Efficiently handle communications via phone (inbound and outbound), email, voicemail, faxes, and chat.
Conduct thorough intake assessments to understand patient needs and match them with the most appropriate provider.
Schedule initial appointments promptly and accurately with detail outlining patients’ needs including talk therapy and/or medication management.
Collect patient insurance information and run eligibility ensuring in-network benefits for matched provider.
Obtain and verify patient clinical history, demographic details, insurance information, and eligibility.
Ensure all patient interactions and transactions are accurately documented in the Electronic Health Record (EHR) system.
Contact existing patients to initiate new services based on internal and external referrals.

High school diploma or equivalent required; Bachelor's degree preferred.
2+ years of experience in a contact center environment and/or healthcare environment.
Strong computer proficiency with knowledge of Microsoft Office, Internet, and Email.
Prior experience working with Electronic Health Record systems (EHRs), preferred.
Clear understanding of insurance-related terminology.
Fluency in English is required; fluency in Spanish required.

Bilingual Intake Coordinator – PST

About this role