Behavioral Health Intake Coordinator, Call Center Representative

LifeStance Health

. Handle communications via phone, email, voicemail, faxes, and chat .

Posted 10/14/2026full-timeRemote • United StatesJuniorMid-Level💰 $22 per hourWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in patient intake assessments, insurance verification, and compliance with HIPAA and PCI standards. Proficient in managing patient communications and utilizing Electronic Health Record systems to document interactions accurately.

Highest-signal resume keywords

Patient Intake AssessmentElectronic Health Record (EHR) SystemsInsurance VerificationHIPAA ComplianceBilingual Communication (English/Spanish)

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Patient SchedulingInsurance Information CollectionEligibility ChecksDocumentation in EHRCrisis Call Protocols

Soft Skills

Multi-taskingPrioritizationCommunication

Tools & Technologies

Microsoft OfficeEmailInternet

Industry Keywords

Contact Center ExperienceHealthcare EnvironmentPatient TrendsCompliance Standards

About the role

Key responsibilities & impact

Handle communications via phone, email, voicemail, faxes, and chat
Identify and communicate patient trends and feedback, including scheduling barriers
Interact with Practice Operations to ensure proper patient matching
Conduct thorough intake assessments to understand patient needs
Schedule initial appointments and document patients’ needs, including talk therapy and/or medication management
Collect patient insurance information and run eligibility checks
Obtain and verify clinical history, demographic details, insurance information, and eligibility
Collect credit card information for file while maintaining compliance
Assist new patients with portal setup and paperwork
Process and manage referral paperwork
Accurately document patient interactions and transactions in the EHR system
Contact referral sources, patients, and provider offices to obtain information for benefits verification and prior authorizations
Contact existing patients to initiate new services based on referrals
Answer questions regarding new patient appointments and referrals
Assist with incoming emergency calls and follow crisis call protocols
Perform additional tasks assigned by management
Adhere to policies, regulations, HIPAA, PCI, and other compliance standards

Requirements

What you’ll need

High school diploma or equivalent required
Bachelor's degree preferred
2+ years of experience in a contact center environment and/or healthcare environment
Strong computer proficiency with knowledge of Microsoft Office, Internet, and Email
Prior experience working with Electronic Health Record systems (EHRs), preferred
Clear understanding of insurance-related terminology
Fluent in English, required
Professional working proficiency in Spanish may be required
Quiet, distraction free, dedicated HIPAA compliant workspace in your remote office with high-speed hard-wired internet access
Ability to multi-task and prioritize work in a fast-paced work environment
Ability to sit, stand, bend, talk, hear, and walk as required
Ability to lift and/or move objects up to 25 pounds
Required vision abilities include close, distance, color, peripheral, and depth perception, and ability to adjust focus

Benefits

Comp & perks

Medical insurance
Dental insurance
Vision insurance
AD&D insurance
Short- and long-term disability insurance
Life insurance
401k retirement savings with employer match
Paid parental leave
Paid time off
Holiday pay
Employee Assistance Program