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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong organizational skills and attention to detail while managing client intake processes and maintaining accurate records. Familiarity with healthcare administration and respect for confidentiality are essential for success in this role.
Highest-signal resume keywords
Customer Service ExperienceClient ServicesSchedulingHealthcare AdministrationHIPAA Familiarity
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Strong OrganizationAttention To DetailCommunication Skills
Tools & Technologies
Computer Systems
Industry Keywords
Therapy PracticeMedical OfficeBehavioral HealthConfidentiality
About the role
Key responsibilities & impact- Respond to client calls, emails, and texts
- Match clients with the clinician who best fits their needs, preferences, insurance, and availability
- Walk clients through insurance, paperwork, and what to expect at their first session
- Follow up to keep each client’s intake moving forward
- Complete intake steps across systems so clients and clinicians are ready for day one
- Handle cancellations and reschedules, and keep records accurate
- Collaborate with the intake team, clinicians, and admin staff
Requirements
What you’ll need- 1–2 years in customer service, client services, sales, scheduling, front desk, healthcare administration, or a similar people-facing role
- Comfort on live calls and with learning new computer systems
- Strong organization and attention to detail
- Respect for confidentiality and sensitive information
- Quiet, private home workspace and reliable internet
- Nice to have: experience in a therapy practice, medical office, or behavioral health setting, or familiarity with HIPAA
Benefits
Comp & perks- Paid time off
- 401k with company matching
- Medical, dental, and vision insurance