Intake clerk Job Description
Intake clerk Job Description Template
An Intake Clerk manages initial client interactions, processes paperwork, and organizes appointments. Responsibilities include data entry, customer service, and maintaining confidentiality in a fast-paced environment. Expertise in administrative tasks is essential.
Responsibilities:
- intake and record information accurately and timely
- answer phone calls and respond to inquiries
- proactively follow up with clients to ensure all necessary information has been received
- organize and maintain files and records
- communicate effectively with other team members and departments
- adhere to company policies and procedures
- resolve any issues or discrepancies with client information
- provide excellent customer service to clients
Requirements:
- High School Diploma or equivalent
- Proficient in Microsoft Office Suite
- Excellent communication and customer service skills
- Attention to detail and accuracy in data entry
- Ability to multitask and work in a fast-paced environment
- Knowledge of medical terminology preferred
- Familiarity with electronic medical records systems
- Organizational skills and ability to maintain confidentiality