What Is an Intake Manager and How to Become One

By ZipRecruiter Marketplace Research Team

The job duties of an intake manager involve working to assist patients or clients in accessing the services that they need. In this career, you may do an initial evaluation to assess the needs of each patient, collect documentation, and facilitate referrals if necessary. Your responsibilities could also involve insurance verification or the collection of other administrative information. This position is common in the medical field in hospitals and clinics. You may also find employment in mental health facilities, crisis centers, and nursing homes.

The qualifications and skills that you need to work as an intake manager vary depending on the type of facility. In the medical field, employers often seek a registered nurse. In a mental health facility, you may need a background in social work or psychology. In some settings, you only need a bachelor’s degree in social work or a related subject, while others may prefer fully-licensed social workers with a master’s degree. In the healthcare field, intake managers need at least an associate degree in nursing, though some employers may prefer a bachelor's degree.