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Intake Specialist
Carolina Center for ABA & Autism TreatmentIntake Specialist coordinating family intake for Kind Behavioral Health’s autism ABA services. Supporting scheduling, documentation, care navigation, and intake process improvement remotely.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client intake operations, including scheduling, documentation management, and compliance with HIPAA standards. Proficient in data analysis and process improvement to enhance operational efficiency and client experience.
Highest-signal resume keywords
Client Intake Operations ManagementData Analysis and ReportingHIPAA ComplianceCentralReach Practice Management SoftwareCustomer Service Excellence
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Intake CoordinationDocumentation ManagementData EntryProcess ImprovementWorkflow Enhancement
Soft Skills
Professional CommunicationProblem SolvingAttention to DetailTrust BuildingOrganizational Skills
Tools & Technologies
EMR SystemExcelReporting Tools
Industry Keywords
Autism ServicesABA ServicesClient ExperienceCare NavigationPrivacy Standards
About the role
Key responsibilities & impact- Coordinate scheduling of consultations, tours, and assessments
- Communicate with clients, families, caregivers, and referral partners about appointment details, required documentation, and assessment procedures
- Provide first-line support for routine scheduling, forms, and logistics questions, directing clinical questions to the BCBA or Clinic Director
- Collect, review, and organize intake information, historical records, educational documentation, and consent forms
- Enter, upload, and maintain accurate and timely records in the EMR system
- Track case progress through intake process stages
- Serve as liaison to families referred for a diagnosis, assisting with referral coordination and care navigation
- Create, refine, and implement workflow and process enhancements to improve efficiency and throughput
- Partner with the Director of Workforce Planning & Client Experience to compile, analyze, and communicate operational and client experience data trends
- Contribute to report templates and systemized documentation tools
- Ensure compliance with HIPAA and KBH privacy standards in communications and data management
- Communicate updates promptly and professionally with clinicians, clients, and caregivers
Requirements
What you’ll need- High school diploma or equivalent and 3-4 years experience serving as an intake specialist (or equivalent role) with demonstrated success managing client intake operations, required
- Bachelor's degree in Business Administration, Healthcare Administration, Human Resources, Operations Management, or related field and 2+ years experience serving as an Intake Specialist (or equivalent role) with demonstrated success managing client intake operations, preferred
- Excellent customer service for caregivers and clinicians
- Ability to build trust and maintain professionalism throughout the intake process
- Ability to analyze data, prioritize tasks, solve problems under pressure, and ensure timely follow-through
- Ability to organize and manage multiple, shifting priorities while maintaining attention to detail and process integrity
- Clear and professional verbal and written communication with caregivers and clinical staff
- Experience in autism or ABA service environments, preferred
- Experience using practice management software; CentralReach preferred
- Experience with Excel or reporting tools to monitor key metrics
- Exposure to continuous improvement work, including reducing process inefficiencies, improving intake throughput, and streamlining processes
- Ability to comply with HIPAA and privacy standards
Benefits
Comp & perks- Full-Time employment
- Remote work arrangement
- Equal opportunity and diverse work environment