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The intake process is a client's first contact with STEPS staff. Taking the right approach at intake can set the tone for the entire client experience. On this page, you'll learn strategies and methods for making the intake process as smooth as possible for clients while ensuring all necessary information is collected.

The Intake Coordinator is responsible for the processing of all incoming patient referrals. Core responsibilities include, but are not limited to, logging and tracking referrals, verifying payor source and eligibility, gathering medical records, processing CTIs.

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 an Intake Form? An intake form collects all the information an organization or department needs to properly assess and route an individual or request through a business process. Examples include: Client Intake. Project 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.

An intake assessment is a checklist of considerations that healthcare professionals use to determine the well-being of a patient and the type of treatment options that might be appropriate. This assessment is typically conducted before a patient receives mental health treatment.