Top Intake Specialist Skills

Below we've compiled a list of the most important skills for an Intake Specialist. We ranked the top skills based on the percentage of Intake Specialist resumes they appeared on. For example, 8.8% of Intake Specialist resumes contained Customer Service as a skill. Let's find out what skills an Intake Specialist actually needs in order to be successful in the workplace.

The six most common skills found on Intake Specialist resumes in 2020. Read below to see the full list.

1. Customer Service

high Demand
Here's how Customer Service is used in Intake Specialist jobs:
  • 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.
  • Provided strong professional courteous customer service to each client by being self-motivated and highly organized Intake Specialist/Worker.
  • Facilitated customer service satisfaction through creative problem solving, crisis resolution, and providing quarterly surveys.
  • Managed both inbound/outbound customer services calls for an array of insurance providers and Medicare affiliates.
  • Provided excellent customer service to program participant and accurately respond to inquiries about the program.
  • Provide positive solutions for clients/non-clients in difficult situations, while maintaining excellent customer service.
  • Audited other specialist to insure quality assurance and customer service expectations were being met.
  • Managed front-office operations and provided impeccable customer service through case management and client screening.
  • Serviced a high volume of customers with excellent customer service in a time-sensitive environment.
  • Handled incoming calls from victims of Hurricane Katrina Data Entry Preparing reports Excellent Customer service
  • Demonstrated great attention to detail while multitasking in a fast paced customer service environment.
  • Provided exceptional customer service and integrally contributed to quality assurance (QA) efforts.
  • Obtained detailed assignment information from customers and utilized it to provide effective customer service.
  • Handled inbound customer service calls, assisting homeowners and/or transferring to appropriate personnel.
  • Provided World Class Customer Service to constituents that often exceeded specified quality standards.
  • Increased knowledge in customer service and transitioned potential patients into paying customers.
  • Examined customer service issues and implemented appropriate corrective action to resolve them.
  • Provide excellent customer service through professionalism, attentive listening, and timeliness.
  • Provided excellent customer service by printing and confirming applications we received.

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2. Insurance Companies

high Demand
Here's how Insurance Companies is used in Intake Specialist jobs:
  • Worked closely with national accounts managers to service specific members referred by various insurance companies for various Medicare programs.
  • Calculated profit for infusion therapy administration and drugs according to reimbursement rates from various insurance companies.
  • Contacted physician s offices to obtain clinical documentation needed to obtain authorizations from insurance companies.
  • Contacted review organizations and insurance companies to ensure that prior approval requirements were met.
  • Requested authorizations to advocate for consumer s treatment with behavioral health insurance companies.
  • Qualify patients, interacting with insurance companies to validate coverage for proposed treatment.
  • Communicated with insurance companies to obtain initial and concurrent authorizations for treatment.
  • Corresponded with insurance companies to verify insurer benefits for inpatient programming.
  • Submit clinical to insurance companies and physicians for authorization and referral.
  • Followed up to insure maximization of customers benefits from insurance companies.
  • Verify patient insurance information and create required documentation to insurance companies.
  • Prepare complex reports for managed care organizations and insurance companies.
  • Communicate with insurance companies to verify insurance and third-party coverage.
  • Completed ongoing communication with insurance companies on behalf of patients.
  • Provide all monetary duties associated with insurance companies and patients
  • Negotiated property damage with liability insurance companies;.
  • Communicated with various insurance companies for billing purposes.
  • Request authorization from insurance companies for insured patients.
  • Submitted authorizations to insurance companies when needed.
  • Complete all per-certification with insurance companies.

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3. Data Entry

high Demand
Here's how Data Entry is used in Intake Specialist jobs:
  • Account Specialist duties include performing data entry for hospital admissions in accordance with payer requirements and contractual obligations.
  • 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.
  • Provided administrative support services, developed individualized service plans for shelter residence, and data entry.
  • Verify Insurance eligibility and complete data entry of demographics, requested service, and insurance information.
  • Collected vital information from guest to update personal information *Data entry and filing abilities help.
  • Coordinated authorizations according to established HMHS contract standards and guidelines to include timely data entry.
  • Support individuals in completing benefit enroll applications and data entry related to corresponding programs.
  • Managed intakes electronically, monitored consumer safety, staff schedules and all data entry.
  • Performed data entry of client's eligibility documentation in required systems.
  • Complete data entry, update spreadsheets and accurately record participant information
  • Decipher codes and medical terminology for appropriate data entry.
  • Performed data entry and filing of gathered information.
  • Registered patients for radiology procedures via data entry.
  • Perform various administrative functions and data entry.
  • Performed work on personal computer and/or laptop with MS Office Suite creating spreadsheets, letters, memos or performing data entry.
  • Completed general office tasks, including filing, data entry, copying, faxing and distributing incoming mail throughout the office.
  • Job duties: Process Applications for Medical Coverage, Customer Service, Data Entry, Manage Employer Groups and Reconcile Accounts.
  • Interned, screened potential patients through interviews, determined eligibility, obtained necessary documents, data entry for patient charts.
  • Perform general office work including filing, data entry, written correspondence, and transcribing phone messages for the attorneys.

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4. New Clients

high Demand
Here's how New Clients is used in Intake Specialist jobs:
  • Conducted a screening assessment, determined medical necessity, and determined a preliminary diagnosis for new clients.
  • Informed prospective and new clients of financial responsibility.
  • Coordinated informational sessions for new clients.
  • Set record in Case Control Center for most clients signed up in one day with 22 new clients to the firm.
  • Consulted with therapists regarding appropriate treatment for new clients, potential treatment goals, and key factors that may affect treatment.
  • Coordinated with new clients to determine daily needs and requirements for clients regarding medicines, housing, counseling and appointments.
  • State or local agencies for the purpose of securing correct information needed to start new clients or continue current clients.
  • Process the intake for new clients for multiple case types such as auto, bankruptcy, and social security.
  • Provide first contact with new clients entering care, obtain critical information and enter into electronic medical record.
  • Work with new clients to provide a bio-psycho-social assessment and diagnosis in order to tier for county services.
  • Answered phones, took information from new clients, assisted walk in clients, checked in with clients.
  • Prepare and file paperwork for all new clients and deliver important information gleaned during assessment to relevant personnel.
  • Guided potential and new clients through the application process, provided referrals to other appropriate service agencies.
  • Evaluated prospective client's claim while explaining the process, answering questions and signing up new clients.
  • Interview new clients on their mortgage history and or any type of interactions with their mortgage holder/holders.
  • Evaluate prospective new clients/claimants, communicate claims process, review and respond to new claimant inquiries.
  • Gathered all information regarding cases from potential new clients to send to the Attorneys to review.
  • Collected data to help with the admission process of new clients to the appropriate attorneys.
  • Directed incoming visitors, including distributing intake paperwork and assigning new clients to case workers.
  • Initial intake person for new clients for the personal injury and worker's compensation department.

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5. Phone Calls

high Demand
Here's how Phone Calls is used in Intake Specialist jobs:
  • 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
  • Initiated disability claims via incoming phone calls from insured individuals and employers.
  • Retrieve incoming Spanish and English phone calls of active participants or potential/new participants while providing proper help needed for each individual.
  • Screen English/Spanish phone calls to determine if applicant has a DD eligible diagnosis; Assigned cases on a rotation system/zip code.
  • Answered clients' phone calls and did a full intake of their legal issues *Constant consultation with supervising attorney for guidance.
  • Answer phone calls from ER social workers, outpatient providers, family members and patient's in crisis to coordinate admissions.
  • Rotate fielding faxes with other specialist, also provider link and phone calls to keep ahead of each daily expectation.
  • Respond to phone messages and assist with participants' appointment scheduling, phone calls and follow-ups with all the coaches.
  • Make phone calls to employers, employees, and also to physicians if needed to gather additional information for claims.
  • Received and documented phone calls from teachers, doctors, and family members reporting suspected neglect and abuse of children.
  • Verify client's insurance information, schedule intake appointment, return phone calls to client's and insurance company.
  • Job duties included answering inbound phone calls from Hurricane Katrina victims to help place them into new affordable housing.
  • Prepared intake documents and processed clients for interviews Referred clients to proper resources Answered phone calls and general inquiries.
  • Answer a heavy volume of phone calls daily and process patient admissions for home, hospital and nursing home.
  • Make Outgoing phone calls to inform potential clients of decision to accept or decline case the attorney has reviewed.
  • Answered roughly around 50-70 calls per intake specialist a daily basis; redirected phone calls to appropriate facilities.
  • Answer all phone calls routed to the transportation and translation department via the phone tree prompts or transfer.
  • Handled phone calls from attorneys and potential clients on a daily basis to assist in any client matters.
  • Prepared paperwork for new patient's, answered all phone calls and placed orders over the phone.

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6. Patient Care

high Demand
Here's how Patient Care is used in Intake Specialist jobs:
  • Used medical terminology to interpret findings on radiology reports and notified appropriate personnel of critical findings to ensure patient care
  • Maintain constant communication between different departments in order to ensure efficiency and satisfaction concerning patient care.
  • Work closely with Patient Care Representative regarding referrals and patient inquiries.
  • Authorized initial outpatient care treatments.
  • Collaborated with Referral Intake Team on the assignment of clinical employees to assure the delivery of competent, quality patient care.
  • Determine patient care procedure costs and verify all insurance payment applications with the patients' insurance company(s).
  • Fill out necessary paperwork to be handed to Operations Manager to dispense to Patient Care Representatives in field.
  • Received incoming patient referrals via phone and fax as well as coordinate patient care between the field staff.
  • Increased patient care satisfaction more than 80% Conducted patient therapeutic sessions for people impacted by HIV/AIDS.
  • Adhere to compliance with all Federal and state laws as it pertains to patient care and privacy.
  • Coordinate with the nursing staff to provide optimal patient care and ease into the transition of hospitalization.
  • Provide high level of patient care to people with behavioral health concerns and diagnoses.
  • Direct and supervise incoming patient data to ensure adequate operations of patient care.
  • Skilled in the screening of patients for MRI procedures and patient care.
  • Worked in team environment with psychiatric providers for patient care.
  • Obtain authorization for patient care services for walk-in clients.
  • Trained new employees, developed dependability and patient care.
  • Assist nurses with patient care and individual care needs.
  • Capture, investigated and resolved patient care complaints.
  • Assessed and recommended services for potential inpatient care.

