Intake Technician Job Description For Resumes | Full Guide

In this article, we will be looking at the Intake technician Job description as well as the roles and requirements for an Intake Coordinator Job Description.

Intake technicians, also known as intake counselors, are responsible for all administrative tasks associated with admitting a patient to a medical facility. This includes gathering personal information, medical history, and details on any health insurance policies they may have. You can begin your career journey as an intake technician by applying for the best medical Internships for High School Students.

If you enjoy making others feel their best, you’ll enjoy reading this. As an Intake technician, you might enjoy a rewarding career that rewards hardworking and ambitious individuals.

Not only can a job as an Intake Technician be extremely gratifying, but it is also a career high demand. In this article, we have explained in detail the job description of an Intake Technician Job.

What is an Intake Technician Job Description?

An intake technician is a healthcare professional who is the first point of contact for all patients at a medical facility. They help with registration and admissions, keep track of patient information, and provide administrative support to other medical professionals.

Depending on where they work, intake technicians will have a variety of responsibilities, but they will typically focus on greeting patients, answering phone calls, and completing administrative tasks throughout the day.

Intake technicians can work in a variety of settings, including healthcare facilities, staffing agencies, government program offices, research facilities, educational institutions, and correctional facilities.

Where Do Intake Technicians Work?

Intake specialists work in hospitals, clinics, and private practices, among other places. They usually work a 40-hour week, but they may be required to work evenings or weekends to meet the needs of their clients.

Intake specialists may encounter emotionally charged situations and must deal with angry or upset clients.

They must be able to maintain their cool in these situations while also demonstrating empathy and compassion for their clients.

What Are The Skills And Competencies Of An Intake Technician?

Intake Technician officers are more than just patient contact people. They are in charge of developing strategic initiatives to welcome patients to the medical facility while also assisting them in processing before their scheduled appointments. Finally, as an intake technician, you will work directly with patients to collect and process their information before they meet with a Doctor or medical professional in our facility.

 You should expect to see the following abilities and competencies in job postings:

Listening skills

Listening skills are important for intake specialists because they frequently need to listen to and understand their client’s needs. An intake specialist, for example, may need to listen to a client explain their insurance information or other personal details. They may also be required to listen to and respond to their client’s concerns.

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Ability to analyze data

“People analytics” and “agile” will be frequently used in job descriptions, cover letters, resumes, and interviews. Intake Technicians must have a thorough understanding of the technical requirements of the role, as well as the ability to change course when data suggests it.

Emotional intelligence

Successful Intake technicians must understand their own emotions as well as those of their patience in order to establish a healthy business culture.

Commitment to diversity, inclusion, and justice

Diversity initiatives are more important than ever before for health best practices. The Intake Technician is frequently the focal point for these activities.

Communication Skill

Communication abilities are required for this position. You’ll be interacting with potential and current clients, as well as other members of the team. You’ll also be communicating with applicants, so it’s critical that you understand the application process.

Critical thinking skills

Critical thinking skills help intake technicians find solutions for various issues and help direct individuals to the right services.


Having this skill allows them to understand the patient’s or client’s point of view during their moment of need. 


Compassion;  Showing compassion will help them feel more comfortable as they know you care about them.

Intake Technician Job Responsibilities

  • Intake Technician screens and evaluates all requests for assistance thoroughly; conducts intake assessments and crisis interviews with callers as needed, using a trauma-informed, strengths-based approach; escalates critical issues as needed.
  • Triage all inquiries from referring offices and patients seeking services or program information
  • Part of the intake technician Job description requires working with patients to determine their needs and coordinate emergency and follow-up services.
  • Prioritizes incoming calls and appointment requests to ensure services are rendered in a timely manner
  • Ensures that any visit requirements are communicated to clients.
  • Collaborates with the management to create and improve intake protocols and workflow processes; makes suggestions and recommendations to improve workflow, communication, and overall intake protocols.
  • Coordinates and serve as a liaison with appropriate consented medical and/or social service providers.
  • Participates as an active member during team/case management meetings.
  • Obtains demographic and other pertinent information during initial intake to assist with case management and follow-up. 
  • Accurately document initial assessments and contact/intake notes in a timely manner.

