Intake Coordinator

Job Summary

Intake Coordinator

Day Shift 5 x 8s, M - F 8am to 5pm. Must have LVN certification. At least 1 year of experience. This will be a clinical intake coordinator for home health processing and scheduling referrals. No Call. A possible job title for this role could be LVN Clinical Intake Coordinator. Candidates must have their LVN.

Full-time, Contract

In-Office | Clearlake, CA, United States

Responsibilities

• Coordinate intake of new cases by collecting required information and documents.

• Maintain accurate intake records in CRM and ensure data integrity.

• Set up and manage intake pipelines to track lead progress and milestones.

• Meet and report on key intake metrics and targets to leadership.

• Uphold data privacy and confidentiality in handling sensitive information.

• Screen and triage inquiries to determine eligibility and next steps.

• Provide accurate timelines and communicate expectations to applicants and stakeholders.

• Collaborate with teams to schedule follow-ups and ensure timely responses.

• Identify process bottlenecks and suggest improvements for faster case handling.

• Participate in ongoing training to stay current with process changes and tools.

• Assist in onboarding new hires by coordinating initial intake setup and access.

• Support field teams with territory-specific intake needs and scheduling.