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What does an Intake Coordinator do?

Learn all about Intake Coordinator duties, skills and much more. Get expert advice on how to become an Intake Coordinator.

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Brenna Goyette
Certified Professional Resume Writer, Career Expert

Published 3 min read

An Intake Coordinator is responsible for coordinating and managing the intake of new clients for a company. This includes communicating with potential clients, scheduling initial consultations, and collecting information from new clients. The Intake Coordinator must be organized and have excellent communication skills.

Intake Coordinator job duties include:

  • Greeting clients and visitors
  • Answering phone calls and routing them to the appropriate party
  • Scheduling appointments
  • Maintaining calendars
  • Taking messages
  • Preparing correspondence
  • Assisting with event planning
  • Maintaining filing systems
  • Providing support to staff members

Intake Coordinator Job Requirements

There are no specific education requirements for an intake coordinator, but many employers prefer candidates with a bachelor's degree in social work, psychology, or a related field. Certification is not required, but some coordinators choose to pursue voluntary certification through the American Association of Intake and Assessment Professionals. Experience working in a social service or mental health setting is also helpful.

Intake Coordinator Skills

  • Patient Scheduling
  • Answering Phones
  • Greeting Patients
  • Checking Patients In/Out
  • Collecting Co-pays
  • Scanning Documents
  • Filing
  • HIPAA and Insurance Knowledge
  • Strong Customer Service Skills
  • Multi-tasking
  • Detail Oriented

Related: Top Intake Coordinator Skills: Definition and Examples

How to become an Intake Coordinator

The Intake Coordinator is responsible for the assessment and coordination of all referrals to the agency. This position requires the ability to work independently and as part of a team. The Intake Coordinator must have excellent communication, organizational, and customer service skills. The following is a step-by-step guide on how to become an Intake Coordinator:

1) Complete a bachelor’s degree in social work or a related field.

2) Obtain at least two years of experience working in the social services field.

3) Attend a training program on intake coordination.

4) Pass an examination administered by the National Association of Social Workers (NASW).

5) Apply for certification through the NASW.

6) Maintain certification by completing continuing education credits every three years.

Related: Intake Coordinator Resume Example

Related: Intake Coordinator Interview Questions (With Example Answers)