Adept at crisis intervention and data entry, I significantly enhanced client satisfaction and streamlined intake processes at Shadow Mountain Behavioral Health System. My expertise in multitasking and compassionate client support, coupled with a knack for maintaining high accuracy in documentation, has consistently improved service delivery and operational efficiency.
Experienced with managing intake processes and client relations. Utilizes organizational and interpersonal skills to ensure seamless client onboarding. Knowledge of effective data management and client support strategies.
Overview
5
5
years of professional experience
Work History
Intake Specialist/Intake Coordinator
Shadow Mountain Behavioral Health System
02.2008 - 04.2013
Answered phone calls and provided new clients with required paperwork to initiate service.
Increased customer satisfaction with timely follow-ups, ensuring all necessary documentation was collected and processed promptly.
Completed intake assessment forms and filed clients' charts.
Maintained high levels of accuracy and compliance in data entry, ensuring all information was correctly entered into the required systems.
Assisted clients with complex situations by providing clear guidance on the intake process and available services, resulting in increased understanding and engagement.
Utilized critical thinking skills to analyze complex client situations and make informed recommendations for appropriate services and support.
Provided compassionate support to clients during the intake process, offering reassurance and understanding in times of distress.
Ensured client confidentiality by adhering to strict privacy policies when handling sensitive information during the intake process.
Collected, verified, recorded and processed client demographics, insurance payments, and referral information.
Facilitated smooth transitions between different departments by effectively communicating relevant client information at each stage of their journey within the organization.
Enhanced client experience by conducting thorough intake assessments and accurately identifying their needs.
Educated clients about available resources within the organization, empowering them to make informed decisions regarding their care options.
Documented patient medical information, case histories, and insurance details to facilitate smooth appointments and payment processing.
Administered and tracked client service payments.
Assisted in conducting needs assessments to identify key areas of service needs.
Facilitated communication between clients and other service providers.
Developed and maintained accurate records of programs and services.
Maintained accurate and up-to-date client records.
Intake Coordinator
Shadow Mountain Behavioral Health System
04.2008 - 04.2010
Provided excellent customer service to patients, family members, and healthcare providers during the intake process.
Maintained strict confidentiality of patient information, adhering to HIPAA guidelines and company policies.
Reduced errors in patient data entry with thorough verification processes and attention to detail.
Completed intake assessment forms and filed clients' charts.
Communicated with referral sources, physicians, and associated staff to check documentation for proper signatures.
Conducted initial assessments of patient needs and eligibility for various programs or services offered by the organization.
Expedited critical cases through close coordination with clinical teams, reducing wait times for essential services.
Ensured regulatory compliance by maintaining up-to-date records and documentation.
Enhanced office productivity by handling high volume of callers per day.
Established rapport with patients through empathetic listening skills and providing relevant information regarding their care plans.
Supported office staff and operational requirements with administrative tasks.
Cultivated supportive atmosphere for patients and their families during intake process, fostering sense of community.
Collaborated with administrative staff to manage appointment schedules effectively, reducing wait times and optimizing resource use.
Education
No Degree - Political Science
Tulsa Community College
Tulsa, OK
01-2012
Skills
Data entry
Multitasking and organization
Intake assessment
Phone and email etiquette
Crisis intervention
Appointment coordination
Employee scheduling
Activity supervision
Emergency response
Household maintenance
Childcare experience
Creative thinking
Customer service
Data Entry Proficiency
Excellent communication
Organizational skills
Multitasking
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Intake Coordinator
Shadow Mountain Behavioral Health System
04.2008 - 04.2010
Intake Specialist/Intake Coordinator
Shadow Mountain Behavioral Health System
02.2008 - 04.2013
No Degree - Political Science
Tulsa Community College
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