• Provide supervision of intake staff
• Answer all intake referral and inquiry
• Processing new business intake forms and data
• Reviewing information on new client intake documents
• Communicate conversations to branch and intake department staff
• Maintain a data base of new intake referrals
• Perform accurate and timely fax intake and routing
• Submit new intake requests on behalf of local Partners and manage all requests throughout the intake lifecycle
• Perform the intake assessment per HOI policy
• Coordinating all parts of the intake process to ensure all needed information
• Provide clinical supervision of the intake staff and administrative oversight of the function
• Refer inaccurate client files or records back to intake workers/specialists for resolution
• Answer incoming inquiry calls for both intake admission and the front desk and schedule both new intake and routine client appointments
• Assist the Assessment Unit at all sites by obtaining referral information from consumers, providers, and other agencies
• Perform initial intake of correspondence received via mail, fax and email from Carriers/members
• Train new secretaries, attorneys, and legal staff on use of matter intake workflow system
• Perform data entry of patient intake information into computer system
• Gather and summarize patient test data
• Ensure the consistent entry of accurate information in Aderant during the file intake process consistent with firm protocols
• Obtain intake data for all new acute/reconstructive inpatients, cleft lip & palate, as well as orthopedic patients

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