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Intake Specialist Resume Samples
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0-5 years of experience
Facilitate placement of new patients from other facilities, including scheduling admissions or lobby evaluations for our detoxification program.
- Dispatch Crisis Team Clinicians to other facilities to complete evaluations.
- Answer the 24hr Crisis phone line and screen patients for admittance into the hospital or possible evaluation.
- Evaluated potential substance abuse clients as part of the screening process utilizing a bio-psycho-social assessment to determine each client's need for treatment.
- Conducted initial screenings for potential dually diagnosed clients to determine each client's need for treatment and level of care.
- Coordinated with insurance/case management offices for approval of care reimbursements for clients.
- Maintained relationships and communicated with referral sources, including probation officers, regarding prospective client to ascertain treatment history/goals.
0-5 years of experience
Answered main telephone line, providing general program information and transferring callers to appropriate staff members.
- Conducted intake interviews to determine eligibility for program enrollment of veterans and dislocated workers.
- Registered clients for appropriate workshops and/or staff appointments.
- Designed tracking systems to collect and review data to monitor performance results and deadlines.
- Established and maintained case files, resulting in successful audit compliances.
0-5 years of experience
Answered and screened all inquiry phone calls and followed up with inquiries to schedule appointments
- Collected payments and managed accurate financial records for agency and clients
- Processed all pertinent paperwork on new clients in a timely manner and in accordance to protocol
- Obtained all necessary clinical information to tailor client's profile according to their needs
- Conducted interviews and needs assessments to determine all needs of clients
- Reviewed court dispositions and probation stipulations to identify appropriate program for clients
- Communicated with client's case manager, probation officer, or judge to ensure program compliance
0-5 years of experience
Conducted clinical intake interview with potential clients to determine eligibility for [company name] services using DSM-IV-TR diagnostic criteria
- Provided counseling and skills training for clients served
- Assessed need for crisis intervention
- Provided appropriate community referrals
- Determined appropriate service package for clients eligible for services
- Worked with QMHP to assess individuals in the community experiencing acute psychiatric crises (suicidal ideation and attempts, substance abuse, extreme functional impairment)
- Conducted clinical interviews with clients in order to determine least restrictive intervention based on criteria including acute and chronic risk factors, protective factors, and available resources
0-5 years of experience
Entered new referrals into database
- Verified patient eligibility/insurance and resolved any issues
- Reviewed medical records to identify diagnoses/procedures
- Organized and prioritized all work to ensure that delivery of medications/supplies and nursing visits were on schedule
- Contacted patients to discuss their insurance coverage and copayments
- Maintained strictest confidentiality; adhered to all HIPAA guidelines/regulations
- Provided stellar customer service
6-10 years of experience
FIrst point of contact for callers seeking organization's services
- Pioneered the role of intake specialist and developed effective assessment procedure for determining client eligibility of services
- Provided crisis intervention and referrals as needed
- Evaluated appropriateness of offering financial grants to clients within program guidelines
- Created statistical and demographic reports on clients who completed intake process
- Held responsibility for documentation, files, and database entry
0-5 years of experience
Assessed family and individual needs at client homes
- Enrolled over 700 individuals into various counseling programs
- Managed crisis situations, completed risk assessment and take appropriate action
- Completed admission and [company name] information into electronic medical record
- Enrolled and assigned a therapist, case manager, or parent aide staff for services
- Oriented clients into program
- Collaborated with program managers, therapists, case managers, and parent aide staff
0-5 years of experience
Responsible for administrative functions such as filing, data entry, and visitor relations
- Managed phone lines and answer calls regarding the intake of patients for outpatient services
- Placed patients without health or dental insurance on a sliding fee scale, in compliance with FQHC regulations
- Processed denials for the billing department in the Nextgen database
- Scheduled dental and medical appointments for new patients and existing patients
- Referred patients for specialties to other doctor's offices where services are provided
- Verified patient's responsibility, such as co-payments and deductibles through their insurance
0-5 years of experience
Answer and return high-volume inbound calls in a timely and professional manner.
- Handle new client inquires and assign them to the proper counseling agency.
- Maintain and prepare quarterly case load spreadsheets and track reports.
- Negotiate with mortgage lenders to find solutions for borrowers.
- Multitask several projects at one time while meeting deadlines.
- Provides support to other staff as necessary.
- Improved multiple filing systems and maintained organization
0-5 years of experience
Greeted customers and determined whether they should be given access to specific individuals.
- Conferred with customers by telephone or in person to provide information about products and services.
- Lead daily orientation sessions.
- Maintained accurate trending reports on the number of returning and new customers to the facility.
- Performed general office duties, such as ordering supplies, open sort and distribute incoming mail.
0-5 years of experience
Oversee and maintained all clients intake information and entered information into Database
- Provided customer service to both internal and external customers as well as incoming and outgoing calls
- Faxed, filed, e-mailed, copied and used internet to enter clients information onto government website
- Directed clients to other resources and agencies if needed
0-5 years of experience
Reviewed and processed new applications for Short Term/Long Term and Extended medical care benefits.
- Determined medical conditions based on prescriptions taken.
- Developed reputation as an efficient service provider with high levels of accuracy.
- Worked under strict deadlines and responded to service requests.
10+ years of experience
Developed new policies for the organization
- Assisted with implementation of 24/7 nurse triage hotline
- Performed needs assessments and provider referrals
- Worked as part of multi-disciplinary health care team in coordinating and providing services
- Ensured accurate maintenance and completion of data
- Managed social service case load of 100 plus clients
- Acted as relationship manager between the company and clients
- Processed Statewide Medicaid Applications
- Served as liaison to clients and the community
0-5 years of experience
Enforced rules and regulations to ensure the smooth and orderly operation of dormitory.
- Provided emergency first aid and summoned medical assistance when necessary.
- Communicated with other staff to resolve problems with individual clients.
- Made regular rounds to ensure that residents and areas are safe and secure.
- Assigned rooms to clients.
- Processed contract cancellations for clients who are unable to follow policies and procedures of the facility.
- Sorted and distribute mail.
0-5 years of experience
Provide administrative support to a legal team of five attorneys and one paralegal
- Assist in customer calls, evaluation of proper need for legal services and provide proper referral resources
- Handle up to 60 calls per day, resulting in more than 20 applications for service needs
- Screen applicants based on geographic location and income of caller, legal services needed and funding available at firm
- Responsible for examining complex request for assistance from callers, resulting in extensive critical and creative thinking
- Responsible for reviewing and prioritizing office cases resulting in increased efficiency and higher number of closed cases
0-5 years of experience
Conduct outbound calls to offer current Medicare members state and federal funded programs that may improve their way of life
- Perform screening to assess member eligibility
- Actively probe members to ensure that an efficient screening was conducted
- Maintain a follow up of potential eligible members to assure assistance was given
- Maintain rapport with all members involved
- Meet daily quotas for member screenings
0-5 years of experience
- Coordinated and followed up with 30 mediation appointments per week
- Interviewed clients to identify their issues and histories of domestic violence
- Analyzed and screened cases to determine if they were appropriate for mediation
- Proofread Memorandum of Agreements before sending official copies to disputants
- Trained in mediation techniques and interacted with social services and court clerks to prepare cases
0-5 years of experience
- Worked closely with attorneys and secretaries to secure their deadlines, and complete job requests to specifications
- Answered work orders via phone, electronically or interoffice mail
- Created, updated and filed away private work order files in record database
- Met and consulted with team members to effectively meet the client's needs
- Recorded data significant to the operation
- Filed records accordingly
- Assisted in the mailroom on holidays & weekends
