Intake Specialist

• Guide potential clients through the intake process outside traditional business hours
• Collect critical case information accurately
• Request, track, and follow up on medical records
• Conduct intake interviews and gather detailed information from potential clients
• Maintain organized records to support case progression
• Receive, review, and organize client documentation
• Assist with case management tasks during non-peak periods
• Review documentation and support overnight operations

Intake and Case Management Specialist

• Conduct intake interviews and gather detailed information from potential clients
• Support the progression of cases by maintaining organized records
• Receive, review, and organize client documentation
• Request, track, and follow up on medical records
• Assist with case management tasks during non peak periods
• Provide exceptional support to potential clients outside of traditional business hours
• Guide individuals through the intake process
• Ensure critical case information is collected accurately
• Help maintain the smooth flow of overnight operations

Intake and Case Management Specialist II

• Respond to incoming calls from prospective clients seeking mental health services
• Provide compassionate, professional, and empathetic support during initial client interactions
• Match clients with appropriate therapists based on availability, specialties, and client needs
• Schedule initial therapy appointments and coordinate therapist calendars efficiently
• Manage appointment availability, rescheduling requests, and intake scheduling workflows
• Ensure smooth coordination between clients and providers
• Answer basic questions regarding insurance coverage and therapy services
• Verify insurance eligibility and benefits as needed
• Collaborate with the billing department to resolve insurance or payment-related inquiries
• Enter and maintain client records within practice management software
• Ensure information is accurate, organized, confidential, and compliant with privacy standards
• Provide administrative assistance for day-to-day clinic operations
• Assist with workflow organization, documentation, and communication tasks
• Engage prospective clients, qualify their needs, and schedule consultations with appropriate providers
• Use consultative sales techniques to build rapport, address concerns, and encourage prospective clients to proceed with mental health services
• Follow up with leads, missed inquiries, and referral sources to maximize appointment conversions
• Support client retention through proactive communication, appointment reminders, and follow-up outreach

Client Scheduling and Intake Specialist

• Serve as the first point of contact for prospective clients
• Respond to new inbound inquiries within the established response time
• Conduct structured discovery and intake conversations using approved scripts
• Gather relevant factual and logistical information from prospective clients
• Identify qualified prospects based on established written criteria
• Decline and refer out inquiries that fall outside the firm’s published criteria
• Explain the firm’s practice areas, experience, general processes, and typical sequence of services
• Manage the free consultation calendar and follow up with prospects to maximize show rates
• Schedule free consultations with attorneys as appropriate
• Schedule paid consultations with attorneys without additional approval
• Follow up with prospects after consultations to facilitate the retention process
• Conduct follow up using approved communication sequences
• Quote retainer fees using the approved fee matrix
• Gather objective information required to determine the appropriate fee category
• Escalate matters outside the approved fee matrix before providing a fee
• Prepare and send retainer agreements using approved templates
• Escalate potential conflicts, emergent circumstances, dissatisfaction, unusual fee arrangements, or questions outside the established intake process
• Participate in recorded call quality assurance reviews
• Maintain a minimum recorded call QA score of 4 out of 5 while avoiding boundary violations
• Support continuous improvement of the firm’s intake and fee matrix processes in collaboration with the CEO
• Document inquiries, lead sources, consultations, and follow up activities
• The role does not involve providing legal advice, evaluating legal merits, performing case work, conducting paid consultations, or managing active matters

Intake Specialist jobs in Brazil

Intake and Case Management Specialist

Intake and Case Management Specialist II

Client Scheduling and Intake Specialist

Intake Specialist, Client Acquisition