Clinical Intake Specialist

This is a fully remote position, open to applicants in Arizona, +10 more states.

📋 Description

• Engage in outreach initiatives with newly referred clients and record activities in Salesforce.

• Conduct 8-12 intake visits each day, ensuring assessments are both efficient and accurate.

• Support clients during initial intake visits, which include psychosocial assessments and the development of care plans with specific goals.

• Review medical records and document clients' medical requirements along with recommended interventions.

• Relay essential information and client preferences to the care team for tailored care planning.

• Apply evidence-based methodologies such as Motivational Interviewing, Harm Reduction, and Trauma-Informed Care.

• Participate in weekly Team Operations Meetings.

• Keep a well-organized schedule to maximize client intake and engagement.

• Conduct proactive outreach to clients who have missed appointments or have not yet been contacted when unscheduled.

• Be readily available for warm transfers from field teams and ensure same-day responses.

• Achieve key performance metrics in a fast-paced and dynamic setting.

⛳️ Requirements

• A valid and unrestricted California Licensed Vocational Nurse (LVN) license, or a Bachelor’s degree in a relevant field, or a Medical Assistant certificate from an accredited organization (AAH, AAMA, AMT, NCCT, or NHA).

• At least 2 years of prior experience in intake or admissions within a high call volume environment.

• Familiarity with complex care clients and ECM Populations of Focus.

• Proficient in Health Gorilla or other Health Record Systems.

• Excellent verbal and written communication skills.

• Strong interpersonal skills with a cooperative approach.

• Advanced computer skills and proficiency in Google Workspace, MS Office, and internet tools.

• Capability to work independently and maintain high motivation levels.

• Ability to juggle multiple tasks, navigate various platforms, and adjust priorities as needed.

• Bilingual in English and Spanish is highly preferred.

• Availability to work Monday through Friday, from 8:30am to 5pm Pacific Time, with potential evening and weekend shifts.

• A minimum of 1 year of remote (work-from-home) experience.

• Comfort with using computers, telephones, and electronic health record (EHR) systems.

• Legal authorization to work in the United States.

• Must not require sponsorship for an employment visa.

🏝️ Benefits

• Medical, dental, and vision insurance.

• Income protection benefits.

• Flexible PTO.

• Company holidays.

• 401k.

• Additional wellness benefits.

• Mileage reimbursement for field roles in accordance with IRS guidelines.