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Referral Intake Specialist Jobs (NOW HIRING)

Beacon Specialized Living

Intake Specialist - VA

Dumfries, VA · On-site

$17.50 - $23.50/hr

Intake Specialist The Intake Specialist is responsible for coordinating the intake process for ... Represents Beacon to potential referral sources and attends fairs and meetings that give Beacon an ...

P4P Inc

Intake Specialist

Brooklyn, NY · On-site

$23 - $30/hr

Full-time Intake Specialist Location: Brooklyn, NY Salary: $23-$30 hourly Job Overview As a ... Stay updated on available community resources and referral options * Assist with administrative ...

Educational Data Systems Inc

Intake Specialist

Erie, PA · On-site

$43K - $45K/yr

Then the Intake Specialist position is for you! We are seeking a dynamic and team-oriented ... Serve as an initial point of contact for walk-in, phone, online, and referred participants by ...

EDSI Solutions

Intake Specialist

Erie, PA · On-site

$17.25 - $23/hr

Intake Specialist Do you have a passion for making a difference in someone's life? Are you looking ... Serve as an initial point of contact for walk-in, phone, online, and referred participants by ...

Suncoast Center

Intake Specialist

Saint Petersburg, FL · On-site

$16.75 - $22.50/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Intake Specialist The Intake Specialist plays a critical role in the initial phase of client ... Receives hospitalization discharge reports and referral documents from managed care entities and ...

RISE Community Services

Intake Specialist

Warrensburg, MO · On-site

$19/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

JOB PURPOSE Intake Specialist serves as the first point of contact for individuals, families, and ... Serve as the primary point of contact for new referrals, walk-ins, phone inquiries, and community ...

Yates Appellate Law

Intake Specialist

Richmond, VA · On-site

$50K/yr

The Intake Specialist is the first point of contact for prospective clients and plays a critical ... Identify appropriate referral partners for matters outside the firm's scope and facilitate warm ...

Bridges International

Probation Intake Specialist

Orlando, FL · On-site

$16.50 - $22.25/hr

The Probation Intake Specialist is responsible for oversight and follow-up on referrals provided by stakeholders. The Intake Specialist will coordinate the client's intake into Bridges International ...

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Referral Intake Specialist information

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How much do referral intake specialist jobs pay per hour?

As of Aug 15, 2026, the average hourly pay for referral intake specialist in the United States is $20.81, according to ZipRecruiter salary data. Most workers in this role earn between $17.07 and $22.84 per hour, depending on experience, location, and employer.

What is a referral intake specialist?

A Referral Intake Specialist is a professional responsible for receiving, processing, and managing incoming referrals for services such as healthcare, social services, or specialized programs. They gather and verify necessary information from referring parties, ensure eligibility and completeness of documentation, and coordinate communication between clients and service providers. Their role is crucial in ensuring clients receive timely and appropriate care or services by serving as the first point of contact in the referral process.

What are some common challenges faced by referral intake specialists and how can they be managed effectively?

Referral Intake Specialists often encounter challenges such as managing high volumes of incoming referrals, ensuring accurate data entry, and coordinating communication between multiple parties like patients, providers, and insurance companies. Staying organized, utilizing electronic health record (EHR) systems efficiently, and maintaining strong attention to detail help manage these challenges. Regular training on workflow processes and open communication within the care coordination team also support a smoother intake process and minimize errors.

What are the key skills and qualifications needed to thrive as a referral intake specialist?

To thrive as a Referral Intake Specialist, you need strong organizational skills, attention to detail, and experience in healthcare or customer service, often supported by a high school diploma or equivalent. Familiarity with electronic medical records (EMR) systems, referral management software, and insurance verification processes is typically required. Excellent communication, empathy, and problem-solving abilities help you interact effectively with patients, providers, and insurance representatives. These skills are crucial for ensuring accurate referrals, streamlined patient intake, and effective coordination within healthcare teams.

What is the difference between Referral Intake Specialist vs Patient Coordinator?

AspectReferral Intake SpecialistPatient Coordinator
CredentialsHigh school diploma, certification in healthcare administration or related fieldsHigh school diploma, healthcare or customer service experience
Work EnvironmentHealthcare offices, clinics, hospitalsMedical offices, clinics, hospitals
Job FocusProcessing referrals, verifying insurance, coordinating with providersScheduling appointments, patient communication, managing patient records

The Referral Intake Specialist primarily handles referral processing and insurance verification, while the Patient Coordinator manages patient scheduling and communication. Both roles work in healthcare settings and require similar credentials, but their core responsibilities differ, with the specialist focusing on referral logistics and the coordinator on patient experience.

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States with the most job openings for Referral Intake Specialist jobs include:

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Referral Intake Specialist jobs near you
Infographic showing various Referral Intake Specialist job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 66% Full Time, 17% Part Time, and 16% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $43,288 per year, or $20.8 per hour.

Intake Specialist - VA

Beacon Specialized Living

Dumfries, VA • On-site

$17.50 - $23.50/hr

Other

Posted 16 days ago

Beacon Specialized Living rating

5.5

Company rating: 5.5 out of 10

Based on 43 frontline employees who took The Breakroom Quiz

168th of 240 rated social care providers

Job description

Intake Specialist

The Intake Specialist is responsible for coordinating the intake process for persons receiving services with Beacon Specialized Living. Represents Beacon to potential referral sources and attends fairs and meetings that give Beacon an opportunity to promote its services. Obtains applicant information, screens applicants, attends meet and greets and pre-placement meetings, completes the intake process and ensures potential individual is admitted to services or referred elsewhere, and prepares reports on intakes and admissions. The Intake Specialist is also responsible for updating the CRM system in a timely manner and generating reports based on the data gathered.

Primary Responsibilities:

  • Always be compliant with all company and regulatory policies and procedures.
  • Provides information about Beacon Specialized Living to individuals and families inquiring about services.
  • Organizes and performs timely intake procedures on referrals, including completion and collection of intake/referral documents.
  • Serves as a liaison to referring party and follows up regarding outstanding documents and needed items to start services.
  • Maintains a database for efficient collection and retrieval of referral information.
  • Pre-screens consumers by comparing individual's situation/condition to intake and authorization criteria; evaluates and accepts or rejects individuals based on authorization criteria. Informs individuals seeking services when they are not eligible at the time of intake, by providing the reasons to the consumer and the referral source and providing recommendations for alternate services.
  • Prepares intake and admission reports by collecting, analyzing, and summarizing data and trends.
  • Update the CRM system promptly and ensure accuracy of all data entered.
  • Embrace, support, and manage the business in accordance with Beacon's Mission and Core Values.

Education and Qualifications:

  • Bachelor's degree in related field preferred.
  • 1-3 years of admissions experience in health care or human services setting.
  • Must pass criminal background check.
  • Must possess a valid Driver's License.
  • Proficient in speaking, reading and writing the English language.
  • Approved by state, federal and government entities to work within BSLS programs.
  • Ability to use office equipment, including BSLS information technology systems.

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