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
• Manage appointment availability, rescheduling requests, and intake scheduling workflows
• Coordinate between clients and providers
• Answer basic questions regarding insurance coverage and therapy services
• Verify insurance eligibility and benefits as needed
• Collaborate with billing to resolve insurance or payment-related inquiries
• Enter and maintain client records in 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
• Conduct appointment-setting activities, qualify prospective clients, and schedule consultations
• 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

Intake Specialist jobs in Philippines

Client Scheduling & Intake Specialist