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Intake Coordinator Resume Samples
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0-5 years of experience
Assisted over 50 individuals with developmental disabilities and their families in gaining access to social services and support appropriate to their needs.
- Analyzed and determined which individuals qualify to apply to the New York State Office for People with Developmental Disabilities (OPWDD).
- Completed 15 Medicaid waiver applications for individuals who are enrolled in The New York State Office for People with Developmental Disabilities (OPWDD).
- Effectively wrote over 50 Individualized Service Plan based on the clients and their needs.
- Ensured satisfaction of families and consumers with the services and support systems provided by the agency.
- Maintained an updated and organized database of the entire company caseloads.
- Served as the first contact person for people who were seeking services.
0-5 years of experience
Assist medical staff over the phone with case building for various medical procedures.
- Answered High Volume calls up to 300 per day with customer service and intake issues.
- Documented information correctly into Image One System.
- Maintained a 100 Quality Assurance score.
0-5 years of experience
Maintained student enrollment throughout 12 month school year
- Established and maintained communication with district administrator, parents and families
- Tracked and ensured completion of annual and quarterly progress reports
- Scheduled meetings, set up meeting with the parents, teachers and District Administrator.
- Handled internal audits for children and special project assigned by Principal and supervisors
0-5 years of experience
- Utilized knowledge of child placing resources and best practices in child placement in order to locate placements for children entering the foster care system in Region 2/9.
- Gathered appropriate information and assessed a child’s needs to find the least restrictive, most family-like placement able to meet the child’s needs.
- Managed the emergency hotline as assigned and adhered to contractual timeframes required for emergency placements.
- Coordinated transportation of children to and from foster care placements.
- Served as a liaison between [company name], Texas Department of Family and Protective Services, and multiple agencies involved with foster children and families.
0-5 years of experience
Admission of incoming clients which included orientation of HIPPA, Patients Rights, and other Confidentiality laws as required by the State of Texas.
- Assisted in verification of insurance claims such as Medicare, Medicaid, HMOs, and private pay plan, processed and submitted documents as required by Intracare.
- Performed chart prep and transcription, transfers, referrals, and nursing administrative support to all business staff as requested.
- Attended all annual in-service training on policies and procedures as well as OSHA and other safety precautions and implemented these updates when and where as needed.
0-5 years of experience
Collaborated with health insurance providers, processed claims
- Facilitated group therapy
- Developed and maintained rapport with social service providers
- Processed Intake documents, entered information into computer data base
- Promoted within 6-months of hire
0-5 years of experience
Performed intake, orientation, psychosocial assessment and ASI
- Followed up on assigned case, composed individual and group notes
- Conducted individual and group therapy and counseling
- Initiated treatment planning, weekly and monthly reporting.
0-5 years of experience
Received and coordinated all intakes
- Organized and performed timely intakes on referrals through accurate completion of intake paperwork
- Maintained filing and organizational system for paperwork
- Maintained confidentiality of consumer and staff information
0-5 years of experience
Prepare correspondence, maintain phone and contact logs, and document call details as appropriate.
- Schedule and/or cancel appointments and complete outcome assessments.
- Communicate with RNs to ensure professional home care assessments are conducted for successful enrollment into Managed Long Term Care Plan.
- Meet or exceed company performance metrics.
- Supports the implementation of the marketing plans, as developed by the Director of Enrollment the Director of Operations.
0-5 years of experience
Assisted the office staff adhere to HIPPA guidelines in keep medical documents remain confidential
- Responsible for generating new leads for new patients
- Generated Home Health Certification and plan of care to provided for Medicare billing
- Responsible for verifying patient insurance before patient homecare is provided
- Experienced with health care senergy
- Assisted patient with the transition from hospital to homecare
- Provided direction to staff to assure that needs are met and service are patients
- Provided according to the plan assists clinical staff in establishing priorities setting goals and evaluating progress.
0-5 years of experience
Conduct comprehensive intake process for potential clients for women in recovery from domestic violence, substance abuse, or on parole for incarceration.
- Negotiate policies and practices with referral agencies and potential clients.
