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Intake Specialist Resume Samples
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0-5 years of experience
Facilitate placement of new patients from other facilities, including scheduling admissions or lobby evaluations for our detoxification program.
- Dispatch Crisis Team Clinicians to other facilities to complete evaluations.
- Answer the 24hr Crisis phone line and screen patients for admittance into the hospital or possible evaluation.
- Evaluated potential substance abuse clients as part of the screening process utilizing a bio-psycho-social assessment to determine each client’s need for treatment.
- Conducted initial screenings for potential dually diagnosed clients to determine each client’s need for treatment and level of care.
- Coordinated with insurance/case management offices for approval of care reimbursements for clients.
- Maintained relationships and communicated with referral sources, including probation officers, regarding prospective client to ascertain treatment history/goals.
0-5 years of experience
Answered main telephone line, providing general program information and transferring callers to appropriate staff members.
- Conducted intake interviews to determine eligibility for program enrollment of veterans and dislocated workers.
- Registered clients for appropriate workshops and/or staff appointments.
- Designed tracking systems to collect and review data to monitor performance results and deadlines.
- Established and maintained case files, resulting in successful audit compliances.
0-5 years of experience
Answered and screened all inquiry phone calls and followed up with inquiries to schedule appointments
- Collected payments and managed accurate financial records for agency and clients
- Processed all pertinent paperwork on new clients in a timely manner and in accordance to protocol
- Obtained all necessary clinical information to tailor client’s profile according to their needs
- Conducted interviews and needs assessments to determine all needs of clients
- Reviewed court dispositions and probation stipulations to identify appropriate program for clients
- Communicated with client’s case manager, probation officer, or judge to ensure program compliance
0-5 years of experience
Conducted clinical intake interview with potential clients to determine eligibility for [company name] services using DSM-IV-TR diagnostic criteria
- Provided counseling and skills training for clients served
- Assessed need for crisis intervention
- Provided appropriate community referrals
- Determined appropriate service package for clients eligible for services
- Worked with QMHP to assess individuals in the community experiencing acute psychiatric crises (suicidal ideation and attempts, substance abuse, extreme functional impairment)
- Conducted clinical interviews with clients in order to determine least restrictive intervention based on criteria including acute and chronic risk factors, protective factors, and available resources
0-5 years of experience
Entered new referrals into database
- Verified patient eligibility/insurance and resolved any issues
- Reviewed medical records to identify diagnoses/procedures
- Organized and prioritized all work to ensure that delivery of medications/supplies and nursing visits were on schedule
- Contacted patients to discuss their insurance coverage and copayments
- Maintained strictest confidentiality; adhered to all HIPAA guidelines/regulations
- Provided stellar customer service
6-10 years of experience
FIrst point of contact for callers seeking organization’s services
- Pioneered the role of intake specialist and developed effective assessment procedure for determining client eligibility of services
- Provided crisis intervention and referrals as needed
- Evaluated appropriateness of offering financial grants to clients within program guidelines
- Created statistical and demographic reports on clients who completed intake process
- Held responsibility for documentation, files, and database entry
0-5 years of experience
Assessed family and individual needs at client homes
- Enrolled over 700 individuals into various counseling programs
- Managed crisis situations, completed risk assessment and take appropriate action
- Completed admission and [company name] information into electronic medical record
- Enrolled and assigned a therapist, case manager, or parent aide staff for services
- Oriented clients into program
- Collaborated with program managers, therapists, case managers, and parent aide staff
0-5 years of experience
Responsible for administrative functions such as filing, data entry, and visitor relations
- Managed phone lines and answer calls regarding the intake of patients for outpatient services
- Placed patients without health or dental insurance on a sliding fee scale, in compliance with FQHC regulations
- Processed denials for the billing department in the Nextgen database
- Scheduled dental and medical appointments for new patients and existing patients
- Referred patients for specialties to other doctor’s offices where services are provided
- Verified patient’s responsibility, such as co-payments and deductibles through their insurance
0-5 years of experience
Answer and return high-volume inbound calls in a timely and professional manner.
