Intake Coordinator Jobs

Job Responsibilities:

• Accurately record and track referral sources from outside providers and targeted marketing campaigns
• Manage providers’ schedules by setting up initial consultations and coordinating next steps with appropriate staff
• Assess each patient’s clinical and financial suitability for treatment during intake process and ensure specific criteria is met prior to scheduling
• Perform consistent follow-up with pending leads who haven’t been scheduled
• Follow cancellation, rescheduling and no-show policies and procedures as needed
• Provide weekly and monthly reports reflecting progress towards individual and clinic census goals
• Address any patient questions, concerns or complaints leading up to initial consultations
• Educate patients on treatment options, scheduling protocol and efficacy during intake process
• Utilize CRM platform (Monday.com) to track pending leads and patient communication
• Complete intakes and schedule patients via phone screenings, facility tours and in-person interviews as needed
• Ensure appropriate staff have the information required to move forward with initial consultations, i.e. prepare patient charts in EHR system (Kareo), request insurance benefits and authorization, etc.
• Perform additional intake, business development, marketing and clerical tasks as needed or assigned
• Build, grow and maintain individual and clinic census goals by managing new and existing patient inquiries and intake process
• Work alongside Business Development team to build, grow and maintain relationships with existing and potential referral sources

Qualifications:

• Excellent organizational and time-management skills
• Ability to work in a fast-paced environment
• Great communication and interpersonal skills
• Strong affinity for customer service
• High school diploma/GED required
• Proficient computer literacy and strong attention to detail
• Working knowledge of office management and filing systems
• Bachelor's Degree preferred

Working Hours:

• Tuesday: 9am-5pm
• Schedule is subject to change and can be adjusted to accommodate special occasions or prior obligations upon request
• Thursday: 9am-5pm
• Friday: 11am-7pm
• Monday: 8am-4pm
• Wednesday: 8am-4pm