# Intake Coordinator

*/JobTypes/Intake_Coordinator*

## Neighborhood

### Parent

- [Mental Health and Substance Abuse Social Workers](/Occupations/Mental_Health_and_Substance_Abuse_Social_Workers) — parent · Occupations

### Siblings

- [Assertive Community Treatment (ACT) Team Social Worker](/JobTypes/Assertive_Community_Treatment_(ACT)_Team_Social_Worker) — siblings · JobTypes
- [Dual Diagnosis Therapist](/JobTypes/Dual_Diagnosis_Therapist) — siblings · JobTypes
- [Forensic Mental Health Social Worker](/JobTypes/Forensic_Mental_Health_Social_Worker) — siblings · JobTypes
- [Inpatient Psychiatric Social Worker](/JobTypes/Inpatient_Psychiatric_Social_Worker) — siblings · JobTypes
- [Intensive Outpatient Program (IOP) Therapist](/JobTypes/Intensive_Outpatient_Program_(IOP)_Therapist) — siblings · JobTypes
- [Medication-Assisted Treatment (MAT) Social Worker](/JobTypes/Medication-Assisted_Treatment_(MAT)_Social_Worker) — siblings · JobTypes
- [Mobile Crisis Intervention Clinician](/JobTypes/Mobile_Crisis_Intervention_Clinician) — siblings · JobTypes
- [Private Practice LCSW](/JobTypes/Private_Practice_LCSW) — siblings · JobTypes
- [Psychiatric Social Worker](/JobTypes/Psychiatric_Social_Worker) — siblings · JobTypes
- [Residential Rehab Substance Use Counselor](/JobTypes/Residential_Rehab_Substance_Use_Counselor) — siblings · JobTypes

### Related (delivered by)

- [Homeowner Eligibility Intake and Income Verification](/Processes/Homeowner_Eligibility_Intake_and_Income_Verification) — delivered by · Processes
- [Intake Management](/Processes/Intake_Management) — delivered by · Processes
- [Dispute Intake and Conflict Check](/Processes/Dispute_Intake_and_Conflict_Check) — delivered by · Processes
- [Youth Intake and Assessment](/Processes/Youth_Intake_and_Assessment) — delivered by · Processes
- [Conduct Intake Health Screening](/Processes/Conduct_Intake_Health_Screening) — delivered by · Processes
- [Patient Intake and Referral Acceptance](/Processes/Patient_Intake_and_Referral_Acceptance) — delivered by · Processes
- [Job Intake](/Processes/Job_Intake) — delivered by · Processes
- [Program Enrollment Intake](/Processes/Program_Enrollment_Intake) — delivered by · Processes
- [Belongings Inventory Management](/Processes/Belongings_Inventory_Management) — delivered by · Processes
- [Referring Physician Order Intake](/Processes/Referring_Physician_Order_Intake) — delivered by · Processes
- [Initial Case Provisioning](/Processes/Initial_Case_Provisioning) — delivered by · Processes
- [Program Participant Recruitment and Intake](/Processes/Program_Participant_Recruitment_and_Intake) — delivered by · Processes
- [Client intake processing](/Processes/Client_intake_processing) — delivered by · Processes
- [Litigation Referral Management](/Processes/Litigation_Referral_Management) — delivered by · Processes
- [Interview new patients to complete admission forms, to assess their mental health status, or to obta...](/Tasks/Interview_new_patients_to_complete_admission_forms,_to_assess_their_mental_health_status,_or_to_obta...) — delivered by · Tasks
- [Process or book convicted individuals into prison.](/Tasks/Process_or_book_convicted_individuals_into_prison.) — delivered by · Tasks
- [Collect information about clients.](/Activities/Collect_information_about_clients.) — delivered by · Activities
- [Prepare forms or applications.](/Activities/Prepare_forms_or_applications.) — delivered by · Activities
- [Coordinate with treatment center personnel to obtain patients' vital statistics and medical history,...](/Tasks/Coordinate_with_treatment_center_personnel_to_obtain_patients'_vital_statistics_and_medical_history,...) — delivered by · Tasks
- [Provide social workers with pertinent information gathered during applicant interviews.](/Tasks/Provide_social_workers_with_pertinent_information_gathered_during_applicant_interviews.) — delivered by · Tasks
- [Assist individuals in filling out applications or questionnaires.](/Tasks/Assist_individuals_in_filling_out_applications_or_questionnaires.) — delivered by · Tasks
- [Receive information request](/Processes/Receive_information_request) — delivered by · Processes
- [Perform the initial intake](/Processes/Perform_the_initial_intake) — delivered by · Processes
- [Manage member inquiry intake](/Processes/Manage_member_inquiry_intake) — delivered by · Processes
- [Manage provider inquiry intake](/Processes/Manage_provider_inquiry_intake) — delivered by · Processes
- [Accept and validate applications](/Processes/Accept_and_validate_applications) — delivered by · Processes

