Intake Specialist Job Description Sample Template

JOB TITLE:

  • Intake Specialist

DUTIES and RESPONSIBILITIES:

  • First point of contact for all employees, patrons, deliveries, inspections, and other visitors to the dispensary.
  • Screen all persons prior to entry, to ensure that they are qualified to enter the dispensary.
  • Greeting and checking in qualified patients and caregivers.
  • Conducting the patient intake process.
  • Provide the highest level of customer service while interacting with patients and customers on-site and over the phone by having an optimistic attitude and welcoming personality.
  • Process in-patients and customers by validating identification and entering information securely into our POS system.
  • Significant data entry and document management.
  • Provide administrative assistance as needed.
  • Participate in ongoing education and professional development as needed.
  • Coordinate with the appropriate department personnel regarding any questions and issues.
  • Maintain patient files, records, and other information with a high degree of accuracy.
  • Perform other duties as assigned.

EXPERIENCE and QUALIFICATIONS:

  • Excellent working knowledge of Windows-based EMR software applications.
  • Superior verbal and written communication skills.
  • Outstanding phone and in-person customer service skills.
  • Demonstrated ability to make quick decisions and solve tough problems.
  • Works well independently, can manage multiple priorities, and is solutions-oriented.
  • Ability to organize and prioritize multiple tasks and work roles.
  • Proficient computer skills in Microsoft Word, Excel, and the internet; comfortable learning/using dispensary software.
  • High school diploma or GED preferred.
  • Associate’s Degree in Business or the equivalent in work experience preferred.
  • Must be at least 21 years of age.
  • Must pass any and all required background checks.

PHYSICAL DEMANDS:

  • The employee is frequently required to use hands to type, handle, and feel.
  • The employee is regularly required to walk, sit, talk, and hear.
  • The employee is regularly required to stand, stoop, kneel, crouch, or reach.
  • The employee must have the ability to occasionally safely lift and/or move a minimum of 25 lbs.