Intake Specialist

INcompass Healthcare; Lawrenceburg (IN); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Prescription Coverage

Company Paid Life Insurance

AD&D Insurance

Disability Insurance

401k matching

Job summary

INcompass Healthcare is seeking an Intake Specialist to serve as a key contact for patients during the intake and registration process. The role emphasizes organization, data entry, and strong communication to support efficient client onboarding.

The ideal candidate has experience in customer service and, ideally, behavioral health. You will collaborate with internal teams and referral sources to ensure seamless access to services and crisis resources when needed.

Qualifications

• Minimum of High School Diploma or equivalency with one year of customer experience.
• Preferred two years of experience working in a behavioral health setting or similar position.
• Excellent organization and communication skills.
• Knowledge of and experience with risk assessments.
• Demonstrates skill and sensitivity to cultural differences.

Responsibilities

• Process and address all inquiries, referrals, and initial requests for information, such as answering incoming calls, managing incoming referrals, and walk-ins from clients.
• Ensure consent forms and intake documentation is complete.
• Understand client’s presenting problem as well as referral source’s requests.
• Understand client’s needs and connect the client with crisis services when emergent.
• Connect clients with needed support, services, and resources.
• Collaborate with all internal and external contacts to promote effective customer service at all times.
• Maintain contact with referral sources and other organizations as required.
• Work as a team on the access team by assisting with access and registration tasks to ensure exceptional care.
• Participate in all required training and meetings as appropriate and assigned.

Skills

Compassion

Trauma-informed care

Communication

Data entry

Customer service

Intake processing

Risk assessments

Cultural sensitivity

Team player

Multi-tasking

Education

High School Diploma or equivalent

Job description

Position Summary

The Intake Specialist is a key point of contact for patients and plays a vital role in the intake and patient registration process. The Intake Specialist is highly organized, skilled in data entry, customer service, and communication, with a commitment to providing efficient and effective support throughout the client’s intake journey.

Essential Duties And Responsibilities

• Lives out the INcompass Healthcare promise by consistently displaying compassion, treating all with dignity, and providing exceptional care for everyone.
• Incorporates the six principles of trauma informed care throughout all aspects of their work.
• Responsible for processing and addressing all incoming inquiries, referrals, and initial requests for information, such as answering incoming calls, managing incoming referrals, and walk-ins from clients.
• Responsible for ensuring consent forms and intake documentation is complete.
• Responsible for obtaining an understanding of client’s presenting problem as well as referral source’s requests.
• Responsible for understanding the client’s need and ensuring that additional service, including identifying emergent needs and immediately connecting the client with crisis services.
• Connecting clients with needed support, services, and resources.
• Collaborates with all internal and external contacts to promote effective customer service at all times.
• Maintains contact with referral sources and other organizations as required.
• Responsible for working as a team player on the access team by assisting with access and registration tasks to ensure exceptional care for all clients.
• Participates in all required training and meetings as appropriate and assigned.

Minimum Qualifications (Knowledge, Skills, And Abilities)

• Minimum of High School Diploma or equivalency with one year of experience providing customer experience.
• Preferred two years of experience working in a behavioral health setting or similar position.
• Excellent organization and communication skills.
• Knowledge of and experience with risk assessments.
• Demonstrates skill and sensitivity to cultural differences.
• Ability to work as a team player in a shared space with other access team members.
• Skilled in multi-tasking.

Our Benefits

• Medical, Dental, and Vision Insurance
• Prescription Coverage
• Company Paid Life , AD&D and Disability Insurance
• Company match up to 4.5% for 401k.
• Generous PTO Plan, no wait period
• Tuition Reimbursement
• Unlimited employee referrals
• Paid holidays

Position Summary

The Intake Specialist is a key point of contact for patients and plays a vital role in the intake and patient registration process. The Intake Specialist is highly organized, skilled in data entry, customer service, and communication, with a commitment to providing efficient and effective support throughout the client’s intake journey.

Essential Duties And Responsibilities

• Lives out the INcompass Healthcare promise by consistently displaying compassion, treating all with dignity, and providing exceptional care for everyone.
• Incorporates the six principles of trauma informed care throughout all aspects of their work.
• Responsible for processing and addressing all incoming inquiries, referrals, and initial requests for information, such as answering incoming calls, managing incoming referrals, and walk-ins from clients.
• Responsible for ensuring consent forms and intake documentation is complete.
• Responsible for obtaining an understanding of client’s presenting problem as well as referral source’s requests.
• Responsible for understanding the client’s need and ensuring that additional service, including identifying emergent needs and immediately connecting the client with crisis services.
• Connecting clients with needed support, services, and resources.
• Collaborates with all internal and external contacts to promote effective customer service at all times.
• Maintains contact with referral sources and other organizations as required.
• Responsible for working as a team player on the access team by assisting with access and registration tasks to ensure exceptional care for all clients.
• Participates in all required training and meetings as appropriate and assigned.

Minimum Qualifications (Knowledge, Skills, And Abilities)

• Minimum of High School Diploma or equivalency with one year of experience providing customer experience.
• Preferred two years of experience working in a behavioral health setting or similar position.
• Excellent organization and communication skills.
• Knowledge of and experience with risk assessments.
• Demonstrates skill and sensitivity to cultural differences.
• Ability to work as a team player in a shared space with other access team members.
• Skilled in multi-tasking.

Our Benefits

• Medical, Dental, and Vision Insurance
• Prescription Coverage
• Company Paid Life , AD&D and Disability Insurance
• Company match up to 4.5% for 401k.
• Generous PTO Plan, no wait period
• Tuition Reimbursement
• Unlimited employee referrals
• Paid holidays