Lead Intake Specialist - Veterans Program

Job Description

Job Description

Job Opportunity :

Easter Seals of Greater Houston is currently seeking an experienced Lead Intake Specialist who will play a key role in supporting the Veterans Program by managing client intake, case assignment, and service coordination. This role is primarily in-person, and requires strong administrative, communication, and leadership skills. The ideal candidate will have experience in case management, intake coordination, and data management within a clinical or healthcare setting. The Lead Intake Specialist will also provide consultation for new clinical cases and assist in optimizing intake and scheduling procedures.

Job Title: Veterans Lead Intake Specialist

Position Type: Regular full-time (40 hours per week), in-person, including some evening and weekend work.

Location: Houston, TX main office and satellite locations

Key responsibilities :

1. Leadership & Supervision:

• Provide guidance and training to intake staff to ensure consistency and efficiency in processes.
• Oversee intake operations and ensure team compliance with program policies and procedures.
• Develop and refine intake protocols to improve service delivery and client experience.

1. Intake Completion for New Cases:

• Supervise the intake process, ensuring accurate collection of client documentation and eligibility verification.
• Ensure timely connection of eligible participants to requested services and programming.

1. Administrative Oversight & Compliance:

• Ensure compliance with program policies and procedures, ensuring all documentation is accurate and up to date.
• Support the team in the preparation of materials, reports, and presentations for internal and external stakeholders.

1. Appointment Data Management:

• Monitor intake volume, waitlists, and appointment schedules, identifying trends and areas for improvement.
• Ensure accurate tracking and reporting of appointment data for program analysis.
• Work closely with leadership to optimize operational efficiency.

1. Client Communication & Case Assignment:

• Onboarding of clients into the Electronic Health Records (EHR) system.
• Ensure intake staff respond to client inquiries in a timely and professional manner.
• Address client inquiries regarding appointment scheduling and resolve issues as needed.
• Oversee case assignment, ensuring balanced workloads among clinical professionals.

1. Collaboration & Reporting:

• Serve as a key liaison between intake staff, program managers, and clinical teams.
• Prepare and distribute performance reports, including performance metrics, client feedback, and case progress.
• Contribute to the development of intake protocols and best practices.

Essential Qualifications :

• Bachelor's degree in a relevant clinical field (Psychology, Social Work, or related discipline).
• At least three years of administrative support or case management experience in a clinical or healthcare setting.
• Experience in a leadership or supervisory role is strongly preferred.
• Strong written and verbal communication skills.
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).
• Ability to manage multiple tasks with attention to detail and deadlines.
• Discretion in handling sensitive client and clinical information.
• Experience with case management and appointment scheduling systems is a plus.
• Experience with Electronic Health Records (EHR) systems is preferred.
• Bilingual skills are a plus.