Intake Coordinator

1 month ago


New York, United States Fedcap Rehabilitation Services Full time

Position Summary: The Intake Specialist is an integral part of our tax team. They are the first-person clients meet and speak with when entering the tax site. The Intake is responsible for ensuring a calm and positive environment while our clients wait to have their taxes prepared. Essential Job Functions: Pull appointment report daily and contact client to advise of what’s needed to participate. Call client to confirm appointment and send video conference link. Greet clients at tax site or by video conference and ensure they meet eligibility requirements for tax services and have all documentation needed to complete their tax return. Check appointment list and verify clients ID and SS card(s). Interview client through video conference. Complete all required forms for tax preparation for each client including all consent forms. If needed, assist client in completing required IRS intake form completely and accurately. Create folder in DropBox to collect clients tax documents. Assign return to appropriate tax preparer based on certification level required. Site Management: For in-person sites: Ensure waiting area complies with all IRS and host requirements and maintains client privacy and confidentiality. Daily check to ensure all IRS posters and materials are posted and visible to all clients. Track and manage site supplies. Promptly communicate to Site Coordinator any issues in the intake process or waiting area. For virtual End to End – monitor appointment system and assign client to appropriate site. Perform other duties as assigned. This job description is not deigned to cover or contain a comprehensive listing of activities, duties or responsibilities. Experience and Education: Must be IRS certified Volunteer Standard of Conduct and Intake and Quality Review Process. (Single Stop will assist in providing guide on certification) Excellent customer service skills. The Intake Coordinator must be friendly, patient, and professional, able to manage a busy workplace with high client volume. Ability to multitask in a busy environment. Attention to detail with an emphasis on accuracy is important. Must be responsible, punctual, and reliable. Computer knowledge needed for making appointments and entering surveys. QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Equal Opportunity Employer


  • Intake Coordinator

    2 weeks ago


    New York, United States Harlem United Community AIDS Center Inc Full time

    **Position Description** The Intake Coordinator is responsible for welcoming people to the space, providing initial engagement, assessment, intake, and internal navigation and referral services to clients who come on site at the Integrated Harm Reduction department to access the following services: - Behavioral health, including counseling and groups -...

  • Intake Coordinator

    7 days ago


    New York, United States First Chinese Presbyterian (Homecare) Full time

    Overview: Intake Coordinator ensures prompt processing of all case referrals for both LHCSA & CDPAP programs. Responsible for timely notification to referral sources on case denials, deferrals and admissions. Updates service authorizations on the Agency’s database. **Duties**: - Coordinate and process intake and changes on service authorizations for both...

  • Intake Coordinator

    2 weeks ago


    New York, United States Child Mind Institute Full time

    **Summary**: Child Mind Institute is seeking a highly skilled and motivated individual to join our team as an Intake Coordinator in the New York office. The Intake Coordinator works closely with the clinical and administrative teams to support families interested in clinical services at Child Mind Institute. The Intake Coordinator serves as a liaison between...

  • Intake Coordinator

    2 weeks ago


    New York, United States Community Home Care Full time

    Job DescriptionJob DescriptionIntake Coordinator - Community Home CareAre you passionate about providing exceptional care to elderly patients? Do you have excellent communication skills and attention to detail? If so, we have an urgent and immediate opportunity for you to join our team as an Intake Coordinator at Community Home Care.At Community Home Care,...

  • Intake Coordinator

    1 week ago


    New York, United States Community Home Care Full time

    Job DescriptionJob DescriptionIntake Coordinator - Community Home CareAre you passionate about providing exceptional care to elderly patients? Do you have excellent communication skills and attention to detail? If so, we have an urgent and immediate opportunity for you to join our team as an Intake Coordinator at Community Home Care.At Community Home Care,...

  • Intake Coordinator

    4 weeks ago


    New York, United States Carter Burden Network Full time

    **Position Title**: Intake Coordinator, Case Management Unit **Reports to**: Director, Case Management Unit **Catchment Area**: East 59th Street to East 142nd Street, Fifth Ave to East River + Roosevelt Island **Status**: Full-Time **Compensation**: $65,000 annual salary **About CBN**: Carter Burden Network promotes the well-being of older adults 60 and...

  • Intake Coordinator

    4 weeks ago


    New York, United States A Plus Care HHC Full time

    Job DescriptionJob DescriptionA Plus Care Licensed Home Care Agency looking for a full time Intake Coordinator. The ideal candidate would be bilingual Spanish and English, have previous home care experience, have a professional demeanor, excellent verbal and written communication skills, ability to work well under pressure and comfortable in a fast paced...

