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Intake Specialist Job Description

intake specialist job description

So, you want to become an Intake Specialist

This job requires a variety of skills and abilities, ranging from administrative tasks to dealing with customer inquiries. If you’re looking for an exciting, fast-paced, and challenging role, then this could be the perfect job for you. 

So, let’s learn more about the Intake Specialist Job Description and what it entails. 

What Is An Intake Specialist?

An intake specialist is an important figure in many organizations. They are the front line of client service, and they must exercise top-notch communication and organizational skills to do their job effectively.

Besides greeting customers and patients, they will also manage paperwork, coordinate schedules, collect patient histories and emergency contact information, and check in patients. 

Excellent customer service skills are essential…

Overall, these specialized professionals conduct detailed interviews with patients or their family members to gain insight into their needs and create a plan for medically related services. 

Intake specialists possess strong analytical skills and an expansive knowledge base on both the administrative side of patient management as well as the nuances of specific health conditions. As experts in patient advocacy, intake specialists assist individuals through every step of the healthcare process while making sure they get the care they need. 

Where Do Intake Specialists Work?

Intake Specialists are valuable members of the healthcare industry who work in a wide range of settings. Most commonly, they can be found in hospitals, clinics, and other medical offices; however, some can also work for health insurance companies, home healthcare organizations, and long-term care facilities. 

What Qualifications Do You Need?

This job opportunity is great for those who want to get their foot in the administrative door since no prior experience is required for entry-level positions. However, a bachelor’s degree in a field such as health or social services helps understand the needs of diverse client populations and having a working knowledge of any applicable healthcare regulations.

Strong written and verbal communication skills are also key to success; Intake Specialists must be prepared to discuss treatment plans and intake forms with clients clearly and concisely.

What Qualifications Do You Need

Stay on top of deadlines and legal requirements…

Organization, attention to detail, and the ability to stay on top of deadlines are all important traits to possess, and you need to remain compliant with any relevant organization policies or legal requirements. Lastly, having experience in the human service field may be seen as beneficial by potential employers when considering applicants who have applied.

What is the Average Wage?

 On average, an intake specialist takes home a wage of $43,800 per year. Though wages for this position may vary depending on their location and responsibilities, this particular salary amount is a standard figure that most in this profession can expect to receive as compensation. 

Those who work in this position can rest assured they will receive fair compensation for their efforts while also playing an important part in making sure customer and patient experience flows smoothly.

Intake Specialist Job Description

Here is an example Job description for an Intake Specialist:

Job Title: Intake Specialist Example 1

Job Description: As an intake specialist, you will be responsible for facilitating the intake process of new clients, patients, or customers. You will be the first point of contact for individuals seeking services or products from our organization. Your role is crucial in ensuring that clients are matched with appropriate resources and that their needs are met in a timely and effective manner.

Tasks and Responsibilities:

  • Conduct initial screenings to determine client eligibility for services or products.
  • Collect necessary information from clients to complete intake forms.
  • Assess client needs and refer them to relevant programs or services.
  • Provide information about available resources and answer questions about the organization’s offerings.
  • Schedule appointments for clients with appropriate staff members.
  • Maintain accurate records of client interactions and update databases accordingly.
  • Follow up with clients to ensure satisfaction with services provided.

Tasks and Responsibilities

Skills and Qualifications:

  • Excellent communication skills, both written and verbal.
  • Strong interpersonal skills and the ability to build rapport with clients from diverse backgrounds.
  • Attention to detail and ability to collect data accurately.
  • Ability to multitask in a fast-paced environment.
  • Basic computer skills, including proficiency in Microsoft Office.
  • Familiarity with database management systems.
  • Experience working in a customer service or social service setting is preferred.
  • Bachelor’s degree in social work, psychology, or related field preferred.

If you have a passion for helping people and possess excellent organizational skills, we encourage you to apply for this position. As an intake specialist, you will play a vital role in connecting our organization’s services with those who need them most.

Job Title: Intake Specialist Example 2


 We are seeking an experienced intake specialist to join our team. The ideal candidate is someone who is enthusiastic about helping people and has exceptional communication skills. As an intake specialist, you will be responsible for conducting initial screenings, collecting necessary information from clients, assessing their needs, and referring them to appropriate programs or services.



As an intake specialist, you will play a vital role in helping clients access the services and resources they need. Your responsibilities will include conducting initial screenings to determine whether clients meet eligibility requirements for services and gathering all necessary information from them to complete the intake form. 

You will be responsible for evaluating client needs and directing them to relevant programs or services based on their unique circumstances. Additionally, you will need to provide information about available resources and address any questions or concerns that clients may have regarding the organization’s offerings.

Keep your databases up to date…

To ensure efficient service delivery, you will be responsible for scheduling appointments for clients with appropriate staff members promptly. Maintaining precise records of all client interactions is also crucial, as you will need to update databases regularly to ensure the accuracy and accessibility of information.

