Psychiatric Practice Patient Access, Front Desk & Intake

HelpSquad

. Answer incoming calls, identify patient needs, respond to inquiries, and schedule appointments .

Posted 10/22/2026full-timeRemote • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in patient intake processes, insurance verification, and electronic medical record management while providing compassionate communication and support in a telehealth environment.

Highest-signal resume keywords

Direct Experience In Psychiatric PracticeInsurance Benefits VerificationElectronic Medical Record SystemsClear Verbal CommunicationAttention To Detail

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Patient Intake ProcessInsurance Eligibility VerificationMedication History ManagementUnderstanding Of Psychiatric MedicationsElectronic Medical Record Management

Soft Skills

Compassionate CommunicationProfessionalismDependabilityAbility To Work IndependentlyStrong Attention To Detail

Tools & Technologies

Charm HealthRingCentralBusiness Phone System

Industry Keywords

Mental Health PracticeTelehealthPatient Records ManagementCancellation PoliciesCo-Pays And Coinsurance

About the role

Key responsibilities & impact

Answer incoming calls, identify patient needs, respond to inquiries, and schedule appointments
Guide patients through the intake process and ensure required paperwork is completed
Assist patients with online forms, medication history, and other intake information
Explain practice policies and procedures, including cancellation policies
Follow up with patients who are late or have not joined scheduled Zoom appointments
Help patients connect to Zoom appointments
Review Charm Health to verify appointment payments
Flag significantly overdue payments for follow-up
Perform insurance eligibility and benefits verification according to the established checklist
Maintain accurate patient records and follow privacy requirements
Communicate professionally and compassionately with patients, including anxious, frustrated, or emotionally distressed patients

Requirements

What you’ll need

Direct, hands-on experience working in a psychiatric or mental health practice is required
Familiarity with commonly prescribed psychiatric medications, including antidepressants and SSRIs
Basic understanding of the purpose of common anxiety medications
Understanding of copays, coinsurance, deductibles, visit limits, eligibility checks, and insurance benefits verification
Experience using electronic medical record systems
Familiarity with Charm Health is preferred
Experience managing incoming calls through a business phone system
Familiarity with RingCentral is preferred
Clear, professional verbal communication
Ability to explain information in a way patients can easily understand
Strong attention to detail and consistent follow-through
Ability to manage patient calls and intake tasks without overlooking steps
Dependable work history and commitment to a full-time schedule
Ability to work independently in a busy telehealth practice
Professionalism, accountability, and stable employment history

Benefits

Comp & perks

Competitive hourly rate
On-time payments, every time
Payments processed via Wise
Direct client training provided
Dedicated Account Manager as your point of contact
Stable, long-term placement with a growing U.S.-based company
Exposure to a wide range of modern SaaS platforms
Potential for increased responsibilities as the company scales
Tenure recognition for long-term team members
Clear escalation paths
100% remote — work from home
Supportive team culture across all accounts
Potential for increased hours or additional accounts based on performance
Build your U.S. industry experience
Exposure to multiple practice types and platforms
Strengthen your resume with verified, legitimate U.S. client experience
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