What is an intake case manager?

Intake Case Managers are professionals who assess and evaluate new clients or patients to determine their needs and eligibility for services. They are typically the first point of contact in settings such as healthcare, social services, or mental health organizations. Intake Case Managers gather detailed information, complete necessary paperwork, and coordinate initial referrals or support services to ensure individuals receive appropriate care. Their role is essential for connecting clients with the resources and programs that best fit their situation.