After clients receive services, it’s essential to follow up with them to ensure their satisfaction with the level of care provided. By doing so, you can help identify areas where improvements can be made and take corrective action if needed. In summary, as an intake specialist, your goal is to make sure that clients receive the best possible care by providing guidance, support, and access to critical resources.


To be eligible for the position of an intake specialist, you should meet certain qualifications. A high school diploma or equivalent is required, but a bachelor’s degree in social work or a related field is preferred.

 You should also have at least two years of experience working in customer service or social services. Excellent communication skills are essential, both written and verbal, as you will need to interact with clients regularly. Additionally, strong people skills are necessary to build rapport with clients from diverse backgrounds.

Multitasking is a must…

The ability to multitask in a demanding environment is crucial for this role. You should also possess basic computer skills, including proficiency in Microsoft Office, and familiarity with database management systems would be an advantage. If you meet these qualifications and have a passion for helping others, this could be the perfect job opportunity for you!


We offer competitive salaries, comprehensive benefits packages, and opportunities for growth within the organization. If you are looking for a fulfilling career where you can make a difference in people’s lives, we encourage you to apply for this position.

How To Apply?

To apply for this position, please submit your resume and cover letter detailing your experience working as an intake specialist. We look forward to hearing from you!

How To Hire An Intake Specialist?

Hiring for this position is a critical task for any organization that provides services to clients. The following steps can help ensure you find the right candidate for the job:

  • Determine your needs: Before beginning the hiring process, it’s important to identify what specific skills and qualifications you need in an intake specialist. Consider factors such as the size of your organization, types of services offered, and client demographics.
  • Write a job description: Use the information gathered in step one to create a detailed job description that outlines the responsibilities, qualifications, and expectations for the position.
  • Advertise the position: Post the job description on relevant job boards and social media platforms, or consider working with a recruiting agency specializing in social service staffing.
  • Screen resumes: Review resumes received from applicants and shortlist those who meet your requirements.
  • Conduct interviews: Schedule interviews with candidates who make it through the screening round. Prepare questions that allow you to evaluate their experience collaborating with clients, communication skills, and ability to work under pressure.
  • Check references: Contact references provided by top candidates to confirm their qualifications and suitability for the role.
  • Make an offer: Once you’ve identified your top choice candidate, make an offer that includes salary, benefits package, and starting date.

By following these steps carefully and thoroughly evaluating each candidate’s skills and experience against your organization’s specific needs, you will be able to recruit an intake specialist who will help ensure your clients receive quality services while supporting organizational goals.

How To Hire An Intake Specialist

Using A Professional Recruiting Firm

If you’re looking for an intake specialist but don’t have the resources to conduct a thorough hiring process, consider working with a professional recruiting firm specializing in social services. 

Recruiting firms can provide access to a larger talent pool and will do all the work of identifying qualified candidates, performing background checks, and evaluating resumes so you can focus on making the best hire for your organization. Professional recruiters also have industry experience and know-how that makes them well-equipped to find the right candidate for any position. 

Use a recruitment agency’s expertise!

By leveraging the expertise of a professional recruitment agency, organizations can save time, money, and energy in their search for an intake specialist who matches their needs. With this approach, organizations can be confident they will hire someone capable of meeting the demands and expectations of both their clients and the organization. 

Additional Medical And Healthcare Career Guides

We’ve put together an extensive selection of job descriptions, starting with our Healthcare Administrator Job Description, followed by our in-depth guide to the Molina Healthcare Application and the UnitedHealthcare Insurance Application in 2023.

Next, we’ve got our Medical Coder Job Description, our Medical Biller Job Description, our Medical Director Job Description, and the most common Medical Receptionist Interview Questions, including the Best Companies That Hire For Medical Coding Jobs and the Best Companies That Hire For Medical Billing Jobs.

If nursing is more your passion, then take a look at our CRNA Job Description, our Medical-Surgical Nurse Job Description, and our Operating Room Nurse Job Description, along with our ICU Nurse Job Description and our NICU Nurse Job Description.

Final Thoughts

Hiring an intake specialist is a critical task for any organization that provides services to clients. Organizations should take their time when considering applicants and thoroughly evaluate each candidate’s qualifications and experience against their organization’s needs. 

Working with a professional recruitment agency can also be a fantastic way to access more talent and save time and money in the hiring process. No matter which approach is used, having an experienced and qualified intake specialist on board will help ensure the organization’s clients receive quality services and that its goals are met.

Happy Recruiting, and good luck with getting the perfect person for the job!

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About Wendy Young

Wendy runs an employment agency with her husband, Ian, in Rochester, New York.

She loves nothing more than hosting a good dinner party and spends weeks intricately planning her next 'event.' She often uses these to introduce clients to potential employers in a relaxed, informal fashion. The food must be delicious, the cocktails and wine must be a perfect match, and the decor needs to impress without being over the top. With all that going on, it's amazing that she gets any time to write about her thoughts on securing the dream job.

They live on the outskirts of New York with their poodle, Princess.

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