What is an intake specialist?

An intake specialist works in the medical field to direct a client or patient to the services they need. Intake specialists can work in various industries and workplaces, including hospitals, clinics, mental health facilities, and even law firms. As an intake specialist, your responsibilities include maintaining paperwork on a patient’s medical needs and history and directing them towards the proper facility. You also work with a patient’s family to help inform your understanding of a patient. Other duties include coordinating appointment times for clinical staff. It is your job to maintain documentation of all patient information and acquire referral sources necessary to bill and collect for your services.