Bilingual Intake Coordinator, English/Spanish

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee the intake process for clients, which includes reviewing referrals, collecting documentation, verifying eligibility, entering data into systems, and scheduling initial services.

• Accurately manage a high volume of referrals while prioritizing tasks to meet turnaround timelines.

• Engage professionally and supportively with families, caregivers, and referring providers.

• Ensure that all regulatory, clinical, and operational documentation is completed prior to the commencement of services.

• Monitor onboarding status, follow up on tasks, and address outstanding needs across various platforms.

• Facilitate seamless transitions and ensure service readiness in collaboration with team members.

• Provide clear expectations and guidance throughout the onboarding experience via phone, email, and system messages.

• Assist families in navigating paperwork, insurance requirements, and pre-service tasks.

• Elevate complex or sensitive issues to the Director of Client Engagement or Clinical leadership.

• Maintain the quality of data across CRM, intake systems, and workflow tracking tools.

• Assess intake information for completeness, accuracy, and adherence to compliance standards.

• Identify discrepancies or delays in workflow and propose enhancements.

• Collaborate with Inbound Engagement, Central Scheduling, and Clinical teams.

• Communicate client readiness, barriers, and caseload priorities to internal stakeholders.

• Support initiatives aimed at reducing onboarding delays and enhancing client engagement.

⛳️ Requirements

• A minimum of 3 years of experience in healthcare, behavioral health, developmental services, care coordination, or a similar high-volume service environment.

• Experience operating within large, multi-site systems or complex operational frameworks.

• Proven ability to manage high caseloads, prioritize competing tasks, and meet rapid turnaround expectations.

• Strong knowledge of healthcare intake processes, insurance workflows, and necessary documentation.

• Exceptional verbal and written communication skills, demonstrating empathy, professionalism, and clarity.

• High proficiency in CRM platforms, intake systems, and workflow management tools.

• Strong organizational abilities with a keen focus on detail and accuracy.

• Experience supporting autistic individuals or families in developmental, behavioral health, or therapeutic environments is preferred.

• Familiarity with payer requirements, authorizations, and eligibility processes is preferred.

• Experience in a dynamic or evolving organization with continuously refined processes is preferred.

• Bilingual proficiency is preferred.

• Must reside in the United States.

• Must be available to work from 10 AM to 7 PM CT.

• Must be willing to complete and successfully pass a background check and fingerprinting prior to employment.

🏝️ Benefits

• Competitive salary and benefits package.

• Opportunities for professional development and growth.

• Supportive work environment focused on collaboration and teamwork.