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7. Crisis Intervention

high Demand
Here's how Crisis Intervention is used in Intake Specialist jobs:
  • 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.
  • Case management -Crisis intervention -Rehabilitation -Individual and conjoint sessions -Verification of medical eligibility -DMH paperwork
  • Provide intake assessments, crisis intervention, short-term therapy & facilitate conflict resolution.
  • Deescalated clients with intellectual disabilities and behavior problems using Non-violent Crisis Intervention.
  • Assessed crisis situations and implemented safety plans/crisis intervention, as needed.
  • Perform crisis intervention as required, and other related data
  • Provided crisis intervention training and management to departmental staff.
  • Provided case management services and crisis intervention as needed.
  • Facilitate voluntary and involuntary crisis intervention as necessary.
  • Provided safety planning and crisis intervention for consumers.
  • Provided emergency crisis intervention and brief therapy.
  • Facilitated crisis intervention between youth and families.
  • Provided crisis interventions for consumers.
  • Provided crisis intervention, conducted home visits to assess level of risks to children by way of face to face interviews.
  • Conduct Crisis Intervention counseling during the Intakes, insuring that the child thoroughly understands the process of detention and expectations.
  • Demonstrated an effective phone manner with emphasis on customer service, crisis intervention, active listening and problem solving.
  • Provide immediate and short term crisis intervention, removing children from unsafe situations as needed based on safety assessments.
  • Provided case management assistance, crisis intervention services and short term counseling for client(s) at shelter.
  • Provided crisis intervention to prospective clients, their families, and external agencies via telephone and/or in person.

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8. Mental Health Services

high Demand
Here's how Mental Health Services is used in Intake Specialist jobs:
  • Perform a brief telephone assessment to determine consumer eligibility for mental health services.
  • Assist employees in coordinating mental health services and providing education about their benefits specific to their employer, including work/life services.
  • Linked residents to other housing options, drug and alcohol treatment, veteran services, employment and medical/mental health services.
  • Verified insurance for nursing home residents and obtained prior authorization and/or Single Case Agreements for Outpatient Mental Health Services.
  • Identified client needs, explained benefits, offered referrals, and assisted members in accessing mental health services.
  • Work with clients as they are discharged from inpatient psychiatric hospitals to reconnect them with mental health services.
  • Provided members with their benefit information to assist them in finding mental health services and providers.
  • Coordinated mental health services, psychiatric appointments, partial hospitalizations, case management, and counseling.
  • Assure that client/client s guardian is firm in decision to receive mental health services.
  • Schedule and complete the initial Intake Assessment Interview for those pursuing Mental Health services.
  • Advocated with clients for their rights and entitlements as recipients of mental health services.
  • Evaluate patients to determine potential need for inpatient or outpatient mental health services.
  • Coordinate mental health services for incoming clients for a not-for-profit social service agency.
  • Conducted intake, assessment and triage, for clients accessing mental health services.
  • Conducted diagnostic assessments for children and adults enrolling in mental health services.
  • Served as first contact for client's seeking out-patient mental health services.
  • Completed diagnostic interviews with adults and children seeking mental health services.
  • Conducted Needs Assessments for clients in need of Mental Health Services.
  • Provided mental health services initial intake screening and appointment setting.
  • Process referrals for foster care and community mental health services.

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9. Medical Records

high Demand
Here's how Medical Records is used in Intake Specialist jobs:
  • Coordinate transmission of medical records to requesting and referring physicians and hospitals for further treatment.
  • Analyze Complex Medical Records on a case-by-case basis per medical criteria & payer coverage determinations.
  • Requested Medical Records and any other legal documents to prepare cases for disability hearings.
  • Created electronic medical records for patients in company data base for verification of insurance.
  • Process information, data entry, create/track/file medical records and insurance documents.
  • Requested medical records, financial and employment information used to adjudicate claims.
  • Distributed patient evaluations and medical records to other departments within the hospital.
  • Contacted medical facilities for assistance with medical records and legal documents.
  • Reviewed medical records to assist attorneys in developing legal argument.
  • Completed Quality Assurance Audits on active and inactive medical records.
  • Helped maintain medical records by ensuring consistency with paperwork.
  • Researched medical records and extracted & transferred relevant data.
  • Communicated with vendors regarding ordering medical records.
  • Ordered medical records for diagnosing pathology report.
  • Promoted from Medical Records Coordinator position.
  • Request Medical Records from Medical providers.
  • Analyzed medical records to ensure all required documentation were in the chart for the use of attending physicians or other staff.
  • Gathered information about the clients disabilities from the client and his support group, including doctors/medical records, friends and family.
  • Review clinical documentation (medical records, prescriptions, operative reports, history and physicals) based on billing criteria.
  • Amended medical authorizations to order medical records to confirm the law firms target injury and use for personal injury claimants.

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10. Medicaid

high Demand
Here's how Medicaid is used in Intake Specialist jobs:
  • Verify all insurance information including Medicare, NC Medicaid, secondary, tertiary insurances either via online or via telephone correspondence.
  • 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.
  • Involved in client intake with regard to documents necessary for application and approximate determination of Medicaid income spend down.
  • Collect information needed to obtain authorization from various Medicaid payers and utilize negotiation skills to secure acceptable reimbursement rates.
  • Updated customer's demographic information regarding disability claims and payments, Medicare and Medicaid updates/changes or reimbursements regarding pay.
  • Interviewed, accessed and determined consumer's eligibility entitlements for Medicaid / Food Stamp programs.
  • Completed Pre-Authorization requirements from Medicaid with Medicare insurance companies ensuring acceptance and coverage for member.
  • Served as member of utilization management department for health maintenance organization that manages Medicaid program.
  • Conducted in-home assessments to determine eligibility of potential participants by reviewing Medicaid and Medicare guidelines.
  • Collect client financial and insurance information; verify Medicaid/medicare benefits via approved ASO software.
  • Process utilization/authorizations for out-state contracts to ensure compliance and billing (Medicaid).
  • Re-verified patient insurance information, obtained documents required by Medicaid and Medicare agencies.
  • Certified customer eligibility with Medicare, Medicaid, and third party insurers.
  • Check monthly Medicaid Eligibility, managed tickler file for ongoing prior authorizations.
  • Conducted light secretarial work including verifying Medicaid and dispersed payment receipts.
  • Verified insurance information by contacting various companies and Medicare/Medicaid as needed.
  • Verify medicaid, Medicare, commercial insurance eligibility and benefits6.
  • Process insurance appeals for medical necessity denials on Medicaid policies.
  • Conduct authorizations with private insurance companies and Medicaid for hospitalization.

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11. Scheduling Appointments

high Demand
Here's how Scheduling Appointments is used in Intake Specialist jobs:
  • Managed the computerized appointment system by scheduling appointments electronically.
  • Assisted beneficiaries with finding specialists and scheduling appointments.
  • Maintained the Associate Director Calendar (via Microsoft Outlook) recording and scheduling appointments, meetings, and conferences.
  • Administer daily office duties, including communicating with clients, scheduling appointments, and drafting staff office memos.
  • Maintain and utilize multiple provider schedules such as scheduling appointments, meetings, and patient transportation.
  • Provide office assistance, photocopying, faxing, organizing supplies, answering phones, scheduling appointments.
  • Discussed fees with potential clients/ Scheduling appointments for all attorneys in the firm.
  • Performed other clerical duties such as scheduling appointments, photocopying, and faxing.
  • Assisted patients by providing information, scheduling appointments, and providing referrals.
  • Asked questions for general intakes for all clients scheduling appointments.
  • Front desk, faxing, filing and scheduling appointments.
  • Answered phone calls and aided clients in scheduling appointments.
  • Assist patients in scheduling appointments with primary doctors.
  • Answer office phones and scheduling appointments.
  • Operate telephone switchboard to answer, screen and forward calls,providing information, taking messages and scheduling appointments.
  • Assisted answering multi line (4-lines) phones and scheduling appointments using paper appointment books.
  • Interacted with a wide variety of personalities while scheduling appointments,assessing family eligibility and simultaneously translating nutritional healthclasses in Spanish.

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12. Community Resources

high Demand
Here's how Community Resources is used in Intake Specialist jobs:
  • 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.
  • Tracked performance and monitored data on caseloads for program efficiency, referred clients to appropriate community resources.
  • Provide case management and administer diagnostic assessments, education/consultation, and linking clients with community resources.
  • Developed community resources related to post-secondary education, housing, medical, and financial needs.
  • Provide necessary community resources and information to clients and/or their families to appropriate treatment providers.
  • Coordinated consumer treatment with and initiated referrals to other medical providers or community resources.
  • Facilitate linkages to Catholic Charities programs and provide information and referral to community resources.
  • Provide case management services by linking individuals to community resources in their local communities.
  • Collaborated and coordinated police, hospital, and community resources for emergency purposes.
  • Provided customers with application assistance for and referrals to agency and community resources.
  • Responded to incoming calls and assisted homeless individuals find shelter and community resources.
  • Explained eligibility requirements, form completion, and community resources for assistance.
  • Assisted clients with community resources and provided referrals as necessary upon discharge.
  • Authorize service allocation and coordinate service delivery with providers and community resources.
  • Utilized community resources to facilitate effective case management and client satisfaction.
  • Created connections to community resources for wraparound services and benefits.
  • Educated elders and their families regarding other community resources.
  • Refer appropriate community resources for children and family concerns.
  • Provide education for disease specific conditions, community resources.

