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Intake Assessment Clerk

iFIT
United Statesfull_timeVerifiedPosted 19 Sept 2025

About the role

The Intake Assessment Clerk plays are critical role in managing the intake process for new clients, ensuring a seamless and efficient admission experience. This position involves coordinating various administrative tasks, maintaining accurate records, and facilitating communication between clients, intake staff, and medical providers.

 

Essential Responsibilities:

  • Assist in screening and scheduling all new client intakes, managing provider calendar, and ensuring effective while communication with intake and medical staff
  • Coordinate drug testing involving contracted site lab
  • Organize daily workflow for intake therapists
  • Troubleshoot admission and authorization issues with providers
  • Remove intake packet and Socrates distribution ensuring all clients receive the necessary documentation
  • Ensure intake process for clients within established time frame as indicated for each program. This includes: financial information, PHI, treatment agreements, and admission and assignments for all new clients in SAM
  • Distribute and complete intake packet forms and scan/fax admission forms and releases to PIHP’s
  • Distribute program rules/schedules to all clients at time of assessment
  • Upload all intake documents into corresponding client file
  • Distribute intake packet and Socrates
  • Responsible for accuracy and updates of the bed census
  • Monitor all admissions for Intake/Assessment, Residential, Outpatient, Intensive Outpatient and Detoxification to ensure program accuracy and complete daily census
  • Track referral reports to ensure all client referrals are documented and processed correctly
  • Perform other duties as assigned

 

Qualifications:

Education/Experience: 

  • Must possess a High School Diploma or equivalent
  • Experience with substance abuse or mental health populations preferred

 Skills, Knowledge & Abilities: 

 

Computer Skills:

  • Proficiency with Microsoft Office applications, internet and e-mail
  • Experience using Electronic Medical Records systems preferred

Certificates and Licenses:

  • Complete Safe From Harm training, and keep current as needed
Qualifications

The Salvation Army offers the following benefits:

Health Care Benefits which include

  • Medical
  • Dental
  • Vision
  • Hearing
  • Flexible spending accounts
  • AFLAC
  • Voluntary life insurance benefits
  • Pension contributions (currently 5.25% of your earnings) begin the first quarter after 1 year of employment.
    • Vesting begins after five years of re-employment; full vesting occurs after ten years of employment
  • The Salvation Army also offers a 403(b) voluntary retirement savings plan in which you may participate immediately, with approved vendors. There is currently no organizational match for 403(b) contributions.

 

Paid Time Off

  • Sick days begin accruing the first of the month after one full calendar month after employment begins, and you may begin to use sick days after (90) days of employment. 
    • Up to (4) earned sick days per year may be used as discretionary days.
  • Vacation begins accruing the first of the month after one full calendar month after employment begins, and you may begin to use vacation days after (90) days of employment. 
    • The accrual rate is based upon years of service and approved hours worked.
  • You will receive up to 2 personal days and 2 floating holidays this year, pro-rated on month of hire, and will receive 2 personal and 2 floating holidays in following years. You may begin to use personal & floating holidays vacation days after (90) days of employment.
  • Paid holidays are effective immediately.

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Company

iFIT

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