Job description

This is a remote position.

Job Title: Intake Coordinator

Shift Hours:

Position 1: 8:00 AM - 4:30 PM
Position 2: 10:30 AM - 7:00 PM

Both positions include a 30-minute unpaid break

Role Overview:

We are actively recruiting two Intake Coordinators to join our growing team. These positions are essential as we onboard a large number of new clients following the recent addition of four new providers. The ideal candidates will have experience in psychiatry, a solid understanding of U.S. healthcare insurance, and the ability to effectively communicate benefit information to clients in a simple and clear manner.

Key Responsibilities:

Update and maintain accurate directory listings of all practitioners to ensure information is current and easily accessible.
Answer incoming calls from new clients, providing them with necessary information and guidance.
Monitor interest forms from potential new clients and follow up accordingly.
Contact new leads using multiple communication channels, including phone, email, and other methods.
Verify client eligibility and benefits for insurance plans and providers.
Explain complex benefit information clearly and concisely to clients.
Set up client profiles in the system, ensuring all necessary data is accurately entered.
Assist clients in setting up their client portals, providing guidance on how to use them effectively.
Thank and acknowledge referral sources for sending clients, fostering positive relationships.
Notify referral sources of available appointment slots to help coordinate care.

Requirements:

MUST HAVE COMPUTER RUNNING ON WINDOWS OS
Experience in a psychiatric or healthcare-related setting, preferably with a focus on client intake.
Solid understanding of U.S. healthcare insurance, including eligibility checks, benefit verification, and claims processes.
Ability to explain benefit information in a simple, clear, and approachable manner.
Strong communication skills, both verbal and written, to interact with clients and referral sources effectively.
Proficiency in using client management software, database systems, and general office software.
Excellent organizational skills with the ability to manage multiple tasks in a fast-paced environment.
Attention to detail and ability to maintain accurate records.
A compassionate, professional, and customer-focused approach to client interactions.