Intake Specialist CV: Sample & Guide [Entry Level + Senior Jobs]

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Intake Specialist CV Example
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Intake Specialist CV Example

Welcome to our Intake Specialist CV Example article. Here, you will find a comprehensive guide to crafting a successful CV that will help you stand out from the competition and secure an interview for your desired role. We will walk you through the process of outlining your skills and experiences relevant to the role, as well as highlighting your accomplishments. Additionally, we will provide you with useful tips and advice to help you create a compelling document that will help you land that job.

We will cover:

  • How to write a CV, no matter your industry or job title.
  • What to put on a CV to stand out.
  • The top skills employers from every industry want to see.
  • How to build a CV fast with our professional CV Builder.
  • What a CV template is, and why you should use it.
Moreover, we'll offer expert advice on crafting CVs and share professional examples to ignite your inspiration.

What does an Intake Specialist do?

An Intake Specialist is responsible for managing the intake process for patients in healthcare organizations. This includes gathering and verifying patient information, educating patients about their rights and responsibilities, and coordinating with other departments to ensure that the patient's needs are addressed. Intake Specialists also provide support to healthcare providers and other members of the healthcare team to ensure that patients receive the best care possible.

What are some responsibilities of an Intake Specialist?

  • Greet and interview clients to determine their needs and eligibility for services
  • Assess client's needs and develop individualized service plans
  • Provide referrals to additional resources and coordinate services with other agencies
  • Conduct outreach activities to identify individuals with unmet needs
  • Assist with applications for benefits, housing, and other services
  • Document clients' data in case management databases and tracking systems
  • Ensure client information is kept confidential and secure
  • Maintain accurate client records and case notes
  • Provide follow-up services to ensure client needs are being met

Sample Intake Specialist CV for Inspiration

Intake Specialist

Personal Details:
Name: John Doe
Address: 123 Main Street, Anytown, ST 12345
Phone: (123) 456-7891

Short Summary:
John Doe is an experienced Intake Specialist with a strong background in customer service. He has a proven track record of providing excellent customer service and maintaining a high level of customer satisfaction. He is also knowledgeable in healthcare regulations and policies.

Work Experience:

  • Intake Specialist, ABC Healthcare, Anytown, ST – 2020 to Present
    • Assisted in the development of intake procedures, policies and guidelines.
    • Provided excellent customer service to patients and their families.
    • Maintained a high level of customer satisfaction.
    • Ensured compliance with healthcare regulations and policies.
  • Customer Service Representative, XYZ Healthcare, Anytown, ST – 2018 to 2020
    • Assisted clients with inquiries via phone, email, and in-person.
    • Provided excellent customer service to clients and their families.
    • Resolved customer service issues in a timely and efficient manner.
    • Ensured compliance with healthcare regulations and policies.

ABC University, Anytown, ST
Bachelor of Science in Healthcare Administration – 2018


  • Excellent customer service skills
  • Strong communication skills
  • Ability to multitask
  • Proficient in Microsoft Office Suite
  • Knowledge of healthcare regulations and policies

Certified Patient Care Technician (CPCT) – 2020

English (Fluent)

CV tips for Intake Specialist

Crafting an impeccable CV that kickstarts your career is a challenging endeavor. While adhering to fundamental writing principles is beneficial, seeking guidance customized for your unique job pursuit is equally prudent. As a newcomer to the professional realm, you require Intake Specialist CV pointers.
We've curated top-notch advice from experienced Intake Specialist individuals. Explore their insights to streamline your writing journey and enhance the likelihood of fashioning a CV that captivates potential employers' attention.

  • Highlight your experience with customer service and communication
  • Highlight any relevant education or certifications
  • Emphasize your organizational skills and ability to multitask
  • Showcase your knowledge of the healthcare system
  • Demonstrate your ability to work in a fast-paced environment

Intake Specialist CV Summary Examples

A CV summary or CV objective is a great way to quickly showcase your skills and experience to potential employers. It is a concise summary that highlights the most important and relevant qualifications and experiences that you have to offer. It should be tailored to each job you apply for and should give employers a snapshot of your qualifications and skills. By using a CV summary or CV objective, you can quickly and effectively demonstrate to employers why you are the best candidate for the job.

For Example:

  • Motivated Intake Specialist with 5 years of experience in health care settings. Proven track record of managing patient intakes and delivering excellent customer service.
  • Efficient Intake Specialist with 3 years of experience in administrative roles. Skilled in conducting patient intakes and managing medical records.
  • Dynamic Intake Specialist with excellent customer service and communication skills. Adept at creating patient profiles and managing intake paperwork.
  • Resourceful Intake Specialist with 5 years of experience in healthcare settings. Accomplished in providing excellent customer service and managing patient intake processes.
  • Experienced Intake Specialist with 7 years of experience in medical offices. Skilled in conducting patient intakes, updating medical records, and providing quality customer service.

