Intake Specialist

Job Summary

To support families in accessing essential services, the full-time remote Intake Specialist will coordinate scheduling, manage documentation, and facilitate the evaluation process while ensuring a positive experience for clients and their families.

Key responsibilities:

• Coordinate scheduling of consultations, tours, and assessments while communicating necessary details to clients and caregivers
• Collect and maintain accurate intake information and records within the EMR system
• Track case progress through the intake process and assist families with referral coordination and care navigation

Required qualifications:

• High school diploma or equivalent with 3-4 years of experience in an intake specialist role, or a bachelor's degree in a related field with 2+ years of relevant experience
• Proven ability to provide excellent customer service and manage client intake operations effectively
• Experience using practice management software and Excel or reporting tools to monitor metrics
• Strong organizational skills to manage multiple priorities while maintaining attention to detail
• Exposure to continuous improvement initiatives in operational processes