Posted Oct 23, 2026

Intake Coordinator, Call Center Representative

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Job Description: • 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 and match them with appropriate providers • Schedule initial appointments promptly and accurately, documenting patient needs including talk therapy and/or medication management • Collect patient insurance information and run eligibility to ensure in-network benefits • Obtain and verify clinical history, demographic details, insurance information, and eligibility • Collect credit card information for file and maintain compliance • Assist new patients with portal setup and paperwork • Process and manage referral paperwork • Accurately document patient interactions and transactions in the Electronic Health Record (EHR) system • Contact referral sources, patients, and/or provider offices to obtain information for benefits verification and prior authorizations • Contact existing patients to initiate new services based on internal and external referrals • Answer questions regarding new patient appointments or referrals • Assist with incoming emergency calls and follow crisis call protocols • Perform additional tasks assigned by management to support intake department efficiency • Adhere to relevant policies, regulations, and compliance standards including HIPAA and PCI Requirements: • High school diploma or equivalent required • 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 • Fluency in English is required; fluency in Spanish preferred • 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 and hear; frequently walk; lift and/or move objects up to 25 pounds • Required vision abilities include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus • Must comply with HIPAA and PCI policies, regulations, and compliance standards Benefits: • Medical insurance • Dental insurance • Vision insurance • AD&D insurance • Short-term disability insurance • Long-term disability insurance • Life insurance • 401k retirement savings with employer match • Paid parental leave • Paid time off • Holiday pay • Employee Assistance Program • Remote work • Quiet, distraction free, dedicated HIPAA compliant workspace with high-speed hard-wired internet access