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13. Intake Assessments

high Demand
Here's how Intake Assessments is used in Intake Specialist jobs:
  • Conduct intake assessments of criminal defendants to determine eligibility for alternative-to-incarceration rehabilitative programming.
  • Applied understanding of substance abuse disorders by completing intake assessments with patients and collaborating with clinical team regarding treatment options.
  • Conducted telephonic intake assessments and provided referrals to national network of service providers.
  • Conducted Psycho-social intake assessments on patients admitted to the behavioral health unit.
  • Conducted interviews and intake assessments for families and individuals seeking assistance.
  • Provided timely and accurate intake assessments and identification of trauma patients.
  • Preformed intake assessments on psychiatric and substance abuse potential patients.
  • Conducted intake assessments and scheduled appointments with physician as needed.
  • Performed intake assessments on individuals to determine Medicaid eligibility.
  • Conducted intake assessments for individuals entering the facility.
  • Conduct mental health and substance abuse intake assessments with youth and families referred by DJJ in and in-home setting.
  • Completed intake assessments, treatment plans, and program recommendations for the severely, chronically, mentally ill.
  • Position provides counseling and intake assessments and treatment plans for Medicaid clients in the Northeastern counties of Oklahoma.
  • Conducted and provided intake assessments and diagnostic assessments in an outpatient setting for persons of all ages.
  • Provide intake assessments for inpatient clients who have been Baker Acted or voluntarily admitted to the facility.
  • Completed mental health and drug and alcohol intake assessments as well as drug and alcohol evaluations.
  • Conducted Intake assessments, provided clinical intervention and case management for clients of the agency.
  • Handled confidential information such as intake assessments, drug screening results, W-2, etc.
  • Conducted intake assessments for children and adults seeking admission to the inpatient psychiatric hospital.
  • Conducted intake assessments, recommendation for level of care, inpatient, outpatient.

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14. Social Security

high Demand
Here's how Social Security is used in Intake Specialist jobs:
  • Scheduled and organized conference calls with Social Security Administration, Medicare and medical providers concerning client's claim for Disability Benefits.
  • Completed eligibility assessments over the phone and in person for individuals applying for supplemental security income and social security disability insurance.
  • Provide applicants with assistance in competing application forms such as those for Social Supplemental Income and Social Security Disability claims.
  • Position primarily deals with determining if potential clients are eligible for disability benefit programs by conducting Social Security evaluations.
  • Interview, screened, qualified applicants, performing telephone intake application of prospecting social security disability clients.
  • Interviewed clients over the phone and in person to discuss qualifications of social security disability benefits.
  • Screen and verify Social Security eligibility applications for clients residing in New York City.
  • Completed applications online in accordance to Social Security Administration's guidelines and stipulations.
  • Answer inbound calls from prospective leads requesting information about Social Security Disability Insurance.
  • Completed over 3,200 personal injury, workers compensation and social security intakes.
  • Screened potential clients for Social Security Disability cases through daily data entry.
  • Subject matter expert on Social Security Disability insurance eligibility and process required.
  • File Supplemental Security Insurance/ Social Security Disability Insurance applications for claimant.
  • Assist clients in completing applications for Social Security Disability Insurance Benefits.
  • Explained how working may affect their disability benefits from Social Security.
  • Managed and routed inbound and outbound social security and disability inquiries.
  • Interview potential clients by gathering facts for Social Security Disability claims.
  • Compile information from potential clients for Social Security Disability claims.
  • Assist advocates with completion of Social Security disability phone interviews.
  • Evaluated applicants to assess eligibility for social security disability benefits.

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15. Substance Abuse

average Demand
Here's how Substance Abuse is used in Intake Specialist jobs:
  • Provided mental health and substance abuse referrals and insurance information/authorization to members and providers for a multiple account case management unit.
  • Assessed for acute psychiatric conditions in order to offer medically supervised detox and rehabilitation from prolonged substance abuse.
  • Managed diversion cases and conducted mental health/substance abuse assessments, creating referrals in indicated areas of concern.
  • Communicate directly with clients regarding outpatient/inpatient services for mental illness and substance abuse;.
  • Verified eligibility/benefits to determine consumer s coverage and cost of residential substance abuse treatment.
  • Provided individual psycho-therapy to clients with a variety of mental health disorders/substance abuse.
  • Coordinated referrals for appropriate discharge and aftercare substance abuse planning.
  • Provided community support to children/family with mental health/substance abuse issues.
  • Completed intake applications for homeless and substance abuse patients.
  • Facilitate substance abuse recovery groups for dual diagnosed clients
  • Conducted substance abuse evaluations and screenings.
  • Counseled adolescents with substance abuse matters.
  • Quoted mental health/substance abuse benefits.
  • Assist in the STI testing center, and substance abuse program, promote safe sex and educate client on healthy living.
  • Assign preliminary diagnosis based on patient's reported symptoms, observed behaviors and history of mental illness and/or substance abuse disorders.
  • Monitored peer support program effectiveness with knowledge gained from SAMHSA Center for Substance Abuse Treatment / Government Performance training tools.
  • Linked customers to social service providers and completed referrals for rental assistance, substance abuse, mental health and employment.
  • Call insurance companies for authorizations, Talk to on-call doctor for acceptance for mental health and/or substance abuse patients.
  • Write detailed reports and case notes of patient history and presenting issues regarding mental health and substance abuse symptoms.
  • Experience with over 1,000 different cases dealing with all age groups, substance abuse, trauma events and psychosis.

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16. Client Information

average Demand
Here's how Client Information is used in Intake Specialist jobs:
  • Entered client information into a computer script program developed by Milwaukee County to determine alcohol and drug eligibility.
  • Generated correspondence to secure additional client information to complete questionnaire forms for intakes, referrals and outcomes.
  • Maintained computerized database of client information, produced reports for internal purposes and for outside auditors.
  • Maintained confidential client information through coordination with other social service programs.
  • Receive client information and verify personal and family information is accurate.
  • Modify client information as necessary to maintain an accurate record.
  • Collected and maintained client information according to agency confidentiality standards.
  • Obtained client information for intake into electronic medical record.
  • Document all conversations with client into client information database.
  • Updated personal client information and performed filing records.
  • Maintain confidentiality and integrity of al client information.
  • Maintain confidentiality of client information and files.
  • Handled confidential client information on daily basis.
  • Regulated confidential business and personal client information.
  • Maintained personal and confidential client information.
  • Elicited and verified confidential client information.
  • Submitted client information into HCO system
  • Created, maintained, and updated a database containing all client information in order to complete the daily client assessments.
  • Take new client information over the phone and send to appropriate attorney, case manager or assistant for decision.
  • Organize client information, including registering clients in the department's database, managing member roster, and filing.

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17. Intake Process

average Demand
Here's how Intake Process is used in Intake Specialist jobs:
  • Provide information to potential patients and referral sources regarding inpatient and outpatient programs offered and 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.
  • Coordinated complex enrollment and intake processes for established mental health organization.
  • Coordinated referral and intake process for client development program.
  • Facilitated Intake process revision in 2009
  • Coordinated the referral and intake process for incoming patients and acted as a resource to families, outside agencies and staff.
  • Educated patients and families regarding programs and intake process IP, PHP, IOP, Detox for ages 5 and up.
  • Assisted with intake process and data entry of statistical information needed for reports for individuals transitioning out of the judicial system.
  • Checked new and existing patients in for appointments, which often included explaining the intake process and distributing the necessary paperwork.
  • Assisted Institutional Officers in the Intake process of encompassing acclimation to rules, regulations and protocols of the new inductees.
  • Employed in temporary role to assist clients through the intake process of income qualification for Energy Assistance per governmental program.
  • Trained in the inpatient intake area to conduct inpatient intake process; Intervenes with patients using therapeutic counseling skills.
  • Managed the screening and intake process for seven pro bono programs and the low fee lawyer referral program.
  • Assisted client with the intake process and inputted data into the system for those who were in foreclosure mediation
  • Conducted intake process with juveniles, following an arrest, during the highest-volume shift (3pm-11pm).
  • Process applications for the intake process for the eligibility and re-certification of clients for the CCDF Program.
  • Performed intake processes for students wishing to complete their GED or enroll in Adult Basic Education classes.
  • Develop Policies and procedures manual for intake processes; counsel employees and prospective clients on determining eligibility.
  • Exchanged information with participants, referral representatives, and all parties involved in the intake process.

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18. Clinical Staff

average Demand
Here's how Clinical Staff is used in Intake Specialist jobs:
  • Coordinated services between agency gatekeepers, Community Mental Health agencies, community partners, and hospital clinical staff.
  • Completed admission and intake interviews and alerted clinical staff of any significant issues.
  • Participated in weekly psychiatric consultations with clinical staff to represent client needs.
  • Generated authorization number in MMIS (DC Medicaid Management, Information System) once approval was received by clinical staff.
  • Worked with clinical staff to develop and monitor Individual Treatment Plans for clients to provide optimum supportive services.
  • Coordinate communications and activities between clinical staff, nursing staff, business office, and marketing staff.
  • Relay clinical notes to internal clinical staff in order for authorization for medical procedure to occur.
  • Coordinate with the clinical staff to ensure steady patient flow and reasonable patient waiting time.
  • Managed clinical staff of 15 on three separate teams within the managed care department.
  • Ordered office stock of supplies for clinical staff and keeping inventory of supplies.
  • Provided case staffing conferences with Psychiatrist, Psychologist and other clinical staff.
  • Greeted office clients and scheduled appointments for 8 clinical staff members.
  • Generated case files and collaborated with clinical staff for medical review.
  • Assist the clinical staff with any other essential duties assigned.
  • Assisted in the hiring process and training of Clinical Staff.
  • Worked with clinical staff to review requests to ensure accuracy.
  • Assist clinical staff with various clinical or patient inquiries.
  • Schedule clients with the appropriate clinical staff.
  • Assist Clinical staff with facilitating groups.
  • Facilitated clinical staffings and prepared service plans for client(s).

