# Intake Specialist

*/JobTypes/Intake_Specialist*

## Neighborhood

### Related (delivered by)

- [Request Intake and Address Validation](/Processes/Request_Intake_and_Address_Validation) — delivered by · Processes
- [Client Submission Review](/Processes/Client_Submission_Review) — delivered by · Processes
- [Demand Elicitation and Intake](/Processes/Demand_Elicitation_and_Intake) — delivered by · Processes
- [Bulk Case Intake Processing](/Processes/Bulk_Case_Intake_Processing) — delivered by · Processes
- [Confer with or interview officials, technical or professional specialists, or applicants to obtain i...](/Tasks/Confer_with_or_interview_officials,_technical_or_professional_specialists,_or_applicants_to_obtain_i...) — delivered by · Tasks
- [Ask questions in accordance with instructions to obtain various specified information, such as perso...](/Tasks/Ask_questions_in_accordance_with_instructions_to_obtain_various_specified_information,_such_as_perso...) — delivered by · Tasks
- [Develop and maintain relationships with community referral sources, such as schools or community gro...](/Tasks/Develop_and_maintain_relationships_with_community_referral_sources,_such_as_schools_or_community_gro...) — delivered by · Tasks
- [Evaluate characteristics of individuals to determine needs or eligibility.](/Activities/Evaluate_characteristics_of_individuals_to_determine_needs_or_eligibility.) — delivered by · Activities
- [Receive constituent problems, requests, and inquiries](/Processes/Receive_constituent_problems,_requests,_and_inquiries) — delivered by · Processes
- [Receive constituent complaints](/Processes/Receive_constituent_complaints) — delivered by · Processes
- [Process new inmates](/Processes/Process_new_inmates) — delivered by · Processes
- [Perform preliminary analysis and case initiation](/Processes/Perform_preliminary_analysis_and_case_initiation) — delivered by · Processes
- [Optimize submission process](/Processes/Optimize_submission_process) — delivered by · Processes
- [Identify incomplete submissions and service failures](/Processes/Identify_incomplete_submissions_and_service_failures) — delivered by · Processes
- [Handle inquiries on pending applications](/Processes/Handle_inquiries_on_pending_applications) — delivered by · Processes
- [Enter applications into system](/Processes/Enter_applications_into_system) — delivered by · Processes

### Related (signature role)

- [Nonprofit Social Services Agency](/CompanyTypes/Nonprofit_Social_Services_Agency) — signature role · CompanyTypes
- [Case Management Service Provider](/CompanyTypes/Case_Management_Service_Provider) — signature role · CompanyTypes
- [Employee Assistance Program Provider](/CompanyTypes/Employee_Assistance_Program_Provider) — signature role · CompanyTypes
- [Community Service Provider](/CompanyTypes/Community_Service_Provider) — signature role · CompanyTypes
- [Ethics Hotline Provider](/CompanyTypes/Ethics_Hotline_Provider) — signature role · CompanyTypes
- [Whistleblower Hotline Provider](/CompanyTypes/Whistleblower_Hotline_Provider) — signature role · CompanyTypes
- [Plaintiffs' Contingency Firm](/CompanyTypes/Plaintiffs'_Contingency_Firm) — signature role · CompanyTypes
- [Nonprofit Service Provider](/CompanyTypes/Nonprofit_Service_Provider) — signature role · CompanyTypes
- [Nonprofit Human Services Organization](/CompanyTypes/Nonprofit_Human_Services_Organization) — signature role · CompanyTypes
- [Immigration Detention Centers](/CompanyTypes/Immigration_Detention_Centers) — signature role · CompanyTypes
- [Hotel/Motel Voucher Programs](/CompanyTypes/Hotel%2FMotel_Voucher_Programs) — signature role · CompanyTypes
- [Personal Injury (PI) Mill](/CompanyTypes/Personal_Injury_(PI)_Mill) — signature role · CompanyTypes
- [Retail Consumer Law Practice](/CompanyTypes/Retail_Consumer_Law_Practice) — signature role · CompanyTypes

### Related (staff)

- [Case Management](/Departments/Case_Management) — staff · Departments
- [Intake](/Departments/Intake) — staff · Departments
- [Intake Services](/Departments/Intake_Services) — staff · Departments

### Who staffs this

- [Crisis Hotline Operations](/Departments/Crisis_Hotline_Operations) — staffs · Departments
- [Respite Care Provider](/CompanyTypes/Respite_Care_Provider) — staffs · CompanyTypes
- [Private Duty Home Care Agency](/CompanyTypes/Private_Duty_Home_Care_Agency) — staffs · CompanyTypes
- [Companion Care Registry](/CompanyTypes/Companion_Care_Registry) — staffs · CompanyTypes
- [Medicaid Waiver Agency](/CompanyTypes/Medicaid_Waiver_Agency) — staffs · CompanyTypes
- [Non-Clinical Counseling Centers](/CompanyTypes/Non-Clinical_Counseling_Centers) — staffs · CompanyTypes

