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Duties of an Intake Coordinator

Duties of an Intake Coordinator – In healthcare facilities, intake coordinators greet patients, get them signed up, and let them in. They find out about the patient and make a record of that information. They set up appointments and schedule procedures for medical treatments that will happen in the future. They also answer questions about services and, if necessary, point people in the right direction.

An Intake Coordinator is a person who works in the medical field and makes sure that the patient’s information is recorded and put together correctly, which helps with their medical history.
Intake coordinators, who are also called intake counselors, help patients sign up and get admitted to medical facilities. This includes taking down information and medical histories. They also have to answer incoming calls, check information about health insurance, and do office work like filing and faxing.


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An intake coordinator is in charge of making sure that patients and clients are registered when they come to a healthcare facility for medical care. As an intake coordinator, one of your jobs is to collect patient records, take medical histories, and get insurance information from patients. For this job, you need a high school diploma or GED, computer skills, an eye for detail, and previous experience in an administrative job. Depending on the duties of the job, some employers may want you to have a bachelor’s degree. Information Guide Nigeria

As an Intake Coordinator, your main job will be to help coordinate case management services for clients’ educational, therapeutic, medical, and placement needs in the right program. This person will also be in charge of making sure the intake process is clear and easy for everyone involved, as well as working closely with all team members to make sure the timelines for intake and discharge are met. Also, this position will help program staff by helping them keep track of client information and communicate with them.

The Intake Coordinator will get confidential information about clients from many different places, such as over the phone, by fax, by email, and in person. The Intake Coordinator will use monthly reports to enter data.

A healthcare facility’s intake coordinator is in charge of letting new patients in. When a patient is admitted, they check their insurance and fill out paperwork. They also answer calls from patients who have questions about how to get into the hospital. An intake coordinator may work in places like hospitals, hospices, and clinics, but they may also work in prisons or for non-profit organizations. Duties of an Intake Coordinator

The Intake Coordinator does initial evaluations of patients to find out what their mental health needs are and what kind of care they need. Based on the intake assessments, patients may be given to mental health professionals. You need a master’s degree in a related field to be an Intake Coordinator. Usually works for the person in charge of a unit or department. The Intake Coordinator sometimes gave instructions about different parts of the job.

Read Also: Duties of a Mental Health Technician

Duties of an Intake Coordinator
Photo Source: Betterteam

Duties of an Intake coordinator

  • Conducts patient interviews and fills up admissions paperwork
  • Checks the patient’s insurance coverage and benefits.JAMB Portal
  • Makes appointments for consultations and other medical services.
  • Answers phones and performs clerical duties as needed.
  • Maintains and creates patient records
  • Make consultations, testing, and treatment appointments.
  • Respond to phone and email queries
  • Respond to any patient complaints or concerns.
  • Filing, copying, and faxing are examples of clerical tasks.
  • Maintain and prepare patient charts
  • Comply with the facility’s regulations and policies.
  • Welcome to the facility, patients.
  • Completing and completing all admissions documentation digitally.
  • Verifying each patient’s medical insurance coverage and perks.
  • Appointments for consultations, testing, and procedures are made.
  • Answering phone calls and emails.
  • Taking care of any patient complaints or concerns.

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  • Filing, copying, and faxing are examples of clerical tasks.
  • Creating and updating patient charts.Good Morning My Love Message
  • Following the facility’s regulations and policies.
  • Assist individuals in achieving their goals by collaborating with them on the action actions outlined in the ISP.
  • Assist students with IEPs in completing activities and meeting annual goals related to their transition into adulthood.
  • Manage in-depth duties of paying medical expenses, which involve organizing and studying regulations pertaining to veterans’ eligibility.
  • Assist senior paralegals with case management and jury trial preparation for situations involving patent infringement and securities litigation.
  • At each appointment, update youth charts with allergies, medication usage, and immunization history.
  • Collaboration between medical professionals’ offices, facilities, and patients to ensure correct CPT codes are processed for clinical reviewers.
  • Send referrals to nursing homes, assisted living facilities, and home health care organizations.
  • Identify the PCP upon admission and encourage communication with the PCP.
  • Maintain employee compliance by acting as a CPR teacher.
  • Using the ASAM dimensions, determine the appropriate level of care for each client.
  • Assist the nursing team with SNF and home care placement.
  • Maintain DSM and ASAM criteria knowledge at all levels of care.
  • All regulatory data collection, reports, file filings, and CMS advice must be monitored.
  • Cases that are pending or having difficulty with CMS approval were audited and addressed.
  • Coordination of CPR, and first aid training, as well as national certification testing and registration.
  • Perform daily rounds with the interprofessional medical team to plan pharmaceutical treatment management for ICU patients.15 Best Animation Software for Marketing Video Online for Free
  • Create and host instructive PowerPoint presentations for new families that go through school processes and how the online system works.
  • Enter CPT and ICD-9 codes to select the right tests and diagnoses for the patient.
  • Face-to-face visits with new patients to collect detailed demographic information and explain agency policies.

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  • As needed, communicate with medical supply companies, pharmacies, and DME vendors to get cost-effective supplies/medication/equipment for patients.
  • Contact insurance providers on a daily basis to verify patient eligibility, obtain prior authorizations, and cover Medicaid or private insurance services.
  • Interview potential clients and their parents/guardians, then conduct a detailed assessment to evaluate eligibility for an in-home or day treatment counseling program that adheres to Medicaid criteria.
  • Complete clinical screens, financial assessments, insurance authorization, and intake scheduling, among other triage functions.
  • Assist all inpatient acute care units with oncology needs.
  • Working in oncology Patients suffering from mood swings and emotional breakdowns might be helped by listening to them and providing expert care.
  • Enter all important information from medical record paperwork, including patient demographics, into the EMR.
  • Put in place the national immunization schedule.
  • Maintain patient information confidentiality in accordance with HIPAA rules and regulations, as well as company policy.
  • Clinical information and medical records are received and properly organized in a transitional EMR system.
  • Keep up-to-date and accurate patient immunization records. NYSC Portal
  • Ensures that all admission forms are signed and filed correctly.
  • Respects the dignity and confidentiality of the client or patient
  • Communicates productively with other team members in order to reduce conflict and improve issue resolution.
  • Initiate and respond to calls from prospective clients to determine whether we are a suitable fit as a supplier.
  • Processes documentation for new clients in an efficient and protocol-compliant manner.
  • Obtains relevant information from new clients by politely and professionally requesting them to complete surveys or interviews. 15 Best Photochromic Glass and their Prices in Nigeria
  • Understand and discuss prospective clients’ insurance benefits and eligibility.
  • Answers and checks prospective clients’ phone calls and emails.
  • Follow all professional and ethical norms in the healthcare field.
  • Keep your driver’s license up to date and insurable.
  • Always maintain a nice, clean, and professional appearance.
  • Cultural awareness and compassion are required.Romantic Love Message
  • Interact with patients, staff, and vendors in an honest, trustworthy, and dependable manner.
  • Maintain the necessary professional licensure, qualification, and health criteria for this position.

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