Halle Ross
Atascadero
Summary
Detail-oriented and compassionate Intake Specialist with 8 years of experience in managing patient intake processes, assessing client needs, and ensuring accurate documentation. Adept at handling confidential information, conducting interviews, and coordinating with multidisciplinary teams to facilitate smooth client onboarding. Highly organized, with excellent communication and customer service skills.
Overview
8
8
years of professional experience
Work History
Intake Specialist
Aspire Counseling
06.2016 - 08.2024
- Conduct initial assessments and interviews to gather relevant client information for intake processes.
- Manage and maintain accurate client records in accordance with HIPAA regulations.
- Collaborate with medical and administrative teams to ensure proper referrals and follow-up.
- Screen potential clients for program eligibility, completing necessary forms and ensuring compliance with company guidelines.
- Provide excellent customer service by addressing inquiries and resolving concerns efficiently.
- Prepare and maintain intake reports, ensuring all necessary documents are properly filed and updated.
- Managed the intake process for new clients, including collecting personal and medical histories, assessing needs, and scheduling initial appointments.
- Communicated with healthcare providers, insurance companies, and external agencies to ensure client eligibility and facilitate care coordination.
- Reviewed and verified client documentation, ensuring completeness and accuracy.
- Worked with team members to ensure a seamless transition from intake to ongoing case management services.
- Assisted clients with navigating forms, benefits, and services available to them.
Education
Bachelor Of Science - Health Administration
Colorado Christian University
Denver, CO01.2024
Skills
- Client Intake & Assessment
- Data Entry & Recordkeeping
- HIPAA Compliance
- Case Management Support
- Customer Service
- Problem-Solving & Conflict Resolution
- Multitasking & Time Management
- Electronic Health Records (EHR) Systems
- Microsoft Office Suite
Timeline
Intake Specialist
Aspire Counseling
06.2016 - 08.2024
Bachelor Of Science - Health Administration
Colorado Christian University
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