- Assess client eligibility and needs assessment through interviewing process.
- Participate in client intake decisions and sends out notification of acceptance or denial.
- Ensures that eligibility criteria is clearly communicated and appropriate documentation is secured
- Manages intake information and initial progress notes in the company database.
0-5 years of experience
Facilitate the coordination of 4 to 8 daily referrals and communications between Staff
- Checking eligibility and requesting authorizations
- Ensuring referrals are thorough and complete, and following up with our service offices to ensure timely responses to referral sources
- Communicator between Case Managers, Clinical Nurse Manager, and Field Nurses
- Knowledge of Medicare, Medicaid and private insurance coverage guidelines
6-10 years of experience
Answer all community phone calls for individuals interested in enrolling and verifying they are eligible for programs.
- Primary contact for walk-in individuals seeking information about programs and services
- Process and type correspondence for individuals needing to submit letters to courts, lawyers, advocacy agencies, etc.
- Enter all information into various billing programs within agency reviewing all documents for accuracy and completion.
- Disenroll individuals out of programs upon completion
- Provide support and assistance to all staff as needed as well as promote team building within team area
0-5 years of experience
Admit new patient referrals for infusion services and generates demographics sheet for patients
- Request clinical documentation from medical offices for initial and continuation of treatment
- Contact insurers/payers to verify patients’ insurance coverage and obtain authorization
- Contact payers/patients regarding claims, outstanding payments, and collections via Daytech
- Process Medicare Part D and Medicaid Claims and audits patient’s admission charts
- Copy, fax and file according to HIPPA’s rules and regulations
0-5 years of experience
Responsible for entering medical ICD codes into our mainframe system for patient diagnoses to determine patient clinical needs
- Building and maintaining key relationships with internal and external customers while delivering outstanding customer service
- Establish and maintain relationships with all referral sources to assist in attaining new homecare referrals
- Review patient information to determine appropriateness for acceptance for Homecare services
- Receive and coordinate all referrals to include notification of insurance providers authorization
- Responsible for training new employees and resolving complex cases.
0-5 years of experience
Coordinated faxes sent from referrals
- Answered inquiry calls from liaison nurses
- Scheduled nursing appointments
- Entered and updated patient information
0-5 years of experience
- Processed Intake paper work for Spanish Clients.
- Successfully completed all tasks on a timely manner.
- Coordinated delivery of therapy services and schedules for Spanish Clients.
- Initiated and coordinated outreach/community sessions within Durham.
- Provided translation and interpretation.
0-5 years of experience
- Hired by agency due to proficiency and initiative during intake restructuring
- Conducted intake assessments and process referrals for agency’s new clients
- Provided crisis interventions for clients during telephone and in person intake assessments
- Evaluated agency referrals for appropriateness for agency programs
- Assisted in the opening and closing of client cases from all agency programs
- Gained knowledge of insurance verification process for services offered
0-5 years of experience
Manage the daily scheduling of Home Health and Hospice patients with RN and Therapists according to diagnosis and needs.
- Maintain and manage the daily reporting of outstanding claims and release.
- Coordinate and monitor the scheduling and follow-up of special visits as required to initiate Home Health Services.
- Conducts and assist with special projects as requested by the Regional Director of Operations and other Corporate Management teams.
- Process and manage the administering of service orders and ensure appropriate timing of visits with physicians according to Medicare criteria and billing guidelines.
- Track and litigate the return and completion of all outstanding orders missing from patient records and billing.
- Maintain the Accounting Ledger for any/all medical claims released for payment.
- Office Safety Coordinator for all inspections, fire drill documentation, and floor plans.
0-5 years of experience
Collaborate with negotiators and title closer’s to coordinate the file’s smooth transition from negotiation to closing
- Organize and review new file submissions
- Exercise excellent computer skills and perform data entry
- Manage the assignment of files
- Order and process necessary closing documents
- Develop and maintain monthly spreadsheets to reflect company’s profit through the use of Excel
- Provide excellent customer service through managing the companies toll free number
0-5 years of experience
Communicate with commercial insurance companies to verify eligibility and full benefit verification on all new intake calls and referring facilities.
