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Intake Specialist Resume Examples

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Writing a resume as an intake specialist can be an intimidating task. It requires organizing a lot of data, including job history, skills, and education. To increase your chances of success, it’s important to format your resume correctly and include all relevant information. This guide provides tips on how to write an effective intake specialist resume and includes examples to serve as a base for creating your own. With the right approach, you can present yourself in the best light and stand out from other applicants.

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Intake Specialist Resume Examples

John Doe

Intake Specialist

123 Main Street | Anytown, USA 99999 | Phone: (123) 456-7890 | Email:

A highly motivated, results- oriented Intake Specialist with over three years of experience providing excellent customer service and support to patients and healthcare providers. Demonstrated ability to multitask, think quickly, and provide accurate and attentive customer service. Have extensive experience in verifying insurance eligibility, processing intakes, and data entry. Proven record of meeting and exceeding daily performance goals.

Core Skills:

  • Excellent customer service
  • Strong communication and organizational skills
  • Proficiency in Microsoft Office
  • Proficient with EPIC
  • EHR/EMR experience
  • Insurance Verification
  • Data entry
  • Time management

Professional Experience:
Intake Specialist – ABC Health Care, April 2018 – Present

  • Verify insurance eligibility and process intakes for new patients
  • Answer patient inquiries, triage calls, and provide customer service
  • Facilitate and coordinate patient intake process and paperwork
  • Enter data into EHR/EMR and maintain accurate and up- to- date records
  • Assist with scheduling, pre- registration and patient check- in

Bachelor of Science in Health Services – ABC University, May 2018

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Intake Specialist Resume with No Experience

Recent college graduate with a Bachelor’s Degree in Social Work and a desire to help others in need. Critical thinking and problem solving skills, the ability to communicate effectively, and the capacity to work in a fast- paced environment. Looking to obtain an Intake Specialist position to apply my knowledge and help those in need.


  • Ability to remain organized and manage multiple tasks
  • Knowledge of medical terminology
  • Familiarity with medical software
  • Excellent customer service and communication skills
  • Proficient in Microsoft Office suite
  • Ability to prioritize tasks and deadlines
  • Ability to work independently and as part of a team


  • Greet and register patients in a friendly manner
  • Record patient medical information and update medical history
  • Obtain patient insurance information, referrals and authorizations
  • Handle phone calls, emails, and other inquiries from patients
  • Assist in scheduling appointments and test procedures
  • Create and update patient files and other records
  • Ensure accuracy and completeness of patient information

0 Years



Intake Specialist Resume with 2 Years of Experience

Dynamic and organized Intake Specialist with two years of experience in the healthcare industry. Demonstrates efficient information gathering techniques to capture patient data, verifies eligibility and ensures accurate completion of paperwork. Skilled in providing patient education and understanding of services. Committed to delivering compassionate care to patients and providing the best service possible.

Core Skills:

  • Data Entry
  • Record Management
  • Verifying Eligibility
  • Communication
  • Problem Solving
  • Customer Service
  • Patient Education
  • Organization


  • Gathered patient information by interviewing patients to obtain demographic, financial and insurance information.
  • Verified insurance eligibility through automated systems and contacted insurance companies to obtain authorizations.
  • Provided patient education on insurance plans and benefits to ensure accurate understanding of service information.
  • Ensured all patient paperwork was filled out properly and in a timely manner.
  • Maintained records and databases of patient information.
  • Answered patient inquiries and provided customer service.
  • Processed payments and resolved any billing issues.
  • Resolved conflicts and complaints by communicating with staff and patients.

2+ Years



Intake Specialist Resume with 5 Years of Experience

Dedicated and detail- oriented Intake Specialist with five years of experience in administrative support, client intake, and data entry. Proven track record of providing exceptional customer service with a positive and personable attitude. Skilled in the use of multiple Windows- based applications, including Microsoft Office Suite, Outlook, and HIPAA- compliant software. Highly dependable and organized with the ability to work in a fast- paced environment with minimal supervision.

Core Skills:

  • Client Intake
  • Data Entry
  • Microsoft Office Suite
  • Outlook
  • HIPAA- Compliant Software
  • Customer Service
  • Time Management


  • Performed client intake, including collecting data and entering into a database for tracking purposes
  • Scheduled appointments for clients, verified insurance information, and updated client information as needed
  • Answered phone calls and emails from clients regarding their accounts
  • Maintained a high level of customer service and professionalism in all communications
  • Provided support to other departments within the organization as needed
  • Performed data entry tasks and maintained accurate and up- to- date records
  • Resolved issues and responded to client inquiries in a timely manner

5+ Years



Intake Specialist Resume with 7 Years of Experience

A highly motivated and resourceful Intake Specialist with 7 years of experience in the health care industry. Skilled in patient registration and customer service, as well as data entry, documentation, and use of EMR systems. Proven ability to organize, plan and utilize resources to maximize efficiency and productivity. Adept at quickly establishing trust and rapport with patients and their families.

