Intake Clerk Resume Samples

An Intake Clerk is the first point of contact between the patient and the healthcare institute. The major duties listed on the Intake Clerk Resume include – greeting customers on arrival at the reception, answering or referring inquiries, handling phone calls, referring inquiries, entering information into database, obtaining necessary information, scanning documents, verifying clients eligibility, managing operations in accordance with budget requirements, operating cash register, monitoring stock, and keeping the front area neat and organized.

The highlighting skills found on the resume include – communication skills, multitasking skills, a friendly and professional attitude, and basic IT skills. Other expected qualifications include – a thorough knowledge of MS Office, relevant software, ability to handle cash device, a profound ability to work with all levels of management, and a good grasp of medical terminologies. Most of the candidates have a degree or a high school diploma.

 

Intake Clerk Resume example

Intake Clerk Resume

Summary : Exceptionally detailed, organized and highly accurate business professional with a unique ability to successfully manage multiple projects simultaneously. To provide a unique experience to the community while simultaneously building friendships with outside community resources. Consistently leverage organizational capabilities to facilitate well-run and streamlined office operations.

Skills : Microsoft Office, Customer Service.

Description :

    1. Maintain the integrity of the filing system by monitoring proper access to records and maintaining timely and accurate filing of documents.
    2. Retrieve files and make copies of records for court personnel, attorneys, and others.
    3. Certify court documents, and create and process new case files.
    4. Assign case numbers, open cases in the case management system, and docket initial case opening events.
    5. Answer and route incoming calls, prepare case files and assist the public in the use of computerized databases.
    6. Secure funds in cash register, balance cash drawer at the end of the day, and process credit card payments for filed documents.
    7. Answer phones Typing, word processing, filing Processing intake forms.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Paralegal


Sr. Intake Clerk Resume

Summary : Dynamic professional with excellent leadership, communication and organizational skills. A comprehensive background in administrative areas and very customer service oriented. Proactive and self-motivated team player/builder with exemplary people skills and superior work ethic.

Skills : Microsoft Office Suite, Medical Terminology, Windows & Mac OS systems, Multiphone line systems, Data Entry, Multitasking.

Description :

    1. Prepare the client's plan of care based on standards from the Agency's policy manual.
    2. Communicate via phone and email and in-person with clients and DSW employees to confirm the plan of care is executed in a timely manner and with a high level of quality and dedication.
    3. Intake visits include having contract documents executed and retrieving personal information to complete the internal client file.
    4. Provide daily face to face customer service. Explain programs and benefits to members.
    5. Made sure paperwork was filled out properly and collected proper paperwork.
    6. Intake clerical duties consist of receiving and preparing case files in a timely manner for attorneys to review.
    7. Interview potential clients who would like to apply for Social Security Disability benefits Use the Prevail based PC program.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Nurse


Jr. Intake Clerk Resume

Headline : Worked in the Customer Service field for over thirteen (13+) years as well as the medical field. Self- starter and motivated individual who will be a great asset to your company.

Skills : Microsoft office, Receptionist, Cashier.

Description :

    1. Set up appointments for housing counselors.
    2. Set up files for First Time Home Buyers class, type up certificates for FTHB.
    3. Enter the client's information into MSHDA, and Counselor Max files.
    4. File client's files and information in locked files.
    5. Enter the patient's information to the medicare software and read their medical records to check their eligibility based on their condition and medicare guidelines.
    6. Preparing the files and making sure that all the requirements are met before submitting them to Medicare.
    7. Learned how to consistently achieve goals despite stress, ambiguity and difficult people.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Nurse

Intake Clerk III Resume

Summary : Pursuing opportunities to utilize the organizational skills that acquired through the military, as well as education. Possess the necessary qualifications and experience to successfully meet today's business requirements.

Skills : Microsoft Office, Medical Clerk.

Description :

    1. Conducts outreach activities in order to recruit disadvantaged customers for employment and training services.
    2. Informs customers of all services available through Telamon.
    3. Prepares intake applications, documents eligibility information, and determines customer's eligibility.
    4. Establishes rapport with customer individuals/families, assesses needs, and initiates a plan of action.
    5. Refers customers to the Regional Manager, Case manager and/or employment and training services.
    6. Provides follow-up contact with individuals who have dropped from the program in an effort to provide counseling and/or other services as needed.
    7. Works with Case manager to coordinate interviews for customers with employers, and works with customers to enhance their readiness for inter-views.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Bachelor's In Business

Intake Clerk II Resume

Summary : Succeed in a stimulating and challenging environment, building the success of the company while experience advancement opportunities. Seeking a company where can use experience and education to help the company meet and surpass its goals.

Skills : Microsoft office, Word, Excel. Communication Skills.

