Intake Specialist Resume Sample
Idella Donnelly
499 Augustine Passage,
Philadelphia,
PA
+1 (555) 366 9858
Work Experience
Intake Specialist
12/2016
-
PRESENT
Philadelphia, PA
- Provide triage service in a sensitive and responsive fashion
- Complete screening and assessment, including demographic and clinical information
- Educate referral sources on The Pavilion and other available services in part to minimize the occurrence of crisis
- Provide appropriate information and/or crisis intervention services to the caller over the phone
- When necessary, interview the patient and/or significant others to explore alternative modes of care consistent with the least restrictive treatment model
- Consult with on-call psychiatrist or New Choice M.D
- Be responsible for completion of admitting paperwork/assessment report
- Screen and assess all potential admissions by means of a face-to-face contact
Patient Intake Specialist
05/2013
-
09/2016
Los Angeles, CA
- Advise inpatient units of impending admissions
- Precertification of patient insurance
- Complete consultation with other professionals and provide off-site assessments as requested and feasible
- Works with Business Office in verifying insurance benefits
- Projects a positive image of The Pavilion by being courteous, helpful, friendly and professional in relationships with patients, and their families, visitors, co-workers and the community
- Compile paperwork for all contacts so that appropriate records are maintained and available
- Responsible for patient care services that involves but not limited to registration, insurance verification/authorization, patient scheduling
- Participates in coordination of care with department manager, physicians, department staff and ancillary services
LPN Referral Intake Specialist
11/2010
-
01/2013
Chicago, IL
- Promotes and maintains a high customer service level
- Maintain accountability for professional decisions and actions
- Experienced in front desk management, patient registration, insurance verification and authorization, customer service and public relations
- Accurately and in a timely fashion processes new patient referrals and enters data into the electronic record
- Accurately verifies patient insurance coverage, records findings, and communicates to others appropriately
- Communicates with HHS staff time of patient start and specifies needs (in a complete & accurate manner) in a timely fashion
- Prioritizes work according to referral requirements and deadlines. Works to exceed established productivity standards/goals
- Enters new physician information and diagnosis codes as required into the electronic record
- Completes ongoing training to stay abreast of products, services and policy changes
Education
Evangel University
2006 - 2010
Bachelor's Degree in Behavioral Sciences
Professional Skills
- Strong computer and typing skills with recent experience with computer systems, such as Microsoft Word, Excel, Outlook, and related applications
- Demonstrate strong interdisciplinary and team-building skills
- Strong interpersonal and professional communication skills; excellent phone, email, grammar, and spelling
- Excellent organizational skills and can communicate effectively
- Demonstrate good investigative, research and problem-solving skills
- Excellent writing and oral communication skills (clarity, sentence / paragraph construction and grammar, et cetera)
- Excellent negotiation, organization, decision-making, and communications skills
How to write Intake Specialist Resume
Intake Specialist role is responsible for microsoft, computer, general, software, research, customer, training, database, reporting, government.
