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Patient intake is the process through which healthcare organizations collect demographic, social and clinical data, consent forms, insurance, payments and other key pieces of information from new and returning patients prior to their visit.
What is patient intake? Patient intake is the method by which healthcare practices collect patient information, including demographic, medical, and social data; insurance and payment details; and consent forms that are essential to the onboarding process.
As of Dec 1, 2023, the average annual pay for an Intake in the United States is $44,397 a year.
This position is responsible for providing a wide variety of activities including but not limited to: initiating patient intakes; scheduling appointments; performing insurance screening and verification/authorization processes; patient registration; handling a high volume of customer calls/inquiries; entering patient
Intake Workers work in the health or social services sectors, in settings such as hospitals, drug and alcohol rehabilitation centres and mental health facilities. They take information from initial discussions with patients before recommending appropriate health services.
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Common Use Cases for Patient Intake When patients visit a healthcare facility for the first time, the intake process collects their personal information, medical history, insurance details, and HIPAA-compliant consent forms to establish their healthcare records.
Intake coordinators welcome, register, and admit patients at healthcare facilities. They gather information about the patient and create patient records. They make appointments and schedule procedures for future medical treatments.
An intake specialist, also known as an intake coordinator, is often the first person a new patient, client or family meets. The specialists speak directly with the person and their families to determine what services might be needed and then guide them to the right area.

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