Intake Coordinator

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

📋 Description

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

• Assist families in navigating a step-by-step, decision-tree intake form.

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

• Clearly and compassionately explain intake requirements and subsequent steps.

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

• Build positive, professional relationships with families, serving as a dependable point of contact throughout the intake process.

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

• Request missing documentation via fax when necessary.

• Maintain precise, organized, and HIPAA-compliant patient records.

• Escalate complex intake concerns 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 roles that involve both inbound and outbound calls.

• Familiarity with Lumary and Salesforce is preferred.

• Strong background in communication with families, patients, or caregivers.

• Ability to communicate with compassion, patience, professionalism, and care.

• Capability to follow structured intake forms and decision-tree workflows with minimal supervision.

• Excellent verbal and written communication skills.

• Ability to manage follow-ups and keep organized patient records.

• Professional demeanor when dealing with sensitive and patient-facing interactions.

• Availability to provide weekend coverage.

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

• Must communicate and write in English clearly and professionally.

• Relevant work experience is required.

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

• Must be available for video meetings with the camera on when required.

• Reliable laptop or desktop computer is necessary.

• Stable high-speed internet connection with a minimum of 25 Mbps.

• Noise-canceling headset is required.

• Working webcam for virtual meetings is essential.

• A quiet and professional work environment is mandatory.

🏝️ Benefits

• Dedicated HR & Contractor Support Team.

• Premium VPN Access (Optional).

• HIPAA & Cybersecurity Training + Certification (Provided).

• Top 1% VA Performance Training.

• Client-Approved U.S. Holidays.

• Client-Approved Paid or Unpaid Time Off.

• Access to Tools & Resources.

• Optional Performance-Based Incentives, bonuses, or increased hours based on performance.

• Independent contractor perks and client-approved allowances.