To write great resume for intake specialist job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Intake Specialist Resume
The section contact information is important in your intake specialist resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Intake Specialist Resume
The section work experience is an essential part of your intake specialist resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous intake specialist responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular intake specialist position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Intake Specialist resume experience can include:
- Good oral and written communication skills to effectively maintain customer service relations
- General computer skills and working knowledge of Microsoft Office suite of applications, with strong working knowledge of Microsoft Access and Excel
- General computer skills and working knowledge of Microsoft Office suite of applications, with strong working knowledge of Excel
- Strong organizational and time-management skills and the ability to work well in a fast-paced team environment
- Working knowledge of personal computer and data entry, email retrieval, Internet and Microsoft or equivalent software skills
- Effectively time manage while meeting the demands in a fast paced environment
Education on an Intake Specialist Resume
Make sure to make education a priority on your intake specialist resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your intake specialist experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Intake Specialist Resume
When listing skills on your intake specialist resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical intake specialist skills:
- Strong attention to detail, and excellent communication skills
- Solid project management skills, with the ability to multitask and manage multiple tasks with changing priorities in a cross-functional environment
- Demonstrated ability to work effectively in a collaborative team environment, particularly using electronic resources and communication
- Excellent organizational, presentation, interpersonal and team building skills
- Excellent typing skills and phone etiquette
- Strong desire to develop health care research and analytical skills to support payer research, health care policy library and state management responsibilities
List of Typical Experience For an Intake Specialist Resume
1
Experience For Patient Intake Specialist Resume
- Good overall administrative support skills
- Superior writing, editing and presentation development skills that adapt to the channel, author and audience
- Teamwork – Works effectively as a team member, sup ports the team leader
- Years and Type of Relevant Work Experience: At least three years of progressive experience in customer service or healthcare required
- Identifies campus and community partners to effectively promote TRIO
- Participate in training/development of new staff; coach/mentor less experience staff
2
Experience For Customer Service Intake Specialist Resume
- Provide effective and timely resolution of customer inquiries
- Facilitate return of device when patient no longer demonstrates benefit from therapy
- Validate that it is a new claim and confirm accurate claim office
- Determine eligible division/class for claimant and proper contract effective date for date of disability
- Validate that it is a new claim and confirm appropriate coverages
3
Experience For LPN Referral Intake Specialist Resume
- Strong attention to detail and work independently with minimal direction
- Build and maintain strong relationships with referral sources and other community contacts
- Experienced in medical insurance
- Provides excellent customer service and support to providers, practice managers and medical staff
- Experience with data collection, management and report generation
4
Experience For Data Intake Specialist Resume
- Possess valid Massachusetts’ driver's license, a motor vehicle, and willingness to travel
- Demonstrated ability to respectfully interact with a wide variety of people
- At least 5 yrs supervisory experience
- Gathering and compiling data, and reporting findings
- Establishing and maintaining cooperative working relationships with co-workers
- Dealing successfully with a variety of individuals from various socioeconomic, ethnic and cultural backgrounds, in person and over the telephone
- Assist in analyzing and investigating user-reported issues
- Responsible for logging off at appropriate times daily to maintain accurate reporting data
- Directly impact a patient’s life by ensuring all paperwork and medicaldocumentation are on file, allowing nutrition orders to be processedappropriately
5
Experience For LVN Clinical Intake Specialist Resume
- Directly impact a patient’s life by ensuring all paperwork and medical documentation are on file, allowing nutrition orders tobe processed appropriately
- Utilize a systematic, individualized goal/outcome driven approach in implementing the nursing plan of care
- Multitask, including handling several calls at once –
- Answer and process incoming telephone calls, emails
- Assist in communicating with developers to identify and isolate problems
- Assist in marketing activities as required
- Re-verifies insurance benefits for existing patients
6
Experience For Program Intake Specialist Resume
- Follow-up on pending pre-certifications and/or pre-determinations until outcome decided
- Updates and maintains insurance and authorization information in billing software
