What are the responsibilities and job description for the Client Intake Specialist | $20 per hour | Paid Weekly & Paid Drive Time position at Allied Caregivers?
GENERAL SUMMARY
The Non-Medical Caregiving Intake Specialist plays a key role in the client onboarding process by assessing care needs, explaining agency services, and ensuring a seamless intake experience. This position involves direct communication with clients, families, and caregivers to facilitate the start of non-medical home care services. Intake Specialists do not have ongoing responsibility for monitoring client files after the intake process is complete.
ESSENTIAL JOB FUNCTIONS*
Act as the primary point of contact for new clients and their families during the intake process.
Coordinate and conduct the initial in-home assessment with clients and families to understand their non-medical care needs (e.g., companionship, meal preparation, light housekeeping, transportation, personal care), collecting client information, including contact details, care preferences, and health-related concerns.
Ensure all required intake paperwork, service agreements, and consent forms are accurately completed and filed, maintaining the client’s records in the Agency’s system. Intake Specialists do not have ongoing responsibility for monitoring client files post-intake.
Provide detailed information about the agency’s caregiving services, policies, and pricing, answering client questions and concerns.
Record any client preferences and communicate them to the scheduling team through record keeping.
Work closely with scheduling and care coordination teams to initiate services promptly.
Observe and report any safety hazards found in the home or care environment, or any significant observations regarding the client.
Communicate thoroughly and proactively with admin personnel about client concerns, complaints, or issues, as well as any scheduling exceptions.
Maintain client confidentiality in accordance with the Healthcare Information Portability and Accountability Act (HIPAA).
Collaborate with others to ensure continuity of care and promote the client's overall well-being.
Stay updated on best practices and techniques in personal care and attend training sessions or workshops as required.
OTHER DUTIES AND RESPONSIBILITIES
Other responsibilities as assigned.
PREPARATION, KNOWLEDGE, SKILLS & ABILITIES
No previous education or experience is required, but helpful.
Must be able to write, read, and understand the requirements in a client’s care plan; these are unique to each client.
Be detail-oriented, observant, and effective at organizing and presenting information verbally, on paper, and digitally.
Be kind, caring, compassionate, patient, and empathetic with our clients.
Work with integrity, communicate effectively, and help create win-win solutions.
Demonstrable proficiency with Microsoft Office, including SharePoint, and the Agency’s case management system (WellSky). Intake Specialists primarily use WellSky for submitting care plans, and any expansion of office software use will be clarified as needed.
Able to pass a background check.
Able to work independently and handle emergency situations with calm and professionalism.
Have or be able to obtain a valid driver's license and insurance.
SUPERVISORY RESPONSIBILITY
None.
WORKING CONDITIONS/PHYSICAL DEMANDS
Social/Environmental Requirements:
Strong Communication – Engage professionally and empathetically.
Cultural Sensitivity – Respect diverse backgrounds.
Active Listening – Understand client needs.
Trust & Privacy – Build rapport and maintain confidentiality.
Adaptability – Work in various home environments.
Safe Home Visits – Be aware of hazards and client conditions.
Reliable Transportation – Travel to client homes as needed.
Flexible Scheduling – Adjust to client availability.
Sensory Requirements
Close work (paperwork, visual examination)
Conversation
Monitoring equipment
Telephone
Background noise
Physical Requirements
Medium physical work
Occasionally walking
Occasionally standing
Occasionally twisting
Occasionally bending
Power grasping with both hands
Manipulation with both hands
Pushing with both hands
Pulling with both hands
None to light keyboard use
Reaching above shoulder & below shoulder
Pushing items up to over 20 lbs.
Lifting/carrying items up to over 20 lbs.
Job requires limited endurance with up to 5-6 hours without a break
Salary : $20
