurse Supervisor Nurse Manager
Career Services Director
9 Yearsyrs
Service Coordinator Service Manager Office Manager
Case Manager
5 Yearsyrs
Counselor Therapist
Clinical Director
9 Yearsyrs
Therapist Clinical Supervisor
Clinical Manager
8 Yearsyrs
Registered Nurse Staff Nurse Nursing Director
Clinical Services Director
11 Yearsyrs
Paralegal Operations Manager Assistant Director
Director Of Admissions
7 Yearsyrs
Case Manager Social Worker
Director Of Social Services
6 Yearsyrs
Program Manager Program Director Career Manager
Health Care Manager
8 Yearsyrs
Program Coordinator Education Coordinator Nurse Manager
Health Director
9 Yearsyrs
Patient Access Representative Registered Nurse Occupational Health Nurse
Health Services Manager
7 Yearsyrs
Counselor Case Manager Registered Nurse Case Manager
Nursing Director
9 Yearsyrs
Paralegal Office Manager
Practice Manager
9 Yearsyrs
Case Manager Program Coordinator
Program Manager
8 Yearsyrs
Therapist Program Manager General Manager
Regional Director
9 Yearsyrs
Social Worker Program Director
Service Director
9 Yearsyrs
Program Manager Technical Director Production Manager
Warehouse Manager
5 Yearsyrs
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Intake Specialist Demographics


  • Female

  • Male

  • Unknown



  • White

  • Hispanic or Latino

  • Asian

  • Unknown

  • Black or African American

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Languages Spoken

  • Spanish

  • French

  • Portuguese

  • Russian

  • Italian

  • German

  • Arabic

  • Vietnamese

  • Bosnian

  • Hindi

  • Serbian

  • Dutch

  • Mandarin

  • Ukrainian

  • Armenian

  • Croatian

  • Bengali

  • Greek

  • Tagalog

  • Gujarati

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Real Intake Specialist Salaries

Job Title Company Location Start Date Salary
Social Worker-Intake Specialist Golden Gate Regional Center San Mateo, CA Jun 29, 2011 $42,750
Intake Specialist Accion USA, Inc. Boston, MA Aug 06, 2012 $37,981
Children's Intake Specialist Mohave Mental Health Clinic, Inc. Lake Havasu City, AZ Jan 17, 2011 $37,274
Intake Specialist I Asian Counseling and Referral Service Seattle, WA Apr 07, 2015 $35,000 -
Intake Specialist I Asian Counseling and Referral Service Seattle, WA Mar 02, 2012 $33,517
Intake Specialist DR. Attaman, PLLC Seattle, WA Oct 01, 2011 $33,392

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Top Skills for An Intake Specialist


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Top Intake Specialist Skills

  1. Customer Service
  2. Data Entry
  3. New Referrals
You can check out examples of real life uses of top skills on resumes here:
  • Demonstrated great attention to detail while multitasking in a fast paced customer service environment.
  • Frequent client contact to obtain missing information, and extensive data entry with a high level of accuracy.
  • Entered in patient demographics, insurance and history and physical information into the system for new referrals.
  • Assisted in crisis interventions with clients when needed.
  • Conducted Needs Assessments for clients in need of Mental Health Services.

Top Intake Specialist Employers

Intake Specialist Videos

Medtronic Infuse Bone Graft Lawsuit - (888) 573-3844 - Helios Legal Group - Infuse Lawyer & Attorney

Career Advice on becoming a Business Manager by Thomas R (Full Version)