Behavioral Health Intake Coordinator

Role Overview

• Efficiently handle communications via phone (inbound and outbound), email, voicemail, faxes, and chat.
• Identify and communicate patient trends and feedback, including scheduling barriers to Intake.
• Interact with Practice Operations team as necessary to ensure proper patient matching.
• 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.
• Collect credit card for file and maintain compliance.
• Assist new patients with portal setup and new patient paperwork.
• Process and manage referral paperwork efficiently.
• Ensure all patient interactions and transactions are accurately documented in the Electronic Health Record (EHR) system.
• Proactively contact referral source, patient, and/or provider office to obtain additional information that is required to complete verification of benefits and/or prior authorizations.
• Contact existing patients to initiate new services based on internal and external referrals.
• Assist new patient with any questions regarding new patient appointments or referrals.
• Professionally and calmly assist with incoming emergency calls as appropriate and follow crisis call protocols.
• Perform additional tasks and responsibilities as assigned by management to support the overall efficiency of the intake department.
• Adhere to all relevant policies, regulations, and compliance standards throughout the intake process including HIPAA and PCI.

Requirements

• 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
• Fluent in English, required
• professional working proficiency in Spanish may be required
• Quiet, distraction free, dedicated HIPAA compliant workspace in your remote office with high-speed hard-wired internet access
• Must be able to multi-task and prioritize work in a fast-paced work environment.

Benefits

• medical
• dental
• vision
• AD&D
• short and long-term disability
• life insurance
• 401k retirement savings with employer match
• paid parental leave
• paid time off
• holiday pay
• Employee Assistance Program