### Related (signature role)

- [Patient Registration Service Provider](/CompanyTypes/Patient_Registration_Service_Provider) — signature role · CompanyTypes
- [Counseling Practice](/CompanyTypes/Counseling_Practice) — signature role · CompanyTypes
- [Document Processing Service](/CompanyTypes/Document_Processing_Service) — signature role · CompanyTypes
- [Nutrition Consulting Firms](/CompanyTypes/Nutrition_Consulting_Firms) — signature role · CompanyTypes
- [Nonprofit Human Services Organization](/CompanyTypes/Nonprofit_Human_Services_Organization) — signature role · CompanyTypes
- [Winter Warming Centers](/CompanyTypes/Winter_Warming_Centers) — signature role · CompanyTypes
- [Social Services Agency](/CompanyTypes/Social_Services_Agency) — signature role · CompanyTypes
- [Pediatric Home Health Agency](/CompanyTypes/Pediatric_Home_Health_Agency) — signature role · CompanyTypes
- [Patient Intake Outsourcing Firm](/CompanyTypes/Patient_Intake_Outsourcing_Firm) — signature role · CompanyTypes
- [Durable Medical Equipment (DME) Supplier](/CompanyTypes/Durable_Medical_Equipment_(DME)_Supplier) — signature role · CompanyTypes
- [Family Services Organization](/CompanyTypes/Family_Services_Organization) — signature role · CompanyTypes
- [Employment Law Firms](/CompanyTypes/Employment_Law_Firms) — signature role · CompanyTypes
- [Community Medicaid Counseling Center](/CompanyTypes/Community_Medicaid_Counseling_Center) — signature role · CompanyTypes
- [Broad-line Home Medical Equipment (HME) Retailer](/CompanyTypes/Broad-line_Home_Medical_Equipment_(HME)_Retailer) — signature role · CompanyTypes
- [IT Break-Fix & Refurbishment Depot](/CompanyTypes/IT_Break-Fix_&_Refurbishment_Depot) — signature role · CompanyTypes
- [Telehealth-Only Therapy Network](/CompanyTypes/Telehealth-Only_Therapy_Network) — signature role · CompanyTypes

### Related (staff)

- [Office Of The Ombudsperson](/Departments/Office_Of_The_Ombudsperson) — staff · Departments
- [Office Of The Ombudsman](/Departments/Office_Of_The_Ombudsman) — staff · Departments
- [Application Processing](/Departments/Application_Processing) — staff · Departments
- [IT Demand Management](/Departments/IT_Demand_Management) — staff · Departments
- [Counseling](/Departments/Counseling) — staff · Departments
- [Intake](/Departments/Intake) — staff · Departments
- [Intake Services](/Departments/Intake_Services) — staff · Departments
- [Social Services](/Departments/Social_Services) — staff · Departments
- [Constituent Services](/Departments/Constituent_Services) — staff · Departments

