Elevate Counseling + Wellness

Intake Specialist

• Respond promptly to new client inquiries by phone, email, and text
• Create a warm, welcoming experience from the first interaction
• Discuss prospective clients’ therapy needs
• Match clients with therapists based on needs, preferences, schedule, location, and insurance
• Explain therapist options and help clients choose a provider
• Schedule initial appointments and guide clients through the intake process
• Collect demographic and insurance information
• Verify insurance benefits using online portals and direct calls to insurance providers
• Follow up with prospective clients who have not scheduled
• Answer questions about Elevate, therapists, services, insurance, and locations
• Maintain accurate information in scheduling and practice-management systems
• Work with administrative and clinical teams regarding therapist availability
• Help improve the client intake experience

Explore Client Intake Specialist at Elevate Counseling + Wellness. Review requirements and application details.