### Perform

- [Screen client eligibility](/Tasks/Screen_client_eligibility) — perform · Tasks
- [Refer clients to community resources for services, such as job placement, debt counseling, legal aid...](/Tasks/Refer_clients_to_community_resources_for_services,_such_as_job_placement,_debt_counseling,_legal_aid...) — perform · Tasks
- [Complete enrollment documentation](/Tasks/Complete_enrollment_documentation) — perform · Tasks
- [Verify Eligibility Documentation](/Tasks/Verify_Eligibility_Documentation) — perform · Tasks
- [Refer clients to other specialists, institutions, or support services as necessary.](/Tasks/Refer_clients_to_other_specialists,_institutions,_or_support_services_as_necessary.) — perform · Tasks
- [Enter applicant and case data into systems](/Tasks/Enter_applicant_and_case_data_into_systems) — perform · Tasks
- [Conduct client intake interviews](/Tasks/Conduct_client_intake_interviews) — perform · Tasks
- [Assess Immediate Client Needs](/Tasks/Assess_Immediate_Client_Needs) — perform · Tasks
- [Complete intake forms and assessments](/Tasks/Complete_intake_forms_and_assessments) — perform · Tasks
- [Flag cases needing priority handling](/Tasks/Flag_cases_needing_priority_handling) — perform · Tasks
- [Collect and verify required documentation](/Tasks/Collect_and_verify_required_documentation) — perform · Tasks
- [Explain services and processes to clients](/Tasks/Explain_services_and_processes_to_clients) — perform · Tasks
- [Complete intake assessments and case records](/Tasks/Complete_intake_assessments_and_case_records) — perform · Tasks
- [Conduct structured intake interviews](/Tasks/Conduct_structured_intake_interviews) — perform · Tasks
- [Explain program services and consent forms](/Tasks/Explain_program_services_and_consent_forms) — perform · Tasks
- [Assess client needs and presenting concerns](/Tasks/Assess_client_needs_and_presenting_concerns) — perform · Tasks

### Required knowledge

- [Service Eligibility Criteria](/Knowledge/Service_Eligibility_Criteria) — requires knowledge · Knowledge
- [Eligibility Criteria](/Knowledge/Eligibility_Criteria) — requires knowledge · Knowledge
- [Client Confidentiality Regulations](/Knowledge/Client_Confidentiality_Regulations) — requires knowledge · Knowledge
- [Program Benefits](/Knowledge/Program_Benefits) — requires knowledge · Knowledge
- [Confidentiality and privacy rules](/Knowledge/Confidentiality_and_privacy_rules) — requires knowledge · Knowledge
- [Intake and assessment procedures](/Knowledge/Intake_and_assessment_procedures) — requires knowledge · Knowledge
- [Confidentiality Regulations](/Knowledge/Confidentiality_Regulations) — requires knowledge · Knowledge
- [Intake Assessment Methods](/Knowledge/Intake_Assessment_Methods) — requires knowledge · Knowledge
- [Program Eligibility Criteria](/Knowledge/Program_Eligibility_Criteria) — requires knowledge · Knowledge

### Required skills

- [Documentation Accuracy](/Skills/Documentation_Accuracy) — requires skill · Skills
- [Structured Interviewing](/Skills/Structured_Interviewing) — requires skill · Skills
- [Active listening](/Skills/Active_listening) — requires skill · Skills
- [Data entry](/Skills/Data_entry) — requires skill · Skills
- [Document verification](/Skills/Document_verification) — requires skill · Skills
- [Intake interviewing](/Skills/Intake_interviewing) — requires skill · Skills
- [Needs assessment](/Skills/Needs_assessment) — requires skill · Skills
- [Clinical Interviewing](/Skills/Clinical_Interviewing) — requires skill · Skills
- [Documentation](/Skills/Documentation) — requires skill · Skills

### Uses software

- [Eligibility Screening System](/Software/Eligibility_Screening_System) — uses software · Software
- [Document Management System](/Software/Document_Management_System) — uses software · Software
- [Electronic health record systems](/Software/Electronic_health_record_systems) — uses software · Software
- [Document management software](/Software/Document_management_software) — uses software · Software
- [Case management software](/Software/Case_management_software) — uses software · Software
- [Microsoft Office](/Software/Microsoft_Office) — uses software · Software
- [Case Management System](/Software/Case_Management_System) — uses software · Software
- [Electronic Health Record](/Software/Electronic_Health_Record) — uses software · Software
- [Microsoft Word](/Software/Microsoft_Word) — uses software · Software

### Engage in

- [Screen clients against eligibility criteria](/Activities/Screen_clients_against_eligibility_criteria) — engage in · Activities
- [Conduct intake interviews with new clients](/Activities/Conduct_intake_interviews_with_new_clients) — engage in · Activities
- [Complete intake forms and assessments](/Activities/Complete_intake_forms_and_assessments) — engage in · Activities
- [Assess client needs and urgency](/Activities/Assess_client_needs_and_urgency) — engage in · Activities
- [Assess client needs and presenting concerns](/Activities/Assess_client_needs_and_presenting_concerns) — engage in · Activities

### Uses tool

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

### Requires ability

- [Oral expression](/Ability/Oral_expression) — requires ability · Ability
- [Problem sensitivity](/Ability/Problem_sensitivity) — requires ability · Ability
- [Information ordering](/Ability/Information_ordering) — requires ability · Ability
- [Oral comprehension](/Ability/Oral_comprehension) — requires ability · Ability
- [Social Perceptiveness](/Ability/Social_Perceptiveness) — requires ability · Ability

### Type of

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

### Problems this exposes

- [eligibility screening against program criteria from incomplete forms](/Problems/eligibility_screening_against_program_criteria_from_incomplete_forms) — exposes problem · Problems
- [consent and release-of-information capture at first contact](/Problems/consent_and_release-of-information_capture_at_first_contact) — exposes problem · Problems
- [triage prioritization of urgent cases in the intake queue](/Problems/triage_prioritization_of_urgent_cases_in_the_intake_queue) — exposes problem · Problems
- [duplicate-record matching across prior service episodes](/Problems/duplicate-record_matching_across_prior_service_episodes) — exposes problem · Problems