Intake and Case Management Specialist II
Core
Conduct intake interviews, gather case information, and coordinate medical records to support prospective clients and case operations.
Role type
Intake and Case Management Specialist
Builds
Case files and documentation for prospective clients
Domain
Healthcare administration / Case management
Deliverable
client delivery
Required skills
Intake interviewing, medical records coordination, documentation management, customer service, organizational skills, attention to detail, independent work, proactive follow-up
Preferred skills
Sales experience
Technologies
None stated
Responsibilities
Conduct intake interviews with prospective clients; maintain organized and up-to-date case records; request and track medical records; assist with case management activities during non-peak periods; provide professional customer service; ensure accuracy and confidentiality of sensitive information.
Seniority
Individual Contributor