Intake Coordinator

Job Locations US-NC-Raleigh
ID 2023-2613
Direct Care Support/Clinical/Clinical Management
Position Type
Regular Full-Time


The Intake Coordinator is a part of the centralized intake and referral team for CBC and its family of providers. This position ensures effective and timely follow-up and communication with referral sources.


  • Receive, assess, and process referral inquiries. Assess clinical needs and supports to ensure service eligibility and insurance coverage.
  • Ensure timely response to inquiries at provider level. 
  • Enter and track referral inquiries into databases and/or electronic health records.
  • Report weekly/monthly referral trends as applicable.
  • Tracking to include viable vs. non-viable, insurance payor, service line etc.
  • Support coordination into new services to include: collecting needed clinical documentation, submitting staffing requisition based on clinical need of referral.
  • Develop long-term relationships with referral professionals to establish ongoing dialogue about potential referrals and service system capacity. 
  • Maintain current knowledge of the service system and resources available to persons served.
  • Provide excellent customer service to persons seeking services, their families, and professional referral sources. 
  • Assist with maintaining referral source contact information
  • Act as a resource to individuals that are not eligible for service lines under CBC service array.
  • Other duties as assigned. 


  • High School diploma or equivalent required
  • Ability to work independently and as a part of a team and manage time effectively
  • Excellent interpersonal/communication skills.
  • Strong customer service skills with the ability to work with diverse people
  • Fluency in other languages is beneficial
  • Computer literacy, including proficiency with G Suite array of productivity tools (gmail, word processing and spreadsheet documents).
  • Previous work with medical software, health insurance and medical terminology preferred. 



Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
Share on your newsfeed