Intake Coordinator

The Intake Coordinator is responsible retrieving information from our clients secure portal along with providing quality customer service by interacting with clients to ensure services are accurately scheduled.



Duties and responsibilities
• Delivers quality Customer Service from initial request for service until completion of end product
• Adheres to client protocol following necessary process requirements
• Ensures all referrals have been received through the secure portal and are logged in accurately
• Keeps Team Lead and Client apprised in regard to any scheduling delay or issue
• Contacts appropriate agencies or persons for the purpose of verifying information
• Communicates immediately with Team Lead in regard to any client concerns
• Operates company software and equipment
• Enters data by inputting alphabetic and numeric information into system via keyboard
• Demonstrates strong organizational skills with the ability to multi-task without compromising extreme attention to detail
• Communicates using correct English, spelling, grammar, and punctuation
• Ability to understand and follow oral and written instructions while adhering to prescribed departmental routines
• Proficiency with imaging/scanning documents
• Maintains confidentiality and discretion as a general rule
• Works effectively as a team contributor on all assignments
• Interacts professionally with other employees as well as clients
• Has a clear and concise understanding, and adheres to, guidelines as they relate to HIPAA, Conflict of Interest , and Ethics
• Understands current URAC standards as appropriate to job functions



Qualifications
• HS Diploma or equivalent
• Proficient with MS Office Suite
• Excellent communication skills-verbal and written
• Ability to organize and prioritize work effectively
• Ability to accept and apply constructive feedback