Skip to Main Content

Intake Specialist Job Description Sample Template

1
Intake

This free Intake Specialist job description sample template can help you attract an innovative and experienced Intake Specialist to your company. We make the hiring process one step easier by giving you a template to simply post to our site. Make sure to add requirements, benefits, and perks specific to the role and your company.

Intake Specialist Job Summary

We are seeking an experienced and motivated individual to join our clinic as an Intake Specialist. As part of our care team, you are the first point of contact for most new patients, gathering vital information and coordinating their entry into our care system. You accurately document the patients' medical history, current needs, relevant insurance information, and emergency contact information before placing them in our scheduling system and directing them to the appropriate department or office. You must have strong communication skills, experience with accurate data entry, and knowledge of common medical terminology.

Intake Specialist Duties and Responsibilities

  • Greet visitors and new patients
  • Gather relevant medical history and reasons for the current visit
  • Input insurance information
  • Direct clients to appropriate department or office
  • Document information accurately and protect patient privacy according to HIPAA guidelines

Intake Specialist Requirements and Qualifications

  • High school diploma or equivalent
  • Excellent communications skills
  • Experience with accurate data entry
  • Multilingualism strongly preferred
  • Moderate computer proficiency
  • Experience with medical databases
1

This template is provided for informational purposes only. The ultimate responsibility for selecting an accurate and non-misleading job title and description, and ensuring that a job posting does not otherwise violate any applicable laws or ZipRecruiter’s Terms of Use, rests solely with the employer. ZipRecruiter makes no representation as to whether the template above accurately describes the employer’s job posting. Please review our Terms of Use and Job Posting Rules for further information.