Intake specialist

1 week ago


Tucson, United States Fleming & Curti, PLC Full time

Intake Specialist

The intake specialist at Fleming & Curti plays a crucial role, engaging with potential and existing clients. Their primary responsibility of the intake specialist is to respond to calls and emails and collect information so that appointments can be scheduled, and cases can be onboarded in a smooth, efficient and professional manner. It is essential that the intake specialist maintains a professional and empathetic demeanor and responds to inquiries in a prompt, friendly and organized fashion. This role is essential for establishing a strong foundation of trust and ensuring the needs of potential and existing clients are accurately assessed and met from the first-time contact is made with the Firm.


The intake specialist is responsible for managing the entire intake process. This involves responding to outreach by email and phone, gathering information to make sure that the needs of potential and existing clients are accurately identified through the intake process.  The process also involves internal coordination, which includes tracking the status of potential cases, performing conflict checks, creating and organizing files. The intake specialist is responsible for ensuring all parties are prepared for consultations and follow-up meetings.


Key responsibilities include the following:


Initial client contact: Respond promptly to inquiries from potential clients via phone (and/or email). This job is mostly phone based.


Information gathering: Conduct initial interviews to gather relevant information regarding clients’ needs (trust administration, probate, estate planning, guardianship, and conservatorship, etc.).


Data Entry: Accurately input client information into Clio, the Firm’s practice management database and save documentation provided to Clio.


Scheduling: Review attorney calendars and schedule initial consultations with attorneys. Coordinate schedules with conference room and Firm calendars and send an appointment confirmation.


Documentation: Send client the Fleming and Curti questionnaire form and information about what they can anticipate in the initial consultation.


Coordination: Provide reminders before appointments and confirm that the attorney is prepared for the initial appointment. If information is provided prior to the first meeting, it needs to be saved to the file and provided to the attorney before the appointment.


Confidentiality: All sensitive client information must be handled with the utmost confidentiality and in accordance with legal requirements.  



  • Intake specialist

    6 days ago


    Tucson, United States Fleming & Curti PLC Full time

    Intake Specialist The intake specialist at Fleming & Curti plays a crucial role, engaging with potential and existing clients. Their primary responsibility of the intake specialist is to respond to calls and emails and collect information so that appointments can be scheduled, and cases can be onboarded in a smooth, efficient and professional manner. It is...

  • Intake specialist

    1 week ago


    Tucson, United States Fleming & Curti, PLC Full time

    Intake Specialist The intake specialist at Fleming & Curti plays a crucial role, engaging with potential and existing clients. Their primary responsibility of the intake specialist is to respond to calls and emails and collect information so that appointments can be scheduled, and cases can be onboarded in a smooth, efficient and professional manner. It is...

  • Intake Specialist

    2 weeks ago


    Tucson, United States Arizona Rehab Campus Llc Full time

    **JOB DESCRIPTION**: The Intake Specialist is the entry way for patients and referral sources for evaluation and admissions. The Intake Specialist provides telephonic and in-person assessment. The specialist drives the initial contact with referral sources and potential patients, coordinates the referral and admissions process, determines appropriate level...

  • Intake Specialist

    2 weeks ago


    Tucson, United States America's Rehab Campuses Full time

    Job DetailsJob Location Arizona Rehab Campus - Tucson, AZ DescriptionJOB DESCRIPTION: The Intake Specialist is the entry way for patients and referral sources for evaluation and admissions. The Intake Specialist provides telephonic and in-person assessment. The specialist drives the initial contact with referral sources and potential patients, coordinates...


  • Tucson, United States DEPENDABLE NURSES Full time

    **Job Title/Position**: Referral/Intake Specialist **Reports To**: Home Health Operations Manager JOB DESCRIPTION SUMMARY Responsible for all aspects of the patient intake process which includes accepting home health referrals, scrubbing them for PDGM acceptable codes, securing initial authorization for services, validating insurance as well as...


  • Tucson, United States DEPENDABLE NURSES Full time

    Job DescriptionJob DescriptionJob Title/Position: Referral/Intake SpecialistReports To: Home Health Operations ManagerJOB DESCRIPTION SUMMARYResponsible for all aspects of the patient intake process which includes accepting home health referrals, scrubbing them for PDGM acceptable codes, securing initial authorization for services, validating insurance as...

  • Program Specialist

    4 weeks ago


    Tucson, United States Interfaith Community Services Full time

    Job DescriptionJob DescriptionDescription:The Resource and Intake Specialist – Senior Services assists in wide range of administrative and intake assistance for the Senior Services program in a fast-paced environment. This position is one of the initial people representing the agency in meeting participants' needs via the phone and helps to set the...

