• Manage a queue of incoming documents to create new clients, update existing clients, and send interdepartmental tasks as needed in the Customer Relationship Management (CRM) system. • Frequent use of Provider Portals and multiple internal databases and document retrieval systems. • Operate within a service level agreement managing speed to start entry while observing various agency specific handling procedures maintaining the highest level of accuracy for billing and compliance purposes. • Review incoming Medical Service Authorizations and Medical paperwork to create new clients, update existing clients, and close accounts as needed • Correspond and follow up with Agency Case Managers via email, State Portal Messaging, and phone calls for action items or needed information • Access clinical documentation via portal for use in obtaining authorization for services. • Troubleshoot and resolve account issues as required • Coordinate with internal business partners including but not limited to Logistics, Customer Care, Billing, and Compliance • Assist other departments for Intake-related inquiries