The Intake Coordinator provides immediate support via telephone for incoming clients across multiple agency programs.  The primary role of this position is to receive and triage new clients and set them up with the appropriate clinicians as well as to provide administrative support to Capital EAP. This position is an administrative position which involves direct service and assistance with program planning.  Intake coordinator’s will develop an awareness of community needs and be able to assess those needs, both within the agency and also outside the agency by networking with other professionals and agencies.

As a frequent point of first contact for clients, customers and partners, the Intake Coordinator is affectively the “face of the Agency;” and therefore, first priority is to provide flawless customer service.

REVIEWABLE EXPECTATIONS:

• Conduct intake phone based interviews with clients for the Counseling, EAP program and Community Transitions program and set them up with the appropriate clinicians.
• Coordinate with networks of affiliate, client, contract and subcontract providers, and prepare related paperwork, billing and credentialing
• Document client contacts in an electronic medical system
• Manage client waitlists
• Provide support for the receptionist and management team as well as other duties assigned by the supervisor
• Attend community and corporate events as a representative of Capital EAP, as requested, including vendor/benefit fairs
• Provide clients with referrals to requested services; research may be required in order to determine the appropriate referral
• Responsible for preparing materials for trainings and other agency events
• Assist with social media updates and initiatives
• Participate in staff meetings and any required training
• Participate in periodic agency staff meetings, and any required training
• Provide confidentiality and HIPPA compliancy for clients and staff
• Positively represent our agency