- Special account/exception claims handling
- Identify trends, issues and training needs and partner in solutions
- Communicates with referrals source regarding service initiation date and provider information. Returns phone calls to referral sources within a timely manner
- Coordinates referral status, problems with referrals, and missed appointment rescheduling with the Care Center
- Assist field staff with information, scheduling, and workflow
7
Experience For Quote Intake Specialist Resume
- For independent/private providers, completes online onboarding form and enters provider information into Workday
- Scans all paper documentation received into the Credentialing system
- Works with nurses, clients and vendor partners to coordinates referrals to other product offerings including our modified duty off-site program, PlaceRite
- Maintains a student caseload consisting of students from both the TRIO/SSS and TRIO/McNair Scholars Program
- Reviews all information submitted by the client including First Reports of Injury and medical notes
- Generate sales correspondence, contact referral sources and assist in sales/marketing activities
- Accurately gather information to complete a customer request
- Log bugs/issues and track their status
8
Experience For Legal Department Pledge Intake Specialist Resume
- Accept intake of cases from all agency referral sources
- Identify contract needs, promote agency services, promote new products and services provided
- Interact with contract clients and client families to ensure quality care in accordance with HIPAA requirements
- Assist in the preparation of office operational plan
- Preferably 4 year's work experience in setting which provides opportunity to interview/assess patients having psychiatric/emotional/chemical dependency problems
9
Experience For EMT / Paramedic Intake Specialist Resume
- Verifies insurance benefits for new patient referrals
- Accurately evaluates charge and reimbursement estimates for infusion therapies
- Reviews all medical documentation against medical policy and initiates pre-determination, pre-certification, and authorizations as needed
- Obtains PCP referrals as needed
- Accept intake of cases from all referral sources and input into Agency computer system
- Assign coordination team based on the referral source
- Maintain Contract Strategy Log and Case Acceptance Log
- Notify the RN when there is a new client intake or client change and provide appropriate paperwork
10
Experience For Clinical Intake Specialist Resume
- Assist with coordination and problem resolution when necessary
- Interact with clients and families to ensure quality care and client satisfaction in accordance with HIPAA regulations
- Responds to calls for TeleMental Health assessments in the emergency department within 15 minutes and initiates the requested assessment as soon as possible and no later than 60 minutes from the initial request. Implements a backup procedure when the 60 minute time frame cannot be met due to heavy volume
- Works collaboratively with Behavioral Health Physician & Provider Relations (PPR) team to provide data, assure accurate response data management, and includes PPR team members in team meetings as needed
- Develop and maintain recruitment and marketing campaign to ensure 100+ applicants for each training cycle
List of Typical Skills For an Intake Specialist Resume
1
Skills For Patient Intake Specialist Resume
- Years of experience in Information & Referral, crisis lines or supportive listening roles. Experience with grants, scheduling, and data entry
- Work autonomously; demonstrated proficiency at executing through competing priorities
- Engage in cross-training to develop the variable skills necessary to support all team responsibilities
- Displays self-motivation, responsibility and problem solving skills
- Effectively time manage while meeting the demands in a fast paced production environment
- Basic Microsoft Office and computer skills (including Word and Excel)
- Exceptional verbal/written communication and interpersonal skills required
- Accurate and efficient computer skills
2
Skills For Customer Service Intake Specialist Resume
- PC skills are essential with a practical knowledge of Microsoft Office products
- Seeks out job challenges and opportunities to constantly improve skills
- Consistently demonstrates a high level of professionalism through a strong work ethic that positively influences the work habits of the team
- Exceptional organizational skills and attention to detail at all times
- The ability to collaborate directly, daily and effectively across cultures and geographies, time zones and at senior levels
3
Skills For LPN Referral Intake Specialist Resume
- Previous experience in human services or 1 year administrative support experience. Basic knowledge of the Windows computer system
- Experience navigating the web and maneuvering through multiple portals
- At least 2 yrs experience testing and servicing students
- Experience administering and interpreting academic assessment tools
- Experience doing intake for a CHHA at a hospital
- Experience working with hospitals and operations/clinical/ finance
- Multi-task, with demonstrated ability to work in a fast paced environment handling a large volume of work
4
Skills For Data Intake Specialist Resume
- Adapt and prioritize responsibilities in a fast-paced, frequently changing, environment
- Customer service experience in a healthcare environment either general medical and/or behavioral health setting