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19. Durable Medical Equipment

average Demand
Here's how Durable Medical Equipment is used in Intake Specialist jobs:
  • Managed and specialized in Pre-Authorization for hospitals, patients, medical doctors office and durable medical equipment.
  • Assisted Durable Medical Equipment and Home Health Care providers initiate requests for insurance authorizations for policy holders.
  • Administered different types of durable medical equipment to patients.
  • Verify all insurance approval for durable medical equipment.
  • Process prior authorization requests for Vision, Durable Medical Equipment, Dental Services, Inpatient/Outpatient procedures and limited cosmetic services.
  • Managed the process of Adjusters, Nurse Case Managers, Providers, and injured workers getting their durable medical equipment.
  • Take in orders and verify all paperwork is present to process orders for durable medical equipment.
  • Received and processed referrals for durable medical equipment from local hospitals and physician's offices.
  • Fulfilled Durable Medical Equipment orders to clients as requested by Doctors and Nurses.
  • Faxed referral request to different DME companies that provide durable medical equipment.
  • Researched, entered, and verified patient orders for durable medical equipment.
  • include receiving prescription faxes from doctor offices and/or hospital for ordering durable medical equipment to process through computerized system.
  • Verified patient's eligibility and benefits prior to servicing and pre-certify durable medical equipment coverage.
  • Developed and managed database required to process incontinence supplies and durable medical equipments.
  • Approved durable medical equipments less than a $ 1000.

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20. Outbound Calls

average Demand
Here's how Outbound Calls is used in Intake Specialist jobs:
  • Answer inbound and initiate outbound calls to individuals identified as interested in quitting tobacco.
  • Communicated with mortgagors via inbound/outbound calls.
  • Handled inbound and outbound calls in order to process claims, verify benefits, contact providers and/or negotiate fees.
  • Answered inbound calls and initiate outbound calls to individuals identified as interested in the Washington state quit line services.
  • Initial point of contact for registering participants for the Quit for Life stop-smoking program by inbound and outbound calls.
  • Take inbound and outbound calls to elder people to see if they are qualified to get social security disability
  • Draft letters and place outbound calls to claimants to verify missing information and answer policy related questions.
  • Receive inbound and make outbound calls to patients or physician offices regarding approval or denial of services.
  • Initial contact with member via outbound calls as well as inbound transfers from health insurance companies.
  • Conduct clinical outbound calls and complete Prior Authorization for RX Medications through Medicare Part D Support.
  • Performed clerical duties; filing, answering phones, and placing outbound calls to assist customers.
  • Handled up to 200 inbound and outbound calls a day in a call center environment.
  • Handle inbound and outbound calls for potential clients to collect medical information for attorney review.
  • Make outbound calls to customers to obtain information or notify patients of their status.
  • Performed inbound and outbound calls professionally with positive feedback from clients and management.
  • Make outbound calls to patients, verify patient information and their insurance information.
  • Answered inbound and placed outbound calls to and from new and current patients.
  • Answered incoming calls, made outbound calls, and processed and distributed mail.
  • Performed data entry, handled inbound and outbound calls and provided exemplary service.
  • Call center: high volume inbound and outbound calls, and cross-selling services.

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21. Hipaa

average Demand
Here's how Hipaa is used in Intake Specialist jobs:
  • Developed and maintained relationships with pharmaceutical client and ensured internal intake compliance with contract terms and HIPAA guidelines.
  • Entered patient data documenting initial referrals and verified insurance coverage following HIPAA requirements.
  • Gathered HIPAA sensitive information during 60-120 minute information gathering sessions/interviews.
  • Maintain strict confidentiality polices and procedures accordingly to HIPAA.
  • Enforced HIPAA guidelines/procedures to ensure security of patient rights.
  • Maintained OMH legal papers and HIPAA patient confidentiality requirements.
  • Maintain high efficiency standards and adhere to HIPAA guidelines while also providing high quality service to both internal and external customers.
  • Maintain thorough and accurate progress notes, files, and correspondence while maintaining confidentiality, followed through with HIPAA compliance.
  • Send out all HIPAA compliance forms, documents dare dent, receive completed forms and document receipt and files.
  • Adhered to all Health Insurance Portability and Accountability Act (HIPAA) regulations when dealing with patient information.
  • Maintain integrity and compliance with HIPAA and all laws as a remote associate (working from home).
  • Provide all necessary and required forms, to include the HIPAA, SSN notice and the Physician.
  • Understand the terms of HIPAA compliance and carefully inform case advocates when patients have provided consent.
  • Maintained patient information confidentiality according to HIPAA regulations while serving as a EMR and PM user.
  • Provide necessary health records to providers, while ensuring patient privacy in alignment with HIPAA regulations.
  • Maintained client's records according to HIPAA laws and New York state confidentiality policies.
  • Entered all customer information in database upholding HIPAA laws and confidentiality at all times.
  • Verified Medicare and private insurance information while adhering to the guidelines for HIPAA.
  • Initiate claims and research within company's internal procedures and HIPAA policy.
  • Manage data associated with new and existing claimants using HIPAA Certification.

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22. Computer System

average Demand
Here's how Computer System is used in Intake Specialist jobs:
  • Process and generate patient registration/intake information using McKesson computer system.
  • Located absent parents using various computer systems and internet programs.
  • Received completed paperwork from claimants and uploaded into computer system.
  • Complete documentation and input data into computer system.
  • Recorded and updated patient information in computer system.
  • Gather and input consumers information into computer system.
  • Update files as employees bring in documents; send files for review and update employee s information in NYCAPS computer system.
  • Obtained information from referrals regarding new patients and input patient demographics, insurance, and DME order information into computer system.
  • Utilized multiple computer systems, in order to input data and set-up new claims, with a strong attention to detail.
  • Collected and reviewed client documentation needed to maintain eligibility for FORMER TANF and entered client data into the computer system.
  • Worked with Excel spreadsheets and the computer system QS1 to make sure new patients' insurances were billable or not.
  • Received inbound calls from members regarding Healthy Lifestyles program, explained program requirements, and completed enrollments in computer system.
  • Enter patient personal & medical information into multiple computer systems (CCA & CCP2) to be reviewed by nurses.
  • Set up and updated patient accounts on the computer system and secured diagnostic information from doctor's offices.
  • Operated the Quicksilver software computer system, and maintained the patient records with confidentiality at all times.
  • Input patient demographic, insurance and clinical data into computer system for the process of medication orders.
  • Input all information from DHS referrals of registered Cherokee children into the Cherokee Nation computer system.
  • Updated resume information in Work In Texas and accessed TWIST mainframe computer systems for eligibility preferences.
  • Compiled, sorted and verified accuracy of data on applications to be entered into computer system.
  • Use of computer systems AS400, HM&S, Managed Medicare, Medicare, Windows.

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23. Treatment Plans

average Demand
Here's how Treatment Plans is used in Intake Specialist jobs:
  • Maintained proper documentation and service/treatment plans and monitored the progress of consumer's toward reaching predetermined goals.
  • Conducted assessments to identify symptoms, formulated diagnosis, develop and implemented treatment plans.
  • Constructed/Modified SMART, person-centered treatment plans/goals as indicated by consumers' responses.
  • Develop preliminary treatment plans and assign cases to appropriate service departments.
  • Formulated and individualized treatment plans with clients.
  • Develop and implement initial goal planners/treatment plans.
  • Formulated diagnoses and developed treatment plans.
  • Interviewed children and parents; completed psycho-social histories, documented signs and symptoms of psychiatric disorders and prepared initial treatment plans.
  • Engage in individual, couples, and group therapy with clients of all ages, create treatment plans and produce notes.
  • Complete diagnostic assessments and treatment plans to address the needs of the youth and making treatment recommendations and necessary community referrals.
  • Conduct intakes * Write treatment plans, aftercare plans, discharge summaries, narratives, and create monthly status letters.
  • Complete treatment plans (setting goals and achievements) regarding the client s recovery and/or progress from substance abuse.
  • Created and implemented personal treatment plans with the input of clients, to work towards achieving personal therapeutic goals.
  • Maintain a copy of the treatment plans for all clients and refer to it for delivery of services.
  • Design treatment plans utilizing analysis, reviews, and patient input to determine type and frequency of treatment.
  • Create treatment plans, needs assessments, and maintain case management, through intake and in-home services.
  • Make diagnoses based on the DSM and develop initial goal planners/treatment plans for every participant enrolling.
  • Documented initial intakes, treatment plans, and communication with clients, as per state guidelines.
  • Assist Mental Health Counselors with treatment plans, case management and other program related activities.
  • Constructed treatment plans in a coordination with the patients, parent/guardian, and other clinicians.

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24. Patient Demographics

average Demand
Here's how Patient Demographics is used in Intake Specialist jobs:
  • Analyze patient demographics and medical information for medical review.
  • Entered in patient demographics, insurance and history and physical information into the system for new referrals.
  • Obtained new patient demographics via telephone conversation, prior to their arrival into the office.
  • Review patient demographics when client arrives for day s appointment and process changes in database.
  • Handled the data entry of patient demographics, clinical information, and procedure requests.
  • Secure patient demographics, verify benefits, and request and enter clinical history.
  • Entered Patient demographics and data into the computer.
  • Answered incoming calls,obtained prescription referrals from physician offices and input patient demographics.

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25. High Volume

average Demand
Here's how High Volume is used in Intake Specialist jobs:
  • Demonstrated flexibility in satisfying patient demands in a high volume, production environment.
  • Assisted a high volume of clients in referrals and making appointments, as well as providing basic reproductive health care information.
  • Handle a high volume of phone calls and supply customers with answers about their refund status and questions about it.
  • Processed high volume of facsimile requests for emergent hospital admissions, DRG, and Specialty Pharmacy items.
  • 2015-2016Fast-paced, high volume work environment vetting the legal claims of prospective clients for qualification.
  • View a high volume of borrower files and documents received from housing counselors.
  • Provide support to other departments in a high volume, time sensitive atmosphere.
  • Answer and route a high volume of calls through the Win phone System.
  • Managed a high volume of Client intakes and data entry using Needles.
  • Answer calls in high volume-inbound call center for clients filing insurance claims.
  • Answered high volume of incoming calls from customers regarding their supplies.
  • Gained knowledge of medical benefit verification in a high volume workload.
  • Processed a high volume of invoices, correspondence, and records.
  • Work with high volume calls, orders and individual customers.
  • Answered calls from providers in a high volume call center.
  • Handle a high volume of calls, including life-threatening emergencies.
  • Handle a high volume of cases on a daily basis.
  • Handled high volumes of incoming and outgoing phone calls.
  • Handled high volumes call in a fast pace environment.
  • Received and processed a high volume of incoming faxes.