Intake specialist requirements

Some of the qualifications that are frequently required to become an intake specialist are as follows:

  • Education

In most cases, intake specialists must have a high school diploma or GED. Some employers prefer candidates with a bachelor’s or associate’s degree in human resources, human services, or a related field. Human resources, benefits, employment law, ethics, and management courses are common in these programs.

  • Training & Experience

When they start working for a health organization, many intake specialists receive on-the-job training. This training, which could last several weeks, will teach the intake specialist how to use the company’s computer systems and how to complete the necessary paperwork.

  • Certifications & Licenses
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While certifications are not required for intake specialist jobs, they can help you stand out from the crowd and demonstrate your commitment to providing excellent service.

Intake Technician Qualifications

  • Strong administrative and project management skills, as well as experience providing crisis intervention and support.
  • Demonstrates the ability to take the initiative, think critically, and exercise sound judgment
  • Displays courtesy, tact, and professionalism in interactions with clients, volunteers, and staff, as well as across a variety of systems and the larger community. Capability to establish rapport and gain trust with a wide range of people.
  • Ability to understand and apply best practices for services for at-risk individuals.
  • Able to maintain confidentiality, as required by policies, and laws, and in the best interests of patients, staff, and the department.
  • Capability to work in a service delivery collaborative team model.
  • Strong computer skills, including word processing and spreadsheets.
  • Must be able to work after hours including evenings, weekends, and holidays when required.

How To Become An Intake Technician

To start your career in this field, there are basic steps you need to follow.

  • Earn your bachelor’s degree
  • Gain Work Experience

Earn your bachelor’s degree

If you want to work as an intake technician, you must have a bachelor’s degree because most employers prefer applicants with degrees in a relevant field. It’s critical to read the job posting to figure out what the employer is looking for. Depending on your employer, you may be able to fulfill education requirements with relevant work experience.

Gain Work Experience

 To become an intake specialist, many employers require relevant experience in basic customer service and office skills. Working as a customer service representative, for example, can help you advance in your career as an intake specialist because it is advantageous to have customer service skills.

Intake Technician Salary

In the United States, the average salary for an intake specialist is $43,750. Salary will vary according to experience, education, company size, industry, and market. Those with at least a Bachelor’s degree and several years of experience can earn up to $60,000 per year. Entry-level intake specialists, on the other hand, may earn as little as $24,000 per year.

Related occupations to Intake Technician

Here are some related intake technician careers:

  • Receptionist
  • Administrative Assistant
  • Legal Assistant
  • Secretary
  • Paralegal Assistant


Receptionists are the first point of contact in a company and are responsible for providing excellent customer service. Their organizational and multitasking skills assist employees in staying on track and keeping the business running smoothly.

Administrative Assistant

An administrative assistant is a person who provides administrative support to a company’s management team and ensures the smooth operation of the business. They are responsible for a variety of clerical and administrative tasks that help them develop transferable skills.

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Legal Assistant

Legal assistants work for businesses such as law firms, private companies, and the government. They provide administrative support to attorneys and other professionals in order for them to complete legal-related tasks. They are the employees in charge of organizing files, drafting legal letters, creating and sending invoices, managing the attorney’s schedule, and so on.


 Secretaries are typically professional administrative individuals who maintain and organize office tasks, implement procedures, and perform other administrative duties as required by their position.

Paralegal Assistant

Paralegal assistants assist lawyers with administrative tasks in order to provide legal support. They work for the government, a lawyer, a corporation, or a company and perform legal work.

FAQ Intake Technician Job Description

What are the work hours for an intake technician?

As an intake technician, your schedule is determined by your employer. Legal offices typically keep normal business hours, but you may be required to work nights or weekends. Medical intake specialists may work regular business hours or shifts that are longer or outside of normal business hours.

How much do intake technicians make?

In the United States, salaries for intake technicians range from $43,000 to $48,900, with a median salary of $43,625.

What is the intake specialist job description?

Intake Specialists are responsible for greeting patients, recording personal information, and gathering medical histories prior to the patient’s appointment. Finally, you will work directly with patients to gather and process their information before they meet with a Doctor or medical professional in our facility.

Conclusion of Intake Coordinator Job Description

An intake coordinator is in charge of the initial evaluation of patients and clients who seek assistance from medical facilities and social service organizations. Depending on the type of facility where they work, they conduct various assessments of client’s mental and physical states, often in crisis situations, and transfer them appropriately to ensure that their medical and personal needs are met.

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