Question
2-5

Intake Coordinator

12/18/2025

The Intake Coordinator manages the registration process of patients, gathering necessary personal, medical, and insurance information. They also complete patient records for new admissions and perform clerical tasks.

Working Hours

40 hours/week

Company Size

51-200 employees

Language

English

Visa Sponsorship

No

About The Company
Providing the highest quality mental health care to adolescents of Fresno County.
About the Role

Description

GENERAL DESCRIPTION OF THE POSITION: 

The Intake Coordinator at Tatum Psychology Employment Group manages the registration process of patients on an as-needed basis. The Intake Coordinator gathers patient records, takes medical histories, and obtains any insurance information from the patient. 


Schedule: Monday - Friday 8:00am - 5:00pm


ESSENTIAL FUNCTIONS: 


1. Patient Intake & Administrative Support 


  • Schedules appointments for intakes in a timely manner; thoroughly gather necessary personal, medical, and insurance/financial information from the patient and/or patient’s family member (s) at the intake meeting. 
  • Completed patient record for all new admissions and performs clerical work such as filing, copying, and faxing documents.  


2. Program Knowledge & Patient Communication  


  • Speaks knowledgeably about TPEG and it’s programs; answers questions as needed. 


3. Policy, Compliance & Quality Assurance  


  • Follows all clinical objectives, standards, policies, and procedures.  
  • Ensures compliance with regulatory standards and community standards of care.  
  • Participates in company quality improvement activities.  


4. Team Collaboration  


  • Participate in interdisciplinary staff meetings with other professional staff members as needed. 


ADDITIONAL FUNCTIONS: 

  1. Performs other duties as may be assigned. 
  2. Follows and supports TPEG policies and procedures. 
  3. Works collaboratively and cooperatively with internal and external partners. 
  4. Represents TPEG, Inc., by embodying the mission, vision and values of the organization. 
  5. Travels occasionally during the workday and on occasional overnight stay. (Compensation for mileage, food and lodging provided.)  
  6. Maintains regular attendance at work and company activities and demonstrates punctuality regarding deadlines. 
  7. Displays creativity and vision in recommending new tactics and strategies. 
  8. Expands and updates job knowledge through educational opportunities and professional learning. 

The description of job functions reflects general details as necessary to describe the principal duties, the level of knowledge and skill typically required, and the scope of responsibility, but should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences or relief, to equalize peak work periods or otherwise to balance the workload. Employees who hold this position may be asked to perform other duties as assigned. 

Requirements

MINIMUM QUALIFICATIONS: 

  1. EDUCATION: High School Diploma, or GED. 
  2. RELATED EXPERIENCE: Minimum of two (2) years of customer service experience.  
  3. SKILLS: Strong leadership, communication, and organizational skills. Ability to work independently and as part f a team. 
  4. OTHER EXPERIENCE / SKILLS REQUIRED: 
  • Experience working with culturally diverse individuals and communities or have otherwise demonstrated a commitment to strengthening engagement of a diverse community and skill in communicating with diverse populations. 
  • Familiarity with equity and/or diversity initiatives within an organization. 
  • Written and oral communication skills sufficient to perform essential functions. 
  • Demonstrated ability to make decisions independently and use initiative to accomplish complex assignments with general instruction and guidance. 
  • Demonstrated ability to exercise judgment and integrity on the job with confidentiality, tact, and diplomacy. 
  • Demonstrated ability to organize time and other resources to perform multiple tasks. 
  • Demonstrated ability to complete work accurately and in a timely manner with attention to detail. 
  • Demonstrated ability to work well with others and to provide effective team leadership. 
  • Proficiency in word processing and database and/or spreadsheet applications. 
  • Physical and mental attributes sufficient to perform essential functions. 
  • Demonstrated ability to recognize merit, excellence and intelligence in staff and potential employees. 
  • Valid Driver's License 

PREFERRED QUALIFICATIONS: 

  1. Experience in mental health or a related field 
  2. Proficient in English Language 
  3. Proficient communicator 

WORKING CONDITIONS: 

  1. Work settings vary from offices, program sites, and stakeholder locations 
  2. Travel modes can include the use of company or personal transportation 
Key Skills
LeadershipCommunicationOrganizational SkillsCustomer ServiceCultural CompetenceDecision MakingJudgmentConfidentialityTime ManagementAttention to DetailTeam LeadershipWord ProcessingDatabase ApplicationsSpreadsheet ApplicationsCreativityProfessional Learning
Categories
HealthcareCustomer Service & SupportAdministrativeSocial Services
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