### Who staffs this

- [Criminal Defense Firm](/CompanyTypes/Criminal_Defense_Firm) — staffs · CompanyTypes
- [Client Intake](/Departments/Client_Intake) — staffs · Departments
- [Visiting Nurse Association (VNA)](/CompanyTypes/Visiting_Nurse_Association_(VNA)) — staffs · CompanyTypes
- [Nutritional Coaching](/Departments/Nutritional_Coaching) — staffs · Departments
- [boutique psychoanalysis practice teams](/CompanyTypes/boutique_psychoanalysis_practice_teams) — staffs · CompanyTypes
- [Dual Diagnosis Treatment Centers](/CompanyTypes/Dual_Diagnosis_Treatment_Centers) — staffs · CompanyTypes
- [Re-entry Workforce Program](/CompanyTypes/Re-entry_Workforce_Program) — staffs · CompanyTypes
- [Multidisciplinary Group Practice](/CompanyTypes/Multidisciplinary_Group_Practice) — staffs · CompanyTypes
- [Faith-Based Recovery Missions](/CompanyTypes/Faith-Based_Recovery_Missions) — staffs · CompanyTypes
- [Adult Day Care Center](/CompanyTypes/Adult_Day_Care_Center) — staffs · CompanyTypes
- [Legal and Process Server Courier](/CompanyTypes/Legal_and_Process_Server_Courier) — staffs · CompanyTypes
- [Health System-Owned Home Health Agency](/CompanyTypes/Health_System-Owned_Home_Health_Agency) — staffs · CompanyTypes
- [Neuropsychological Assessment Center](/CompanyTypes/Neuropsychological_Assessment_Center) — staffs · CompanyTypes
- [Reentry Halfway Houses](/CompanyTypes/Reentry_Halfway_Houses) — staffs · CompanyTypes
- [Supported Employment Agency](/CompanyTypes/Supported_Employment_Agency) — staffs · CompanyTypes
- [Psychiatric Step-Down Facilities](/CompanyTypes/Psychiatric_Step-Down_Facilities) — staffs · CompanyTypes
- [Intensive Outpatient Program Provider](/CompanyTypes/Intensive_Outpatient_Program_Provider) — staffs · CompanyTypes
- [Partial Hospitalization Programs (PHP)](/CompanyTypes/Partial_Hospitalization_Programs_(PHP)) — staffs · CompanyTypes
- [Consumer Device Repair Shop](/CompanyTypes/Consumer_Device_Repair_Shop) — staffs · CompanyTypes
- [Home Infusion Provider](/CompanyTypes/Home_Infusion_Provider) — staffs · CompanyTypes
- [Ambulatory Detox Centers](/CompanyTypes/Ambulatory_Detox_Centers) — staffs · CompanyTypes
- [High-Volume Spay and Neuter Clinic](/CompanyTypes/High-Volume_Spay_and_Neuter_Clinic) — staffs · CompanyTypes
- [Opioid Treatment Programs (OTP)](/CompanyTypes/Opioid_Treatment_Programs_(OTP)) — staffs · CompanyTypes
- [Private Behavioral Health Groups](/CompanyTypes/Private_Behavioral_Health_Groups) — staffs · CompanyTypes

### AI agents replacing this role

- [Intake Parser Agent](/Agents/Intake_Parser_Agent) — replaces · Agents
- [Document Triage Agent](/Agents/Document_Triage_Agent) — replaces · Agents
- [Brief Ingestion Agent](/Agents/Brief_Ingestion_Agent) — replaces · Agents

### Perform

- [Book assessment and intake](/Tasks/Book_assessment_and_intake) — perform · Tasks
- [Track intake status across open cases](/Tasks/Track_intake_status_across_open_cases) — perform · Tasks
- [Verify Program Eligibility and Documentation](/Tasks/Verify_Program_Eligibility_and_Documentation) — perform · Tasks
- [Screen Applications Against Program Eligibility Criteria](/Tasks/Screen_Applications_Against_Program_Eligibility_Criteria) — perform · Tasks
- [Collect initial client intake information](/Tasks/Collect_initial_client_intake_information) — perform · Tasks
- [Communicate next steps to clients](/Tasks/Communicate_next_steps_to_clients) — perform · Tasks
- [Coordinate handoffs to service teams](/Tasks/Coordinate_handoffs_to_service_teams) — perform · Tasks
- [Gather client information at intake](/Tasks/Gather_client_information_at_intake) — perform · Tasks
- [Maintain intake records and case files](/Tasks/Maintain_intake_records_and_case_files) — perform · Tasks
- [Route clients to appropriate programs or providers](/Tasks/Route_clients_to_appropriate_programs_or_providers) — perform · Tasks
- [Schedule appointments and assessments](/Tasks/Schedule_appointments_and_assessments) — perform · Tasks
- [Coordinate documentation requests with referral sources](/Tasks/Coordinate_documentation_requests_with_referral_sources) — perform · Tasks
- [Route cases to the appropriate service team](/Tasks/Route_cases_to_the_appropriate_service_team) — perform · Tasks
- [Track intake volume and turnaround](/Tasks/Track_intake_volume_and_turnaround) — perform · Tasks
- [Maintain the intake queue and waitlist](/Tasks/Maintain_the_intake_queue_and_waitlist) — perform · Tasks

