Intake Coordinator Job Description Template
The Intake Coordinator is responsible for the smooth and efficient operation of the intake process for new clients. This includes greeting clients, collecting necessary information and documentation, scheduling appointments, and caring for general office duties as needed. The Intake Coordinator must be able to work well under pressure, juggle multiple tasks at once, and have a friendly and professional demeanor.
Intake Coordinator Job Responsibilities
- The Intake Coordinator is responsible for receiving referrals and coordinating the intake process for new clients.
- The Intake Coordinator will complete an initial assessment of each referral to determine if the program is a good fit.
- If the program is a good fit, the Intake Coordinator will schedule an appointment for the client to meet with a case manager.
- The Intake Coordinator will maintain accurate records of all referrals and intakes in the agency's database.
- The Intake Coordinator will provide general information and support to clients and families during the intake process.
Objectives
- To provide initial assessment, support and referrals for clients seeking assistance from the organization.
- To schedule appointments for clients with appropriate staff members.
- To maintain accurate client records and documentation.
- To follow up with clients after their initial appointment to ensure they are satisfied with the service received and to answer any questions they may have.
- To provide administrative support to the intake team as needed, including answering phones, responding to emails and preparing reports.
Intake Coordinator Job Skills & Qualifications Needed
- The skills and qualifications needed for the role of Intake Coordinator include excellent communication, organizational, and customer service skills. Additionally, a bachelor's degree in social work or a related field is preferred.