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Client Intake Assistant Jobs in Ohio (NOW HIRING)

Prepare treatment rooms and assist with client intake and pre-procedure documentation * Support senior clinical staff during select procedures when needed * Maintain accurate and compliant medical ...

Prepare treatment rooms and assist with client intake and pre-procedure documentation * Support senior clinical staff during select procedures when needed * Maintain accurate and compliant medical ...

Prepare treatment rooms and assist with client intake and pre-procedure documentation * Support senior clinical staff during select procedures when needed * Maintain accurate and compliant medical ...

Care Coordinator

Akron, OH · On-site

$65K/yr

Participate in client intake processes, including service initiation and ongoing service ... payer requirements * Assist with audits, surveys, and internal quality assurance initiatives

Care Coordinator

Akron, OH · On-site

$65K/yr

Participate in client intake processes, including service initiation and ongoing service ... payer requirements * Assist with audits, surveys, and internal quality assurance initiatives

Care Coordinator

Akron, OH · On-site

$31.25/hr

Participate in client intake processes, including service initiation and ongoing service ... payer requirements * Assist with audits, surveys, and internal quality assurance initiatives

... client intake, implementation, and onboarding activities. * Coordinate the collection and validation of underwriting, exposure, payroll, vehicle, property, and loss history information. * Assist with ...

Showing results 41-60

Client Intake Assistant information

What is a client intake assistant?

Client Intake Assistants are administrative professionals who serve as the first point of contact for new clients in organizations such as law firms, medical offices, or social service agencies. They are responsible for gathering and verifying client information, explaining services, scheduling appointments, and ensuring all necessary documentation is completed accurately. Their role is crucial in creating a positive first impression and streamlining the onboarding process for clients. Client Intake Assistants also help ensure compliance with privacy and confidentiality standards.

What are the key skills and qualifications needed to thrive as a client intake assistant, and why are they important?

To thrive as a Client Intake Assistant, you need strong organizational abilities, attention to detail, and familiarity with client management processes, often supported by a high school diploma or associate degree. Proficiency with customer relationship management (CRM) software, data entry systems, and office productivity tools is typically required. Excellent communication, active listening, and a friendly, professional demeanor help you build rapport and accurately gather client information. These skills ensure efficient, accurate client onboarding and a positive first impression for your organization.

What are some common challenges faced by a client intake assistant, and how can they be addressed?

Client Intake Assistants often encounter challenges such as managing a high volume of inquiries, accurately collecting sensitive information, and maintaining clear communication between clients and the team. Staying organized with digital tools and checklists can help ensure information is not lost or overlooked. Additionally, developing strong interpersonal skills and keeping up-to-date with the latest intake protocols can help streamline the process and provide clients with a positive first impression of the organization.

What is the difference between Client Intake Assistant vs Customer Service Representative?

AspectClient Intake AssistantCustomer Service Representative
Required CredentialsHigh school diploma; some roles may prefer administrative or customer service experienceHigh school diploma; customer service experience often preferred
Work EnvironmentOffice settings, healthcare, legal, or financial industriesRetail, call centers, corporate offices, various industries
Employer & Industry UsageUsed in healthcare, legal, financial sectors for client onboardingUsed across retail, telecom, banking for customer support
Search & Comparison IntentUnderstanding client onboarding roles and responsibilitiesCustomer support and service functions

The main difference is that a Client Intake Assistant focuses on onboarding clients, gathering initial information, and setting up accounts in specialized industries like healthcare or legal. A Customer Service Representative handles ongoing support, inquiries, and issue resolution across various sectors. Both roles require strong communication skills but serve different stages of the client or customer journey.

What are the most commonly searched types of Client Intake jobs in Ohio?

The most popular types of Client Intake jobs in Ohio are:

What are popular job titles related to Client Intake Assistant jobs in Ohio?

For Client Intake Assistant jobs in Ohio, the most frequently searched job titles are:

What job categories do people searching Client Intake Assistant jobs in Ohio look for?

The top searched job categories for Client Intake Assistant jobs in Ohio are:

Infographic showing various Client Intake Assistant job openings in Ohio as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 10% Part Time, and 8% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution.

Clinical Intake Coordinator- Occupational Medicine- Queensgate

Cincinnati, OH • On-site

TriHealth
Health Care and Social Assistance • 10K+ employees

$17.50 - $24/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 4 days ago


TriHealth rating

7.5

Company rating: 7.5 out of 10

Based on 179 frontline employees who took The Breakroom Quiz


Job description

***Clinical Intake Coordinator Occupational Medicine Queensgate- Full-time *

Make a difference every day as a Front Desk Clinical Intake Coordinator for TriHealth's Queensgate Occupational Medicine location. Join a compassionate, servant led team committed to excellence in patient care service while working in a supportive, high-energy environment.  

