Intake Coordinator Job Description Template

An Intake Coordinator is responsible for the initial screening and enrolment of clients in a healthcare facility or social service agency. This job involves managing client information, organizing appointments, and coordinating with other staff members to ensure that clients receive the best possible care. The Intake Coordinator plays a vital role in providing support and guidance to clients during their initial contact with the organization.

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The Intake Coordinator is responsible for handling the initial contact and intake process with new clients. The coordinator will work closely with the admissions team to assess client needs and ensure a smooth intake process for all new clients.

Essential Duties and Responsibilities

  • Conduct initial assessments with new clients to determine eligibility for services
  • Assist clients in completing necessary paperwork and documentation
  • Coordinate with admissions team to ensure a seamless intake process
  • Collect and maintain client records and documentation in an organized and confidential manner
  • Communicate with internal staff and external providers regarding new client intake and ongoing treatment
  • Provide exceptional customer service to clients and their families
  • Qualifications

  • Bachelor's degree (preferred) or equivalent experience in healthcare or social services field
  • Prior experience in intake coordination or client services roles
  • Strong communication and interpersonal skills
  • Ability to work independently and as a team player
  • Excellent organizational skills and attention to detail
  • Knowledge of healthcare and insurance systems (preferred)
  • Physical Requirements

    The Intake Coordinator may be required to sit or stand for extended periods of time and occasionally lift up to 25 pounds. The coordinator may also need to use a computer or phone for extended periods of time.


    If you're looking to hire an Intake Coordinator, one of the first steps is to create a job posting that accurately describes the position and the qualifications you're seeking. It's important to be clear and concise in your posting, so that you attract qualified candidates who are a good fit for your organization.

    Job Title and Summary

    The first step in creating an effective job posting is to come up with a job title that accurately reflects the duties of the position. In this case, an appropriate title might be "Intake Coordinator". In the job summary section, provide a brief overview of the position, including the primary responsibilities and key objectives.

  • Intake Coordinator - responsible for managing client intake and scheduling for a busy medical practice.
  • Key Responsibilities

    List the specific duties and responsibilities that the Intake Coordinator will be expected to perform on a daily basis. This may include:

  • Greeting patients and visitors, answering phones, scheduling appointments, and managing patient records.
  • Verifying insurance coverage and obtaining necessary authorizations for treatment and testing.
  • Communicating with physicians and other healthcare professionals to coordinate patient care.
  • Providing exceptional customer service to patients and their families.
  • Qualifications

    Detail the qualifications and experience required for this role. This may include:

  • High school diploma or equivalent required; some college coursework preferred.
  • Prior experience working in a medical office or healthcare setting preferred.
  • Strong organizational and multitasking skills, with attention to detail.
  • Exceptional communication skills, both verbal and written.
  • Salary and Benefits

    It's important to provide candidates with an idea of what they can expect in terms of compensation and benefits. This may include:

  • Competitive hourly wage based on experience.
  • Comprehensive benefits package, including medical, dental, and vision insurance, paid time off, and retirement savings plan.
  • How to Apply

    Make it clear to candidates how they can apply for the position. This may include:

  • Sending a cover letter and resume to a specified email address.
  • Filling out an online application form.
  • Dropping off a physical application in person.
  • Conclusion

    Creating an effective job posting is an important step in the hiring process. By being specific about the position requirements and qualifications, you're more likely to attract qualified candidates who are a good fit for your organization. Remember to clearly communicate the salary and benefits offered, and make it easy for candidates to apply.

    What is an Intake Coordinator?

    An Intake Coordinator is responsible for communicating with potential clients, assessing their needs, and providing them with the appropriate resources or services. This position may exist in a variety of industries, including healthcare, social services, and mental health.

    What are the qualifications for an Intake Coordinator?

  • A high school diploma or equivalent is typically required, but some employers may prefer candidates with a bachelor's degree or related experience.
  • Strong communication and organizational skills.
  • Knowledge of relevant software programs, such as electronic health record (EHR) systems.
  • Experience in customer service or similar roles is preferable.
  • What are the job duties of an Intake Coordinator?

  • Manage and prioritize incoming client inquiries and provide appropriate feedback through phone and email communication.
  • Determine client eligibility and collect necessary paperwork for enrollment or services.
  • Maintain accurate and up-to-date documentation in electronic health record (EHR) systems or other relevant systems.
  • Collaborate with internal and external stakeholders to ensure clients receive the services they require.
  • Assist with scheduling appointments, follow-up activities, and assessments as needed.
  • Why is an Intake Coordinator important?

    The Intake Coordinator serves as a vital liaison between clients and stakeholders, ensuring that clients receive the necessary resources and services. By communicating effectively with clients and other stakeholders, the Intake Coordinator can help to eliminate potential roadblocks to care and ensure client satisfaction.

    What is the typical salary range for an Intake Coordinator?

    The salary range for an Intake Coordinator can vary depending on the industry, geographic location, and experience level. Generally, salaries range from $30,000 to $50,000 per year.

    What are the most important skills for an Intake Coordinator?

  • Effective communication skills.
  • Strong organizational skills and attention to detail.
  • The ability to multi-task and prioritize tasks effectively.
  • A customer service-oriented mindset.
  • What are some common mistakes to avoid when creating an Intake Coordinator job posting?

  • Avoid vague or overly general job descriptions.
  • Be specific about the required qualifications and skills.
  • Clearly outline the job duties and responsibilities.
  • Include information about the organization's culture and values.
  • Avoid using biased or exclusionary language.
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