This course is to provide a guide for a clinician training to be in the intake specialist role. Welcome to the team!
These lessons can be used as talking points. For more detailed information, utilize the Intake Team folder and Navigating the EHR Client List for Intake Specialists training.
Here is an overview of the training that will be covered today:
Part 1- Role definitions
- Roles of intake coordinator, intake specialists, and intake clinicians
- Organizational structure of the intake team
Part 2- Caseload
- Expectations regarding completing intakes
- Expectations with client caseload
Part 3- Client list Responsibilities
- Overview of the client list and functionality
- Maintaining client list
- Assigning clients
- Moving clients off of the client list
- Discharging clients
- Referring out process
- Formal outreaches
- Communicating with your team
Part 4- Intake training
- Overview of training process
- Step-by-step guide of training
- Auditing
Part 5- Forming relationships on your team
- Understanding clinician’s specializations, areas of growth, and availability
- Goodness of fit
- Maintaining communication with your team
