An Intake Worker is hired by various medical facilities for determining the needs of the new patients. While the actual duties vary from facility to facility, the Intake Worker Resume gives a detailed list of the following core tasks – greeting patients, determining the exact needs of the new patient, collecting patient information, reporting to medical staff, guiding the patients throughout the facility; completing clerical tasks including receiving phone calls, mail sending and completing paperwork; scheduling appointments with new and existing clients; providing necessary information to clients.
A successful resume mentions the following skills and abilities – knowledge of medical procedures and terminologies, recordkeeping skills, customer service skills, a friendly and approachable manner, and computer competencies. While education requirements depend upon the preference of the employer, most of them prefer those having a nursing license and degree.
Objective : Passionate about delivering exceptional client service while adhering to HIPAA regulations. Bringing two years of hands-on experience in intake processes, I excel in assessing client needs, managing documentation, and collaborating with multidisciplinary teams to ensure seamless service delivery. Eager to leverage my skills to enhance the client experience and support organizational goals.
Skills : Accurate Data Entry, Effective Problem Solving, Client Needs Assessment, Documentation Management
Description :
Conduct initial assessments to determine client needs and eligibility for services.
Gather and document client information accurately and efficiently.
Provide information about available resources and services to clients.
Facilitate communication between clients and service providers.
Develop and maintain positive relationships with clients and stakeholders.
Assist clients in completing necessary paperwork and applications.
Interviewed and assessed customers seeking Family Center services, ensuring accurate information collection.
Experience
0-2 Years
Level
Entry Level
Education
AAS Human Services
Lead Intake Worker Resume
Headline : With 7 years of experience in client intake and assessment, I specialize in streamlining processes while ensuring compliance with HIPAA regulations. My expertise in managing documentation and collaborating with healthcare teams has consistently enhanced client satisfaction and service delivery. I am committed to leveraging my skills to drive organizational success and improve client outcomes.
Skills : Patient Care Certification, Basic Life Support Certification, Intake And Documentation Management, Medical Correspondence Handling, Record Management Systems
Description :
Reviewed and assessed medical documentation, ensuring accuracy and compliance with HIPAA regulations.
Maintained strict confidentiality while managing client records in both paper and electronic formats.
Communicated effectively with patients and healthcare staff to ensure a seamless intake process.
Monitored and updated medical documentation to reflect current patient statuses.
Adapted to changing priorities while maintaining focus on client needs and service standards.
Verified patient authorizations and ensured compliance with payment timelines.
Coordinated daily correspondence with the Department of Veterans Affairs to update client medical attendance records.
Experience
5-7 Years
Level
Management
Education
B.S. in Health Admin.
Intake Worker Resume
Summary : Dedicated Intake Worker with 10 years of experience in client assessment and service delivery. Proven ability to evaluate client needs, ensure compliance with regulations, and collaborate effectively with healthcare teams. Committed to enhancing client experiences and optimizing intake processes to support organizational objectives.
Provided comprehensive client assessments to determine eligibility for services.
Managed on-call coverage, responding to law enforcement requests within a 30-minute timeframe.
Delivered crisis intervention services, acting as a resource broker for clients.
Assisted in the screening, placement, and release of clients based on their needs.
Evaluated client credentials to ensure qualification for program assistance.
Facilitated the intake process, guiding clients through necessary steps and documentation.
Maintained accurate records and documentation to support operational efficiency.
Experience
7-10 Years
Level
Management
Education
BSW
Senior Intake Worker Resume
Headline : With 7 years of dedicated experience in client intake and assessment, I have honed my ability to analyze client needs and implement effective solutions. My proficiency in managing documentation and ensuring compliance with regulations has significantly improved service delivery. I am eager to apply my expertise to enhance client outcomes and foster organizational growth.
Conducted comprehensive interviews to facilitate registration and income verification for clients seeking assistance.
Utilized mathematical skills to accurately calculate income information, determining eligibility for various programs.
Recorded and managed intake data in compliance with organizational policies and computer-based systems.
Operated various office machinery, ensuring efficient processing of documentation.
Responded to client correspondence through multiple channels, maintaining high levels of communication.
Handled incoming calls, addressing inquiries and providing information on services.
Performed assessments and interviews for youth admissions into independent living programs, demonstrating sensitivity to diverse client needs.
Experience
5-7 Years
Level
Senior
Education
BSSW
Intake Worker Resume
Objective : Client-focused professional with two years of experience in intake services, adept at evaluating client needs and ensuring compliance with regulations. Proven ability to manage documentation effectively while collaborating with diverse teams to facilitate seamless service delivery. Committed to improving client outcomes and enhancing program effectiveness through dedicated support.
Greeted and welcomed visitors, creating a positive first impression of the organization.
Administered initial screenings to determine eligibility for various programs.
Provided essential human services, including food, clothing, and referrals to other resources.
Maintained accurate records of client interactions and service delivery.
Contributed to community awareness initiatives to promote program services.
Operated a 12-passenger van to transport clients to appointments and job interviews.