- Work with clients to obtain complete and correct insurance information and discuss eligibility requirements.
- Create and maintain authorization tracking system for all facilities.
- Speak to new clients to obtain prescreen information and schedule appointments.
- Create, review and complete admission finances for all new clients.
- Financial counsel and review benefits for all potential admissions.
- Track, charge, and follow up on all payment collections.
0-5 years of experience
Organize and perform timely intake procedures on referrals, including completion of the intake/referral note and separating home health orders by discipline
- Receive/respond to incoming calls from referral sources or potential patients, exchange information to identify patient needs, and determine the Company’s ability to meet them
- Contacts and update referral sources on patients referral status
- Identifies potential payer sources, verify benefits with payer source, establish primary payer and document communications with payer sources.
- Communicate customer service issues to front line staff and upper management as deemed appropriate
- Administrative support to Business Development team
- Completes verification of benefits for Medicare/Medicaid referrals.
- Completes the MD verification
0-5 years of experience
Interact telephonically with patients, patient representatives, physicians or hospitals to determine medical status,
type of care needed (surgery, hospitalization and/or physical therapy) and future needs of care
- Inform callers that Nurse Case Manager will obtain medical information for review and certification
- Adhere to established quality assurance standards and all company policies and procedures.
- Discuss and document any concerns, complaints and/or issues with direct supervisor
0-5 years of experience
- Coordinated all home care cases subcontracted by VNS.
- Managed cluster cases.
- Maintained logs for daily attendance calls
- Responsible for incident reports.
- Interviewed new applicants.
0-5 years of experience
Monitor, document, and distribute incoming electronic faxes
- Explain company procedures to patients and referring medical provider offices over the phone.
- Obtains insurance benefits verification and authorizations for sleep test.
- Obtains script clarifications from referring medical providers to ensure correct testing is done.
- Provides support to the intake Coordinator/receptionist with overflow of phone calls.
- Enters all demographical, insurance and referring medical provider information into Goldmine
- Provides education on sleep tests and insurance benefits to patients.
0-5 years of experience
Receiving inbound calls from customers who want to dispute/inquire about particular transactions
- Determining fraud versus dispute based on account history and information provided from the customer
- Merchant Conference calls to resolve customers concerns
- Monitoring claims and updating customers on their claim status
- Documenting all case information in various bank systems
- Customer call backs
0-5 years of experience
Manage admission of kidney dialysis patients into an outpatient dialysis clinic or home program
- Obtain and identify necessary medical records and maintain confidentiality of data
- Record patient demographic, financial, and clinical information into Siemens Soarian system
- Communicate with hospital and clinical staff to determine patient eligibility and coordinate placement
- Work closely with billing groups to request and obtain insurance verifications in a timely manner
0-5 years of experience
Answer incoming calls from providers and patients and direct to proper department.
- Verify medical insurance coverage for Medicare.
- Identify potential payer sources, and established primary payers.
- Enters referral, clinical information, as well as orders for services.
- Communicate with doctor offices, social workers and case managers regarding admission eligibility of patients.
0-5 years of experience
- Providing support and assistance to the Resource Coordinators
- Conducting regular meeting to review treatment plans and discuss the needs of the children and families
- Reviews documentation and expense report prior to submittal and assisting with covering a caseload when necessary
- Recruitment of foster care families
- Promoting the services of the organizations in an attempt to attract more clients
- Ensuring that all Resource Coordinator under their supervision provide timely and appropriate services to their clients
6-10 years of experience
- Supervised the workflow of individuals in the Intake Coordinator I positions
- Provided guidance on quality
- Resolved escalated client calls regarding health insurance
- Compiled and submitted stop loss claims to the carrier for reimbursement
- Identified, researched and resolved carrier questions
- Complied with reporting and documentation requirements
Intake Coordinator Duties and Responsibilities
Job duties vary based on industry and the facility where intake coordinators work. Based on our analysis of job postings, there are universal core duties associated with this position:
Conduct Initial Evaluations Intake coordinators conduct initial evaluations to determine the treatment level needed for each potential patient.
