Career Development

What Does an Intake Specialist Do?

Find out what an intake specialist does, how to get this job, and what it takes to succeed as an intake specialist.

Intake specialists are responsible for ensuring that all new clients receive the services they need. They commonly work with a team of social workers, therapists, and other professionals to help determine which programs or services each client should be placed in.

Intake specialists may also be responsible for conducting interviews with new clients to gather more information about their situation. This information is then used by social workers to make decisions about how best to serve these individuals.

Intake Specialist Job Duties

Intake specialists have a wide range of responsibilities, which can include:

  • Interviewing clients to gather information about their physical and mental health, living situation, social support networks, and other factors that may affect their ability to adjust to a new diet
  • Meeting with dietitians to discuss medical conditions that may require special diets or programs
  • Calculating the number of meals required each day and preparing menus based on the information provided by clients
  • Collecting data on client’s diet, physical activity level, and medical condition to determine whether they are meeting their nutritional needs or if they may need to see a dietitian for further guidance
  • Providing nutritional counseling to clients regarding the effects of certain foods on their health
  • Educating clients about proper nutrition and diet in order to prevent future health problems
  • Working with a dietitian to create individualized meal plans for clients based on their specific needs
  • Reviewing clients’ food diaries to ensure that they are eating a balanced diet that meets their nutritional needs
  • Monitoring clients’ progress over time to ensure that they are complying with their meal plans

Intake Specialist Salary & Outlook

Intake specialists’ salaries vary depending on their level of education and experience, the size of the company and the geographic location of the job.

  • Median Annual Salary: $38,000 ($18.27/hour)
  • Top 10% Annual Salary: $60,500 ($29.09/hour)

The employment of intake specialists is expected to grow faster than average over the next decade.

Demand for social services is expected to increase as the large baby-boom generation ages and more people seek help from social service agencies. In addition, demand may increase as social service providers seek to improve their efficiency by streamlining the application process.

Intake Specialist Job Requirements

The following are some of the qualifications that are often required to become an intake specialist:

Education: Intake specialists are typically required to have at least a high school diploma or GED. Some employers prefer to hire candidates who have an associate’s or bachelor’s degree in human resources, human services or a related field. These programs typically include courses on human resources, benefits, employment law, ethics and management.

Training & Experience: Many intake specialists receive on-the-job training when they start working for a company. This training may last for a few weeks and will teach the intake specialist how to use the company’s computer systems and how to complete the necessary paperwork.

Certifications & Licenses: While certifications are not required for intake specialist jobs, they can help you stand out from other candidates and demonstrate your desire to provide exceptional service.

Intake Specialist Skills

Intake specialists need the following skills in order to be successful:

Communication skills: Communication skills are essential in this role. You’ll be communicating with potential and current clients, as well as other staff members. You’ll also be communicating with applicants, so it’s important to be able to explain the process to them.

Listening skills: Listening skills are important for intake specialists because they often need to listen to and understand the needs of their clients. For example, an intake specialist may need to listen to a client’s explanation of their insurance information or other personal details. They may also need to listen to their clients’ concerns and answer them.

Customer service skills: Customer service skills are essential in the food service industry. As an intake specialist, you may be the first person a customer interacts with, so it’s important to be friendly and welcoming. You may also be responsible for answering questions about the application process, so it’s important to be knowledgeable about the program and able to direct customers to the right resources.

Technical knowledge: The ability to understand and apply technical knowledge is an important skill for an intake specialist. You may be responsible for operating computer systems, scanning documents and entering data into a database. You may also be responsible for maintaining records and files, so technical knowledge is important for this role.

Problem-solving skills: As an intake specialist, you may be responsible for finding solutions to problems that arise during the intake process. For example, if a patient is unable to complete an intake form, you may need to find a way to help them complete the form. This may involve finding a translator or asking a colleague for help.

Intake Specialist Work Environment

Intake specialists work in a variety of settings, including hospitals, clinics, and private practices. They typically work a standard 40-hour week, although they may be required to work evenings or weekends to meet the needs of their clients. Intake specialists may be exposed to emotionally charged situations and may need to deal with angry or upset clients. They must be able to maintain their composure in these situations and show empathy and compassion for their clients.

