Intake Coordinator

HiredFirst

Clearlake, CA

JOB DETAILS
SALARY
$1,285–$1,285
SKILLS
Customer Relationship Management (CRM), Data Quality, Home Care, Licensed Practical Nurse/Licensed Vocational Nurse, Onboarding, Organizational Skills, Process Development, Record Keeping, Sales Pipeline, Time Management
LOCATION
Clearlake, CA
POSTED
3 days ago

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.


About the Company

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