Conduct Admissions Intake coordinators enter admissions information into the digital system and complete all admission paperwork.
Verify Insurance Intake coordinators verify insurance for each patient. This may include calling insurance companies to inquire about coverage. They also collect and process co-pays as required by the insurance company.
Answer Incoming Calls These coordinators answer all incoming calls. This includes responding to questions and explaining the admissions process. In some facilities, intakes of new patients may be fully or partially conducted over the phone.
Schedule Appointments They also schedule evaluations, meetings, and consultations for patients.
Perform Clerical Work Intake coordinators perform various clerical work that includes filing, copying, and faxing.
Manage Charts Another aspect of this position requires intake coordinators to prepare and maintain patient charts.
Intake Coordinator Skills and Qualifications
Intake coordinators guide patients through the admissions process by filing paperwork, evaluating patient needs, and scheduling appointments. While the exact academic requirements may vary, hiring facilities look for intake coordinators who have these essential skills:
- Communication – Intake coordinators have excellent verbal communication skills and active listening skills to evaluate patients and assess their care needs
- Customer Service – They use customer service skills to answer questions and guide patients through the admissions process
- Data Entry – Because intake coordinators enter information into digital systems and create patient files, data entry skills are a must-have for this job
- Computer Skills – These professionals work with computer programs to verify insurance coverage, access and fill out digital forms, and maintain digital patient files, all of which require proficient computer skills
- Time Management – Intake coordinators use excellent time management skills to schedule appointments for patients and manage multiple patients at once
Intake Coordinator Education and Training
Education needs for intake coordinators vary by employer. Some facilities require a high school diploma or GED and provide on-the-job training to prospective applicants. Other facilities require intake coordinators to have a master’s degree in behavioral science, psychology, counseling, social work, or a related field of study. Intake coordinators who are hired on an entry-level basis receive on-the-job training that can span several weeks, depending on the hiring facility. Those who are hired for their educational background and existing qualifications receive far less training that lasts no more than one to two weeks.
Intake Coordinator Salary and Outlook
Intake coordinators, categorized as “Medical Records and Health Information Technicians,” earned a median wage of $39,180 annually and $18.83 hourly in 2017, according to employment data from the Bureau of Labor Statistics. Like intake coordinators, medical records and health information technicians organize and manage health data for patients and maintain patient records on paper and in digital systems. Medical records and health information technicians had over 200,000 jobs in 2016, a number that is projected to grow by 13 percent through 2026. This rate is faster than the national average job growth rate. PayScale data shows that the median hourly income for intake coordinators is $15.58. Most employers provide intake coordinators with medical insurance coverage that includes vision and dental benefits. Paid vacation leave and sick days are usually included in standard benefits packages for intake coordinators. Many companies also provide retirement options and life insurance coverage in addition to standard benefits.
Helpful Resources
Find job strategies, career tips, opportunities, news updates, and helpful content for intake coordinators using these websites and books for medical and social work professionals:
National Union of Healthcare Workers (NUHW) – Explore various potential workplaces, medical news updates, and content for intake coordinators and other healthcare workers at NUHW.
Clinical Interviewing – Learn how to interview and assess patients with this practical guidebook, which has case examples and tips for making mental status examinations, performing suicide assessments, and using other workplace tools intake coordinators need to know.
Society for Social Work Leadership in Health Care (SSWLHC) – This site is full of content for social workers and medical professionals of all types. News updates, event dates, and industry-specific resources are included.
Primary Care Medicine: Office Evaluation and Management of the Adult Patient – Learn how to screen, evaluate, and manage patients with the helpful techniques in this book. Along with text, this book has tables, photographs, and figures to illustrate important career tips.
American Public Health Association (APHA) – APHA provides medical news and media updates, medical periodicals, relevant article content, webinars, and other public health resources for intake coordinators and healthcare professionals of all kinds.
Insurance Verification & Patient Financial Agreements – Learn how to verify insurance, collect co-pays, and process medical patients using the skills and tips outlined in this guidebook.
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Last edited by: Gabriela Barcenas, CPRW, Content Writer II -
Gabriela Barcenas
CPRW, Content Writer IIGabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.
