Compassionate professional motivated to positively impact program operations and participant success with diligent support. Well-trained the field with dedication to continuously enhancing strategies and optimizing assistance. Highly organized and hardworking with strong attention to detail.
Overview
3
3
years of post-secondary education
Work History
Intake Specialist
Texas Workforce Solutions-CCS
Tyler, Texas
08.2025 - Current
Conducted client intake interviews to assess needs and provide appropriate resources.
Maintained accurate records in case management software for client interactions.
Collaborated with team members to streamline the intake process and improve efficiency.
Answered and logged incoming inquiries via phone, fax and email.
Conducted initial intake interview to obtain client information, including biographical data, medical history, presenting problem, legal status, and other pertinent information.
Issued, gathered and inspected intake forms to confirm correct signatures and information.
Ensured that all necessary paperwork was completed accurately before discharge from program.
Coordinated schedules and appointments, sending out reminders regarding appointment dates.
Made outbound calls to providers to obtain information necessary to create or update authorization.
Maintained accurate records of all client interactions according to agency policies and procedures.
Documented all patient contact activities in accordance with agency standards and regulations.
Addressed and resolved client concerns or complaints related to the intake process.
Coordinated the intake process, ensuring all required documentation was collected and processed.
Utilized case management systems to track client cases from intake through to completion.
Provided information and referrals to clients for additional resources and support services.