Talented Intake Specialist offering 5+ years of experience in conducting intake interviews and summarizing data with speed and efficiency. Connects with clients easily to provide thoughtful and compassionate assistance. Manages client files and prioritizing tasks to achieve optimal productivity.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Intake Specialist
ELM Management
10.2023 - Current
Enhanced client experience by conducting thorough intake assessments and accurately identifying their needs.
Streamlined intake process by developing and implementing efficient data collection methods for improved service delivery.
Increased customer satisfaction with timely follow-ups, ensuring all necessary documentation was collected and processed promptly.
Contributed to 10% reduction in client wait times by effectively managing appointment scheduling and resource allocation.
Responsible for all patient information being ready and available according to schedule on daily basis.
Maintained high levels of accuracy and compliance in data entry, ensuring all information was correctly entered into required systems.
Improved interdepartmental communication through regular updates on client progress, fostering better case management across teams.
Assisted clients with complex situations by providing clear guidance on intake process and available services, resulting in increased understanding and engagement.
Verifies insurance with proper source.
Admissions Counselor
Laurel Heights Hospital
12.2022 - 10.2023
.Serves as initial point person for calls to be triaged and to start admissions process via phone and in person.
Provide prompt follow-up on all open referrals.
Clinically screening approximately 50 calls per day.
Provides information about program, admissions process, and basic financial information.
Provides referral sources when needed.
Provide written information about our programs to callers who request it.
Verify insurance using proper tools to determine eligibility.
Request and reviews records in order to determine if client is appropriate to move forward in admission process.
Gather all written documentations required on new client prior to admission (previous records, welcome forms, family questionnaire, etc.)
Collect all pre-admission testing from clients and families.
Communicate and/or consult with clinical staff about potential admissions.
Schedules assessments on those interested and appropriate for treatment program.
Schedule and provide tours to clients, families and professionals interested in viewing our programs.
Enter all intake information into electronic medical records systems prior to admissions.
Complete admission paperwork with new admissions and their families.
Helps Admissions staff prepare for admissions by assembling chart(s) and scheduling necessary appointments for all new residential and day treatment clients.
Promoted client confidentiality by adhering to strict privacy policies and maintaining secure recordkeeping systems.
Maximized program effectiveness by developing targeted outreach materials to increase awareness about available services within community.
Assisted clients in overcoming barriers, advocating for their needs within internal departments or external organizations when necessary.
Acted as client advocate to coordinate required services or resolve emergency problems in crisis situations.
Collaborated with interdisciplinary teams to develop comprehensive care plans that addressed clients'' physical, emotional, and social needs.
Intake Coordinator
SMC, INC
03.2021 - 12.2022
.Responsible for answering intake calls, providing excellent customer service, completing clinical assessments of potential clients, when needed, and coordinating admissions process.
Serves as initial point person for calls to be triaged and provides prompt follow-up on all open referrals.
Schedule follow-up interviews with benefits recipients at regular intervals to verify their continued eligibility for payments.
Supply social workers, counselors, and psychiatrists with relevant details gathered during applicant cross-examination.
Plan benefits claims for arbitration talks to address eligibility queries.
Sort, assess, and prepare personal and financial data in order to verify data's validity and determine eligibility status.
Maintain documents of assigned cases and prepare required charts/ treatment plans.
Assist applicants with questions about benefits and claim procedures.
Gather all written documentation required of new clients prior to admission (i.e., previous records, welcome forms, family questionnaire,)
Conduct questionnaires and screenings to collect all pre-admission testing from clients and families.
Coordinated interdisciplinary communication for smoother transitions between care providers.
Ensured regulatory compliance by maintaining up-to-date records and documentation.
Reduced errors in patient data entry with thorough verification processes and attention to detail.
Improved efficiency within the department by prioritizing tasks and managing time effectively.
Community Retention Specialist
Deliv
09.2019 - 01.2021
Gather qualitative retention data by conducting and analyzing employee surveys and/or stay interviews.
Building employee networks/committees to improve employee engagement.
Serving as employee ambassador for staff to ask questions and provide feedback.
Ensuring onboarding process is welcoming, and thorough and incorporates company culture.
Determining gaps where additional supervisor/management training is needed.
Coordinating and conducting management training and development programs for employees.
Identifying operational/system changes that help adjust to shorter-term workforce.
Trained new employees and provided ongoing individual training to maintain staff accountability.
Created and compiled weekly and monthly reports and maintained archival records and database systems.
Led and analyzed business performance against business objectives.
Communicated with team to assess effectiveness of company's growth strategies.
Update and complete transform logic documentation for financial and customer data.
Intake Specialist
Espyr
11.2017 - 07.2019
Serves at initial point of contact.
Link callers to resources in community and assist with appointment setting.
Respond to 50+ requests in regard to information about company's programs and or referrals via phone, email or website.
Gather required documentation and input information into system.
Collect patient information through interview observation tests and surveys.
Create and implement patient treatment plans.
Provide prompt follow-up on all open referrals.
Explain procedures that will be occurring during scheduled appointments.
Assess paperwork provided by patient.
Gather information on medical history, past psychiatric history, education, profession, family history, and drug/alcohol history that will help doctors accurately diagnose and treat patient.
Perform mental status assessments/questionnaires and include results in prepared report.
Create pleas and documents for applicants for medical services, employment, and school enrollment.