Managed multiple phone lines, ensuring timely responses to inquiries and requests.
Experience
0-2 Years
Level
Entry Level
Education
AAS
Associate Intake Worker
Resume
Headline : Compassionate and detail-oriented Intake Worker with over 5 years of experience in assessing client needs and coordinating services. Proven ability to build rapport with diverse populations and facilitate access to resources. Skilled in documentation, data entry, and maintaining confidentiality. Committed to providing exceptional support and advocacy to enhance client well-being and promote positive outcomes.
Facilitated intake and update interviews for the Tri-County Section 8 Housing program, assessing client eligibility.
Collaborated with local government agencies to verify applicant eligibility through third-party documentation.
Scheduled and conducted meetings with eligible applicants to explain program guidelines and finalize lease agreements.
Managed weekly schedules for housing inspectors to ensure timely inspections.
Performed intake interviews for clients seeking emergency assistance, determining eligibility based on application data.
Provided emergency vouchers to eligible applicants, ensuring immediate support.
Processed applications for energy assistance, accurately calculating income and eligibility.
Experience
5-7 Years
Level
Executive
Education
BASW
Intake Worker Resume
Objective : Compassionate and detail-oriented Intake Worker with over 5 years of experience in assessing client needs and coordinating services. Proven ability to build rapport with diverse populations, conduct thorough interviews, and maintain accurate records. Skilled in crisis intervention and resource navigation, dedicated to providing high-quality support and advocacy for individuals seeking assistance.
Skills : Active Listening, Empathy, Case Management, Cultural Competence, Problem Solving, Time Management
Description :
Document all client interactions and maintain accurate records.
Scheduled appointments and coordinated referrals to external agencies as necessary.
Maintained accurate and detailed case reports, ensuring compliance with documentation standards.
Trained new staff on intake procedures and client management tools to enhance workflow efficiency.
Created and implemented a database system for tracking client service times and outcomes.
Communicated effectively with clients and service providers to facilitate timely access to resources.
Assisted clients in navigating supportive housing and employment programs to improve their quality of life.
Experience
2-5 Years
Level
Junior
Education
B.S. in SW
Assistant Intake Worker Resume
Headline : Dynamic professional with 7 years of experience in client intake and assessment. Proven ability to navigate complex eligibility requirements while ensuring compliance with regulations. Skilled in engaging clients, managing documentation, and collaborating with interdisciplinary teams to optimize service delivery. Committed to enhancing client experiences and facilitating access to vital resources.
Assisted clients in completing applications for various assistance programs.
Interpreted eligibility rules for unemployment benefits, guiding clients through the process.
Explained program requirements clearly to clients, ensuring understanding of available resources.
Initiated eligibility assessments for multiple assistance programs effectively.
Supported clients in job searches and resume preparation, enhancing employment opportunities.
Facilitated access to available benefits through comprehensive client support.
Compiled detailed reports for management on client interactions and outcomes.
Experience
5-7 Years
Level
Executive
Education
AAS in HS
Intake Worker Resume
Objective : Committed to facilitating effective client interactions and ensuring compliance with regulations. With two years of experience in intake operations, I excel in evaluating client needs, managing documentation, and collaborating with service providers. My goal is to enhance client satisfaction and streamline intake processes to support organizational objectives.
Evaluated safety and risk factors for children at imminent risk, ensuring compliance with safety protocols.
Collaborated with supervisors to execute emergency child removals when necessary.
Prepared and presented detailed reports for initial court hearings following emergency interventions.
Documented findings and submitted comprehensive investigation reports regarding abuse and neglect cases.
Engage in community outreach to raise awareness of services.
Maintained effective communication with law enforcement and child protective services to ensure coordinated responses.
Assessed family service needs and developed safety plans to protect vulnerable children.
Experience
0-2 Years
Level
Entry Level
Education
AAS
Junior Intake Worker Resume
Objective : Driven Junior Intake Worker with 5 years of dedicated experience in client assessment and service coordination. Proficient in evaluating client needs, managing documentation, and fostering collaboration with multidisciplinary teams. Committed to enhancing service delivery and supporting client well-being through effective communication and resource navigation.
Coordinated intake appointments for new patients, ensuring timely scheduling and completion of necessary documentation.
Conducted interviews with clients to assess their needs and eligibility for outpatient services.
Prescreened walk-in clients, effectively managing immediate service requests.
Maintained detailed logs of appointments and follow-ups to ensure continuity of care.
Engaged with clients to follow up on missed appointments, improving attendance rates.
Requested and organized medical records for case re-openings, ensuring compliance with privacy regulations.
Collaborated with healthcare professionals to facilitate seamless service delivery.
Experience
2-5 Years
Level
Junior
Education
BSW
Intake Worker Resume
Objective : A results-oriented professional with two years of experience in intake services, skilled in assessing client needs and ensuring compliance with regulations. I excel in managing documentation, coordinating with multidisciplinary teams, and enhancing service delivery. Passionate about providing quality support to clients and committed to improving program effectiveness.
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