Lead Patient Intake & Care Coordinator, Mental Health Background

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

📋 Description

• Respond to patient inquiries via phone, email, and messages with empathy and professionalism.

• Clarify services and evaluations, assist patients through the intake process, and accurately document information.

• Evaluate patient eligibility and arrange evaluations and appointments.

• Follow up on inquiries, missed calls, appointments, and the next steps that are pending.

• Verify insurance benefits, submit prior authorization requests, and monitor approvals, denials, and expirations.

• Gather necessary documentation and elucidate coverage, costs, and patient obligations.

• Coordinate appointments, authorizations, and documentation with healthcare professionals.

• Ensure that intake forms and consents are completed while maintaining precise CRM/EMR records.

• Check in with patients and reconnect with those who have paused or discontinued treatment.

• Monitor active and pending cases to guarantee continuity of care.

• Deliver a supportive patient experience from the initial contact through evaluation and follow-up.

• Enhance workflows, train and mentor team members, and advance towards leadership responsibilities.

• Carry out additional responsibilities related to the role as assigned.

⛳️ Requirements

• Exceptional English communication skills, both verbal and written.

• Educational qualifications or degree in psychology, mental health, or a related discipline.

• Experience in behavioral health or psychiatry.

• Background in U.S. medical office administration, patient intake, or healthcare coordination.

• Experience with both patient-facing and back-office administrative functions.

• Proven track record of managing high volumes of calls with patients and insurance providers.

• Familiarity with insurance verifications and prior authorizations.

• Strong knowledge of U.S. commercial insurance processes.

• Experience with CRM, EMR, or EHR systems is advantageous.

• Must uphold HIPAA compliance and confidentiality standards.

• Experience in improving processes, workflows, or operational efficiency.

• Background in consultative phone sales or lead conversion.

• Previous leadership, supervisory, mentoring, or team training experience.

• Demonstrated leadership potential and interest in managing a team soon.

• Proficient in Microsoft Office (Word, Excel, Outlook).

• Familiar with standard business tools including email, spreadsheets, and document management.

• Ability to quickly grasp new systems, software, and workflows.

• Capable of following established procedures accurately with minimal oversight.

• Willingness to work U.S. EST (New York) business hours and adapt to business requirements.

• Must be able to pass a background check.

• Reliable Windows 10+ computer, dual monitors, and high-speed internet connection.

• Reliable backup power source to ensure continuous work during outages.

• Professional home workstation suitable for uninterrupted remote work.

🏝️ Benefits

• Fully remote work opportunity.

• Positive work environment with growth potential.

• Clear advancement path to a Team Lead position based on performance.

• Opportunities to enhance workflows, train and mentor colleagues, and take on leadership roles.

• Full-time position requiring 40 hours per week.

• Long-term career opportunity.