Intake Specialist - VA

Beacon Specialized Living

Dumfries (VA)

On-site

USD 40,000 - 56,000

Full time

4 days ago
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Job summary

Beacon Specialized Living is seeking an Intake Specialist to coordinate the intake process for individuals receiving services. You will represent Beacon to referral sources, screen applicants, manage meet-and-greet and pre-placement activities, and prepare intake and admission reports.

The role includes CRM updates and timely data reporting to support admissions decisions. The ideal candidate has a bachelor's degree (preferred) and 1–3 years of admissions experience in health care or human

Qualifications

  • Bachelor's degree preferred.
  • 1–3 years of admissions experience in health care or human services setting.
  • Must pass criminal background check.
  • Must possess a valid Driver's License.
  • Proficient in speaking, reading and writing English.
  • Approved by state, federal and government entities to work within BSLS programs.
  • Ability to use office equipment, including BSLS information technology systems.

Responsibilities

  • Coordinate intake process for referrals and admissions.
  • Represent Beacon to potential referral sources and attend fairs/meetings.
  • Update CRM and generate intake/admission reports.
  • Screen applicants and determine eligibility based on criteria.
  • Maintain a referral database and ensure timely data entry.

Skills

English language proficiency

Education

Bachelor's degree in related field

Tools

BSLS IT systems
CRM system

Job description

Posted Wednesday, July 29, 2026 at 4:00 AM

The Intake Specialist is responsible for coordinating the intake process for persons receiving services with Beacon Specialized Living. Represents Beacon to potential referral sources and attends fairs and meetings that give Beacon an opportunity to promote its services. Obtains applicant information, screens applicants, attends meet and greets and pre-placement meetings, completes the intake process and ensures potential individual is admitted to services or referred elsewhere, and prepares reports on intakes and admissions. The Intake Specialist is also responsible for updating the CRM system in a timely manner and generating reports based on the data gathered.

Primary Responsibilities:
  • Always be compliant with all company and regulatory policies and procedures.
  • Provides information about Beacon Specialized Living to individuals and families inquiring about services.
  • Organizes and performs timely intake procedures on referrals, including completion and collection of intake/referral documents.
  • Serves as a liaison to referring party and follows up regarding outstanding documents and needed items to start services.
  • Maintains a database for efficient collection and retrieval of referral information.
  • Pre-screens consumers by comparing individual's situation/condition to intake and authorization criteria; evaluates and accepts or rejects individuals based on authorization criteria. Informs individuals seeking services when they are not eligible at the time of intake, by providing the reasons to the consumer and the referral source and providing recommendations for alternate services.
  • Prepares intake and admission reports by collecting, analyzing, and summarizing data and trends.
  • Update the CRM system promptly and ensure accuracy of all data entered.
  • Embrace, support, and manage the business in accordance with Beacon's Mission and Core Values.
Education and Qualifications:
  • Bachelor's degree in related field preferred.
  • 1-3 years of admissions experience in health care or human services setting.
  • Must pass criminal background check.
  • Must possess a valid Driver's License.
  • Proficient in speaking, reading and writing the English language.
  • Approved by state, federal and government entities to work within BSLS programs.
  • Ability to use office equipment, including BSLS information technology systems.
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