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26. Client Files

average Demand
Here's how Client Files is used in Intake Specialist jobs:
  • Maintain shelter client files Certifications/Accomplishments/Scholarships:.
  • Maintain proper maintenance of client files and computer records to insure accuracy according to HUD regulations and policies and procedures.
  • Established client files, obtained demographic information, matched clients to counselors, scheduled appointments, and checked insurance benefits.
  • Update client files as needed by adding scanned documents, researched information, or letters to their files.
  • Enroll students, administer TABE and Best Plus Exams; create and audit client files as required.
  • Maintain all client files, ensuring that they are properly stored and protected at all times.
  • Process client files - upload client files to State website to be funded by the state.
  • Prepare client files through a process of screening and eligibility determination in accordance with LANC guidelines.
  • Entered and updated over 2,000 client files a year in master database for counseling staff.
  • Involved in heavy client contact, updating electronic client files in Needles case management program.
  • Created new client files using company database and informing borrowers about available services and resources.
  • Attend morning meetings with Supervisors to give daily updates on the status of client files.
  • Create and maintain new client files- knowledge of client files, perform weekly audits.
  • Prepare client files, monthly demographic intake reports, and client reject letters.
  • Certify and ensure accuracy of WIC client files according to current WIC regulations.
  • Create, file and manage client files and documents in electronic filing system.
  • Maintain client files and make follow-up calls to check on client's progress.
  • Maintain confidential and sensitive client files and update and maintain client database.
  • Scheduled appointments, data entry of formation and maintained client files.
  • Maintained all documents, computer operating system, and client files.

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27. Office Supplies

average Demand
Here's how Office Supplies is used in Intake Specialist jobs:
  • Maintain relationships with outside vendors for office supplies/equipment.
  • Manage office supplies and perform clerical and administrative tasks
  • Handled all ordering for pharmacy for office supplies from various vendors that were approved by company.
  • Performed routine clerical duties such as faxing, photocopying, scanning and ordering office supplies.
  • Order all office supplies, forms, business cards, and any other documentation needed.
  • Processed mail and maintained office supplies Skills Used Exceptional Customer Service, Attentive Listener.
  • Ordered office supplies, created requisitions, approved orders, and distributed supplies.
  • Ordered office supplies and equipment under the direction of the Program Administrator.
  • Order general office supplies for UM and CM in People soft.
  • Sorted mail, maintained filing, and ordered office supplies.
  • Assist with ordering and maintaining office supplies and inventory control.
  • Maintained all office machinery and ordering of office supplies.
  • Managed and ordered all internal office supplies and billing.
  • Ordered all office supplies and non-perishable foods for pantry.
  • Ordered office supplies for 5 office locations as needed.
  • Order all office supplies through proper procurement policies.
  • Order all office supplies and keep an inventory.
  • Order medical, and office supplies as needed.
  • Checked in/out clients Tracked and Maintained stock of all office supplies and dermatology products.
  • Assisted with payroll and statistics Maintained office supplies and equipment.

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28. Eligibility Requirements

average Demand
Here's how Eligibility Requirements is used in Intake Specialist jobs:
  • Conduct telephonic outreach to applicants to educate them on specific eligibility requirements and/or for enrollment verification.
  • Determined eligibility and provided eligibility requirements for current products and services that employee possessed.
  • Performed back ground checks, verified income, personal information and eligibility requirements.
  • Interviewed clients to determine eligibility requirements to receive assistance *Counseled clients as necessary.
  • Provided callers with unbiased information to assist customers with application and eligibility requirements.
  • Interviewed Potential head start families for eligibility requirements for head start program.
  • Interpret and explain information such as eligibility requirements, application procedures.
  • Communicate with clients, agents and physicians on eligibility requirements.
  • Contacted clients to discuss eligibility requirements.
  • Interpret and explain information such as eligibility requirements, application details, payment, and applicants' legal rights.
  • Assist clients with obtaining help outside of this office if they do not meet our guidelines and eligibility requirements.
  • Ensured applicants met all eligibility requirements (LIHTC, HOME, NAHASDA) including applicable preference points.
  • Explained differences between the two programs and the process and eligibility requirements for procuring the benefits.
  • Led Open Enrollment groups to discuss the benefits and eligibility requirements of the program.
  • Reviewed eligibility requirements with caller, responded to questions and waitlist concerns.
  • Accepted and processed applications for public housing to include eligibility requirements, background investigations and information verifications.

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29. Pertinent Information

average Demand
Here's how Pertinent Information is used in Intake Specialist jobs:
  • Follow a prescribed format to ensure that pertinent information is elicited during interviews for determining the severity of risk to children/adult.
  • Conducted intake/assessments procedures on new clients entering treatment and ensured all signatures and pertinent information was collected and documented.
  • Generated potential leads for a product liability law firm by collecting pertinent information to determine eligibility of services rendered.
  • Conducted comprehensive interviews with customers and obtaining pertinent information to determine appropriate response time to ensure child safety.
  • Attended meetings as appropriate and met regularly with supervisor to exchange pertinent information and receive supervision.
  • Conduct interviews and obtain pertinent information in order to determine severity and priority of allegations.
  • Document per protocol and communicate pertinent information to designated person and/ or persons.
  • Document per protocol and communicate pertinent information to describe member's medical needs.
  • Sole expedited interviewer; interviewing eligible clients and providing pertinent information
  • Gathered demographic and other pertinent information on new guest.
  • Research and gather pertinent information for conflict-clearance.
  • Obtain pertinent information by interviewing clients.
  • Coordinated with other staff to ensure appropriate and adequate care is authorized for each consumer once all pertinent information is gathered.
  • Obtain pertinent information from new clients and register participants into health and wellness programs according to their needs.
  • Maintained composure during crisis phone call, to effectively relay pertinent information to 911 operators and senior staff.
  • Take all pertinent information, make caller feel they have made the best decision by calling us.
  • Revised and updated client s profile to ensure accuracy in the billing and communication of pertinent information.
  • Obtained demographic information and other pertinent information needed while client was under the care of the facility.
  • Provide customers with pertinent information and instructions, independent and group compliance with the program.
  • Interview guests and record pertinent information into our management system while making them feel comfortable.

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30. Hippa

low Demand
Here's how Hippa is used in Intake Specialist jobs:
  • Researched health data and analyzed medical reports following HIPPA compliance regulations.
  • Complied with HIPPA and educated clients about confidentiality and patient/agency responsibilities.
  • Maintained a high level of confidentiality and professionalism following HIPPA guidelines.
  • Entered all information correctly and kept confidentiality within HIPPA certification.
  • Experience working with sensitive information, names, date of births, and social security numbers, HIPPA Standards.
  • Send out all HIPPA compliance forms and Service Authorization forms, received complete forms to then be filed.
  • Completed all intakes of consumers entering agency, knowledge of HIPPA laws and HIV delivery systems.
  • Adhere to HIPPA privacy policies and educate other professionals on ensuring compliance to these policies.
  • Assisted the office staff adhere to HIPPA guidelines in keep medical documents remain confidential.
  • Adhered to federal and state policy's and laws, and HIPPA Compliance.
  • Adhere to HIPPA protocols to comply with federal regulations regarding privacy laws.
  • Verified all member's information and followed the HIPPA regulations and rules.
  • Protected patient's and guest's confidentiality in accordance with HIPPA requirements.
  • Keep accurate notes as to clients case status following HIPPA guidelines.
  • Conduct quality interviews with HMO members while complying with HIPPA standards.
  • Understand and be knowledgeable of HIPPA laws and organization policies.
  • Work with confidential patient records and comply with HIPPA regulations.
  • Informed each member of HIPPA laws & regulations.
  • Adhered to HIPPA privacy regulations at all times.
  • Maintained client confidentiality; HIPPA Rights knowledge.

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31. Appropriate Referrals

low Demand
Here's how Appropriate Referrals is used in Intake Specialist jobs:
  • Collected sufficient data to make appropriate referrals to mental health professionals and enter referral authorizations.
  • Provided appropriate referrals and assisted clients in securing necessary services.
  • Handle incoming calls, providing appropriate referrals for clients seeking mental health, legal, financial or well being services.
  • Assessed clinical issues concerning clients, completed mental health assessments and made appropriate referrals for needed services.
  • Screened referrals and sent appropriate referrals to directors to consider youth for placement in their programs.
  • Collaborated with team members to locate other resources in the community and implement appropriate referrals.
  • Assess needs, provide appropriate referrals, follow up, and advocate as needed.
  • Conducted assessments for substance use and mental health services, and made appropriate referrals.
  • Managed customer support via phone, making appropriate referrals to patients for provider services.
  • Worked with Clinician to ensure clients receive appropriate referrals to various services and programs.
  • Screen crisis calls, make assessment of consumer needs, and make appropriate referrals
  • Trained new employees to provide energy assistance and make other appropriate referrals.
  • Answer questions, provide assistance on computers and make appropriate referrals.
  • Screened clients, consulted with Attorneys and made appropriate referrals.
  • Assessed client needs and made appropriate referrals to other agencies.
  • Create appropriate referrals for appointments to be scheduled in IAMS.
  • Make appropriate referrals as needed based on client needs.
  • Evaluate victim's needs and make appropriate referrals.
  • Make appropriate referrals to mental health clinicians.

