Intake Specialist (Administrative)
MISSION STATEMENT
We build pathways to independence through personal development and the power of work.
Position Duties:
1. Develop and maintain an understanding of all programs and services within the assigned department inclusive of eligibility criteria, processes, desired outcomes, enrollment/exit dates, service length, relevant service areas and knowledge of local human services programs.
2. Attend offsite and onsite recruitment events, community resources fairs and other promotional activities to engage and enroll potential participants.
3. Responds to telephone and other inquiries to engage potential participants and provide referral sources with accurate program related information, assist with program related questions and provide guidance.
4. Perform initial intake with potential participants to screen their needs, eligibility, identification of personal goals, provides information and encourages program enrollment. Collect and analyze relevant information to ensure the appropriate action for program participation.
5. Schedule and facilitate intake appointments to obtain vital documents.
6. Create client profiles in the case management system and hard copy client information folders. Ensure all client data is entered into the appropriate systems and update records as needed.
7. Ensure compliance with HIPAA and handle all client information with the highest level of integrity while adhering to organizational policies and procedures.
8. Work in collaboration with other staff members to ensure client tracking and seamless client flows.
9. Cross reference intake tracking data with program enrollment data to ensure accurate accounting for all incoming clients. Use data to evaluate and determine the effectiveness of intake flows and contribute to continuous improvement efforts.
10. Engage in ongoing professional development to stay current with best practices, emerging trends, and changes in relevant regulations and policies.
11. Perform other reasonable assignments as required.