Description :

    1. Regularly updated and maintained medical record systems and reports.
    2. Manually processed all referrals for patients using the computer software provided.
    3. Handled and considered all contracts associated with customer deposits.
    4. Handled all Title and Sales information relating to the closing of home sales.
    5. Instructed customers on the policies and procedures of purchasing new homes.
    6. Updated and maintained all reports regarding the progress of the home building and all housing sales.
    7. Followed policy to check-in all forms accurately and verify the validity of the information.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Nurse

Intake Clerk I Resume

Headline : Receives patients for Radiology examinations and special procedures. Verifies ID and all appropriate patient demographics and information. Opens and routes incoming mail, answers correspondence, and prepares outgoing mail.

Skills : Writing, Editing, Research, Powerpoint, Photoshop, Data Entry, Detail Oriented, Data Analysis, Filing, MS Office.

Description :

    1. Dispatching airport shuttles to east, west, and northern wings, and controlling shuttle flow according to traffic, time in between flights, weather, etc.
    2. Provided on-the-job training to new employees.
    3. Complete receipt cataloging and organization for audit.
    4. Skills Used Maintaining professional appearance and behavior under pressure and high-volume intake/exit lines.
    5. Double screen computer dispatching, Microsoft Excel/Microsoft Word usage.
    6. Process and review proposals for insurance upon receipt to determine if all required documentation has been provided for filing.
    7. Contact and handle requests from broker firms and the Guardian sales office/agents.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Nurse

Intake Clerk/Supervisor Resume

Summary : Intake Clerk position is an position within our company and is focused on details and quality of document management. These service skills will meet the internal and external customers.

Skills : Excel, Microsoft Word.

Description :

    1. Processed intake application provided case management and fund to the homeless and general public population.
    2. Ensured program compliance with state and federal regulations met.
    3. Provided case management and supportive services to the homeless population and the general public in compliance with Government funding assistance programs.
    4. Processed account payable and receivable, PO and PR invoices and government vouchers.
    5. Create daily, monthly and year-end financial reports.
    6. Traveled and administered services to eligible citizens within county.
    7. Achieved adequate housing, healthcare, education, training, and employment.
    8. Helped clients and general public achieved adequate housing, healthcare, education, training, and employment.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Nurse

Intake Clerk/Coordinator Resume

Summary : Receives patients for Radiology examinations and special procedures. Verifies ID and all appropriate patient demographics and information. Checks orders in the RIS system and tracks patients.

Skills : Microsoft Office, Faxing, Copying.

Description :

    1. Responsible for coordinating in-patient psychiatric admissions, and working closely with referral sources to ensure smooth transition of patients.
    2. Diligently verify and authorize insurances for all patients before admission in conjunction with area Community Mental entities and commercial insurance companies.
    3. Prepare and disseminate monthly patient recidivism and satisfaction survey reports as well as daily payor mix and census reports.
    4. Keep and maintain accuracy of the hospital census and unit bed lists.
    5. Answer multi-line telephones and direct calls appropriately.
    6. Prepared charts of recently discharged patient's for filing.
    7. Copied patient charts for attorney requests.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Nurse Assisatnt

Intake Clerk/Representative Resume

Summary : Over 26 years of experience, including as a Customer Service Assistant, as a Pharmacy Technicians and as an Office Clerks, General and Courier in industries including Depository Institutions and Miscellaneous Retail.

Skills : Administrative office duties, Office manager classes, Phlebotomy, Bookkeeping, Payroll, Multiphone line, fax, email, filing.

Description :

    1. Determined eligibility of applicants for government assistance.
    2. Enrolled applicants ineligible government programs.
    3. Answered applicant questions about benefits.
    4. Interviewed benefits recipients at specified intervals to verify eligibility for extended benefits.
    5. Informed applicants of their legal rights.
    6. Verified completeness and accuracy of applications.
    7. Bonded to verify patient membership information and diagnosis by name of insurer, social security, the license of medical provider by using ICD-9 code.
    8. Retrieved patient medical records for physicians, technicians, or other medical personnel.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Associates In Medical

Intake Clerk Resume

Headline : Highly enthusiastic customer service professional with 15 years client interface experience. Dedicated Customer Service Representative motivated to maintain customer satisfaction and contribute to company success.

Skills : Yardi, Salesforce, Sharepoint, Microsoft Office, Medical Terminology.

Description :

    1. Responsible for providing basic clerical activities in support of a department and data entry.
    2. Copies incoming and outgoing correspondence.
    3. Routinely files work, reports in case files and designated areas.
    4. Sorts, labels, alphabetizes documents/files for others to execute work effort.
    5. Extracts, sorts, preps, batches and routes documents within the company as needed.
    6. Operates camera/scanner and retrieves previously scanned information as needed.
    7. Exceeds the quota of a 100 cases index per day.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Nursing