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32. Front Desk

low Demand
Here's how Front Desk is used in Intake Specialist jobs:
  • Perform front desk customer service responsibilities.
  • Assist with front desk duties answering phones, checking in clients and working closely with the medical and management team.
  • Provided front desk coverage by routing calls and visitors to appropriate staff members for high volume callers and visitors.
  • Maintained front desk and patient inquiries pertaining to the intake process as well as other general questions.
  • Handled the task of maintaining the front desk and waiting room in a neat orderly manner.
  • Manage day-to-day operation of the front desk personnel in the capacity of a crew leader.
  • Maintained cleanliness and organization of files, front desk, and waiting room.
  • Managed the front desk and provided courier services for the organization as needed.
  • Provided excellent customer service by telephone and in person at the front desk.
  • Front desk support: greeted and directed clients, to appropriate personnel.
  • Welcomed visitors at the front desk and organized documents for applicant briefings.
  • Introduced the clientele to shelter programs, manage front desk.
  • Function as Front Desk Receptionist on rotation as needed.
  • Greet and check in patients at front desk reception.
  • Helped customers at the front desk with their needs.
  • Front desk and mail distribution as needed.
  • Trained new hires for front desk/reception.
  • Provided front desk coverage i.e.
  • Acted as front desk liaison.
  • Front desk and lobby management.

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33. Law Enforcement

low Demand
Here's how Law Enforcement is used in Intake Specialist jobs:
  • Worked alongside other community members and law enforcement to assure a thorough investigation was completed.
  • Communicated with courts, law enforcement, and community providers for citizen care/case management.
  • Communicated and coordinated with providers at local emergency rooms as well law enforcement officials.
  • Provide immediate factual information to law enforcement or other child protective services agencies.
  • Cross reference information received with various law enforcement and non law enforcement databases.
  • Provided critical material support to other law enforcement agencies.
  • Cross reported information to law enforcement.
  • Establish collaborative relationship with law enforcement.
  • Provided budget counseling, authorized crisis funds to be used in emergent situations, that may have involved law enforcement.
  • Scheduled intake interviews via telephone with parents of juveniles who were ordered to the program by law enforcement officials.
  • Relay reports of abuse or neglect to appropriate outside agencies, such as law enforcement, as necessary.
  • Communicated with other departments, other law enforcement agencies, foreign consulates, the press and the public.
  • Assisted civilians, law enforcement, & loss prevention in filing charges against juveniles in Hamilton County.
  • Collaborated with Law Enforcement and JIAC team to determine appropriate youth releases and actions to be taken.
  • Write intake reports for the CPS investigative team, law enforcement, and Attorney General's Office.
  • Gather documentation, research, and discovery to support law enforcement's charges against a defendant.
  • Reported sexual and physical abuse to Department of Human Services and local law enforcement agencies.
  • Conducted assessment interviews, crisis counseling, community resourcing and court / law enforcement meetings.
  • Assisted law enforcement and other social service agencies to help resolve child support issues.
  • Carried out intakes of juveniles brought in by law enforcement within 4 different counties.

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34. Telephone Calls

low Demand
Here's how Telephone Calls is used in Intake Specialist jobs:
  • Answered crisis telephone calls and assessed individual clients to determine eligibility for shelter services.
  • Performed basic administrative duties such as answering telephone calls and greeting visitors.
  • Received incoming telephone calls from members requesting benefits and services.
  • Answered and transferred telephone calls, dealt with clients, set up appointments, received and forwarded mail to appropriate clients.
  • Answer telephone calls, determine needs of clients, their history, physical and mental state and special requirements.
  • Answered and initiated telephone calls with claimants and physicians, also set up medical appointments for claims examiners.
  • Assess incoming telephone calls and refer callers or provide the required responses to the concerned staff members.
  • Greet visitors; receive telephone calls and uses judgment in referring inquiries to the appropriate staff.
  • Greeted customers and answered telephone calls, directed customers and calls to appropriate individuals and departments.
  • Answer telephone calls coming from medical providers and patients dealing with behavioral health issues.
  • Answered incoming telephone calls to the client registration department and assisted individuals with questions.
  • Answered the telephone and routed telephone calls and messages to the proper person.
  • Receive, place telephone calls, schedule, and make appointments.
  • Answered telephone calls and emails in professional and timely manner.
  • Respond to incoming telephone calls from internal and external customers.
  • Process all claims and maintain logs of telephone calls.
  • Scheduled new clients for psychiatric appointments via telephone calls.
  • Received and directed inbound telephone calls at agency.
  • Logged all telephone calls into claims management system.
  • Follow up telephone calls to clients.

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35. Veterans

low Demand
Here's how Veterans is used in Intake Specialist jobs:
  • 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.
  • Coordinated and processed housing, medical and supplemental living benefits for military veterans and the homeless.
  • Welcomed military veterans and assisted doctors with veteran's medical evaluations for pension and compensation.
  • Conducted intake interviews to determine eligibility for program enrollment of veterans and dislocated workers.
  • Conduct and supervise staff for initial eligibility screening of veterans seeking assistance.
  • Provide information and community referrals to Veterans not meeting program eligibility requirements.
  • Program information relating to basic eligibility requirements of all veterans benefits.
  • Assist military veterans with homeless prevention and stabilization services.
  • Conduct initial eligibility screening of Veterans seeking program assistance.
  • Coordinate community outreach services for Homeless Veterans.
  • Complete social security and veterans disability applications.
  • Follow up with providers on report submission, attendance of veterans to exams, availability of dates from providers for exams.
  • Interview and assist veterans and their dependents in understanding and obtaining the benefits to which they are entitled under federal legislation.
  • Provided assessment, intake and case management for clients participating in the Supportive Services for Veterans program (SSVF).
  • Issued HUD -VASH voucher to qualifying veterans, Portability vouchers for out of state relocating tenants.
  • Assist with applying for the Pension with Aid and Attendance Benefit available through the Veterans Administration.
  • Established a rapport with all veterans and Continuum of Care partners and provided exemplary case management.
  • Assisted homeless veterans and families to find resources and help with deposit for new home.
  • Assisted veterans and their spouses receive Aid and Attendance once the requirements have been met.

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37. Special Projects

low Demand
Here's how Special Projects is used in Intake Specialist jobs:
  • Provided vital investigative support toward the overall investigative mission by conducting trend analyses, statistical studies and special projects.
  • Maintained effective communication with team members regarding on special projects by planning and organizing work systemically.
  • Assumed responsibility to assure that special projects were completed as assigned by the supervisor/director.
  • Respond to customer and management requests for case-specific information and participate in special projects.
  • Managed audio/visual equipment reservations and assist with special projects.
  • Handled several special projects to ensure that the data in the system is correct and reliable.
  • Trained new employees on procedures and systems used internally and assisted in special projects as assigned.
  • Documented complaints, referred patient files on to staff nurses and managed special projects as assigned.
  • Assisted Management and department with special projects and training of the appeals process.
  • Learned and promoted special projects and actively engaging clients in new programs offered.
  • Assisted with special projects and other departmental responsibilities as they were assigned.
  • Performed correspondence and special projects, and help with the telephone support.
  • Work on special projects assigned to pilot new action plans when necessary.
  • Participate in special projects as assigned by the Clinical Intake leader.
  • Assisted with club activities, special projects and fund-rain=sing campaigns.
  • Participate in special projects as assigned by the team leads.
  • Coordinate all special projects as assigned by the Supervisor.
  • Assist on special projects as needed for new claims.
  • Assist with special projects in other departments as needed.
  • Assist the Manager with other tasks/special projects as needed.

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38. Domestic Violence

low Demand
Here's how Domestic Violence is used in Intake Specialist jobs:
  • Provided crisis counseling and legal recommendations for victims of domestic violence.
  • Conducted daily operations/security of domestic violence safe house.
  • Interviewed victims of domestic violence requiring shelter.
  • Group facilitation for parenting skills classed for CPS involved clients with domestic violence, substance abuse and mental health issues.
  • Interacted with children's social services, police departments, courts, probation, parole, and domestic violence shelters.
  • Provided callers with appropriate and necessary resources (legal aid, domestic violence shelters, food stamps, etc.)
  • Provided court mandated treatment groups for domestic violence, anger management and substance abuse to adolescents and adults.
  • Be an in courtroom advocate for domestic violence victims and referral out for other community services as need.
  • Audit substance abuse files, * Facilitated substance abuse, domestic violence, and anger management groups.
  • Interact with residents; assist in identifying available benefits and community services for victims of domestic violence.
  • Assist clients with all aspects of registration, including explanation of fees for Domestic Violence courses.
  • Provide Domestic Violence information and referrals to victim/survivors that will assist their current and future needs.
  • Provide translation and counseling for victims of domestic violence in need of order of protection.
  • Maintain client, shelter, and program security, respond to domestic violence crisis calls.
  • Provided education, encouragement and ongoing support to victims of domestic violence and their children.
  • Performed triage for victims/survivors of domestic violence with a wide variety of issues.
  • Conduct safety checks for victims of sexual assault and/or domestic violence when appropriate.
  • Raised client awareness of the dynamics of domestic violence and available resources.
  • Interviewed victims of sexual assault and domestic violence to provide needed services.
  • Assist callers with safe housing who may be experiencing domestic violence.

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39. CPT

low Demand
Here's how CPT is used in Intake Specialist jobs:
  • Entered authorization demographics using CPT/ICD-9 codes.
  • Identified potential savings in plans; responsible for determination of benefit coverage and code diagnosis with appropriate ICD9 and CPT codes.
  • Review Documents for appropriate coding on ICD-9 and ICD-10 CPT codes for Division of Workers Compensation Official Disability Guidance Compliance.
  • Examined ICD9 and CPT codes for accuracy, completeness, specificity and appropriateness according to the services being rendered.
  • Utilized knowledge of CPT and ICD-9/10-CM to properly translate performed services into numerical code for insurance company reimbursements.
  • Assisted with CPT (current procedural terminology) and ICD-9 coding (International classification of diseases).
  • Experienced in entering CPT codes, ICD codes, and verifying scripts for correct requested procedures.
  • Reviewed ICD-9 CM and CPT codes to input data related to ambulatory services and inpatient admissions.
  • Completed authorization forms (including prior authorization forms) using IDC-9 and HCPC/CPT codes.
  • Research and enter referrals for Commercial/Medicare/Medicaid members using ICD9 and CPT codes for approval.
  • Review ICD-9 and CPT codes with provider to determine if procedure required authorization.
  • Check member clinical data to ensure proper ICD-9 and CPT codes meet criteria.
  • Explained benefit structures and authorization procedures, utilizing CPT and billing codes.
  • Verify accuracy of ICD-9 and CPT codes prior to clinical review.
  • Review CPT codes to determine if prior authorization is required.
  • Utilized and demonstrated proficiency in ICD 9 and CPT Coding.
  • Entered all information with correct CPT, ICD-9 and HCPCS.
  • Use of ICD9/CPT codes and medical terminology.
  • Research missing diagnosis and CPT code information.
  • Use of ICD 10 on a daily bases as well as CPT codes.

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40. Confidential Information

low Demand
Here's how Confidential Information is used in Intake Specialist jobs:
  • Research highly confidential information in multiple programs and create/update case information in state and county systems.
  • Provided quality assurance assistance for co-workers through CARES screens & handled confidential information.
  • Documented and stored confidential information in a secure location according to state guidelines.
  • Proceed with keeping highly confidential information and obtaining release of information.
  • Maintain confidential information in accordance with corporate privacy policies.
  • Ensured confidential information was properly filed and protected.
  • Provide client assistance and maintain confidential information.
  • Entered confidential information into CTWBS database.
  • Handle clients' confidential information carefully.
  • Handle confidential information effectively and privately.
  • Enter medical assessment for Clients seeking help for drug and alcohol addiction and sending the confidential information to the medical staff.
  • Obtained written consent from clients to release confidential information when coordinating service for families with other entities.
  • Obtained confidential information from clients such as the presenting problems as well as statistical information.
  • Provide clients with information and intake confidential information to the CCDF voucher program.
  • Handle confidential information such as social security cards and house hold income.
  • Input documents and confidential information in to the computer.
  • Verify the client's confidential information.
  • Provide customer assistance and maintain confidential information Recruit new clients from the Probation Office
  • Provided victim assistance and maintained confidential information as required by Florida Statutes.
  • Maintain files for timesheets, and confidential information related to the Department of Aging and Adult Services.

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41. Icd-9

low Demand
Here's how Icd-9 is used in Intake Specialist jobs:
  • Managed incoming/outgoing referrals and some ICD-9 medical coding.
  • Submitted Prior Authorizations cases using ICD-9 codes and Diagnosis codes into our database for approval or denial and explained results to customers
  • Used ICD-9 codes to properly code procedures to be sent to the patient's insurance company.
  • Used ICD-9 codes for procedures and billing purposes and input codes into MSR system.
  • Process treatment summary forms assigning ICD-9 coding or medical billing codes to claims processed.
  • Review clinical documentation and assign ICD-9 codes for third party billing.
  • Demonstrated knowledge and use of ICD-9 coding and appropriate chart documentation.
  • Used ICD-9 coding and various software programs to complete claim process.
  • Assisted medical auditing with obtaining acceptable ICD-9 codes on rejected claims.
  • Maintained all ICD-9 codes in system for the billing department.
  • Identify ICD-9 codes for inpatient authorization.
  • Research and knowledge of ICD-9 coders.
  • Assisted in ensuring that patients are properly charged by inputting all ICD-9 and Diagnosis codes in Centricity Practice Solution database.
  • Review medical disability claim forms for appropriate assignment of ICD-9-CM codes for processing.
  • Entered ICD-9 code for patients receiving surgery for the drug Regeneron.
  • Completed patient intakes * Performed ICD-9 Coding of charts * Insurance verification
  • Create Cases Route to Nurse ICD-9 codes Multiple clinics

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42. Monthly Reports

low Demand
Here's how Monthly Reports is used in Intake Specialist jobs:
  • Provide management with monthly reports summarizing households enrolled and/or assistance provided to clients.
  • Maintain all time lines and dead lines for youth monthly reports to the family, Juvenile Probation, and the judges.
  • Write and disseminate data collection reports (Division of Children Services capacity report, monthly reports, discharge reports).
  • Document progression of in-home counseling sessions through weekly progress note taking; document monthly status-monthly reports, and quarterly.
  • Documented all referrals of prospective clients, tracks eligibility and ineligibility, and prepares monthly reports of same.
  • Developed monthly reports derived from data collected throughout the month in relation to the Admission/Intake Department.
  • Update resident re-entry status, Monitor and track required information for monthly reports and summaries.
  • Coordinated GIS database creation; generated quarterly and monthly reports for the EZ and SBA.
  • Assisted the coordinator by preparing and disseminating all monthly reports for the clinical Services.
  • Fax monthly reports to vendors, third week of each month provide counselor Q.A.
  • Enter information in state and company databases; compile and submit monthly reports.
  • Complete monthly reports and assist career coach in preparing reports and file maintenance.
  • Completed monthly reports for the City of Chicago, Chicago Housing Authority.
  • Receive, sort and handle update monthly reports to all employees.
  • Prepared and submitted weekly and monthly reports on customers' assessment.
  • Create monthly reports for psycho-social and ER visits for senior management.
  • Develop and submit monthly reports of data requested by Milwaukee County.
  • Help prepare quarterly reports as well as, monthly reports.
  • Created monthly reports from recorded daily audits of crash cart.
  • Developed monthly reports to be shared with the directors.

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43. Data Base

low Demand
Here's how Data Base is used in Intake Specialist jobs:
  • Investigated and collected information on non-custodial parent inputted/updated the data base.
  • Entered customers' application information into the county data base
  • Documented all customer/provider interactions in electronic data base.
  • Document information gathered into data base.
  • Maintained records on agency data base
  • Used data base, phone, email, and personal contacts to track, receive and distribute United Way Christmas donations.
  • Utilize department data base system inputting and uploaded information in accordance with HUD procedures, laws and guidelines.
  • Accessed alternate resources to obtain required information (CalWorks data base, Criss-Cross Directory, etc).
  • Maintain and document information which helps develop a client plan which is compiled to a data base.
  • Ensured all intake activity documented in client tracking and data base systems are accurate and in compliance.
  • Take all Runaway/Missing persons reports and log them into the State and National Data bases.
  • Maintain client records within the Oasis Insight data base of all client contacts and information.
  • Assisted staff in the implementation of new claims into Ancillary and Claim Data Base Systems.
  • Maintain a file intake Data Base with loan information and proper closer and processor data.
  • Attend daily meeting aimed at assigning cases to appropriate staff entering information in data base.
  • Obtain DNA for criminal data base in accordance with State Laws and department policies.
  • Process all new case information into data base for Attorney and Case Manager files.
  • Manage appointments; ensure all appropriate information is gathered into the data base system.
  • Entered accurate and timely data entry into designed CMS system and department data base.
  • Maintain and operate with data Entry of three (3) separate data bases.

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44. Appropriate Level

low Demand
Here's how Appropriate Level is used in Intake Specialist jobs:
  • Facilitated entry into psychiatric, mental health and chemical dependency services and recommended client placement into appropriate level of care.
  • Communicate effectively with referring clinicians to ensuring appropriate level of care and services are provided to clients.
  • Determine appropriate level of treatment for patient safety/service needs and make community referrals.
  • Assess patients in acute psychiatric distress to assist in determining appropriate level-of-care recommendations.
  • Organize information gathered to determine appropriate level of response.
  • Refer members to the appropriate level of care and reviews and authorizes care services using InterQual criteria and medical necessity guidelines.
  • Demonstrated an advance knowledge of the various assessment tools required to identify the appropriate level of services for chemical dependency patients.
  • Facilitate request for services including the assessment and referral process and appropriate level of care, admission and follow up services.
  • Meet with voluntary and involuntary patients to complete intake assessment, determine appropriate level of care and evaluate specific needs.
  • Evaluate Clients, provide telephone, in-home crisis counseling, access appropriate level of care and provide referrals for treatment.
  • Assess and recommend appropriate level of psychiatric care for potential patients whose ages range from 5 - Adult.
  • Assess for appropriate level of care for children and families entering the MH system or returning for services.
  • Provided intake assessment and screening for Mental Health Department ensuring appropriate level of care needs being met.
  • Evaluate risks and needs of clients and refer to the appropriate level of care and community services.
  • Assessed potential clients to determine appropriate level of care and developed clinical case summary for the on-call psychiatrist
  • Interview customers and handle complaint calls from claimants and, if necessary escalate to appropriate level.
  • Evaluate level of risk to determine clinical needs, safety needs and appropriate level of care.
  • Assessed and Evaluated clients seeking Drug and Alcohol treatment services for appropriate level of care.
  • Interacted with the on-call psychiatrist in their determination of the most appropriate level of care.
  • Staff cases with psychiatrist on call to determine appropriate level of care for patient.

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45. Ensure Accuracy

low Demand
Here's how Ensure Accuracy is used in Intake Specialist jobs:
  • Obtain proper insurance and patients information, collect signatures and ensure accuracy and completion of accuracy and completion of necessary documentation.
  • Review medical paperwork to ensure accuracy.
  • Collect, organize and review On the Job Training invoice s to ensure accuracy for payment.
  • Maintain and update claimant database, reports, and related documents to ensure accuracy of claims.
  • Edit and revise affidavits per client request to ensure accuracy and compliance with Maryland law.
  • Reviewed Patients' accounts to ensure accuracy and completeness.
  • Provided Exceptional Attention To Details To Ensure Accuracy.
  • Developed the ability to multi-task and audit students' applications for the University to ensure accuracy and completeness.
  • Check source documents to ensure accuracy and advise the terms of follow-ups conducted with healthcare facilities and patients by Case Managers.