### Required knowledge

- [Client Confidentiality Regulations](/Knowledge/Client_Confidentiality_Regulations) — requires knowledge · Knowledge
- [Service Eligibility Criteria](/Knowledge/Service_Eligibility_Criteria) — requires knowledge · Knowledge
- [Referral and service pathways](/Knowledge/Referral_and_service_pathways) — requires knowledge · Knowledge
- [Intake Procedures](/Knowledge/Intake_Procedures) — requires knowledge · Knowledge
- [Confidentiality Regulations](/Knowledge/Confidentiality_Regulations) — requires knowledge · Knowledge
- [Program Eligibility Criteria](/Knowledge/Program_Eligibility_Criteria) — requires knowledge · Knowledge

### Uses software

- [Scheduling Software](/Software/Scheduling_Software) — uses software · Software
- [Customer Relationship Management System](/Software/Customer_Relationship_Management_System) — uses software · Software
- [Case management software](/Software/Case_management_software) — uses software · Software
- [Electronic health record systems](/Software/Electronic_health_record_systems) — uses software · Software
- [Microsoft Office](/Software/Microsoft_Office) — uses software · Software
- [Case Management System](/Software/Case_Management_System) — uses software · Software
- [Microsoft Outlook](/Software/Microsoft_Outlook) — uses software · Software
- [Microsoft Excel](/Software/Microsoft_Excel) — uses software · Software

### Requires ability

- [Time Sharing](/Ability/Time_Sharing) — requires ability · Ability
- [Information ordering](/Ability/Information_ordering) — requires ability · Ability
- [Oral comprehension](/Ability/Oral_comprehension) — requires ability · Ability
- [Oral expression](/Ability/Oral_expression) — requires ability · Ability
- [Problem sensitivity](/Ability/Problem_sensitivity) — requires ability · Ability

### Engage in

- [Track intake status across open cases](/Activities/Track_intake_status_across_open_cases) — engage in · Activities
- [Screen individuals for program eligibility](/Activities/Screen_individuals_for_program_eligibility) — engage in · Activities
- [Gather client information at intake](/Activities/Gather_client_information_at_intake) — engage in · Activities
- [Route clients to appropriate programs or providers](/Activities/Route_clients_to_appropriate_programs_or_providers) — engage in · Activities
- [Schedule appointments and assessments](/Activities/Schedule_appointments_and_assessments) — engage in · Activities
- [Route cases to the appropriate service team](/Activities/Route_cases_to_the_appropriate_service_team) — engage in · Activities

### Uses tool

- [Headsets](/Products/Headsets) — uses tool · Products

### Required skills

- [Case documentation](/Skills/Case_documentation) — requires skill · Skills
- [Client communication](/Skills/Client_communication) — requires skill · Skills
- [Eligibility screening](/Skills/Eligibility_screening) — requires skill · Skills
- [Intake interviewing](/Skills/Intake_interviewing) — requires skill · Skills
- [Scheduling coordination](/Skills/Scheduling_coordination) — requires skill · Skills
- [Active Listening](/Skills/Active_Listening) — requires skill · Skills
- [Case Routing](/Skills/Case_Routing) — requires skill · Skills
- [Client Interviewing](/Skills/Client_Interviewing) — requires skill · Skills

### Type of

- [Eligibility Interviewers, Government Programs](/Occupations/Eligibility_Interviewers,_Government_Programs) — type of · Occupations

### Problems this exposes

- [no-show risk not predicted, so slots wasted](/Problems/no-show_risk_not_predicted,_so_slots_wasted) — exposes problem · Problems
- [insurance eligibility and prior-auth verification gates scheduling](/Problems/insurance_eligibility_and_prior-auth_verification_gates_scheduling) — exposes problem · Problems
- [incomplete intake forms bounce the patient back into a callback queue](/Problems/incomplete_intake_forms_bounce_the_patient_back_into_a_callback_queue) — exposes problem · Problems
- [referral packets arrive as faxed PDFs needing manual re-keying](/Problems/referral_packets_arrive_as_faxed_PDFs_needing_manual_re-keying) — exposes problem · Problems