  • Intake Specialist

    4 weeks ago


    Tucson, United States SER-Jobs for Progress Full time

    **JOB TITLE**: Intake Specialist - Level 1 RESPONSIBLE TO: SER-Jobs for Progress, Inc. (Administratively) and assigned Pima County One-Stop Office Manager (Operational) HOURS: 8:00 a.m. - 5:00 p.m. HOURLY WAGE: $18.73/hour, 40 hours per week, plus Benefits SUMMARY: Under supervision of the County Intake Supervisor, interviews applicants and gathers data...

  • Intake Specialist

    3 weeks ago


    Tucson, United States Intermountain Centers Full time

    Looking to build a lasting career? Join a team that is inclusive and embraces all individuals. Intermountain Centers is one of the largest statewide behavioral health and integrated care organizations in Arizona. What does building a lasting career look like? - Top-level compensation packages - Exceptional health, dental, and disability benefits - Career and...

  • Intake Case Manager

    4 weeks ago


    Tucson, United States Our Family Services Inc Full time

    **Title: Intake Case Manager** **Dept/Program: New Beginnings/Homeless Youth Services** **Reports to: Sr. Homeless Services Program Manager** **Status: Full-time, Non-exempt** The primary purpose of this position is to work with assigned individuals, families, or groups to assess their identified needs and provide education, assistance, and advocacy in...


  • Tucson, United States Palo Verde Behavioral Health Full time

    **Responsibilities**: **Palo Verde Behavioral Health Hospital **provides comprehensive behavioral healthcare for children, adolescents, adults, and senior adults suffering from mental health and addictive illnesses. PVBH is an 84-bed, short-term, acute care hospital offering inpatient, partial and intensive outpatient hospitalization, as well as specialized...


  • Tucson, Arizona, United States UHS Full time

    Responsibilities Palo Verde Behavioral Health Hospital provides comprehensive behavioral healthcare for children, adolescents, adults, and senior adults suffering from mental health and addictive illnesses. PVBH is an 84-bed, short-term, acute care hospital offering inpatient, partial and intensive outpatient hospitalization, as well as specialized...


  • Tucson, United States DKA - Dorothy Kret & Associates, Inc. Full time

    **RESPONSIBILTIES COMMON TO ALL AGENCY EMPLOYEES**: 1. Maintains confidentiality and trust for all employees, participants, and visitors**.** 2. Consistently displays culturally sensitive behavior and communication for all employees, participants, and visitors. Seeks to expand knowledge base to increase cultural sensitivity. 3. Seeks win/win solutions,...

  • Specialist

    2 weeks ago


    Tucson, Arizona, United States Community Partners Integrated Health Full time

    Looking to build a lasting career? Join a team that is inclusive and embraces all individuals. Intermountain Centers is one of the largest statewide behavioral health and integrated care organizations in Arizona. What does building a lasting career look like?Top-level compensation packagesExceptional health, dental, and disability benefitsCareer and...


  • Tucson, United States Banner Health Full time

    Primary City/State: Tucson, Arizona Department Name: Social Svcs Beh Hlth-Hosp Work Shift: Day Job Category: Clinical Care Good health care is key to a good life. At Banner Health, we understand that, and that's why we work hard every day to make a difference in people's lives. Do you like the idea of making a positive change in people's lives - and...

  • Inventory Specialist

    3 weeks ago


    Tucson, United States Sol Flower Dispensaries Full time

    The Inventory Fulfillment Specialist is responsible for learning all aspects of physical and digital inventory maintenance within the company and the processes associated with inventory control such as packaging, stocking, intake of all products, and inventory compliance. **Core Responsibilities**: Duties of this job include, but are not limited...


  • Tucson, United States The Primavera Foundation Full time

    **PROGRAM DESCRIPTION AND JOB SUMMARY** The Primavera Foundation is a non-profit community development organization that has been providing pathways out of poverty and strengthening the Tucson community since 1983, through a variety of programs and services. Through individualized service planning, Project Action for Veterans (PAV) offers housing assistance...

  • Support Specialist Ii

    4 weeks ago


    Tucson, United States JFCS of Southern Arizona Full time

    Jewish Family & Children’s Services of Southern Arizona (JFCS) is a nonprofit, non-sectarian behavioral health agency that provides specialized therapy, counseling, and social services to the greater Tucson community. For over 80 years, JFCS has helped thousands of children, families, adults and seniors regardless of religion, race, ethnicity, gender, age...

  • Support Specialist Ii

    2 weeks ago


    Tucson, United States JFCS of Southern Arizona Full time

    Jewish Family & Children’s Services of Southern Arizona (JFCS) is a nonprofit, non-sectarian behavioral health agency that provides specialized therapy, counseling, and social services to the greater Tucson community. For over 80 years, JFCS has helped thousands of children, families, adults and seniors regardless of religion, race, ethnicity, gender, age...


  • Tucson, United States Solterra Team Services Llc Full time

    This position is responsible for creating the quality of life and experiences for our residents. On a daily occurrence, this position will assist with activities of daily living to include performing patient care activities under the supervision of the Director of Clinical Care. Overnight position the days are Monday, Tuesday, Wednesday and...