Bilingual Intake Coordinator

This is a fully remote position, open to applicants in Mexico, +5 more countries.

📋 Description

• Provide weekend intake support by managing a high volume of both inbound and outbound calls.

• Assist families by guiding them through a structured, decision-tree intake form.

• Collect and accurately record patient and family information in Lumary.

• Clearly and compassionately explain the requirements and next steps of the intake process.

• Follow up with families to secure any missing referrals, diagnosis paperwork, insurance information, and other necessary intake documents.

• Build positive, professional relationships with families and act as a dependable point of contact throughout the intake procedure.

• Handle intake-related faxes by uploading documents to the appropriate patient profile.

• Send fax requests for any missing documentation as needed.

• Ensure patient records are accurate, organized, and compliant with HIPAA regulations.

• Escalate complex intake issues or cases according to established protocols.

• Complete assigned tasks autonomously while adhering to company workflows and documentation standards.

⛳️ Requirements

• Minimum of 1 year of prior experience in ABA services, healthcare, behavioral health, or patient intake.

• Experience managing phone-intensive tasks that involve both inbound and outbound calls.

• Familiarity with Lumary and Salesforce is preferred.

• Strong background in communicating effectively with families, patients, or caregivers.

• Ability to convey information with compassion, patience, professionalism, and care.

• Capacity to follow structured intake forms and decision-tree workflows with minimal oversight.

• Excellent verbal and written communication abilities.

• Proficient in managing follow-ups and maintaining organized patient records.

• Professional demeanor when engaging in sensitive and patient-facing interactions.

• Availability to provide coverage on weekends.

• Experience in collecting referrals, diagnosis documents, and insurance information.

• Must be able to communicate in English clearly and professionally, both in speaking and writing.

• Relevant work experience is required.

• Must be able to provide an NBI Clearance and/or Local Police Clearance prior to onboarding.

• Required to attend video meetings with the camera on when necessary.

• Reliable laptop or desktop computer is essential.

• A stable high-speed internet connection of at least 25 Mbps is necessary.

• A noise-canceling headset is required.

• A working webcam is needed for virtual meetings.

• A quiet and professional work environment is essential.

🏝️ Benefits

• Dedicated HR & Contractor Support Team.

• Optional Premium VPN Access.

• HIPAA & Cybersecurity Training + Certification provided.

• Top 1% VA Performance Training.

• Client-approved U.S. Holidays.

• Client-approved Paid or Unpaid Time Off; paid time off is optional and contingent upon client offerings.

• Access to tools and resources, including templates, workflow guides, productivity tools, and client-specific SOP support.

• Optional performance-based incentives, bonuses, or increased hours depending on performance.

• Perks for independent contractors and client-approved allowances.