Positions as an intake specialist are available in many companies, typically those in the health care field. These professionals take referrals from providers, contact those referred patients, and manage these patients' details. This process includes prescreening patients, processing documents, and communicating with a team of employees to determine the best available options for each potential patient. Most of the intake specialist's work is done in a team with colleagues performing the same tasks, and they usually participate in regular meetings with other employees and managers to receive and present updates about progress and goals.
Intake Specialist Tasks
Verify eligibility, demographic, and cost information to determine needs and necessary activities.
Follow up with clients, providing key information and documenting interactions.
Answer, document, and resolve or escalate incoming telephone, fax, and email inquiries.