Intake Assistant

Responsibilities Functions as access and intake point for new referrals. Speaks in a warm, friendly manner consistently to all clients, guests and staff. Enters referrals received by mail, phone, email and walk-in into Avatar within 24 hours of receipt. Creates Call Intake records in Avatar from third‑party manual electronic referrals. Schedules or reschedules hospital discharge clients for intake in the Open Access Clinics for screening or immediate enrollment. Processes Care Connect referrals from partner agencies. Follows up on all third‑party referrals to engage and confirm disposition. Ensures all manual referral documents are forwarded to the HIM department with a permanent medical record number. Schedules appointments for clients and providers as needed. Answers the telephone professionally and directs calls to the appropriate person. Provides information and referral sources to consumers when needed. Relates well with others and deals calmly with a diverse population. Follows up on all pending client issues. Works well in a team environment. Is cross‑trained to perform all duties required of the department and covers assignments delegated to other team members when necessary. Coordinates with clients and staff to obtain solutions to problems. Establishes and prioritizes job tasks, desired solutions to problems, and develops a realistic plan for their accomplishment. Accomplishes individual goals. Performs additional duties as assigned. Education High school graduate or GED certificate. Licensure N/A Experience One year clerical/data entry experience with a minimum of two years in customer service with a medical, behavioral health or social services organization; experience with an electronic medical record preferred. Must be able to read and comprehend written instructions, write legibly, document concurrently, and operate office equipment (fax machine, copier, multi‑line phone, computer including Microsoft Office and electronic medical records); file accurately and keep records. Typing Test Required Must pass typing test. Qualifications Must be 21 years of age. Negative drug screening prior to hire and throughout employment. Clear criminal background check throughout employment, including local checks prior to hire and annually, DCF Level II prior to hire and as required by DCF, and a valid Florida driver’s license with vehicle checks prior to hire and annually. Maintains an acceptable driving record, reliable vehicle, valid registration, and valid vehicle insurance. Must be in compliance with Florida laws and administrative codes, including fingerprinting and determination of good moral character. Working Conditions Indoor work in a busy, high‑stress office. Ability to work in high‑stress environments; ability to work in a team/multi‑staff office setting; excellent customer service skills, both in person and on the telephone; ability to be flexible, able to multi‑task, and learn new procedures readily. Requires use of copy machine, personal computer, calculator, fax machine, and data entry. Computer Literacy Experience with an electronic health record is a plus. Health & Wellness Medical, dental, and vision insurance with 0 copy for Teledoc appointments EAP supports Company‑paid basic life, accidental death and dismemberment, and long‑term disability Options to secure additional life/AD&D as well as short‑term disability Work‑Life Balance Paid time off + 10 company‑paid holidays Growth & Development Professional development options through our learning management system and live trainings Other Perks 403(b) with up to a 5% company match Monthly social committee events Suncoast Center, Inc follows all federal guidelines related to marijuana use All positions require screening through the Clearinghouse. This site was implemented under the directive of House Bill 531 (2025). #J-18808-Ljbffr