When Should You Hire An Intake Coordinator?

Today’s session highlights important questions to ask for solo or group practices about hiring an intake coordinator. Is this a smart move for your practice? Let’s dive into this topic and discuss barometers by which to measure and consider if an intake coordinator makes sense for your practice right now.
🧠YOU ARE READY IF:
✅ How an intake coordinator should handle data privacy
✅ The purpose and role of an intake coordinator
✅ Trends in intake processes-what works best?
⌚TIMESTAMPS
00:03:36 - Introduction to the Episode and Guest
00:05:23 - Defining an Intake Coordinator
00:06:40 - Challenges in the Client Intake Process
00:10:27 - When to Consider Hiring an Intake Coordinator (Solo Practitioners)
00:12:34 - When Group Practitioners Should Hire an Intake Coordinator
00:19:10 - Key Responsibilities of an Intake Coordinator
00:27:14 - Best Practices for Retaining Intake Coordinators
00:31:03 - Metrics to Evaluate the Effectiveness of an Intake Coordinator
00:33:05 - Introduction to the Intake Hiring Starter Pack Course
00:34:11 - Conclusion and Reflection on the Episode
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