  • Intake Coordinator

    3 weeks ago


    New York, United States A Plus Care HHC Full time

    Job DescriptionJob DescriptionA Plus Care Licensed Home Care Agency looking for a full time Intake Coordinator. The ideal candidate would be bilingual Spanish and English, have previous home care experience, have a professional demeanor, excellent verbal and written communication skills, ability to work well under pressure and comfortable in a fast paced...

  • intake coordinator

    2 weeks ago


    New York, New York, United States BrightSpring Health Services Full time

    Overview Amerita, Inc. is a leading provider in Home Infusion therapy. We are looking for an Intake Coordinator to join our Intake team as we grow to be one of the top home infusion providers in the country. As a core member of the Intake team, you will have primary responsiblity for the timely clearance of new referrals. The Intake Coordinator will...

  • Intake Coordinator

    3 weeks ago


    New York, United States Luna Consulting HC Full time

    **Job description** **Intake Coordinators are responsible for processing referrals received from marketing sources such as hospitals, nursing homes, and community physicians. Coordinators contact each patient to educate them on the services we can provide and assist them with their homecare needs for skilled and non-skilled services. In this important...

  • Intake Coordinator

    2 weeks ago


    New York, United States Luna Consulting LHCSA Full time

    **Job description** **Intake Coordinators are responsible for processing referrals received from marketing sources such as hospitals, nursing homes, and community physicians. Coordinators contact each patient to educate them on the services we can provide and assist them with their homecare needs for skilled and non-skilled services. In this important...

  • Intake Coordinator

    2 weeks ago


    New York, New York, United States Visiting Nurse Service of New York Full time

    Intake Coordinator Manhattan, New York Intake Apply Now Job ID R010875 Overview Promotes and fosters ongoing collaborative communication with healthcare professionals and VNS Health to establish coordinated VNS Health services. Functions as a liaison between external customers, patients, families and VNS Health. Builds relationships, obtains...

  • Intake Coordinator

    4 weeks ago


    New York, United States Visiting Nurse Service of New York Full time

    Intake Coordinator Manhattan, New York Intake Apply Now Job ID R010875 Overview Promotes and fosters ongoing collaborative communication with healthcare professionals and VNS Health to establish coordinated VNS Health services. Functions as a liaison between external customers, patients, families and VNS Health. Builds relationships, obtains...

  • Intake Coordinator

    3 weeks ago


    New York, United States Hetrick-Martin Institute Full time

    **Essential Functions**: **% Time** **Role Description** **_ 60%_** **_ Clinical Responsibilities_** 1. Coordinate and oversee the clinical process for intakes, screening and assessment for youth members, in collaboration with the management team. 2. Conduct membership intake assessments as needed to determine immediate safety concerns, presenting...


  • New York, United States Bedford Stuyvesant Restoration Corporation Full time

    Job DescriptionJob DescriptionBedford-Stuyvesant Restoration Corporation, founded in 1967, is the nation’s first community development corporation nestled in the heart of Central Brooklyn in Bed-Stuy. Located at Restoration Plaza, a 300,000 square foot commercial complex that offers a mix of retail, dining, recreation and entertainment, this historic...


  • New York, United States Bedford Stuyvesant Restoration Corporation Full time

    Job DescriptionJob DescriptionBedford-Stuyvesant Restoration Corporation, founded in 1967, is the nation’s first community development corporation nestled in the heart of Central Brooklyn in Bed-Stuy. Located at Restoration Plaza, a 300,000 square foot commercial complex that offers a mix of retail, dining, recreation and entertainment, this historic...

  • Intake Coordinator

    12 hours ago


    New York, United States Hetrick-Martin Institute Full time

    Unit:                                ProgramsDepartment:                  Counseling & Case ManagementReports to:                     Assistant Director of Counseling and Case Management ServicesClassifications:               Exempt, F.T. (Administrative)Essential...


  • New York, United States Unique Care Community Services Full time

    Job DescriptionJob DescriptionJob Overview: Acts as a liaison between the individual and family members, and/or agency and state personnel throughout the intake and admissions processes. The Intake Coordinator is responsible for the initial outreach and enrollment of the client for the agency through provider relationships and individual engagement....


  • New York, United States Unique Care Community Services Full time

    Job DescriptionJob DescriptionJob Overview: Acts as a liaison between the individual and family members, and/or agency and state personnel throughout the intake and admissions processes. The Intake Coordinator is responsible for the initial outreach and enrollment of the client for the agency through provider relationships and individual engagement....


  • New York, United States Luna Consulting HHC Full time

    **Intake Coordinator** **Job description** **Intake Coordinators are responsible for processing referrals received from marketing sources such as hospitals, nursing homes, and community physicians. Coordinators contact each patient to educate them on the services we can provide and assist them with their homecare needs for skilled and non-skilled services....