Intake Coordinator Goals and Objectives Examples
Meet monthly intake goals.
Respond to all referrals within 48 hours.
Maintain accurate and up-to-date client records.
Identify and address barriers to intake process.
Conduct phone screenings with potential clients.
Schedule appointments for intake assessments.
Conduct intake assessments.
Collaborate with clinical staff to determine appropriate services for clients.
Provide referrals to external resources when necessary.
Follow HIPAA guidelines when handling client information.
Complete all required documentation in a timely manner.
Participate in team meetings.
Maintain knowledge of agency's services and programs.
Attend trainings related to intake process.
Identify opportunities for process improvement.
Communicate effectively with clients and their families.
Build relationships with referral sources.
Ensure all necessary paperwork is completed by clients.
Document all communication with clients and referral sources.
Review and maintain waiting list for services.
Monitor client progress and adjust services as needed.
Collaborate with billing department to ensure accurate billing procedures are followed.
Assist in coordinating discharge planning for clients.
Ensure all necessary consents are obtained from clients.
Identify and report any suspected abuse or neglect.
Maintain confidentiality of client information.
Exhibit professionalism at all times when representing agency.
Use technology effectively to manage workload and communicate with colleagues.
Meet or exceed productivity standards.
Provide excellent customer service to clients and referral sources.
Identify and address language or cultural barriers that may impact intake process.
Conduct outreach activities to increase awareness of agency's services.
Utilize evidence-based practices when working with clients.
Demonstrate empathy and compassion towards clients.
Seek supervision and guidance from supervisor when needed.
Use critical-thinking skills to solve problems.
Adhere to agency policies and procedures.
Attend all mandatory trainings.
Maintain appropriate licensing and certifications.
Provide education to clients on their rights and responsibilities.
Collaborate with other agencies to coordinate services for clients.
Identify and report any safety concerns.
Ensure all client information is accurate and complete.
Follow up with clients to ensure they are receiving appropriate services.
Continually assess effectiveness of intake process.
Provide education on agency's services to community partners.
Advocate for clients when necessary.
Attend community events to promote agency's services.
Develop and maintain positive relationships with co-workers.
Maintain a positive attitude towards work.
Provide feedback to supervisor on ways to improve intake process.
Demonstrate proficiency in use of agency's electronic health record system.
Conduct assessments with sensitivity towards cultural differences.
Attend required staff meetings.
Participate in ongoing professional development opportunities.
Use active listening skills when communicating with clients and referral sources.
Ensure client privacy is maintained at all times.
Collaborate with clinical staff to develop treatment plans for clients.
Meet agency's quality assurance standards.
Participate in clinical supervision as needed.
Assist in the hiring and training of new staff members.
Use motivational interviewing techniques when working with clients.
Identify potential risk factors for clients and make appropriate referrals.
Maintain confidentiality when handling sensitive information.
Update client records as necessary.
Work collaboratively with all agency departments.
Attend required trainings related to job duties.
Use time-management skills effectively to meet deadlines.
Continuously evaluate effectiveness of intake process and adjust as needed.
Prioritize workload based on urgency and importance of tasks.
Use non-judgmental language when communicating with clients and referral sources.
Provide accurate information to clients and referral sources.
Maintain a clean and organized workspace.
Develop effective working relationships with external resources.
Demonstrate flexibility when adapting to changes in workload.
Maintain knowledge of relevant laws and regulations related to job duties.
Use conflict-resolution skills when dealing with difficult situations.
Identify opportunities for cross-training with other agency departments.
Attend all required agency-wide meetings.
Conduct all work in accordance with agency's mission and values.