Intake and Referral Coordinator

We need to output HTML fragment with sections: Use

for headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. But we must only include sections when posting has real specific content. We have: - Job Summary (maybe "About the role"? Actually job summary is description; we can treat as About the role? The instruction: Use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can map content accordingly. We have sections: Job Summary (maybe About the role). Responsibilities: includes Referral Management, Intake and Scheduling, Care Coordination, Customer Service and Communication, Documentation and Compliance, Performance Indicators. Requirements: includes Requirements (list). Qualifications: maybe same as Requirements? Actually they have "Requirements" heading with bullet list. Also they have "About Lilac Center" which could be "About the role"? But they also have "About Lilac Center" describing organization. Could be "About the role" or maybe we treat "About Lilac Center" as "About the role"? The instruction says use headings like About the role, Responsibilities, etc. So we can have:

About the role

with job summary paragraph.

Responsibilities

with

• items for each bullet under the subheadings? We need to preserve all substantive info. Could combine subheadings as list items. We have subheadings: Referral Management, Intake and Scheduling, Care Coordination, Customer Service and Communication, Documentation and Compliance, Performance Indicators. We can embed them as list items with maybe bold? But we must only use
  • for any list of duties/requirements/benefits. So we can create a
    where each
    • contains the subheading and its details. That is acceptable.

      Requirements

      maybe for the "Requirements" section (the bullet list). Or we could split Qualifications and Skills. The posting has "Requirements" heading with bullet list of qualifications. Also there is "Intake Coordinator Qualifications" paragraph before that. Actually after Performance Indicators they have "Compensation And Benefits" then "Requirements" then "Intake Coordinator Qualifications". The "Requirements" heading includes bullet list of qualifications. Then after that they have "Intake Coordinator Qualifications" which is a paragraph describing qualifications (similar). Might be duplicate. We need to preserve all substantive info, not duplicate. We can combine. We also have "Compensation And Benefits" section with compensation and benefits list. So we need Pay and Benefits sections. According to rule: include Pay and Benefits sections only if posting actually states them. It does: Compensation: $22- $24 per hour; paid bi-weekly. Then benefits list. So we need

      Pay

      with paragraph about compensation.

      Benefits

      with
      • list. Schedule: posting includes Schedule: Monday-Friday between the hours of 8am and 5pm. So we need

        Schedule

        with paragraph. We also have Location: This is an in-person position based out of our North Kansas City, MO clinic. Could be part of About the role or maybe separate? Not required heading. Could embed in About the role paragraph. We must not repeat job title as heading. Not include Job ID etc. Remove boilerplate like EEO etc. At end there is EEO statement; we must remove. We must not create sections with filler like "commensurate with experience". Not present. Thus final HTML:

        About the role

        ... job summary plus location ...

        Responsibilities

        • Referral Management: Receive, review, and process referrals for individual therapy and group therapy services. Coordinate referrals from healthcare providers, schools, community agencies, hospitals, insurance companies, and self-referrals. Maintain referral tracking systems and ensure accurate documentation throughout the referral process. Monitor referral status and follow up with referral sources, providers, and clients as needed.
        • Intake and Scheduling: Contact prospective clients to gather required information and explain available services. Schedule intake appointments and therapy sessions in accordance with program guidelines and clinician availability. Coordinate enrollment into appropriate therapy groups based on clinical recommendations, availability, and participant needs. Manage waitlists and communicate anticipated timelines to clients and referral partners. Ensure all required forms, consents, and documentation are completed prior to service initiation. Answer incoming calls promptly and professionally.
        • Care Coordination: Collaborate with therapists, case managers, clinical supervisors, and administrative staff to facilitate timely access to care. Communicate client needs, referral priorities, and scheduling updates to the clinical team. Assist with transitions between services, including movement from individual therapy to group therapy or vice versa. Provide referral resources when services are unavailable or when clients require a different level of care.
        • Customer Service and Communication: Serve as a knowledgeable resource regarding therapy programs, eligibility requirements, and referral procedures. Respond professionally and promptly to inquiries from clients, families, providers, and community partners. Maintain positive relationships with referral sources and community stakeholders. Provide excellent customer service while demonstrating empathy, professionalism, and cultural sensitivity.
        • Documentation and Compliance: Maintain accurate and confidential client records in accordance with HIPAA and organizational policies. Verify insurance, benefits, and authorizations as required. Generate reports on referral volume, program capacity, waitlists, and service utilization. Ensure compliance with agency standards, state regulations, and accreditation requirements.
        • Performance Indicators: Timely processing of referrals. Reduction of referral-to-intake wait times. Accuracy of referral documentation and data entry. Client and referral-source satisfaction. Successful placement of clients into appropriate individual and group therapy services.

