Intake Coordinator

HiredFirst; Clearlake (CA); On-site; USD 60,000 - 75,000; Full time

Job summary

TEEMA Solutions Group is seeking a full-time LVN Clinical Intake Coordinator based in Clearlake, CA. This role involves coordinating the intake of new cases, maintaining accurate records, and ensuring data privacy. The ideal candidate must have an LVN certification and at least one year of relevant experience. Key responsibilities include screening inquiries, managing intake pipelines, and collaborating with teams for scheduling. This position offers a structured day shift without on-call duties, aiming to enhance overall case handling efficiency.

Qualifications

• Must have LVN certification.
• At least 1 year of experience in clinical intake or a related field.

Responsibilities

• Coordinate intake of new cases by collecting required information and documents.
• Maintain accurate intake records in CRM and ensure data integrity.
• Set up and manage intake pipelines to track lead progress and milestones.
• Meet and report on key intake metrics and targets to leadership.
• Uphold data privacy and confidentiality in handling sensitive information.
• Screen and triage inquiries to determine eligibility and next steps.
• Provide accurate timelines and communicate expectations to applicants and stakeholders.
• Collaborate with teams to schedule follow-ups and ensure timely responses.
• Identify process bottlenecks and suggest improvements for faster case handling.
• Participate in ongoing training to stay current with process changes and tools.
• Assist in onboarding new hires by coordinating initial intake setup and access.
• Support field teams with territory-specific intake needs and scheduling.

Skills

LVN certification

Clinical intake coordination

Data privacy and confidentiality

Tools

CRM systems

Job description

Day Shift 5 x 8s, M - F 8am to 5pm. Must have LVN certification. At least 1 year of experience. This will be a clinical intake coordinator for home health processing and scheduling referrals. No Call. A possible job title for this role could be LVN Clinical Intake Coordinator. Candidates must have their LVN.

Full-time, Contract

In-Office | Clearlake, CA, United States

Responsibilities

Coordinate intake of new cases by collecting required information and documents.

Maintain accurate intake records in CRM and ensure data integrity.

Set up and manage intake pipelines to track lead progress and milestones.

Meet and report on key intake metrics and targets to leadership.

Uphold data privacy and confidentiality in handling sensitive information.

Screen and triage inquiries to determine eligibility and next steps.

Provide accurate timelines and communicate expectations to applicants and stakeholders.

Collaborate with teams to schedule follow-ups and ensure timely responses.

Identify process bottlenecks and suggest improvements for faster case handling.

Participate in ongoing training to stay current with process changes and tools.

Assist in onboarding new hires by coordinating initial intake setup and access.

Support field teams with territory-specific intake needs and scheduling.