We offer career growth opportunities and a comprehensive benefits package!  Apply today and grow your career with a team that truly values you. 

Location: 1150 W 8th St, Cincinnati, OH 45203

Work Schedule: 

  • Full-Time (32 hours weekly) 
  • Shift Varies 7a-7p
  • Rotating Saturdays (9a-1p) 
  • No holidays!  

Incentives & Benefits: 

*We offer a comprehensive benefits package-including medical, dental, vision, paid time off, retirement plans, and tuition reimbursement. Please view our benefits page  https://careers.trihealth.com/what-we-offer/benefits  

Job Requirements:

High School Degree
Basic Life Support for Healthcare Providers (BLS)
Excellent customer service and communication skills Proficient in spelling, grammar, typing, computer applications including Microsoft Accurate data entry skills 
Critical Thinking
3-4 years experience medical/physician office setting or customer service

Ideal candidate is comfortable in a fast-paced environment, has attention to detail, great at multi-tasking, has strong customer service skills!
 

Job Overview: 

This Front Desk position will greet and register the patient, ensuring patients are registered to the correct company and services, follow-up with employers on authorizations or questions, and prioritizes patient start times. The incumbent will work closely with billing to ensure the proper documentation is sent to the correct MCO, billing, and Workers' Compensation department to ensure quicker payment of service. Scans visit information to the proper EMR location and coordinates the results process ensuring results are sent in a timely basis. Assists with drug and alcohol testing and other non-invasive testing as required to ensure efficiency and timely throughput. Assists with referral or testing scheduling as needed.
Job Responsibilities:
This Front Desk position also accurately posts charges and initiates payment receipt.  Sends date of service payment reports Billing.  Prepares cash reconciliation reports at the end of the shift for payments received.  Assists with deposit reconciliation or makes daily/weekly bank deposits as directed. Achieves Customer and Company Satisfaction Survey Targets and Service Time goals as determined annually. Compiles all BWC/MCO information, company forms and physical results as assigned.  Reports results by client preference and with departmental guidelines.  

Checks for accuracy and has injury information ready for distribution to client company, managed care organization, and billing department on the date of injury.  Will also assist injured workers in filling out BWC forms as appropriate. Projected visits & revenue +/- 5%. *All corp. mandated expenses will be extrapolated. Registers patients utilizing company protocol, appropriate forms and accurate data. Schedules patient appointments or verifies appointments in compliance with established guidelines.  Has ongoing knowledge of company protocols to determine amount of time and time of day appropriate for individual appointments.  Also monitors patient time in building, offers patient/company options if extensive delays. 


Working Conditions
Climbing - Rarely
Hearing: Conversation - Consistently
Hearing: Other Sounds - Frequently 
Kneeling - Occasionally
Lifting 50+ Lbs. - Rarely
Lifting <50 Lbs. - Occasionally
Pulling - Rarely
Pushing - Occasionally
Reaching - Rarely
Sitting - Consistently
Standing - Rarely
Stooping - Occasionally
Talking - Consistently
Use of Hands - Consistently
Color Vision - Occasionally
Visual Acuity: Far - Frequently
Visual Acuity: Near - Consistently
Walking - Frequently
TriHealth SERVE Standards and ALWAYS Behaviors
At TriHealth, we believe there is no responsibility more important than to SERVE our patients, our communities, and our fellow team members. To achieve our vision and mission, ALL TriHealth team members are expected to demonstrate and live the following: 
Serve: ALWAYS...
Welcome everyone by making eye contact, greeting with a smile, and saying "hello"
Acknowledge when patients/guests are lost and escort them to their destination or find someone who can assist
Refrain from using cell phones for personal reasons in public spaces or patient care areas
Excel: ALWAYS...
Recognize and take personal responsibility to address and recover from service breakdowns when a customer's expectations have not been met
Offer patients and guests priority when waiting (lines, elevators)
Work on improving quality, safety, and service 
Respect: ALWAYS...
Respect cultural and spiritual differences and honor individual preferences.
Respect everyone's opinion and contribution, regardless of title/role.
Speak positively about my team members and other departments in front of patients and guests.
Value: ALWAYS...
Value the time of others by striving to be on time, prepared and actively participating.
Pick up trash, ensuring the physical environment is clean and safe.
Be a good steward of our resources, using supplies and equipment efficiently and effectively, and will look for ways to avoid waste.
Engage: ALWAYS...
Acknowledge wins and frequently thank team members and others for contributions.
Show courtesy and compassion with customers, team members and the community


What TriHealth employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom


TriHealth logo

About TriHealth

Sourced by ZipRecruiter

TriHealth provides unique opportunities from across disciplines in many different aspects including patient care, care coordination, education and management. We are unique because we know that team members who focus on our mission and values provide excellent patient care.

Industry

Health care and social assistance

Company size

10,000+ Employees

Headquarters location

Cincinnati, OH, US

Year founded

1995