Intake Specialist

Preventive-Measures; Allentown (Lehigh County); On-site; USD 28,000 - 33,000; Full time

Job summary

Preventive-Measures seeks an Intake Specialist to conduct initial client interviews, gather essential information, and coordinate early steps of service. The role emphasizes communication, empathy, and organized intake processes.

Responsibilities include intake assessments, eligibility screening, and accurate data entry into the EHR. A bachelor’s degree in a related field is required, with prior experience in healthcare or customer service preferred.

Qualifications

• Bachelor’s degree in a related field is required or preferred.
• Strong interpersonal and communication abilities are essential.
• Experience with data entry and electronic records is expected.
• Knowledge of privacy laws related to client information is important.

Responsibilities

• Conduct preliminary interviews and gather essential intake information.
• Coordinate initial steps of client service or case management.
• Serve as primary contact for new clients during intake.
• Record client information accurately in databases or EHR systems.
• Assess eligibility for programs based on established criteria.
• Maintain confidentiality and comply with privacy regulations.
• Coordinate with internal or external partners for referrals.
• Provide clear information about services, policies, and procedures.

Skills

Interpersonal

Communication

Time management

Data entry

Confidentiality

Education

Bachelor’s degree in Psychology

Tools

EHR systems

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Intake Specialist

PA MH Clinicians Full Time Allentown, PA, US

Salary Range: $20.00 To $24.00 Hourly

Position Summary

The Intake Specialist is responsible for conducting preliminary interviews, gathering essential information, and coordinating the initial steps of client service or case management. This role requires excellent communication, empathy, and organizational skills to ensure a smooth intake process and positive experience for clients.

Primary Job Responsibilities

Demonstrates competency in the assessment, range of treatment, knowledge of growth and development, and communication appropriate to the age of the patient treated.

Performs intake assessments, evaluations, and referrals of assigned clients, obtaining sufficient information during the evaluation process for clinical assessment and planning. Presents treatment and service plans to clients following the evaluation process. Provides care necessary as described in department policies and procedures.

Serves as the primary contact for new clients, patients, or customers during the intake process.

Conducts preliminary interviews to gather information on needs, concerns, and relevant history.

Evaluates initial eligibility for programs or services based on set criteria and guidelines.

Accurately records and inputs client information into the appropriate database or electronic health record (EHR) system.

Maintains confidentiality of all client data in compliance with privacy regulations and organizational policies.

Coordinates with internal departments or external organizations as needed for additional resources or referrals.

Provides information about available services, policies, and procedures in a clear and supportive manner.

Addresses client questions and concerns, escalating complex issues to supervisors as necessary.

Ensures compliance with applicable regulations and organizational policies throughout the intake process.

Maintains organized records of all client interactions, documentation, and follow-up actions.

Job Skills

Strong interpersonal and communication skills, with the ability to build rapport quickly.

Excellent organizational and time-management abilities.

Proficiency in data entry and experience with electronic record-keeping systems.

Understanding of confidentiality and privacy laws related to client information.

Education/Experience

Minimum of a bachelor’s degree in Psychology, Human Development, Behavioral Science, or a related discipline.

Prior experience in customer service, healthcare, social work, or related fields is highly desirable.

Professionalism: Approaches others in a tactful manner; reacts well under pressure; treats others with respect and consideration regardless of their status