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Intake specialist skills for your resume and career

Updated January 8, 2025
4 min read
Quoted experts
Adam Greer,
Dr. Emily Goodman-Scott Ph.D.
Intake specialist example skills
Below we've compiled a list of the most critical intake specialist skills. We ranked the top skills for intake specialists based on the percentage of resumes they appeared on. For example, 16.5% of intake specialist resumes contained patients as a skill. Continue reading to find out what skills an intake specialist needs to be successful in the workplace.

15 intake specialist skills for your resume and career

1. Patients

Here's how intake specialists use patients:
  • Verified Medicare eligibility, provided patients with Medicare guideline information as related to home health care and their coverage.
  • Managed and specialized in Pre-Authorization for hospitals, patients, medical doctors office and durable medical equipment.

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.

Here's how intake specialists use customer service:
  • Register patients, verify insurance and demographics, calculate and collect payments while maintaining exemplary customer service and ensuring patient privacy.
  • Provided training for new Intake staff and customer service representatives regarding account specific protocol and items regarding HMO/Commercial business.

3. Social Work

Here's how intake specialists use social work:
  • Develop relationships with clinic social workers and clinic managers to ensure positive communication and good working relationship.
  • Managed team of professionals including nurse practitioner and clinical social worker; supervised team of outreach personnel.

4. 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.

Here's how intake specialists use data entry:
  • Performed clerical support functions including data entry of arrest documentation, court minutes and inmate release authority actions.
  • Participated in all areas of administrative work including data entry, file organization, research and development.

5. Phone Calls

Phone calls are a wireless or wired connection made over a telephone or a mobile phone between two people. Two parties are involved in a phone call, the caller and the receiver. A caller dials the number of the one he wants to call, and the recipient hears a bell or a tune to which he picks up the call. The call establishes a connection between them through which they can communicate. The voice is converted into signals and is transmitted through wired or wireless technology.

Here's how intake specialists use phone calls:
  • Answered phone calls of potential rental assistance clients, gathered information to determine eligibility of assistance and program.
  • Answered phone calls Greeted the public Assisted with initial application packets to determine eligibility Completed orientation

6. Home Health

Here's how intake specialists use home health:
  • Assisted Durable Medical Equipment and Home Health Care providers initiate requests for insurance authorizations for policy holders.
  • Verify insurance benefits and obtain authorizations of allowed amount for Home Health visits.

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7. Crisis Intervention

Here's how intake specialists use crisis intervention:
  • Assisted clients by providing crisis intervention through energy assistance by contacting vendors and negotiating extension payments to ensure utility service.
  • Scheduled appointments for clients needing outpatient/inpatient services, crisis intervention or hospital programs; processed designated referrals.

8. Veterans

Here's how intake specialists use veterans:
  • Developed a resource spreadsheet now utilized by agencies county-wide, including the Veterans Administration Behavioral Health Recovery and Reintegration Services clinic.
  • Managed assignments of paying medical bills limited in depth that include organizing and researching regulations as pertain to veterans eligibility.

9. Medical Terminology

Here's how intake specialists use medical terminology:
  • Used medical terminology to interpret findings on radiology reports and notified appropriate personnel of critical findings to ensure patient care
  • Perform secretarial duties using specific knowledge of medical terminology and hospital and clinic procedures.

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.

Here's how intake specialists use patient care:
  • Work closely with Patient Care Representative regarding referrals and patient inquiries.
  • Authorized initial outpatient care treatments.

11. Medicaid

Here's how intake specialists use medicaid:
  • Performed needs assessments to determine eligibility for services and compliance with Medicare, Medicaid and private insurance long-term care regulations.
  • Performed daily quality assurance audits; patient registration and conducted financial assessment for Hospital Charity Program and Medicaid eligibility.

12. Community Resources

Community resources are a set of resources that are used in the day to day life of people which improves their lifestyle in some way. People, sites or houses, and population assistance can come under the services offered by community resources.

Here's how intake specialists use community resources:
  • Track utilization of services available through local community resources and State agencies for families participating in family conferences.
  • Referred customers to community resources and other organizations as needed, determining customers eligibility for financial assistance.

13. Intake Process

Here's how intake specialists use intake process:
  • Complete initial interview for service eligibility and support consumer in following through with intake process.
  • Conduct intake process with adult/juvenile clients to determine eligibility for a public defender.

14. Schedule Appointments

Here's how intake specialists use schedule appointments:
  • Schedule appointments via computerized appointment scheduler in a manner which facilitates efficient client flow.
  • Schedule appointments on supervising managers calendars.

15. Insurance Verification

Here's how intake specialists use insurance verification:
  • Monitored and tracked trendsetting for centralized insurance verification system to help minimize company revenue exposure through daily and month-end reporting.
  • Release orders for delivery after Insurance verification medical necessity process has been completed.
top-skills

What skills help Intake Specialists find jobs?

