Intake Specialist

• 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

• Contact new referrals promptly and efficiently, ideally within established response time targets
• Guide families through the onboarding and intake process from referral to service initiation
• Provide exceptional customer service and support throughout the intake journey
• Maintain accurate and complete client records and documentation
• Coordinate with staffing, scheduling, and case management teams to facilitate successful onboarding
• Track referral progress and ensure all intake requirements are completed
• Follow up with families regarding documentation, appointments, and onboarding requirements
• Maintain confidentiality and compliance with healthcare documentation standards
• Support intake reporting and administrative workflows
• Ensure a positive experience for families while meeting productivity and performance targets