Job Description

Position Summary

The Client Intake Specialist at

Nancy's Home Care

is the first voice families hear and the first standard they experience. This role is responsible for managing all incoming client inquiries, completing thorough intake assessments, collecting required documentation, and ensuring a seamless transition from inquiry to care.

This position requires professionalism, compassion, accuracy, and follow-through. Intake is not clerical--it is strategic. When done right, it protects compliance, drives revenue, and builds trust from day one.

Responsibilities

Client Intake & Initial Screening

Serve as the primary point of contact for prospective clients, families, and referral partners

Documentation & Compliance

Accurately enter and maintain client information in the agency's intake and scheduling systems Collect required intake documentation, consents, and service agreements Ensure all intake records align with agency policies and applicable regulations Maintain strict confidentiality and HIPAA compliance at all times

Care Coordination Support

Schedule in-home consultations, assessments, or care start dates Communicate intake details to Care Coordinators and Supervisory staff Track pending intakes and follow up to completion Support smooth handoff from intake to active service delivery

Client Experience & Relationship Building

Provide a warm, respectful, and confidence-building experience for clients and families Address initial questions, concerns, and expectations with empathy and clarity Represent Nancy's Home Care's mission, values, and standards of excellence consistently

Administrative & Growth Support

Track intake activity, lead sources, and conversion outcomes as assigned Support referral tracking and reporting Assist with onboarding process improvements and growth initiatives Answer and return phone calls, emails, and online inquiries promptly and professionally Conduct structured intake interviews to assess care needs, service eligibility, and service level Explain Nancy's Home Care services, rates, minimum hour requirements, and care process clearly Determine next steps and readiness for care initiation

QualificationsRequired

High school diploma or equivalent Minimum of 1-2 years of experience in client intake, customer service, healthcare, or human services Excellent verbal and written communication skills Strong organizational skills and attention to detail Comfort with phones, data entry, and basic computer systems

Preferred

Experience in non-medical home care, healthcare, or social services Familiarity with intake systems, EMRs, or scheduling software Understanding of personal care, companion care, and homemaker services

Core Competencies

Professional presence and emotional intelligence Accuracy, consistency, and follow-through Ability to manage multiple intakes and priorities Discretion, integrity, and accountability Team-oriented with a service-driven mindset

Work Environment

Office-based or hybrid (as determined by agency needs) Prolonged computer and phone use Fast-paced, client-focused environment

Why This Role Is Critical at Nancy's Home Care

The Client Intake Specialist protects first impressions, ensures regulatory readiness, and sets the tone for long-term client relationships. Strong intake drives strong care.

Job Type: Full-time

Pay: $20.00 - $22.00 per hour

Expected hours: 40 per week

Benefits:

401(k) Paid time off Professional development assistance
Work Location: In person