Intake Coordinator

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

📋 Description

• Act as the initial point of contact for patients, creating a friendly introduction to their care.

• Address patient inquiries and provide education regarding treatments, programs, and subsequent steps.

• Arrange appointments across various clinics and providers.

• Confirm insurance eligibility and clarify coverage and financial aspects.

• Offer instructions for appointment preparation, consent details, and clinic orientation.

• Oversee referrals, care transitions, and follow-up communication.

• Respond to patient questions via phone, email, and voicemail.

• Ensure the accuracy and completeness of patient data in EMR and CRM systems.

• Collaborate with clinic providers, administrative personnel, and TCC teammates.

• Engage in team meetings, daily huddles, and mandatory training sessions.

• Assist with referral processing, document management, billing accuracy, authorization, payment, and documentation procedures.

• Identify workflow improvement opportunities and take part in process enhancement initiatives.

• Reduce appointment gaps through proactive schedule management.

• Uphold the confidentiality of patient health and financial information in line with HIPAA regulations.

⛳️ Requirements

• High school diploma or equivalent qualification.

• 1–3 years of experience in a healthcare, call center, or patient access setting.

• A minimum of 1 year of experience specifically in healthcare, call center, or patient access.

• At least 1 year of experience in insurance verification or scheduling.

• Demonstrated capability to handle a high volume of calls while maintaining quality service under pressure.

• Outstanding communication, empathy, and organizational abilities.

• Familiarity with EMR systems, insurance verification, and scheduling processes.

• Strong attention to detail and the ability to accurately follow established procedures.

• Availability required Monday through Friday, from 9:00 AM to 6:00 PM / 6:30 PM PST.

• Preferred: Associate's or Bachelor's degree in Healthcare Administration or a related discipline.

• Preferred: Experience in behavioral health or integrated care environments.

• Preferred: Knowledge of CRM systems and HIPAA compliance standards.

• Preferred: Bilingual in English and Spanish.

• Preferred: A minimum of 1 year of experience with EMR or CRM systems.

• Must maintain HIPAA confidentiality and adhere to relevant privacy, compliance, and regulatory standards.

🏝️ Benefits

• 401(k) matching.

• Dental insurance.

• Health insurance.

• Paid time off, including your birthday off.

• Vision insurance.

• Paid Parental Leave.

• Potential for monthly bonuses.

• Supportive and collaborative work environment.

• A mission-driven organization that positively impacts people's lives.