Intake Coordinator

Essential Function

Under the direction of the Admissions Manager, the Intake Coordinator performs a variety of clerical tasks related to client admissions and medical records processing. The person in this position is responsible for greeting prospective clients in a welcoming and professional manner. They are also responsible for collecting client information accurately in order to complete admissions paperwork reflecting general and behavioral health guidelines, concerns, charting requirements, and client tracking procedures.

• Maintains confidentiality of client information and medical records.
• Register all clients and complete admissions paperwork.
• Performs insurance verification.
• Ensures that client forms are complete and accurate.
• Verifies and confirms all funding sources and tracking procedures in the medical records tracking system and charts.
• Reconciles and prepares daily census reports or other tracking measures.
• Prepares and maintains all admissions paperwork, charts, and packages.
• Fills in for the Admissions Manager during any absences.
• Answers calls from referral sources and provides information about services.
• Communicates with admitting residential units in verifying occupancy to ensure that information is accurate and consistent.
• Other duties as assigned by the Manager of Admissions.

• Knowledge of administrative and clerical procedures and processes.
• General computer skills and knowledge of Microsoft applications.
• Able to communicate through the use of electronic mail systems.
• Ability to maintain an orderly and constructive atmosphere on the facility and ensure the equitable treatment of clients.
• Knowledge of HIPAA, privacy, and confidentiality laws and regulations.
• Ability to work independently, without supervision.
• Ability to be assertive and consistent in dealings with clients.
• Ability to cope effectively with crisis situations.
• Good verbal and interpersonal communication skills.

At least one (1) year of experience working cooperatively within a human service setting.

• High school diploma or equivalent required
• CDCA certification or above, preferred
• Computer skills in basic MS Office Suite – Word, Excel, Outlook
• Training in Bloodborne Pathogens, CPR/First Aid, and Communicable Diseases
• Some training in substance and/or behavioral health disorders
• Basic knowledge of crisis intervention – De‑Escalation Training
• Ability to pass a urine drug screen and a background check in accordance with ORC 5164.34 and the Departments of Medicaid and Medicare.