- Handle new client inquires and assign them to the proper counseling agency.
- Maintain and prepare quarterly case load spreadsheets and track reports.
- Negotiate with mortgage lenders to find solutions for borrowers.
- Multitask several projects at one time while meeting deadlines.
- Provides support to other staff as necessary.
- Improved multiple filing systems and maintained organization
0-5 years of experience
Greeted customers and determined whether they should be given access to specific individuals.
- Conferred with customers by telephone or in person to provide information about products and services.
- Lead daily orientation sessions.
- Maintained accurate trending reports on the number of returning and new customers to the facility.
- Performed general office duties, such as ordering supplies, open sort and distribute incoming mail.
0-5 years of experience
Oversee and maintained all clients intake information and entered information into Database
- Provided customer service to both internal and external customers as well as incoming and outgoing calls
- Faxed, filed, e-mailed, copied and used internet to enter clients information onto government website
- Directed clients to other resources and agencies if needed
0-5 years of experience
Reviewed and processed new applications for Short Term/Long Term and Extended medical care benefits.
- Determined medical conditions based on prescriptions taken.
- Developed reputation as an efficient service provider with high levels of accuracy.
- Worked under strict deadlines and responded to service requests.
10+ years of experience
Developed new policies for the organization
- Assisted with implementation of 24/7 nurse triage hotline
- Performed needs assessments and provider referrals
- Worked as part of multi-disciplinary health care team in coordinating and providing services
- Ensured accurate maintenance and completion of data
- Managed social service case load of 100 plus clients
- Acted as relationship manager between the company and clients
- Processed Statewide Medicaid Applications
- Served as liaison to clients and the community
0-5 years of experience
Enforced rules and regulations to ensure the smooth and orderly operation of dormitory.
- Provided emergency first aid and summoned medical assistance when necessary.
- Communicated with other staff to resolve problems with individual clients.
- Made regular rounds to ensure that residents and areas are safe and secure.
- Assigned rooms to clients.
- Processed contract cancellations for clients who are unable to follow policies and procedures of the facility.
- Sorted and distribute mail.
0-5 years of experience
Provide administrative support to a legal team of five attorneys and one paralegal
- Assist in customer calls, evaluation of proper need for legal services and provide proper referral resources
- Handle up to 60 calls per day, resulting in more than 20 applications for service needs
- Screen applicants based on geographic location and income of caller, legal services needed and funding available at firm
- Responsible for examining complex request for assistance from callers, resulting in extensive critical and creative thinking
- Responsible for reviewing and prioritizing office cases resulting in increased efficiency and higher number of closed cases
0-5 years of experience
Conduct outbound calls to offer current Medicare members state and federal funded programs that may improve their way of life
- Perform screening to assess member eligibility
- Actively probe members to ensure that an efficient screening was conducted
- Maintain a follow up of potential eligible members to assure assistance was given
- Maintain rapport with all members involved
- Meet daily quotas for member screenings
0-5 years of experience
- Coordinated and followed up with 30 mediation appointments per week
- Interviewed clients to identify their issues and histories of domestic violence
- Analyzed and screened cases to determine if they were appropriate for mediation
- Proofread Memorandum of Agreements before sending official copies to disputants
- Trained in mediation techniques and interacted with social services and court clerks to prepare cases
0-5 years of experience
- Worked closely with attorneys and secretaries to secure their deadlines, and complete job requests to specifications
- Answered work orders via phone, electronically or interoffice mail
- Created, updated and filed away private work order files in record database
- Met and consulted with team members to effectively meet the client’s needs
- Recorded data significant to the operation
- Filed records accordingly
- Assisted in the mailroom on holidays & weekends
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Intake Specialist
Last edited by: Gabriela Barcenas, CONTENT STRATEGIST -
Gabriela Barcenas
CONTENT STRATEGISTGabriela 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.