- Two years of recent customer service experience working in healthcare, or related field
- Experience with payers and obtaining authorizations
- Able to type and have good knowledge of MS Office Suite (Word, Excel, PowerPoint including web based computer applications is required
- Ensure Participants have necessary medication and/or supplies for basic needs prior to entering facility
- Experience working with first-generation, limited-income students or students who have been historically underrepresented in higher education
5
Skills For LVN Clinical Intake Specialist Resume
- Experience using computerized systems
- Experience with JIRA is nice to have
- Experience in Project Management or Implementation is nice to have
- Strong commitment to goals and is results orientated
- Demonstrated initiative and is proactive
- Demonstrated technical knowledge required
6
Skills For Program Intake Specialist Resume
- Demonstrated ability to provide quality customer service
- Experience in a clinical or research environment
- Demonstrated ability and desire to learn, curiosity
- Previous experience in health care or insurance helpful
- Previous experience with data entry essential
7
Skills For Quote Intake Specialist Resume
- Strong attention to detail and ability to follow detailed instructions
- Self-manage and perform multiple tasks the require prioritization and accurate completion
- Intake/patient access experience in the healthcare industry
- Customer service training or previous Call Center experience highly desired
- High attention to details and excellent time management
- Coordinating schedules and care planning with clinicians
- Establishing and maintaining positive relationships with referral sources
8
Skills For Legal Department Pledge Intake Specialist Resume
- Working knowledge of personal computer and data entry, email retrieval, Internet and Microsoft
- Responding to customer requests and concerns
- Managing the insurance verification and authorization process
- Troubleshooting production equipment and place service calls when needed
- Obtaining all information required for new cases brought to the firm
- Training: 3-4 weeks of hands-on and classroom style training
- Provide front desk coverage by assisting guests, forwarding calls as appropriate and accurately responding to inquiries
9
Skills For EMT / Paramedic Intake Specialist Resume
- Remains informed of developments in area of expertise including but not limited to attending seminars and workshops and reading pertinent literature
- Enter complete billing information received at time of admit/re-admit including but not limited to insurance, Medicare Part B, Medicaid and Medicaid pending
- Assign accurate codes to all diagnoses and procedures and the DRG, recoding, and updating cases when applicable
- Responsible for uploading all audit documentation into tracking tool
- Contributes towards a constantly improving training and orientation program for employees
- Keeps management informed of daily operations, including significant problems and of progress attained in reaching established goals
- Manage PFC, STU, and CBB queues in Care Connect including checking inquiries for accuracy
10
Skills For Clinical Intake Specialist Resume
- Significant walking and standing for long periods of time, able to lift up to 50 pounds, specific vision abilities required by this job include color vision
- Respond to incoming phone calls to handle referrals, scheduling, and coordination of details to support field staff, patients, families, and referral sources
- Assists in assessing and prescribing a plan of program services for each participant
- Directs all daily patient referral and intake operations including providing direct oversight of the establishment and implementation of intake policies
- Knowledge of processes of referrals including obtaining confirmation of physician in community to follow patient and sign orders
List of Typical Responsibilities For an Intake Specialist Resume
1
Responsibilities For Patient Intake Specialist Resume
- Complete multiple activities while utilizing excellent customer service skills
- Relevant Work Experience: 3 years of progressive experience in customer service or healthcare required
- Establish rapport and deal effectively with all levels of the organization, as well as outside contacts
- Case Management and Counseling skills
- When needed, operate production printers and copiers, including inputting job-processing settings and managing job queues
2
Responsibilities For Customer Service Intake Specialist Resume
- Manage pending/incomplete and future claims prior to triage/assignment to the corresponding claims organization/team
- Be flexible and create, organize and prioritize many different competing projects and shift between projects
- Promote a positive customer service experience through prompt, accurate and courteous responses to internal and external customers' expectations
- Act as a Liaison between employer, participants and GWI staff in such a way that Goodwill’s mission and business needs are both met
- Obtains and verifies client benefits and eligibility prior to admission
- Demonstrated ability to take initiative, and to perform multiple tasks independently and concurrently
- Strong professional work ethic and an attitude focused on client service
- Conduct effective communications with internal and external contacts
- One to two years related experience in an office or call center setting
3
Responsibilities For LPN Referral Intake Specialist Resume
