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
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