Clinical Intake Specialist, NA

The clinical intake specialist, level I, plays a critical role in the healthcare delivery process by serving as the first point of contact for patients seeking clinical services. This position is responsible for efficiently gathering and verifying patient information, assessing initial clinical needs, and facilitating smooth communication between patients and clinical teams. The specialist ensures that all intake procedures comply with regulatory standards and organizational policies, thereby supporting accurate and timely patient care coordination.

By managing patient records and scheduling appointments, the role contributes to optimizing clinical workflow and enhancing patient experience. Ultimately, the clinical intake specialist helps to create a welcoming and organized environment that supports effective clinical operations and positive health outcomes.

• High school diploma or equivalent required; associate’s degree in healthcare administration or related field preferred.
• Previous experience in a clinical intake, medical office, or healthcare customer service role.
• Familiarity with electronic health record (EHR) systems and basic computer proficiency.
• Strong communication skills, both verbal and written, with the ability to interact professionally with diverse patient populations.
• Knowledge of healthcare privacy regulations such as HIPAA.

• Certification as a Medical Administrative Assistant (CMAA) or similar credential.
• Experience working in behavioral health or specialty clinical settings.
• Proficiency with specific EHR platforms such as Epic, Cerner, or Meditech.
• Bilingual abilities, particularly in Spanish or other commonly spoken languages in the United States.
• Training or coursework in medical terminology and healthcare insurance processes.

• Conduct comprehensive patient intake interviews to collect demographic, medical, and insurance information accurately.
• Verify patient eligibility and benefits with insurance providers to ensure coverage for requested services.
• Schedule and coordinate patient appointments with appropriate clinical staff based on urgency and availability.
• Maintain and update electronic health records (EHR) with precise and confidential patient data.
• Communicate effectively with patients, families, and clinical teams to clarify information and resolve any intake‑related issues.
• Ensure compliance with HIPAA and other relevant healthcare regulations during all intake processes.
• Assist in managing referral processes and follow‑up communications to support continuity of care.
• Identify and elevate any potential barriers to patient access or care to appropriate clinical or administrative personnel.

Skills: The clinical intake specialist utilizes strong interpersonal and communication skills daily to establish rapport with patients and gather accurate information efficiently. Attention to detail is essential when entering data into electronic health records to maintain compliance and support clinical decision‑making. Problem‑solving skills are applied when verifying insurance coverage and resolving discrepancies or patient concerns. Organizational skills enable the specialist to manage multiple patient intakes and appointment schedules simultaneously, ensuring smooth clinical operations.

Additionally, knowledge of healthcare regulations guides the specialist in maintaining patient confidentiality and adhering to legal standards throughout the intake process.

• Entry level

• Full‑time

• Health Care Provider

• Medical Practices