Core Skills:

  • Patient Registration
  • Customer Service
  • Data Entry
  • Documentation
  • EMR Systems
  • Organizational
  • Planning
  • Resource Utilization


  • Processing patient registrations and verifying insurance in order to ensure proper billing and payment.
  • Documenting patient information into the Electronic Medical Records (EMR) system.
  • Providing customer service to patients and their families in the registration process.
  • Answering questions and resolving customer inquiries, complaints, and issues.
  • Maintaining patient confidentiality while ensuring accuracy in data entry.
  • Maintaining a clean and organized reception area in order to create a welcoming environment for patients.
  • Creating and updating patient charts as needed.
  • Assisting staff with other administrative tasks as needed.

7+ Years



Intake Specialist Resume with 10 Years of Experience

10 years of experience in the intake specialist field, working with clients to assess their needs and coordinate resources to support their health and wellbeing. Highly skilled in customer service, problem solving, case management and managing patient care. Excellent communication, organizational and administrative skills with a passion for helping others.

Core Skills:

  • Excellent customer service
  • Problem solving
  • Case management
  • Patient care
  • Communication
  • Organizational management
  • Administrative skills


  • Assessing clients’ needs and determining appropriate resources
  • Coordinating services and resources to support clients’ health and wellbeing
  • Developing and maintaining relationships with clients and community organizations
  • Providing case management services, such as writing case plans, developing individual plans and service strategies
  • Monitoring clients’ progress and providing follow- up services
  • Ensuring compliance with relevant regulations and policies
  • Providing training and support to colleagues and new staff
  • Maintaining accurate documentation of all client information
  • Assisting with the development of new programs and initiatives
  • Collaborating with other departments to ensure smooth operations.

10+ Years

Senior Manager


Intake Specialist Resume with 15 Years of Experience

Highly experienced Intake Specialist with over 15 years of experience in the medical field. Skilled in managing inbound patient calls, obtaining insurance information, scheduling appointments, and maintaining patient records. Adept at using various office software, such as Microsoft Office and electronic medical records systems. Possesses strong organizational and communication skills.

Core Skills:

  • Medical Records Management
  • Insurance Verification
  • Customer Service
  • Appointment Scheduling
  • Data Entry
  • Microsoft Office
  • EMR Systems


  • Answered inbound patient calls and provided customer service
  • Obtained and entered patient information and insurance information
  • Verified insurance coverage and explained coverage to patients
  • Assisted patients in scheduling appointments
  • Maintained patient records in accordance with HIPPA
  • Entered patient information into the EMR system
  • Provided assistance and troubleshooting for the EMR system
  • Organized patient files and prepared them for medical review
  • Assisted in patient check- in and check- out procedures
  • Processed payments and insurance claims
  • Answer questions and provided additional support for patients
  • Updated and maintained patient records as needed
  • Assisted with other administrative duties as required

15+ Years



In addition to this, be sure to check out our resume templates, resume formatscover letter examplesjob description, and career advice pages for more helpful tips and advice.

What should be included in a Intake Specialist resume?

As an Intake Specialist, it’s important to showcase the skills and experiences you have that make you stand out for potential employers. Your resume is the perfect opportunity to do this, and should include all of the following elements to make the most impact.

  • Professional summary: Start your resume with a professional summary that outlines the core values, strengths and professional experiences that make you the ideal candidate for the role.
  • Education: Include any relevant educational qualifications and certifications that are pertinent to the role.
  • Experience: List any past work experience that is related to the role of an Intake Specialist, including job titles and descriptions of the responsibilities you had.
  • Skills: Highlight the skills that you have acquired that are relevant to an Intake Specialist, such as customer service, communication, problem-solving, organization, and knowledge of office software.
  • Achievements: Provide any notable achievements or awards that you have received in past roles.
  • Professional affiliations: List any professional organizations that you are a part of.

By incorporating all of these elements and more into your resume, you can make sure that your potential employer sees how well-suited you are for the role of an Intake Specialist.

What is a good summary for a Intake Specialist resume?

A good summary for an Intake Specialist resume should provide a brief overview of the individual’s qualifications and experience, highlighting their ability to process patient information, liaise with healthcare providers, and maintain accurate patient records. The summary can also describe such skills as research and analysis, problem solving, customer service and communication, as well as any experience in the medical field. Furthermore, it can also include any certifications, licenses, or other special skills that may be relevant to the job. Ultimately, the goal of the summary is to showcase the individual’s related abilities and qualifications in a clear, concise manner that will draw recruiters’ attention and attract them to review the rest of the resume.

