Intake Coordinator

We are seeking a compassionate and detail-oriented Intake Coordinator to join our team in Aston, PA. This role is responsible for serving as the first point of contact for new clients or patients, gathering and verifying information, coordinating intake documentation, and ensuring a smooth onboarding process. The ideal candidate has strong customer service skills, excellent attention to detail, and the ability to manage sensitive information in a professional and confidential manner.

Key Responsibilities:

• Serve as the primary point of contact for new clients, patients, or referrals
• Answer incoming calls and respond to inquiries in a professional and timely manner
• Collect, review, and verify intake information, documentation, and required forms
• Schedule appointments, assessments, or consultations as needed
• Enter and maintain accurate information in company databases, EMR, or CRM systems
• Coordinate with internal departments, providers, or case managers to facilitate the intake process
• Verify insurance, benefits, or eligibility information when applicable
• Explain intake procedures, required documentation, and next steps to clients or patients
• Maintain confidentiality and ensure compliance with HIPAA or other applicable privacy regulations
• Track intake status and follow up on missing information or incomplete documentation
• Provide administrative support and assist with additional office duties as assigned

Qualifications:

Compensation

About Us

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Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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