Tell us what job you are looking for, we’ll show you what skills employers want.

What skills stand out on intake specialist resumes?

Adam GreerAdam Greer LinkedIn profile

Career Services Specialist, Auburn University

Clearly, the distance/online working skills will stand out with our HDFS majors. Our students have a strong foundation in learning to work with people, and now they have a new way to work with people and remove barriers that might have previously prevented an in-person meeting.

What intake specialist skills would you recommend for someone trying to advance their career?

Dr. Emily Goodman-Scott Ph.D.Dr. Emily Goodman-Scott Ph.D. LinkedIn profile

Associate Professor, Assistant Chair, Graduate Program Director, and School Counseling Coordinator, Old Dominion University

Getting experience working/volunteering in schools, and other capacities working/volunteering with youth: learn the culture of education, build rapport and be in relationship with youth and their families.

What type of skills will young intake specialists need?

Dr. Keith Lavine Ph.D.Dr. Keith Lavine Ph.D. LinkedIn profile

Associate Professor, Lewis University

Probably the best place to start is to look at the latest competency model developed by the Society for Human Resource Management (SHRM). Below is the link to the webpage where individuals can learn more about the different competencies. Their model gets updated every few years, so it always reflects the latest thinking on what is essential for HR professionals in the field.

LearningAndCareer

Of all of the SHRM competencies, the one that is perhaps most noteworthy because of its increasing importance in the coming years is Global and Cultural Effectiveness. This is partly due to the changing demographics of the U.S. workforce, the growing use of teams in organizations, and the economy's continued globalization. More and more organizations recognize the importance and advantage of being diverse, inclusive, and culturally savvy. Not only will HR professionals be expected to be competent in these areas, like everyone else, but they will be increasingly tasked with helping organizations develop these competencies in their workforce.

I also think that adaptability will be a crucial competency for young graduates to possess as they enter the workforce in the coming years. Adaptability is one of the sub-areas of Global and Cultural Effectiveness. But I'm thinking of it in an even broader sense. With globalization and rapidly-developing technology, organizations face constant change, requiring all of us to adapt to the change continually. Fortunately, many new graduates are accustomed to this and don't know anything different, as this has been an increasing trend over the last 25 years. Also, this recent pandemic has required most of us to adapt in a big way.

What technical skills for an intake specialist stand out to employers?

Dr. T. Thao Pham Ph.D.Dr. T. Thao Pham Ph.D. LinkedIn profile

Associate Professor, MSW Program Director, California University of Pennsylvania

Agencies are looking for graduates with leadership skills, collaborative skills, grant-writing skills, clinical skills, and good organization skills. Graduates are expected to meet high expectations from employers early on and those who may find themselves moving quickly in the organization as administrators. We have many recent graduates who are now managers, supervisors, and coordinators within 3 years of graduating.

What hard/technical skills are most important for intake specialists?

Michelle Kelley Shuler Ph.D.

Department Chair: Human Services, Austin Community College

a. Must have strong basic computer skills and knowledge of software such as excel spreadsheets, google docs, etc. Most, if not all, agencies use electronic health records and treatment planning, so it is necessary to be competent in this area.
b. A degree and additional certifications will assist you in seeking employment. It will also increase your level of competency and diversify the communities you serve. For example, at Austin Community College, we offer our students a chance to complete a certification in Mental Health First Aid Training. This increases their marketability and skill level.
Do you want to know more?
Read more about what experts have to say about intake specialist

List of intake specialist skills to add to your resume

Intake specialist skills

The most important skills for an intake specialist resume and required skills for an intake specialist to have include:

  • Patients
  • Customer Service
  • Social Work
  • Data Entry
  • Phone Calls
  • Home Health
  • Crisis Intervention
  • Veterans
  • Medical Terminology
  • Patient Care
  • Medicaid
  • Community Resources
  • Intake Process
  • Schedule Appointments
  • Insurance Verification
  • Mental Health
  • Substance Abuse
  • Insurance Benefits
  • HIPAA
  • Inbound Calls
  • PowerPoint
  • Intake Assessments
  • Medical History
  • Computer System
  • Social Security
  • Outbound Calls
  • Front Desk
  • Hippa
  • EMR
  • Eating Disorders
  • Insurance Coverage
  • Management System
  • Necessary Paperwork
  • Insurance Eligibility
  • Telephone Calls
  • Office Equipment
  • Community Agencies
  • Initial Assessment
  • Patient Demographics
  • Law Enforcement
  • Durable Medical Equipment
  • CPT
  • HMIS
  • Intake Interviews
  • Program Eligibility
  • ICD-9
  • Domestic Violence
  • Client Eligibility
  • Customer Inquiries
  • FMLA

Updated January 8, 2025

Zippia Research Team
Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

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