Client Scheduling & Intake Specialist

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

📋 Description

• Handle incoming calls from potential clients inquiring about mental health services.

• Offer compassionate, professional, and empathetic support during initial client engagements.

• Connect clients with suitable therapists based on their availability, specialties, and individual needs.

• Arrange initial therapy appointments and manage therapist schedules.

• Oversee appointment availability, rescheduling requests, and intake scheduling processes.

• Facilitate communication between clients and providers.

• Address basic inquiries regarding insurance coverage and therapy services.

• Verify insurance eligibility and benefits as required.

• Work with billing to address any insurance or payment-related questions.

• Input and maintain client records in practice management software.

• Ensure that all information is accurate, organized, confidential, and compliant with privacy regulations.

• Provide administrative support for daily clinic operations.

• Assist with organizing workflows, documentation, and communication tasks.

• Perform appointment-setting duties, qualify potential clients, and arrange consultations.

• Utilize consultative sales techniques to establish rapport, address concerns, and motivate prospective clients to pursue mental health services.

• Follow up with leads, missed inquiries, and referral sources to enhance appointment conversions.

• Aid in client retention through proactive communication, appointment reminders, and follow-up outreach.

⛳️ Requirements

• A minimum of 1 year of prior experience in client intake, appointment scheduling, lead generation, insurance verification, and client communication within a behavioral health context is highly preferred.

• Bilingual candidates in Spanish are strongly preferred.

• Experience with SimplePractice EHR, Grasshopper VoIP, Go High Level (GHL) CRM, TherapyFlow, or similar tools is highly preferred.

• Capability to manage confidential and sensitive information with professionalism.

• Excellent verbal and written communication skills are essential.

• Ability to independently learn and adapt to new software and systems.

• High attention to detail and commitment to follow-through is necessary.

• Must possess clear and professional English speaking and writing skills.

• Relevant work experience is required.

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

• Availability to participate in video meetings with the camera on when required.

• A reliable laptop or desktop computer is necessary.

• A stable high-speed internet connection with a minimum of 25 Mbps is required.

• A noise-canceling headset is needed.

• A working webcam is necessary 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 & Resources.

• Optional Performance-Based Incentives; certain clients may provide bonuses, incentives, or additional hours based on performance.

• These are optional resources and client-approved allowances available to you as an independent contractor; listed resources, training, or allowances are considered optional contractor perks and not employee benefits.