Intake Coordinator

Phoenix, AZ

Job description


The Intake Coordinator is responsible for coordinating with community and stakeholders. Responsible for managing appointment schedule, process referrals for new intakes, facilitate administrative services and participating in ongoing learning experiences and coordination of continued care. Focus is on ensuring the members have a pleasant experience while in the clinic.


  • Verification of client benefits and interpret client benefits using various verification methods (AHCCCS, RBHA, and Commercial Plans) and explain benefits coverage to clients.
  • Screen all prospective clients to inform of eligibility requirements and provide general information regarding available clinical services.
  • Review all referrals for new clients and schedule intake appointments.
  • Create client referral by inputting data into the Electronic Medical Record.
  • Collect appropriate client fees.
  • To communicate and coordinate services with other treatment providers when appropriate.
  • Assists in arranging transportation.
  • Ensure protection and security of files and records.
  • Provide coverage for front desk as needed: answer phones, schedule appointments, provide assistance to members in the clinic, check-in member for their appointments, schedule transportation, etc.
  • Collaborates, coordinates, and consults with other involved service providers and treatment team members.
  • Must be able to communicate to Spanish-speaking clients.
  • Must have basic computer skills.
  • Perform other duties as assigned.


  • Follows all CPLCs policies, procedures and protocols.
  • Must maintain confidentiality and integrity.
  • Maintain satisfactory punctuality and attendance as set on the work schedule.
  • Must be a collaborator and work as a team.


  • Competencies and software applications and programs. (particularly Microsoft Office Professional, including programs such as Excel, Word, Publisher, PowerPoint, Access, and Outlook)
  • Excellent word processing, database and file management skills.
  • Must provide clean criminal record.
  • Excellent customer service skills and superior telephone mannerisms.
  • Excellent interpersonal skills, helpful friendly attitude.
  • Must possess personal tact, discretion and good judgment.
  • Excellent written and verbal communication skills.
  • Ability to prioritize assignments and workload within limited time frames ability to handle a demanding workload with limited direct supervision.
  • Good working knowledge of office equipment and procedures including computers, photocopiers, printers, fax machines, mailing equipment, telephone systems, filing systems, etc.
  • Experience working within a volunteer and/or nonprofit organization (desirable).
  • Ability to navigate the current EMR system to perform work load.
  • Bilingual Preferred


  • Communicate effectively both verbally and in writing.
  • Plan, prioritize and organize.
  • Demonstrate interpersonal sensitivity and work with a diverse population


Ability to solve practical problems and deal with a variety of concrete variables in situations where standardization may or may not exist. Ability to reason effectively and interpret a variety of instructions furnished in written, oral, or diagram form. Ability to synthesize new information and mentor individuals.

This position requires the individual to work with minimal supervision. Guidance is available as necessary, however, the individual is expected to be able to function autonomously and make individual decisions when appropriate. This position does require the ability to interact with a variety of individuals and the ability to meet deadlines and time pressure based on the volume of work.


The physical demands described here are representative of those that must be met by a staff member to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position. While performing the duties of the position, the employee is regularly required to sit, stand, talk, hear, and drive to and from community appointments. Employee must regularly lift and/or move up to 10 pounds and occasionally lift and move up to 20 pounds. Specific vision abilities required by this position include close vision, distance vision, and peripheral vision.


The work environment characteristics described here are representative of those an employee and encounters while performing the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position. The noise and/or level of distractions in the work environment are usually moderate.


Employee will be expected to participate in continuous learning, competency building and maintenance of competency skills in compliance with CDLF and CPLC requirements.


Work is performed in structured environments.


The Intake Coordinator reports and is directly supervised by the Office Manager at CDLF. The employee is accountable for understanding and complying with CDLF's and CPLC policies and procedures, area of practice ethics, and professional conduct.

I have read the job description and understand all of the duties and responsibilities of the position. I have also received a copy of the job description for my personal reference.