Job Description
• 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
