Behavioral Health Intake and Outreach Coordinator

Benefits

• Bonus based on performance
• Flexible schedule

Key Responsibilities

• Oversight of referrals and admissions through every step of the intake process
• Respond to phone/email inquiries
• Conduct initial screening of client’s needs and match with appropriate therapist
• Enter intake details into EHR system
• Schedule initial appointment
• Send intake paperwork/links to clients
• Send information to our billing team to verify insurance
• Manage waitlists
• Identify and engage potential referral sources
• Conduct in-person or virtual meetings to introduce our services, how our referral process works and provide brochures and swag as needed
• Ongoing liaison with referring providers to discuss openings
• Attend local events, conferences, and health fairs to represent the practice
• Track referral volume and trends, reporting on Key Performance Indicators (KPIs) to leadership

Qualifications & Skills

• Previous experience in a mental health setting, medical office, or customer service (preferred)
• Ideally some knowledge/experience in psychology, social work, or a related field
• Proficiency with Electronic Health Records (EHR) and Microsoft Office/Google Suite
• Strong attention to detail and ability to thrive in a fast-paced environment
• Exceptional communication and networking skills with a natural, consultative style
• Ideally some proficiency in social media management and Canva
• Ability to act with diplomacy, empathy, and maintain strict patient confidentiality
• Familiarity with HIPAA compliance in marketing materials

Pay & Schedule

• $20-$23/hr
• Initially this is a part-time, hybrid role
• Flexible schedule, Monday through Friday
• Flexible work from home options available