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Intake Coordinator Job Description Template

Intake Coordinator Job Description Template

Tuesday, April 19th, 2022

Intake Coordinator Job Description Template

Looking for a new Intake Coordinator to hire? The best and the most efficient way to find suitable candidates is to write a detailed and comprehensive Job Description Template. Our FREE Intake Coordinator Job Description Template is the first step to finding your next ideal employee. Customize it according to your specific requirements and criteria and it will be ready for posting on job boards!

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What is an Intake Coordinator?

Intake Coordinators or Intake Counselors, are medical professionals who work in healthcare facilities. They are the first people that patients encounter when they enter the facility for medical services.

Intake Coordinators welcome patients to healthcare facilities, gather their information and medical history, and create patient records based on the collected information. They also schedule appointments, consultations, tests, and procedures for medical treatments. If a patient has any questions or concerns, they provide explanations and answer questions.

Furthermore, they verify patients’ insurance coverage and benefits and perform other clerical work, such as copying, faxing, and answering phone calls and emails. In the end, they provide pleasant and professional service and ensure compliance with the regulations and policies of the facility.

Related Job Titles for Intake Coordinator

The Top Intake Coordinator Skills


Why it’s important


Intake Coordinators communicate with patients, coworkers, and doctors on a daily basis. They need to communicate efficiently in both verbal and written manner. When it comes to communicating with patients, they have to give concise and accurate explanations, ask appropriate questions, and gather necessary information.

Attention to Detail

Being detail-oriented is a crucial skill for Intake Coordinators. They are required to create, maintain, and adhere to numerous patients’ records and details. In order to do so, they need to pay close attention to every piece of information and provide accurate documentation.

Time Management

Good time management and organizational skills prove that Intake Coordinators are able to manage and prioritize their duties and tasks. They should ensure that every action that requires handing documentation runs smoothly and efficiently.

Customer Service

Like any other job that requires working with people, the Intake Coordinator job is no different. When a patient enters the facility, Intake Coordinators are responsible for making them feel comfortable and welcomed. A big smile and attentiveness go a long way, and every patient will appreciate it.

Empathy and Understanding

Intake Coordinators are typically very understanding and empathic people. They deal with patients who are suffering, ill, or in pain. Their job is to comfort, console, and help them by providing instant medical assistance and care.

Intake Coordinator Job Description Template (Free)

We are looking for a motivated and skilled individual who will join our medical team as an Intake Coordinator. In this position you will be responsible for welcoming and admitting patients to the healthcare facility, gathering their personal data and medical history, and creating patient records. Additionally, you will schedule appointments, tests, consultations, and procedures, and verify patients’ information, insurance coverage, and benefits.

You will also perform additional clerical work, such as faxing, invoicing, copying, and answering phone calls and emails. In the end, it is important to ensure compliance with the regulations and policies of our facility. Our ideal candidate for this position should have great written and verbal communication skills, attention to detail, and time management skills. Most importantly, the candidate should make patients feel comfortable, welcomed, and pleasant in our facility.

Intake Coordinator Duties & Responsibilities:

  • Welcome and admit patients to the healthcare facility
  • Gather patients’ personal data and medical history
  • Register patients and create patient records
  • Schedule appointments, tests, consultations, procedures, and medical treatments
  • Answer questions and give explanations about services and procedures
  • Verify patients’ insurance coverage and benefits
  • Address any complaints or concerns
  • Solve errors or problems regarding the documentation
  • Perform other clerical duties, such as faxing, invoicing, copying
  • Answer phone calls and emails
  • Ensure compliance with regulations and policies
  • Make sure that patients feel comfortable
  • Ensure that documentation and records are accurate and easily reachable to other employees

Intake Coordinator Requirements:

  • High school diploma or GED
  • A degree in Medical Office Management, Health Administration, or a similar field is an advantage
  • Prior experience in the patient intake or medical office administration
  • Excellent customer service skills
  • Communication skills
  • Strong attention to detail
  • Time management and organizational skills
Intake Coordinator Job Description Template
Intake Coordinator Job Description Template
Joshua F.
Redline Electric & Solar
Intake Coordinator Job Description Template

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Sample Interview Questions For Intake Coordinator

Once you gather up all the received applications, you can use these sample interview questions for Intake Coordinator. The following questions can help you narrow down your options and pick the most suitable candidate for the job.


  1. Could you tell us more about yourself?
  2. What time do you usually get up in the morning?
  3. What would your friends say your best traits are?

Human Resources

  1. Why do you stand out from the ton of other candidates?
  2. Would you be able to sometimes work overtime if necessary?
  3. Why do you want to leave your current job as an Intake Coordinator?


  1. How do you keep patients’ personal information confidential?
  2. How do you stay organized and focused?
  3. How would you rate yourself as a team player from 1 to 10?

Technical Skills and Knowledge

  1. What would you do if the phone rang and a patient asked a question at the same time?
  2. How would you handle a patient who is rude to you?
  3. What filling systems and programs are you familiar with?


What are the Educational Requirements For an Intake Coordinator?

Intake Coordinators usually need a High school diploma or GED for this position. Some candidates have a degree in medical office management or hospital administration. Employers consider these degrees an advantage, but they are not crucial for getting this job.

Candidates should have at least 2 years of experience in the patient intake or healthcare administration to acquire the necessary skills for being successful in this position.


How Much To Pay an Intake Coordinator When Hiring

Intake Coordinators typically earn between $19,000 and $42,000 annually. Their median annual salary is around $33,718. The hourly wages go from $9 to $20. The median hourly wage for Intake Coordinators is $16.




50% (Median)



Hourly Wage






Annual Wage






Frequently asked questions about Intake Coordinator


Who do Intake Coordinators work with?

Intake Coordinators normally work in small teams. They work directly with doctors and other medical staff to ensure accurate and organized documentation and records before the patients’ appointments.

What skills are essential for successful Intake Coordinators?

Intake Coordinators should have exceptional customer service and communication skills because they encounter patients daily. They also need to be detail-oriented, well-organized, and able to work in a fast-paced environment.

What are similar job positions to an Intake Coordinator?

Similar job positions to an Intake Coordinator are medical office assistant, patient scheduler, medical office manager, etc.

What is the average annual salary for Intake Coordinators?

Intake Coordinators typically earn between $19,000 and $52,000 per year.

Similar Job Descriptions as Intake Coordinator