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46. New Cases

low Demand
Here's how New Cases is used in Intake Specialist jobs:
  • Developed a system for tracking new cases that enhanced accountability and increase productivity among staff.
  • Conducted intakes with clients in order to gather personal and factual information for the attorneys to review when assessing new cases.
  • Meet daily with partners to assign new cases signed by investigators and perform all procedures to open cases in Needles.
  • Create new patient files and report to the Clinical supervisor new cases as well as changes with services for patients.
  • Update staff caseload assignment changes, additions of new cases, and discharges for 108 bed men s shelter.
  • Initiated a monthly report to keep partners informed of the distribution and the nature of new cases.
  • Assisted management with file reviews of new cases entered by new hires assisted with creating new procedures.
  • Set up all new cases in the Charlotte office and assigned to our Paralegal staff.
  • Entered new cases into a Legal system while determining if they qualified for legal assistance.
  • Create new cases, if necessary and attach additional information to existing cases on file.
  • Screened potential clients, confirmed eligibility, and assigned Case Managers to new cases.
  • Enter and process daily data to open new cases and maintain client relations.
  • Enter new cases into ATLAS (Arizona Tracking & Location Automated System).
  • Case intake, ensuring that all facts related to new cases are present.
  • Received incoming calls and screen calls for acceptance or rejection of new cases.
  • Conduct initial consultation and screen calls for acceptance or rejection of new cases.
  • Oversee the acceptance and completion of new cases by applicant and state referral.
  • Created new cases and sent out appropriate paperwork to custodial parent.
  • Schedule new cases, assist attorneys with client cases.
  • Created and reviewed 5-20 new cases per day.

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47. Necessary Information

low Demand
Here's how Necessary Information is used in Intake Specialist jobs:
  • Direct liaison with the DSS to coordinate and provide necessary information regarding potential participants scheduling for intake/visit on ongoing basis.
  • Conduct thorough telephone interviews, obtain all necessary information from benefit recipient or contact and process transportation request.
  • Prepare, organized and data enter all necessary information into in-house case management system.
  • Identify incomplete applications; route to Service Coordinator team to obtain necessary information.
  • Provided necessary information to clients to ensure receipt of all allowable Christmas benefits.
  • Obtained records and necessary information to determine eligibility for services.
  • Obtain necessary information for clinical team certification.
  • Perform ABN screening (if applicable) Contact MD to obtain necessary information, if applicable prior to scheduling elective service.
  • Enter all necessary information in several software systems with great attention to detail.
  • Request necessary information to fully assess clients' circumstances and evaluate legal issues.
  • Gather documents and all necessary information from clients and submit to supervisor.
  • Obtain necessary information from client and various agencies.
  • Provide necessary information to client and/or families to refer to appropriate treatment providers.
  • Collect necessary information needed to initiate the pre certification process.
  • Obtain necessary information pertaining to client to complete Biopsychosocial Assessment (BPS) in a respectful and culturally sensitive manner.
  • Process all necessary information on all patients in a timely manner and in accordance with established protocols.

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48. Accurate Information

low Demand
Here's how Accurate Information is used in Intake Specialist jobs:
  • Utilize government databases and written material to provide appropriate and accurate information and assist with resolution.
  • Assessed information provided by applicants and provide appropriate and accurate information, materials and/or referrals.
  • Provided accurate information on determining, explaining, and educating providers on authorization status.
  • Provide accurate information about services available to clients and provide referral information when necessary.
  • Gathered information from various subgroups to maintain accurate information for database.
  • Renewed patient accounts with accurate information to ensure timely future payments.
  • Maintain spreadsheet with updated and accurate information.
  • Provide timely and accurate information.
  • Provided accurate information regarding application procedures, waiting lists, vacancies and qualifications to both callers and walk-in clients.
  • Worked directly with Patient Care Advocate to provide family members with the most current and accurate information.
  • Document accurate information regarding all member's assessment, treatment plan and action taken.
  • Receive calls from youth, providers requesting service information, provide update accurate information.
  • Maintain effective systems to support the timely release of accurate information to diverse clients.
  • Evaluate and assure the attorneys have the accurate information to process a claim.
  • Prompt, accurate information to providers regarding diagnosis and procedure codes.
  • Gathered accurate information from clients on new and existing cases.
  • Schedule and conduct LIHEAP intake interview, ensuring accurate information.
  • Train new employees with accurate information about the campaign.
  • Reviewed files to check for complete and accurate information.
  • Work claims for accurate information and insurance processing.

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49. Personal Information

low Demand
Here's how Personal Information is used in Intake Specialist jobs:
  • Verify qualification information including place of residence and personal information with approved documentation as noted in training materials.
  • Registered callers for Free and Clear Program* Entered data of all personal information* Confirmed Insurance Eligibility* Processed Payments
  • Determined program eligibility by gathering personal information including medical and financial history.
  • Recommended appropriate action to management after verifying personal information on applications.
  • Obtained personal information from eligible clients upon check-in.
  • Update personal information onto clients contact information.
  • Explained to the new potential clients what CESI was about while entering some of their basic personal information in our data.
  • Enter new patient personal information, new insurance information, and inform them about the policies and procedures for the Clinic.
  • Obtain and provide information that may be of a sensitive and confidential nature like medical profiles and personal information.
  • Recorded Necessary Financial and Personal Information into a Database System to Assist 11 Counties with Their Legal Issues.
  • Updated and maintained each patient's personal information in order to properly send out test reports.
  • Verify Private Personal Information (PPI) & insurance during patient check-in registration.
  • Collect all personal information to set up health insurance through the marketplace web site "Obamacare".

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50. Powerpoint

low Demand
Here's how Powerpoint is used in Intake Specialist jobs:
  • Show proficiency with computer programs which include Microsoft Word, Excel, PowerPoint and Outlook.
  • Put together click by click PowerPoint on creating cases and steps to follow.
  • Used Microsoft Word, Excel, PowerPoint, Outlook and Publisher.
  • Worked with Microsoft Word, Excel, and PowerPoint.
  • Worked on PowerPoint presentations for meeting and developing catalogs for venders and customers.
  • Managed claims to ensure compliance with plan provisions Skills Used Microsoft Excel, Word, PowerPoint.

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20 Most Common Skill for an Intake Specialist

Customer Service11.8%
Insurance Companies10.9%
Data Entry9%
New Clients8.4%
Phone Calls8.3%
Patient Care7.2%
Crisis Intervention6.1%
Mental Health Services5.4%

Typical Skill-Sets Required For An Intake Specialist

RankSkillPercentage of ResumesPercentage
1
1
Customer Service
Customer Service
8.8%
8.8%
2
2
Insurance Companies
Insurance Companies
8.2%
8.2%
3
3
Data Entry
Data Entry
6.7%
6.7%
4
4
New Clients
New Clients
6.3%
6.3%
5
5
Phone Calls
Phone Calls
6.2%
6.2%
6
6
Patient Care
Patient Care
5.4%
5.4%
7
7
Crisis Intervention
Crisis Intervention
4.6%
4.6%
8
8
Mental Health Services
Mental Health Services
4.1%
4.1%
9
9
Medical Records
Medical Records
3.6%
3.6%
10
10
Medicaid
Medicaid
2.6%
2.6%
11
11
Scheduling Appointments
Scheduling Appointments
2.3%
2.3%
12
12
Community Resources
Community Resources
2.2%
2.2%
13
13
Intake Assessments
Intake Assessments
2.2%
2.2%
14
14
Social Security
Social Security
1.9%
1.9%
15
15
Substance Abuse
Substance Abuse
1.9%
1.9%
16
16
Client Information
Client Information
1.7%
1.7%
17
17
Intake Process
Intake Process
1.7%
1.7%
18
18
Clinical Staff
Clinical Staff
1.4%
1.4%
19
19
Durable Medical Equipment
Durable Medical Equipment
1.4%
1.4%
20
20
Outbound Calls
Outbound Calls
1.4%
1.4%
21
21
Hipaa
Hipaa
1.3%
1.3%
22
22
Computer System
Computer System
1.2%
1.2%
23
23
Treatment Plans
Treatment Plans
1.2%
1.2%
24
24
Patient Demographics
Patient Demographics
1.2%
1.2%
25
25
High Volume
High Volume
1.2%
1.2%
26
26
Client Files
Client Files
1.1%
1.1%
27
27
Office Supplies
Office Supplies
1.1%
1.1%
28
28
Eligibility Requirements
Eligibility Requirements
1.1%
1.1%
29
29
Pertinent Information
Pertinent Information
1.1%
1.1%
30
30
Hippa
Hippa
1%
1%
31
31
Appropriate Referrals
Appropriate Referrals
1%
1%
32
32
Front Desk
Front Desk
0.9%
0.9%
33
33
Law Enforcement
Law Enforcement
0.8%
0.8%
34
34
Telephone Calls
Telephone Calls
0.8%
0.8%
35
35
Veterans
Veterans
0.8%
0.8%
36
36
Legal Documents
Legal Documents
0.8%
0.8%
37
37
Special Projects
Special Projects
0.7%
0.7%
38
38
Domestic Violence
Domestic Violence
0.7%
0.7%
39
39
CPT
CPT
0.7%
0.7%
40
40
Confidential Information
Confidential Information
0.7%
0.7%
41
41
Icd-9
Icd-9
0.7%
0.7%
42
42
Monthly Reports
Monthly Reports
0.7%
0.7%
43
43
Data Base
Data Base
0.7%
0.7%
44
44
Appropriate Level
Appropriate Level
0.6%
0.6%
45
45
Ensure Accuracy
Ensure Accuracy
0.6%
0.6%
46
46
New Cases
New Cases
0.6%
0.6%
47
47
Necessary Information
Necessary Information
0.6%
0.6%
48
48
Accurate Information
Accurate Information
0.5%
0.5%
49
49
Personal Information
Personal Information
0.5%
0.5%
50
50
Powerpoint
Powerpoint
0.5%
0.5%

16,343 Intake Specialist Jobs

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