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Intake Specialist Job Description: Top Duties and Qualifications

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An Intake Specialist, or Admissions Specialist, helps patients or others seeking care or services from an organization. Common duties for an Intake Specialist job description might include collecting and verifying information, explaining available services and scheduling appointments.

Intake Specialist duties and responsibilities

Intake Specialists often work in healthcare, social service and legal organizations. While Intake Specialists can help people access various services, the responsibilities listed in a job description for Intake Specialists are similar across industries, such as:

  • Collecting information from potential patients or clients
  • Verifying information, such as income or insurance coverage
  • Processing intake forms, consent documents and any required disclosures
  • Updating and maintaining records
  • Explaining available services and business policies to potential clients or patients
  • Coordinating with other departments or referral sources to streamline intake processes
  • Scheduling appointments like initial assessments, consultations or follow-ups based on client needs

Hire your next Intake Specialist today.

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Hire your next Intake Specialist today.

Build a job description
Our mission

Indeed’s Employer Resource Library helps businesses grow and manage their workforce. With over 15,000 articles in 6 languages, we offer tactical advice, how-tos and best practices to help businesses hire and retain great employees.

Read our editorial guidelines
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What does an Intake Specialist do?

Intake Specialists help ensure smooth intake processes by managing records and acting as liaisons between patients or clients and service providers like Doctors or Lawyers. They may be a person’s first point of contact with a hospital, mental health treatment center or large legal office, so they also work to build trust with the patient or client.

Intake Specialist skills and qualifications

Successful Intake Specialists typically have skills and qualifications such as:

  • Excellent communication and collaboration skills
  • Interpersonal skills that help them empathize with people and provide relevant guidance
  • Attention to detail for complete and accurate documentation
  • Proficiency with record management software and data entry
  • A strong sense of integrity and discretion, especially when handling confidential information
  • Knowledge about the types of services offered in their industry
  • A basic understanding of regulatory compliance related to their industry

Intake Specialist experience requirements

You might hire Intake Specialists with demonstrated customer service skills in food service or retail and provide on-the-job training. Some employers may prefer candidates with experience in legal or healthcare roles. For example, your Medical Intake Specialist job description might list relevant experience, such as Pharmacy Technician, Medical Receptionist, or Caseworker.

Intake Specialist education and training requirements

Intake Specialist roles generally don’t require formal education, which can make it a suitable role for skills-first hiring. For roles with more complex duties or responsibilities for the patient, you may want to hire candidates with associate’s or bachelor’s degrees in social work, healthcare administration or related fields.

Intake Specialist salary expectations

According to Indeed Salaries, the average salary for an Intake Specialist is $20.22 per hour. Compensation for this position varies widely depending on your industry, business type, locations, skills and qualifications.

Intake Specialist salary expectations

2025-11-017.2520.5242.35HOURLY
  • Common salary: 20.52 HOURLY
  • Typical salaries range from 7.25 - 42.35 HOURLY
  • Find more information on Indeed Salaries

*Indeed data – 2025-11-01

Job description samples for similar positions

If the Intake Specialist role doesn’t fit your needs, consider reviewing the following positions with similar job descriptions:

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Intake Specialist job description FAQs

Three individuals are sitting at a table with a laptop, a disposable coffee cup, notebooks, and a phone visible. Two are facing each other, while the third’s back is to the camera. The setting appears to be a bright room with large windows.

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Job Description Examples

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