Kasey Lonardo
Providence,RI
Summary
Dedicated Intake Specialist known for crisis intervention skills and compassionate communication. Experienced in coordinating intake processes and collaborating with attorneys, committed to enhancing client experiences and outcomes.
Overview
13
13
years of professional experience
Work History
Intake Specialist
Marasco & Nesselbush
Providence, Rhode Island
08.2018 - Current
- Managed client intake process for legal services and documentation.
- Collaborated with attorneys to gather necessary client information.
- Conducted interviews to assess client needs and eligibility for services.
- Maintained accurate case management records, ensuring compliance and accessibility for ongoing client support.
- Developed strong relationships with clients to enhance communication and support.
- Coordinated with various departments to streamline intake procedures.
- Trained new staff on efficient intake processes and best practices, enhancing team capability and service delivery.
- Ensured compliance with legal standards and confidentiality requirements during intake.
- 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.
- Updated patient information on computer system to maintain billing accuracy.
- Maintained clinical records and required paperwork in compliance with agency standards.
- Maintained positive attitude and effectively de-escalated clients during crisis situations.
- Coordinated with external agencies to ensure continuity of care for clients.
- Provided referrals to appropriate resources within the community when necessary.
- Provided crisis intervention services to clients in distress.
- Made outbound calls to providers to obtain information necessary to create or update authorization.
- Provided education about mental health issues to individuals, families, and community groups.
- Developed individualized treatment plans for each client based on assessment results.
- Counseled individuals on a variety of topics such as stress management, anger management, grief counseling.
- Coordinated the intake process, ensuring all required documentation was collected and processed.
- Conducted follow-up communication with clients to assess satisfaction and measure effectiveness of services provided.
Intake Specialist
Rob Levine & Associates
Providence, RI
01.2013 - 08.2018
- Managed client intake process for legal services and documentation.
- Completed all paperwork accurately before client discharge from program.
- Collaborated with attorneys to gather necessary client information.
- Conducted interviews to assess client needs and eligibility for services.
- Maintained accurate records in case management software systems.
- Built strong relationships with clients to improve communication and provide tailored support throughout intake process.
- Coordinated with departments to streamline intake procedures, enhancing overall efficiency and client experience.
- Ensured compliance with legal standards and confidentiality requirements during intake.
- Answered and logged incoming inquiries via phone, fax and email.
- Issued, gathered and inspected intake forms to confirm correct signatures and information.
- Processed paperwork, obtained billing forms and secured confidential information.s
- Maintained a positive attitude and effectively de-escalated clients during crisis situations.
Education
Some College (No Degree) - General Studies
Johnson & Wales University
Providence, RISome College (No Degree) - General Studies
Community College of Rhode Island
Lincoln, RISkills
- Intake coordination
- Document verification
- Client management
- Records management
- Data maintenance
- Documentation skills
- Crisis intervention
- Effective communication
- Follow-up skills
- Compassionate communication
- Multi-line phone systems
- Cultural sensitivity
- Multitasking capacity
- Team collaboration
Timeline
Intake Specialist
Marasco & Nesselbush
08.2018 - Current
Intake Specialist
Rob Levine & Associates
01.2013 - 08.2018
Some College (No Degree) - General Studies
Johnson & Wales University
Some College (No Degree) - General Studies
Community College of Rhode Island