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Intake Specialist
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This role is essential in helping patients begin their mental health journey by coordinating intake, scheduling, verifying insurance, and supporting our clinical team. The ideal candidate is detail-oriented, empathetic, and thrives in a fast-paced setting.


Key Responsibilities


  • Greet and assist new and existing patients with warmth and professionalism
  • Conduct intake screenings and gather demographic, insurance, and referral information
  • Verify insurance coverage and communicate benefit details to patients
  • Schedule initial appointments with appropriate providers
  • Maintain accurate records in the EMR and ensure all required documentation is collected
  • Act as a liaison between patients, providers, and billing/administrative teams
  • Support clinic staff and clinicians in daily coordination and front-desk operations
  • Uphold patient confidentiality and HIPAA compliance at all times


Additional Information


  • Urgent – immediate availability is strongly preferred
  • Flexible hours may be available depending on clinic needs
  • This role offers potential for remote opportunities in the future across our expanding
  • network


Requirements


  • High school diploma or GED required; associate’s or bachelor’s degree preferred
  • Previous experience in medical or mental health intake, scheduling, or front office
  • strongly preferred
  • Familiarity with EMR systems and insurance verification processes
  • Strong interpersonal and communication skills
  • Ability to work independently and efficiently in a team environment
  • Bilingual in Spanish


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