Intake Specialist: Compassionate Client Onboarding & Referrals

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

Job summary

Preventive Measures in Allentown, PA is seeking an Intake Specialist to conduct preliminary interviews, gather essential information, and coordinate the initial steps of client service or case management.

You will input data into the EHR, maintain confidentiality, coordinate referrals, and serve as the primary contact for new clients during intake, ensuring clear communication and a positive client experience. A bachelor’s degree in a related field is required.

Qualifications

• Bachelor’s degree in psychology, human development, behavioral science, or related field.
• Experience in customer service, healthcare, social work, or related fields preferred.
• Ability to maintain confidentiality and follow privacy regulations.

Responsibilities

• Conduct preliminary intake interviews and gather client information.
• Assess eligibility for programs according to guidelines.
• Document client data accurately in EHR; ensure data confidentiality.
• Coordinate referrals and service resources as needed.
• Serve as main contact for new clients during intake.
• Maintain organized records and follow-up actions.

Skills

Interpersonal communication

Time management

Data entry

Confidentiality

Education

Bachelor’s degree in Psychology/related field

Tools

EHR software

Job description

Preventive Measures in Allentown, PA is seeking an Intake Specialist to conduct preliminary interviews, gather essential information, and coordinate the initial steps of client service or case management.

You will input data into the EHR, maintain confidentiality, coordinate referrals, and serve as the primary contact for new clients during intake, ensuring clear communication and a positive client experience. A bachelor’s degree in a related field is required.