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Client Intake Assistant Jobs in Washington (NOW HIRING)

Intake Coordinator PRN- Evenings

Bowie, MD · On-site

$17.50 - $23.75/hr

Job Title: Intake Coordinator PRN Evenings Location: Prince George County Shift: 3pm-11:30pm ... Contact Probation/Parole/Employer if needed for the client and assist in obtaining a letter for ...

Intake Coordinator PRN- Weekends

Bowie, MD · On-site

$17.50 - $23.75/hr

Job Title: Intake Coordinator PRN Weekends Location: Prince George County Shift: 3pm-11:30pm ... Contact Probation/Parole/Employer if needed for the client and assist in obtaining a letter for ...

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Client Care Coordinator

Mclean, VA · On-site

$20.50 - $22/hr

Essential Responsibilities · Answer incoming phone calls professionally and respond promptly to emails and messages. · Assist with client intake and onboarding. · Maintain regular communication ...

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 Washington?

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

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

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

What cities in Washington are hiring for Client Intake Assistant jobs?

Cities in Washington with the most Client Intake Assistant job openings:

Infographic showing various Client Intake Assistant job openings in Washington as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 14% Part Time, and 6% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution.

Intake & Scheduling Specialist Home Healthcare

Washington, DC • On-site

Human Touch Home Health Care
Health Care and Social Assistance • 501 - 1,000 employees

$21 - $25/hr

Full-time

Posted 21 days ago


Key responsibilities

  • Coordinate referrals, intake, insurance verification, authorizations, and client scheduling.

  • Communicate with insurance companies, hospitals, medical personnel, clients, and referral sources regarding coverage, authorizations, and services.

  • Schedule clinicians for home health care services and ensure appropriate staffing for new and ongoing clients.


Job description

MUST HAVE HOME HEALTHCARE EXPERIENCE Human Touch Home Health Care is seeking a qualified Intake & Scheduling Specialist to join our team in Colorado Springs, Colorado. We are a home health care provider dedicated to delivering comprehensive, high-quality skilled and non-skilled services to homebound clients throughout Colorado. We are committed to client-focused care and helping seniors, individuals with disabilities, and those with medical needs maintain their health, independence, and quality of life in the comfort of their own homes.The Intake & Scheduling Specialist will support the day-to-day operations of the home care office by coordinating referrals, intake, insurance verification and authorizations, client scheduling, clinician assignments, medical records, and administrative functions. This position requires strong organizational skills, attention to detail, excellent communication, and the ability to work effectively in a fast-paced environment.Benefits:Competitive salary commensurate with experience.Opportunities for professional development and career advancement.Positive and supportive work environmentContribution to improving healthcare access and quality in the communityComprehensive benefits package including:Health insuranceVisionDentalPaid Time OffSick LeaveRetirement plansResponsibilities:Perform intake, authorization, insurance verification, eligibility, scheduling, and related administrative duties.Answer client inquiries, receive referrals, and assist with coordinating home care services.Obtain and accurately document patient insurance, demographic, and referral information.Identify and verify insurance coverage for home health care services.Obtain and document prior authorizations for home care services from insurance providers.Maintain accurate and up-to-date authorization records and documentation.Communicate with insurance companies, hospitals, medical personnel, clients, and other referral sources regarding coverage, authorizations, admissions, and services.Maintain communication with hospital and insurance personnel and provide information regarding organizational services and coverage requirements.Enter new patients into the scheduling system and update patient information as changes occur.Schedule clinicians to provide ongoing home health care services and ensure appropriate staffing for newly referred clients.Assist with managing clients through staffing, scheduling, operations, and administrative support.Communicate with clinicians regarding admissions, hospitalizations, discharges, authorization expirations, and other client occurrences.Triage unscheduled and emergency situations in coordination with the Authorization Department and appropriate clinical personnel.Prepare and distribute denial letters and other communications to medical personnel, including appropriate documentation and follow-up instructions.Track, collect, and maintain statistical data related to referrals and submit reports as required.Sort, process, scan, and accurately enter incoming reports and documents into appropriate systems and databases.Maintain the accuracy, completeness, confidentiality, and security of medical records and health information.Respond to employee and client questions and requests for information in a timely, professional, and knowledgeable manner.Prepare emails, reports, correspondence, and other written communications as needed.Provide clerical and administrative support to the business office and home care operations.Assist with payroll data entry and processing for approximately 23 clinicians while following established company policies and procedures.Attend meetings and participate on committees as required.Provide excellent customer service and communicate with clients, employees, clinicians, and external partners with professionalism, respect, and courtesy.Perform other duties as assigned to support the goals and objectives of the organization.Qualifications: High school diploma or GED required; preferred.Minimum of two years of relevant experience, preferably with at least one year in home health, home care, healthcare administration, public health, or a related healthcare setting.Previous experience with intake, authorizations, insurance verification, scheduling, medical records, or healthcare administration preferred.Strong understanding of HMO, Medicaid, and Medicare payors and reimbursement processes.Knowledge of medical terminology and healthcare documentation.Strong computer skills, including Microsoft Windows, Microsoft Office, Word, and Excel.Excellent verbal and written communication skills.Strong interpersonal, organizational, and customer service skills.Ability to accurately manage confidential patient and medical information.Ability to multitask, prioritize responsibilities, and meet deadlines in a fast-paced environment.Strong attention to detail and commitment to accuracy.Ability to work independently with minimal supervision while also working effectively as part of a team.Demonstrated ability to work effectively with healthcare clinicians, patients, insurance representatives, hospitals, and other healthcare partners.Self-directed, dependable, and capable of handling sensitive information with professionalism and discretion.Position DetailsJob Type: Full-timePay: $21.00-$25.00 per hour, based on experienceSchedule: Monday-Friday, 8-hour shiftWeekends: No weekendsWork Location: Colorado Springs, Colorado - In PersonNote - This job description is not intended to be all-inclusive. The employee may be required to perform other related duties as assigned by their supervisor. Job duties may also be adjusted based on organizational and industry needs.
Job Posted by ApplicantPro