Intake Coordinator – Mental Health Offices

Job Summary:

As the Intake Coordinator, you will handle all incoming inquiries, schedule initial appointments, verify insurance, and assist clients in completing intake documentation. You may be working with two clients at a time as you help build their small practices.

Respond to this posting with resume and and what EHR you have experience with.

Key Responsibilities:

Answer phone calls, voicemails, and emails promptly

Schedule intake appointments and consultations for clients

Guide clients through the intake process and ensure completion of all required forms

Enter and manage client data accurately in EHR system

Verify insurance information and collect necessary documentation

Communicate with clinicians to coordinate scheduling and availability

Maintain confidentiality and comply with HIPAA regulations

Provide compassionate, professional, and timely support to all inquiries

Qualifications:

Prior experience in a healthcare or mental health setting preferred

Familiarity with EHR

Experience using VoIP systems

Excellent verbal and written communication skills

Strong attention to detail and organizational skills

Tech-savvy and comfortable using various online platforms

Ability to multitask and work independently

Preferred Traits:

Empathetic and patient

Highly reliable and responsive

Comfortable handling sensitive information