We are independent & ad-supported. We may earn a commission for purchases made through our links.
Advertiser Disclosure
Our website is an independent, advertising-supported platform. We provide our content free of charge to our readers, and to keep it that way, we rely on revenue generated through advertisements and affiliate partnerships. This means that when you click on certain links on our site and make a purchase, we may earn a commission. Learn more.
How We Make Money
We sustain our operations through affiliate commissions and advertising. If you click on an affiliate link and make a purchase, we may receive a commission from the merchant at no additional cost to you. We also display advertisements on our website, which help generate revenue to support our work and keep our content free for readers. Our editorial team operates independently of our advertising and affiliate partnerships to ensure that our content remains unbiased and focused on providing you with the best information and recommendations based on thorough research and honest evaluations. To remain transparent, we’ve provided a list of our current affiliate partners here.

Our Promise to you

Founded in 2002, our company has been a trusted resource for readers seeking informative and engaging content. Our dedication to quality remains unwavering—and will never change. We follow a strict editorial policy, ensuring that our content is authored by highly qualified professionals and edited by subject matter experts. This guarantees that everything we publish is objective, accurate, and trustworthy.

Over the years, we've refined our approach to cover a wide range of topics, providing readers with reliable and practical advice to enhance their knowledge and skills. That's why millions of readers turn to us each year. Join us in celebrating the joy of learning, guided by standards you can trust.

What Does an Intake Coordinator Do?

By Nicole Long
Updated: Mar 03, 2024

Intake coordinators work in a wide variety of settings. They welcome patients and collect necessary information, including personal, physician, and insurance information. An intake coordinator will also work with the patient to schedule assessments and arrange for future medical treatments.

Entry into a career as an intake coordinator often requires a minimum of an associate’s degree. The degree can be in medical office management, health administration, or a related field. Those interested in becoming an intake coordinator may also decide to receive certification through a professional association representing health care office coordinators or managers. Some may prefer to pursue a bachelor’s degree to help them obtain jobs in management.

Coordinators can work in several different types of offices and environments throughout the medical profession. Hospitals and physicians’ offices offer employment opportunities. Other options include working in mental health facilities and outpatient treatment centers.

Greeting and helping patients are two of the main duties of an intake coordinator. They require a pleasant and outgoing personality to help make patients feel comfortable. Coordinators take care of customers face-to-face and over the phone, so they must exhibit good communication skills and be able to actively listen while gathering the information they need to complete important paperwork.

The information collected usually begins with personal and health-related information. This includes information such as the patient's name, address, and date of birth. Intake employees also have patients complete paperwork such as health questionnaires to gather information the physician will use during the appointment. Other information that is typically collected includes insurance data and prior physician information.

Coordinators utilize computer systems to keep track of patient information. Accurate data entry is essential because it serves as a record of all personal information, patient visits, and billing information. Coordinators will be required to learn software specific to the medical field in order to perform the duties of the position.

Patients often speak with intake coordinators to schedule visits and follow-up appointments. Coordinators will often work with patients to help verify insurance information and provide clarification on coverage related to specific medical treatments and procedures. When necessary, such as when a physician needs to be out of the office unexpectedly, intake employees will call and re-schedule patient appointments.

Following up with patients is another one of the many responsibilities an intake coordinator fulfills on a daily basis. This can include follow-ups related to test results. Other reasons an intake coordinator may follow-up with patients include providing contact information for referrals and confirming medication call-ins and refills.

Practical Adult Insights is dedicated to providing accurate and trustworthy information. We carefully select reputable sources and employ a rigorous fact-checking process to maintain the highest standards. To learn more about our commitment to accuracy, read our editorial process.
Discussion Comments
Practical Adult Insights, in your inbox

Our latest articles, guides, and more, delivered daily.

Practical Adult Insights, in your inbox

Our latest articles, guides, and more, delivered daily.