Intake Coordinator Job Description

What is a Intake Coordinator?

An Intake Coordinator is a professional who serves as the first point of contact for new clients or patients, handling their initial inquiries, assessments, and documentation to facilitate their entry into an organization's system. They play a key role in gathering essential information, verifying eligibility, and coordinating with other staff to ensure a seamless onboarding process. This position requires strong communication skills, attention to detail, and the ability to manage multiple tasks efficiently in fast-paced environments such as healthcare facilities, law firms, or social service agencies.

What does a Intake Coordinator do?

An Intake Coordinator performs a variety of tasks to support the intake process, including receiving and reviewing new client referrals, collecting and verifying personal and medical information, and scheduling appointments or services. They communicate with clients to explain procedures, answer questions, and address concerns, while also maintaining accurate records in databases or electronic health systems. Additionally, they collaborate with internal teams, such as case managers or healthcare providers, to ensure timely and appropriate service delivery, and may assist in developing or improving intake protocols to enhance efficiency and client satisfaction.

Job Overview

The Intake Coordinator serves as the critical first point of contact for clients, patients, or service recipients, responsible for managing the initial assessment and onboarding process. This role requires exceptional organizational skills, empathy, and the ability to efficiently gather and process information to ensure smooth transitions into care or service programs.

Intake Coordinator responsibilities include:

Must-Have Requirements

Preferred Qualifications

Bonus Skills