- Assists the Manager with communications, alerts, maintaining a high quality call center operation, preparing for and maintaining growth, and all other projects
- Conducts online training sessions for customers, showing them how to use our system
- Identifies and coordinates services as required, including translation services and emergency counseling
- Log all incoming reprographic jobs into the electronic tracking system
- Track personnel security documents to ensure accurate processing
- Performs crisis intervention triage functions for BHS patients presenting to the emergency department
- Maintains awareness of and assures that the processing of patients is in accordance with Illinois Mental Health Code and Confidentiality Acts
4
Responsibilities For Data Intake Specialist Resume
- Develops, implements and completes tracking forms/logs to determine utilization in all BHS programs by payors and physicians
- Establishes systems and tracking mechanisms that facilitate early identification of utilization trends. Develops standards of practice for UR/UM procedures
- Completes telephone assessments and referrals, gathering demographic and information as necessary for routine and EAP referrals
- Maintains confidentiality, adhering to ValueOptions Policy and Procedures and Benefit Plan requirements
- Create, track and upload all government and commercial audits correctly in the audit tracking tool
- Contact claimant/employer to obtain missing/illegible mandatory information
- Manage a workload of pending incomplete and future claims
5
Responsibilities For LVN Clinical Intake Specialist Resume
- Check all documentation for grammar, spelling, accuracy and completeness
- Maintain daily log of intakes done including: number of calls, types of callers, durations of calls, etc
- Know special account/exception claims handling
- Utilizes compliance knowledge to assess and identify appropriate responsible parties and next steps for all incoming compliance matters. 40%
- Ensures all documentation is correct for grammar, spelling, accuracy and completeness
6
Responsibilities For Program Intake Specialist Resume
- Maintains daily log of intakes done including: number of calls, types of callers, duration
- Answers inquiries, processes incoming requests received by fax, mail or e-mail, and provides callers with accurate, current information
- The training to perform a mental status exam
- Provide job placement and retention services by connecting participants with employers and job opportunities
- Receive incoming calls from multiple customers such as
- Assist with any reporting activities via data requests by management staff
7
Responsibilities For Quote Intake Specialist Resume
- Maintain central work schedule as well as scheduled for overflow, rounds, CEU training, interviews, audits and trainings
- Supervises participants while in DHS or ISAP (ISAP Staging Site Area) office
- Maintains confidentiality, adhering to Beacon Health Options Policy and Procedures and Benefit Plan requirements
- Entry of all job requests received into the job tracking system
- Review and approve billing tickets when necessary
- Accurately entering all new case information into the firm’s database
- Phone contact with existing clients
8
Responsibilities For Legal Department Pledge Intake Specialist Resume
- Assist with obtaining medical records
- Responsible for the intake of all program specific correspondence, including mail, faxed and electronically received documents
- Designs and implements orientation activities for incoming students
- Understand, explain and apply the laws, rules, regulations, policies, procedures, specifications, standards and guidelines governing certification
- Logs incoming claims into database
9
Responsibilities For EMT / Paramedic Intake Specialist Resume
- First-line contact person for incoming visitors and provides applicable information
- Formal Crisis Prevention Institute (CPI) training is required within sixty (60) days of the date of hire. Annual re-certification is required
- Masters in human services related field (Psychology, Social Work, Mental Health or Counseling)
- Proficient in MS Office Suite including Excel (V-Lookups, pivot tables)
- Remain calm, confident, and compassionate during stressful situations
- Computer literacy and working knowledge of EMR System, CRM System, Microsoft Word, Excel and Outlook
- Familiarity with UCSF contracts and grants policies and procedures including post award management of clinical awards
10
Responsibilities For Clinical Intake Specialist Resume
- Proficiency in working in web-based database systems such as CACTAS (SalesForce) or iRIS
- Review applicant completed eQIP forms and other related forms for the initiation of background investigations
- Assist applicants in correct completion/submission of personnel security documents
- Assist customers with eQIP submissions, perform applicable entries into the OSSI personnel security database, schedule fingerprint appointments if required
- Mail documents and perform basic customer service administrative functions
- Two (2) years of experience initiating, processing and reviewing SF-85s and/or SF-86s through eQIP applications and providing customer service in a government personnel security office environment
- Facilitates the admission process to BHS units and programs, assures for accurate registration, completes insurance verification, pre-certification and financial counseling
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