Intake Coordinator

I Am Boundless, Inc.

. Conduct intake assessments and identify service needs .

Posted 9/18/2026full-timeRemote • Ohio • United StatesMid-LevelSenior💰 $41,000 - $49,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in conducting intake assessments, coordinating referrals, and managing workflows within access to care. Proficient in maintaining clear communication and documentation while adhering to regulatory standards and ensuring excellent customer service.

Highest-signal resume keywords

Intake AssessmentCustomer Service ExperienceEHR Systems ProficiencyMicrosoft TeamsTime Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Intake AssessmentCrisis Call TriageProgram EnrollmentDocumentation ManagementFinancial Coordination

Soft Skills

Clear CommunicationInterpersonal RelationshipsIndependent Decision-MakingConfidentiality ManagementAdaptability

Tools & Technologies

Microsoft TeamsNextGen EHRDialpadMicrosoft OfficeMonday.com

Industry Keywords

Ohio Department of EducationOhio Department of Mental HealthCARFCQLODJFS

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

High School Diploma/GED
3-5 years customer service experience (in person or over the phone)
Clear oral and written communication skills
Proficiency with Microsoft Teams, Microsoft Office applications, Dialpad, text messaging, NextGen EHR, Monday.com, SharePoint, and DocuSign
Ability to prioritize and plan work activities and use time efficiently
Ability to work independently with general direction
Ability to manage competing demands and changing priorities
Ability to make independent decisions and know when to seek advice
Ability to maintain confidentiality and handle sensitive information appropriately
Reliable internet service with minimum 25 Mbps download and 10 Mbps upload speeds
Private workspace with minimal noise and distractions that protects confidential information and complies with HIPAA requirements
Ability to work Monday through Friday, 8:00 a.m. to 4:30 p.m., with occasional earlier morning, evening, and weekend work as required
Preferred: Bachelor’s Degree
Preferred: 3-5 years clinical operations experience
Preferred: Experience with EHR systems

Benefits

Comp & perks

Employer-provided hardware and software
Primarily remote, work-from-home position
Occasional travel to Boundless office locations for meetings, training, support, and events