Client Care & Intake Specialist
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Description
- Create and field client intakes
- Collect and record information from potential clients and open cases in case management software
- Send and receive retainer agreements for perspective clients who meet the specific criteria.
- Maintain data entry requirements by following data program techniques and procedures
- Verify entered data by reviewing, correcting, deleting, or re-entering information
- Combine data from multiple systems
- Regular, consistent, punctual attendance
- Follow-up on intakes (as needed)
- Placing outbound calls
- Contact with medical providers and clients regarding availability of doctor appointments
- Follow up calls from medical providers when clients are non-compliant with appointments
- Consistent and regular communications with clients regarding appointments
- Consistent and regular communications with legal team regarding clients