Build a Strong Experience Section for Your Intake Specialist CV

Building a strong experience section for an intake specialist CV is important because it highlights the candidate's skills and abilities that directly relate to the job they are applying for. Additionally, the experience section helps showcase the candidate's knowledge of the industry, as well as their ability to effectively complete tasks that are related to the job. This section also allows employers to get a better understanding of the candidate's work history, giving them an idea of the candidate's level of experience and how they may fit into the role.

For Example:

  • Provided first-line customer service to over 500 patients in a busy medical office.
  • Managed patient intake process for a fast-paced behavioral health facility.
  • Efficiently scheduled appointments for patients and coordinated with care providers.
  • Accurately recorded patient demographic and insurance information in an EHR system.
  • Collected co-pays and payments from patients and maintained confidential records.
  • Verified insurance coverage and eligibility for potential patients.
  • Advised patients on the availability of various healthcare programs.
  • Assisted with patient registration and check-in process.
  • Verified patient information and documents for accuracy and completeness.
  • Answered patient inquiries regarding insurance coverage and billing.

Intake Specialist CV education example

A Intake Specialist typically requires a high school diploma or equivalent, although some employers may prefer applicants with a degree in social work, psychology, counseling, or a related field. Additionally, knowledge of computer systems and software programs, as well as excellent customer service and communication skills, are also important.

Here is an example of an experience listing suitable for a Intake Specialist CV:

  • Associate of Applied Science in Medical Assisting, University of XYZ, XYZ, OH - 2019
  • Certified Medical Administrative Assistant (CMAA) - 2019
  • Bachelor of Science in Health Administration, University of XYZ, XYZ, OH - 2021

Intake Specialist Skills for a CV

It is important to add skills to an Intake Specialist CV because they showcase the applicant's qualifications for the job. By including skills, an applicant can demonstrate to potential employers their knowledge and abilities related to the role. Skills demonstrate a candidate's qualifications and experience in the field, and can make a strong case for why the applicant is the best choice for the job. Examples of skills relevant to an Intake Specialist role include communication, customer service, organizational, problem solving, and multitasking.

Soft Skills:

  1. Communication skills
  2. Organizational skills
  3. Interpersonal skills
  4. Time management
  5. Problem solving
  6. Attention to detail
  7. Adaptability
  8. Stress management
  9. Conflict resolution
  10. Empathy
Hard Skills:
  1. Data Entry
  2. Customer Service
  3. MS Office
  4. Processing Payments
  5. Scheduling Appointments
  6. Record Keeping
  7. Data Analysis
  8. Data Management
  9. Organizational Skills
  10. Computer Skills

Common Mistakes to Avoid When Writing an Intake Specialist CV

In today's competitive job market, an average of 180 applications floods employers' inboxes for each vacant position. To streamline this influx of CVs, companies frequently employ automated applicant tracking systems that weed out less qualified candidates. If your CV manages to surpass these digital gatekeepers, it must still captivate the attention of the recruiter or hiring manager. Given the sheer volume of applications, a mere 5 seconds is typically allocated to each CV before a decision is reached. With this in mind, it's crucial to eliminate any extraneous information that might relegate your application to the discard pile. To ensure your CV shines, consult the list below for elements to avoid including in your job application.

  • Skipping the cover letter: A well-crafted cover letter is an opportunity to showcase your suitability for the role and express your enthusiasm for it.
  • Excessive jargon: CVs laden with technical terms can alienate hiring managers who lack specialized knowledge.
  • Neglecting vital details: Incorporate your contact information, education, work history, and pertinent skills and experiences.
  • Relying on generic templates: Tailoring your CV to the specific job exhibits your commitment to the position and company.
  • Errors in spelling and grammar: Proofreading is essential to eliminate typos, spelling errors, and grammatical blunders.
  • Overemphasizing duties: Highlight accomplishments to underline your candidacy's value.
  • Sharing personal information: Steer clear of revealing personal details like age, marital status, or religious affiliations.

Key takeaways for a Intake Specialist CV

  • Highlight your experience with customer service, data entry, and administrative tasks.
  • Mention any relevant certifications or training you have in the medical field.
  • Showcase your ability to communicate effectively with patients and other medical professionals.
  • Demonstrate your proficiency in working with electronic health records (EHR).
  • Provide examples of your attention to detail and accuracy when entering patient information into the system.
  • Describe how you handle difficult patients and their families.
  • Detail your organizational skills and how you prioritize multiple tasks.

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