Intake Specialist

Summary/Objective:

The Intake Specialist is a part of the Central Intake Unit with primary duties of responding to referral sources and potential clients seeking services. This is a key position in the organization, as it represents the first point of contact. It is essential that this position create a warm, welcoming and professional environment, conveying ease of service access, and that it be knowledgeable about the services within the organization, as well as in our communities. This position gathers needed information from callers to best determine service needs, making internal staff assignment or external referrals as appropriate. For potential clients to be seen at Solutions, the Intake Specialist gathers sufficient information about client demographics, the nature of the presenting problem, and insurance information so that a best match can be provided with a staff having clinical expertise and competence in that area. This position assists the new client in obtaining access to the patient portal in the electronic medical record. The Intake Specialist is responsible to ensure that the new client establishes a business relationship with Solutions and that payment mechanisms are clear and understood. This position works as part of a team, scheduling initial appointments across the agency. Because it can be difficult for a client to reach out for help, the aim of this team is to answer and respond to calls in real time, minimizing the need for unanswered calls or voice mail.

QUALIFICATIONS

Required Education and Experience:

The Intake Specialist candidate must have:

• a high school diploma or GED; a bachelor’s degree in a human service area is preferred
• 1 year of experience in human services

Required Skills & Characteristics

• excellent customer service skills
• knowledge of Solutions’ services
• knowledge of available community mental health and human services
• excellent communication and interpersonal skills
• the ability to present professionally in difficult client situations
• good time management and organizational skills
• proficiency (speed and accuracy) in word processing and data entry
• an understanding of the importance of confidentiality and privacy