Maintain documents of assigned cases, and prepare required dossiers
Schedule follow-up interviews with benefit recipients at regular intervals to verify their continued eligibility for payments.
Patient Service Coordinator
Georgia Behavioral Health
03.2016 - 11.2017
Determined eligibility for counseling and referrals for over 100 patients daily.
Offered compassionate and attentive guidance to patients during moments of crisis and trauma.
Answered phone calls and provided new clients with required paperwork to initiate service.
Interacted kindly with insurance providers via phone, email, and written correspondence to obtain necessary documents to complete registration.
Communicated directly with individuals and families to provide information about eligibility requirements, application details, payment methods, and applicants' legal rights during intake assessment.
Communicated with people from various cultures and backgrounds, using active listening and interpersonal talents to ensure consistency.
Reviewed applications for different aid programs and determined which qualification criteria for individuals.
Inputted all gathered information and researched data on applicants into computer system.
Documented all communication with applicants and inputted information into system.
Assessed information gleaned from interviews, educational, and medical records, consultations with other professionals, and diagnostic evaluations to identify client's abilities, needs, and eligibility for services.
Offered and documented treatment consent forms in patient medical records.
Create and disseminate newsletters, brochures, or other printed materials to inform patients or healthcare professionals.
Keep abreast of resources and services offered by community to patients.
Determine sliding-scale fees based on patients' incomes.
Organize communications between patients, their families, medical professionals, office personnel, or regulatory bodies.
Identify and exchange studies, advice, or other data on legal obligations, risk management, or behavioral healthcare standards.
Youth Advocate Intern
YouthSpark Inc
01.2016 - 08.2016
Performed various administrative functions, including filing paperwork, delivering mail, sorting mail, office cleaning, and bookkeeping.
Collect and analyze data for preparation of reports preparation of documents for ethics submissions grant applications research and conference papers.
Interviewed/counseled sex trafficking victims who are matriculating through court system.
Perform combination of clinical and clerical duties to ensure prompt and efficient delivery of service to students who were sex trafficked and their families.
Completed intake assessments by gathering information that will help determine proper course of treatment and assist with psychosocial assessments of clients as needed.
Assisted students, working under direction of Licensed Counselor and Program Director in group setting, to aid in social/recreational activities to promote rehabilitation.
Worked with members of interdisciplinary team to plan daily activities for 17 children aged 12-18.
Maintained patient observation and set boundaries on inappropriate behavior.
Administer personality intelligence and other tests of cognitive ability.
Greeted visitors or callers and handled their inquiries or directed them to appropriate persons according to their needs.
Used positive reinforcement and other appropriate techniques to assist students in development of appropriate social behavior.
Engaged with children, providing nurturing, safe environments to promote emotional, social, and intellectual growth.
Maintained up-to-date list of council membership and individual organization officer contact information.
Mental Health Technician
Riverwoods Behavioral Health
05.2015 - 01.2016
Provides care to patients in manner that promotes safety, comfort, and therapeutic environment.
Assists patients with activities of daily living; attends to patient behavioral problems and provides assistance in crisis intervention, as needed.
Works with other members of multidisciplinary team in leading milieu activities such as current events groups, community meetings, goals groups, fitness groups, activities of daily living groups, and/or recreational activities, as appropriate to specified patient population.
Charts patient observations, following prescribed procedures and standards.
Participates in development and implementation of patient treatment programs.
Maintains confidentiality of patient records.
Transport patients to and from appointments, clinics, laboratories, and/or treatments, as and when needed.
May perform initial patient evaluations to determine treatment priorities; may take vital signs, weights, and urine, stool, and sputum specimens.
Collaborate with counselors, physicians, or nurses to plan or coordinate treatment, drawing on social work experience and patient needs.
Refer clients or families to community resource if they need housing or medical care to help them recover from physical or mental disease, and then follow up to make sure program was effective.
Interview 20+ clients, review records, conduct assessments, or confer with other professionals to evaluate mental or physical condition of clients or patients.
Design or carry out initiatives to stop drug misuse, address social issues, or enhance community counseling and health services.
Monitor, evaluate, and record client progress with respect to treatment goals.
Assist patients in following treatment recommendations by scheduling appointments, coordinating transportation, or other support.
Customer Service Representative
Duke Energy
02.2014 - 08.2015
Open and maintain customer accounts by recording account information.
Resolve product or service problems by clarifying customer's complaint; determining cause of problem; selecting and explaining best solution to solve problem; expediting correction or adjustment; following up to ensure resolution.
Recommend potential products or services to management by collecting customer information and analyzing customer needs.
Manage 50+ incoming calls per day.
Generate and improve sales by 10%.
Identify and assess customers' needs to achieve satisfaction.
Provide accurate, valid, and complete information by using right methods/tools.
Meet personal/team sales targets and call handling quotas by maintaining proper handle time.
Handle complaints, provide appropriate solutions and alternatives within time limits and follow up to ensure resolution.
Provided friendly and professional assistance to employees, visitors, and customers.
Resolved customer service or billing issues by refunding money or adjusting bills.
Exceeded customer satisfaction by finding creative solutions to problems.
Kept records of client interactions, including inquiries, complaints, and responses.
Resolved customer service or billing issues by exchanging goods, refunding money, or adjusting bills.
Maintained consistent dynamic atmosphere with enthusiasm and purpose to enhance customer experience and satisfaction.
Participated in cross-functional initiatives aimed at enhancing overall business operations and customer satisfaction levels
Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts
Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike
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