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Intake Coordinator
Stella Mental Health. Serve as the first point of contact for patients and create a welcoming introduction to care .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in patient access management, including scheduling, insurance verification, and EMR/CRM system utilization. Strong communication and organizational skills are essential for providing exceptional patient care and maintaining compliance with HIPAA standards.
Highest-signal resume keywords
Patient SchedulingInsurance VerificationEMR Systems ExperienceHIPAA ComplianceBilingual English/Spanish
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Patient Access ManagementInsurance VerificationAppointment SchedulingEMR SystemsCRM SystemsDocument ManagementBilling AccuracyWorkflow ImprovementData EntryReferral Processing
Soft Skills
CommunicationEmpathyOrganizational SkillsAttention to DetailAbility to Work Under Pressure
Industry Keywords
HealthcareCall CenterPatient AccessBehavioral HealthIntegrated CareCompliance StandardsPrivacy Regulations
About the role
Key responsibilities & impact- Serve as the first point of contact for patients and create a welcoming introduction to care
- Answer patient questions and educate patients about treatments, programs, and next steps
- Schedule appointments across multiple clinics and providers
- Verify insurance eligibility and explain coverage and financial considerations
- Provide appointment preparation instructions, consent information, and clinic orientation
- Manage referrals, care transitions, and follow-up communications
- Respond to patient inquiries by phone, email, and voicemail
- Maintain accurate and complete patient data in EMR and CRM systems
- Coordinate with clinic providers, administrative staff, and TCC teammates
- Participate in team meetings, daily huddles, and required trainings
- Support referral processing, document management, billing accuracy, authorization, payment, and documentation procedures
- Identify workflow opportunities and participate in process improvement initiatives
- Minimize appointment gaps through proactive schedule coordination
- Maintain patient health and financial information confidentiality in compliance with HIPAA
Requirements
What you’ll need- High school diploma or equivalent
- 1–3 years of experience in a healthcare, call center, or patient access environment
- At least 1 year of healthcare, call center, or patient access experience
- At least 1 year of insurance verification / scheduling experience
- Proven ability to manage a high call volume and maintain service quality under pressure
- Excellent communication, empathy, and organizational skills
- Experience with EMR systems, insurance verification, and scheduling workflows
- Strong attention to detail and ability to follow established procedures accurately
- Must be available Monday through Friday, 9:00 AM–6:00 PM / 6:30 PM PST
- Preferred: Associate's or Bachelor's degree in Healthcare Administration or a related field
- Preferred: Experience in behavioral health or integrated care settings
- Preferred: Familiarity with CRM systems and HIPAA compliance standards
- Preferred: Bilingual English/Spanish
- Preferred: At least 1 year of EMR or CRM experience
- Must maintain HIPAA confidentiality and comply with applicable privacy, compliance, and regulatory standards
Benefits
Comp & perks- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off, including your birthday off
- Vision insurance
- Paid Parental Leave
- Monthly bonus potential
- Supportive and collaborative work environment
- Mission-driven organization that makes a positive impact on people's lives