What is a good objective for a Intake Specialist resume?

A good objective for an Intake Specialist resume is to demonstrate to potential employers that you possess the skills and qualifications to excel in the role. It should also highlight your ability to think strategically and manage relationships and processes efficiently. To craft an effective objective statement for your resume, consider the following:-

  • Ability to manage a high volume of client cases and prioritize workloads.
  • Demonstrated experience in social work, case management, and/or data entry.
  • Proven record of successfully managing client relationships, meeting deadlines, and following through on commitments.
  • Excellent organizational and communication skills with the ability to handle multiple tasks simultaneously.
  • Proficiency in a range of software packages and databases, including Microsoft Office, Salesforce, and other data management systems.
  • Ability to work independently and as part of a team, while remaining flexible and adaptive to changing situations.
  • Commitment to providing exceptional customer service, with a focus on meeting the needs of clients, stakeholders, and the organization.

How do you list Intake Specialist skills on a resume?

Intake specialists play an important role in many healthcare settings by evaluating patient needs and determining eligibility for services. When writing a resume for this type of position, it’s important to highlight the skills and abilities that make you an ideal candidate. Here are some tips for listing Intake Specialist skills on a resume:

  • Demonstrate excellent interpersonal and communication skills: Intake specialists must demonstrate excellent communication and interpersonal skills in order to effectively evaluate patient needs and determine eligibility for services. Be sure to include any relevant experience with customer service, problem-solving, or active listening on your resume.
  • Highlight knowledge of healthcare regulations and standards: Intake specialists must be familiar with local, state, and federal healthcare regulations and standards. If you have experience or training related to this, be sure to include it on your resume.
  • Showcase experience with data entry and documentation: Intake specialists must be comfortable with entering data into computer systems and maintaining detailed documentation of patient records. If you have experience with data entry, software systems, or medical records, be sure to include it on your resume.
  • Emphasize organization and time management skills: Intake specialists must be organized and efficient, as they often have to handle multiple tasks at once. If you have experience with multitasking, prioritizing, or meeting deadlines, be sure to include it on your resume.
  • Demonstrate expertise in problem-solving: Intake specialists must have the ability to assess patient needs and develop solutions for any issues that arise. If you have experience in problem-solving, conflict resolution, or critical thinking, be sure to include this on your resume.

By highlighting your skills and abilities, you’ll be able to make a strong impression on potential employers and show that you’re the best candidate for the job.

What skills should I put on my resume for Intake Specialist?

Applying for a job as an Intake Specialist? Before you submit your resume, make sure you include these key skills to communicate your qualifications to potential employers.

  • Knowledge of Medical Terminology: As an Intake Specialist, you will need to understand medical terminology in order to accurately record and process patient information.
  • Attention to Detail: You will be responsible for entering patient information accurately, so having a sharp eye for detail is essential.
  • Organization: Intake Specialists must be organized and efficient in order to manage a large volume of patient information.
  • Interpersonal Skills: Your job requires you to interact with both patients and medical staff, so strong communication and customer service skills are vital.
  • Computer Skills: You must be comfortable using computers and have a working knowledge of Microsoft Office and various software programs.
  • Problem-Solving: As an Intake Specialist, you will often be faced with situations that require creative problem-solving skills.

Including these skills on your resume will demonstrate to employers that you have the qualifications to excel in the role of Intake Specialist. Good luck!

Key takeaways for an Intake Specialist resume

As an Intake Specialist, you are responsible for assessing the needs of clients and referring them to the appropriate services. Crafting a resume that displays your skills and experience is essential to securing a position in the competitive field. With this in mind, here are key takeaways for creating a successful Intake Specialist resume:

  1. Highlight your knowledge of client assessment protocols. As an Intake Specialist, you must have a thorough understanding of assessment protocols in order to assess a client’s needs accurately. Make sure to incorporate this knowledge into your resume by highlighting any certification programs or courses you have completed related to the field.
  2. Demonstrate your communication skills. Intake Specialists must possess strong communication skills to effectively interact with clients. Include any relevant experience you have had in the field, such as customer service or crisis counseling.
  3. Showcase your problem-solving skills. An Intake Specialist must be able to think quickly and problem-solve accurately. Include any situations where you were able to think critically to reach a successful outcome.
  4. Mention your familiarity with relevant databases. Many Intake Specialists must be able to navigate databases to locate relevant information and resources. List any experience you have with computer systems and programs that could be beneficial in an Intake Specialist role.

By following these tips, you can create an impressive resume that will help you stand out from other applicants when applying for an Intake Specialist position. Showcase your skills and experience to employers and land the job of your dreams.

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