Intake Specialist

General Purpose

Under the direction of the CCF Behavioral Health Program Manager, the Intake Specialist will conduct telephone screenings to determine if clients meet admission criteria.

This is an ancillary clinical position involving regular telephone contact with clients, hospital discharge planners, physicians, nursing home social workers and other social service representatives.

This position involves assessing a client’s needs, verifying insurance benefits, and linking with appropriate services. The responsibility also includes resolving mental health crisis situations by triaging the situation and linking with appropriate services.

Main Job Tasks and Responsibilities

  • Telephone screening includes the interviewing of clients for the purpose of determining program and insurance eligibility.
  • Present agency programs by welcoming and providing an agency overview.
  • Identifies insurance coverage and financial status to determine private insurance or Medicaid coverage.
  • Identifies client’s needs and request for services.
  • Refers to appropriate agency program via paper referral.
  • Triage crisis calls and link with appropriate services.
  • Determines eligibility for additional community/state and federal entitlements.
  • Refers to appropriate outside agency and other community resources if determined via telephone interview consumer does not meet admission criteria.
  • Records basic demographic, clinical, and financial information on CCF paper record.
  • Informs appropriate manager and staff of referral for services.
  • Consults with appropriate professional staff including giving feedback regarding client information.
  • Performs additional duties as assigned.


  • High School Diploma required. Bachelor’s degree in Social Work or related field from an accredited college or university is strongly preferred.
  • 3 years’ experience in a fast-paced call environment and/or documentation role.
  • Experience working with the public (i.e., call center, helpdesk, etc.)
  • Experience in Human Services preferred.
  • Good verbal and written communication skills.
  • Intermediate documentation, data entry and computer skills needed.
  • Fluency in Arabic required. Fluency in Chaldean/Aramaic is a plus.

Key Competencies

  • Demonstrates the ability to use standard office equipment such as telephones, computers, copiers, fax machines and others.
  • Displays the ability to communicate with others effectively, listen closely and convey points clearly.
  • Shows proficiency with computer programs which may include Microsoft Word, Excel, PowerPoint, Outlook, and others.
  • Demonstrates excellent customer service skills and the ability to calm patients or clients who may be distraught.
  • Shows the ability to calm frustrated clients quickly and make decisions based upon anticipated outcomes.
  • Possesses the ability to adjust to constantly changing workloads.

Candidates should e-mail a current resume to and include “Intake Specialist” in the subject line.

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