Virtual Intake Coordinator for a Counseling Services in the US (Home Based Part
Category Health and Wellness Location Colorado Springs Colorado United States • Answer incoming intake calls in a professional, empathetic, and client-centered manner • Respond promptly to emails, website inquiries, leads, and voicemail messages • Verify insurance eligibility and benefits for commercial and Medicaid plans • Create and manage new client profiles within the TherapyNotes EHR system • Upload insurance cards, intake documents, releases, and client records into the EHR • Send intake paperwork and monitor completion status • Follow up with clients regarding incomplete forms, scheduling needs, or missing information • Coordinate scheduling between clients and clinicians based on availability, specialties, insurance compatibility, age range, and client preferences • Maintain organized practice waitlists and accurate client documentation • Monitor intake workflows and communicate updates to the administrative and clinical team • Escalate urgent concerns or complex situations to licensed clinical staff as needed • Maintain HIPAA compliance and confidentiality standards at all times • Provide general administrative support related to intake coordination and client onboarding Details Apply To This Job