Demo site with fictional data. Never enter real client information. Sample files

For intake coordinators

Help families get regional center services, on your schedule.

Practices and agencies across California need people to complete intake Social Assessments and CDERs. If you have a bachelor's degree in mental health or a related field, you can train with us and take cases remotely.

Bilingual (English/Spanish) coordinators are especially needed.

What you'll need

  • ✓ A bachelor's degree in psychology, social work, child development, human services, or a related field
  • ✓ A quiet place for phone interviews with parents
  • ✓ A computer and reliable internet
  • ✓ Agreement to keep client information confidential and on the platform

What you'll do

  • • Review client records (the platform pre-fills most details)
  • • Call the parent or caregiver and complete the interview
  • • Check the Social Assessment and CDER the platform drafts from your answers
  • • Send it to the organization's reviewer and make any changes they ask for

How it works

1

Apply

Tell us about your degree, the languages you speak and the regions you can cover. Upload your diploma or transcript.

2

Get verified

We check your degree, usually within a few business days. Nothing else unlocks until it's verified.

3

Train and certify

6 short modules, a quiz, and a practice case with a fictional family. About 60 minutes plus the practice case.

4

Take cases

Organizations that need help post requests. You pick the ones that fit your languages and availability, and work them in the platform.

The training

You already know the clinical side from your degree. Training covers how regional center intake works.

  • Regional center intake and your role

    8 min

  • Reading the records before the call

    10 min

  • Running the interview

    12 min

  • Daily living skills and CDER codes

    15 min

  • Closing the call and the case plan

    8 min

  • Privacy and protected health information

    7 min

  • Quiz

    14 questions, 80% to pass

  • Practice case

    A fictional family, graded automatically

Questions

Do I work for you or for the organization?
You complete cases for the organization that confirms you. Their reviewer approves your work before it goes to the regional center.
Can I see client information before I accept?
No. Open requests show the organization, language and due date only. Client details unlock after the organization confirms you for the case.
Is it remote?
Yes. Interviews are by phone and everything else happens in the platform.
How long does an assessment take?
Plan on about an hour to prepare, an hour on the phone, and a short time to review the draft. The platform does most of the writing.
Become an intake coordinator · IntakeAlly