Intake Coordinator

The Morning Intake Coordinator is responsible for initiating the daily intake workflow, organizing incoming referrals, and scheduling client meet-and-greets. The role serves as the central point for operations, forms processing, and intake system administration.

Requirements

• Log all new referrals in the intake tracker or CRM system.
• Check and organize incoming forms (ISP).
• Schedule intake meetings with families and the CBS team.
• Coordinate availability with CBS Director and DSP Supervisor.
• Answer agency phones and route intake-related inquiries.
• Prepare documentation folders and digital files for new clients.
• Maintain clear handoff documentation for the afternoon and evening intake staff.

Benefits

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance