I Am Boundless, Inc.

Intake Coordinator

• Conduct intake assessments and identify service needs
• Coordinate referrals and next steps using professional judgment and established processes
• Communicate with individuals, families, referral sources, and team members by phone, text, email, and Microsoft Teams
• Assess and triage crisis calls as urgent, emergent, or routine and refer accordingly
• Schedule individuals with clinicians based on specialized skills, credentialing, and individual needs
• Refer individuals to appropriate community providers when Boundless services are unavailable
• Process inbound and outbound calls, voicemails, emails, texts, telehealth video chats, online chats, EHR assignments, website forms, and faxes
• Manage agency, service, and program workflows within access to care and initiate process improvements
• Maintain excellent customer service and interpersonal relationships
• Keep current with Ohio Department of Education, Ohio Department of Mental Health, CARF, CQL, and ODJFS rules and regulations affecting enrollment
• Assist with program enrollment statuses in the EHR
• Arrange translation services as needed
• Schedule diagnostic assessments, psychological testing, psychiatric evaluations, ABLLS, and educational assessments
• Coordinate with departments and clinical teams throughout access to care and integrated assessment processes
• Initiate inquiries and prepare documentation and records for new individuals served
• Gather and audit records, including scanning documents, requesting records, and updating demographic and contact information
• Correspond with individuals, parents, guardians, and collateral contacts regarding service-delivery information
• Gather financial-responsibility information and coordinate insurance and Medicaid information with the Billing Department
• Assist with Autism Scholarship Program information
• Maintain timely responses and clear EHR documentation throughout the access-to-care process
• Attend team and individual supervision meetings as requested
• Manage time effectively across in-office and remote work settings
• Perform other duties as assigned