Intake Specialist Trends

Here are three trends influencing how intake specialists work. Intake specialists will need to stay up-to-date on these developments to keep their skills relevant and maintain a competitive advantage in the workplace.

The Growth of Remote Work

The growth of remote work is a trend that is quickly gaining popularity among businesses and employees alike. This is due to the many benefits that it offers, such as increased productivity, reduced costs, and greater employee satisfaction.

As more and more companies adopt remote work policies, intake specialists will need to be able to work effectively with employees who are not in the same location as them. This requires strong communication skills and the ability to build trust with employees.

More Focus on Customer Experience

The customer experience is becoming increasingly important for businesses, as they realize that it is what keeps customers coming back. As a result, intake specialists will need to focus on providing excellent customer service and creating a positive first impression for new clients.

This means that intake specialists will need to be well-versed in customer service techniques, such as listening to customer needs and providing solutions that meet those needs. In addition, they will need to be able to communicate effectively with customers both verbally and in writing.

Greater Use of Technology

The use of technology in the workplace is increasing at a rapid pace. This is especially true for intake specialists, who are often responsible for using technology to gather information about potential candidates.

As technology becomes more prevalent in the workplace, intake specialists will need to learn how to use it effectively in order to gather the necessary information. This includes learning how to use social media platforms, search engines, and other tools that can help them find the information they need.

How to Become an Intake Specialist

An intake specialist career can be a great way to get your foot in the door of the healthcare industry. As an intake specialist, you’ll be responsible for answering phones and helping patients and their families navigate the system. This is a great opportunity to learn about different types of illnesses and treatments, as well as how the healthcare system works.

To be successful in this role, it’s important to have excellent communication skills and be able to handle difficult conversations with compassion and empathy. You should also be able to work independently and stay organized.

Advancement Prospects

Intake specialists are the first point of contact for patients in a hospital or other medical facility. They are responsible for greeting patients, collecting information about their symptoms and medical history, and entering this information into the facility’s computer system.

As an intake specialist, you will have the opportunity to interact with patients and their families during a time of need. You will be responsible for providing them with information about the facility’s policies and procedures, and directing them to the appropriate staff member. You may also be responsible for scheduling appointments and coordinating with insurance companies.

With experience, you may be promoted to a supervisory position, such as patient services coordinator or intake supervisor. You may also have the opportunity to move into a related field, such as medical billing or coding.

Intake Specialist Job Description Example

At [CompanyX], we provide high-quality, affordable legal services to low-income individuals and families. We are looking for an Intake Specialist to join our team. The Intake Specialist will be responsible for conducting initial client interviews to gather information about the client’s legal problem, providing information about [CompanyX]’s services, and determining whether the client qualifies for our services. The Intake Specialist will also provide referrals to other legal and social service agencies when appropriate. The ideal candidate will have excellent communication and customer service skills, as well as experience working with low-income individuals and families.

Duties & Responsibilities

  • Answer all incoming calls and direct them to the appropriate party or department
  • Greet all visitors and clients, ascertain the nature of their business, and direct them to the appropriate party or department
  • Receive, sort, and distribute all mail and deliveries
  • Maintain an up-to-date and accurate inventory of all office supplies, and place orders for new supplies as needed
  • Prepare and send outgoing mail and packages
  • Photocopy, scan, and fax documents as requested
  • Update and maintain filing systems, both electronic and paper
  • Assist with special projects as needed
  • Perform data entry and other clerical tasks as assigned
  • Adhere to all confidentiality and HIPAA regulations
  • Answer questions from staff and clients in a professional and courteous manner
  • Provide administrative support to the intake team

Required Skills and Qualifications

  • Bachelor’s degree in social work, psychology, or related field
  • 2+ years professional experience working with clients in a human services setting
  • Excellent communication and interpersonal skills
  • Ability to maintain confidentiality and adhere to ethical guidelines
  • Strong organizational skills and attention to detail
  • Proficiency in Microsoft Office and Google Suite

Preferred Skills and Qualifications

  • Master’s degree in social work, psychology, or related field
  • 4+ years professional experience working with clients in a human services setting
  • Experience with data entry and case management software
  • Bilingual (English/Spanish)

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