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Intake Specialist in Rego Park, New York at The Jewish Board

Date Posted: 11/24/2018

Job Snapshot

Job Description


The Intake Specialist will be responsible for screening all calls/requests for clinic service made to the centralized applications department.  Upon contact with the client or potential client, the Intake Specialist will either schedule the client for an intake assessment by a staff Social Worker at the chosen clinic site, or recommend another service organization, which may more appropriately meet the clients’ needs.


  • Obtain demographic and clinical information regarding the client’s relevant history and presenting concerns.
  • Determine the closest or most appropriate clinic site for the client.
  • Complete a demographic form in Anasazi.
  • Determine if the client has been previously known to the system and review the reason for discharge.
  • Accurately determine the client’s benefit package and insure that the initial treatment authorization has been obtained (this includes review in EPACES, contact with Medicare about Medigap policies, asking about secondary insurances, learning of deductibles, copays or co-insurances, etc.) and accurately enter this authorization and insurance information into Anasazi.
  • Obtain discharge and treatment information for all inpatient and emergency services discharges.
  • When possible, suggest other resources for clients in need of alternate services.
  • Process applications with the following possible dispositions.
  • Complete services on phone including the scheduling in Anasazi of an assessment at chosen clinic site and close the application
  • Consult with supervisor in situations where:
    • There is an emergency including suicidal/suicidal ideation or risk
    • Client presents as too psychotic or delusional to complete application
    • Suspicious of physical or sexual abuse
    • Cases of Domestic Violence


  • BA in helping profession or 2 years of strongly related work experience preferred
  • Computer literacy and an ability to communicate effectively with clients, potential clients and staff.
  • Strong attention to detail.
  • Bilingual (Russian-English) preferred