        Requirements

        • Associate degree required; Bachelor's degree in Social Work, Psychology, Healthcare Administration, Human Services, or a related field preferred.
        • Minimum of 1-2 years of experience in healthcare, behavioral health, case management, care coordination, patient access, or referral management preferred.
        • Experience working with mental health or counseling programs strongly preferred.
        • Experience with electronic health records (EHR/EMR) systems preferred.
        • Demonstrated commitment to delivering exceptional client service with the ability to build rapport and communicate effectively with clients, providers, referral sources, and internal teams.
        • Strong organizational, time management, and multitasking skills with exceptional attention to detail and the ability to effectively prioritize competing responsibilities.
        • Excellent verbal and written communication skills with a professional, compassionate, and engaging demeanor.
        • Experience using Electronic Health Record (EHR) systems; proficiency with Microsoft Office Suite and Salesforce or other CRM platforms preferred.
        • Working knowledge of mental health terminology, insurance processes, and behavioral health workflows preferred.
        • Understanding of trauma-informed care principles and a commitment to using inclusive, affirming, and client-centered communication.
        • Ability to maintain strict confidentiality, exercise sound judgment, and ensure compliance with HIPAA and organizational policies.
        • Highly self-motivated, adaptable, and collaborative with the ability to thrive in a fast-paced, growing organization and adjust to evolving workflows.
        • Strong critical thinking and problem-solving skills with the ability to navigate complex situations, identify solutions, and know when to escalate concerns appropriately.
        We could also have Skills section but not needed; we can omit if no specific skills beyond those in Requirements. The instruction says prefer few substantive sections over many thin ones. So we can skip Skills.

        Pay

        $22- $24 per hour; paid bi-weekly.

        Benefits

        • 401(k) retirement plan with employer match up to 4%
        • Comprehensive medical, dental, and vision insurance for employees and eligible dependents
        • HSA (with employer contribution) and FSA options to help manage healthcare and dependent care expenses
        • Employer-paid life insurance and AD&D coverage
        • Employee Assistance Program (EAP) with confidential mental health and life support resources
        • Generous paid time off and additional paid holidays

        Schedule

        Monday-Friday between the hours of 8am and 5pm.

        We also need to include location maybe in About the role paragraph. Let's craft About the role paragraph: "The Intake and Referral Coordinator serves as the primary point of contact for individuals seeking behavioral health services and for referral sources within the community. This position is responsible for managing referrals for individual therapy and group therapy programs, ensuring timely coordination of services, verifying eligibility, maintaining accurate records, and facilitating access to appropriate clinical care. The Referral Coordinator works closely with clinicians, intake staff, external providers, and clients to support a seamless referral and scheduling process. This is an in-person position based out of our North Kansas City, MO clinic." Make sure no extra fluff. Now output only HTML fragment. Check for any boilerplate removed: We removed EEO etc. Also removed "Compensation And Benefits" heading (we used Pay and Benefits). Removed duplicated lines. Check that we didn't include any "About Lilac Center" description. That is extra info about organization; is it substantive? It describes the organization, maybe relevant to role. Should we include? The instruction says preserve ALL substantive information; do NOT invent or summarize away detail. The "About Lilac Center" paragraph is substantive info about the employer. Should we include it? Possibly under About the role or a separate section like "About the organization". But allowed headings list includes About the role only. Could we incorporate that paragraph into About the role? It describes the organization, not the role. But we could add a separate

        About the organization

        but not in allowed list. However instruction says use

        for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It says e.g., implying those are examples, not exclusive? It says "Use

        for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." Likely they expect only those headings. So we should not add other headings. We could fold the About Lilac Center info into About the role paragraph as extra context. That would preserve the info. Let's do that: add a sentence about Lilac Center. Thus About the role paragraph will include job summary + location + description of Lilac Center. Let's craft:

        The Intake and Referral Coordinator serves as the primary point of contact for individuals seeking behavioral health services and for referral sources within the community. This position is responsible for managing referrals for individual therapy and group therapy programs, ensuring timely coordination of services, verifying eligibility, maintaining accurate records, and facilitating access to appropriate clinical care. The Referral Coordinator works closely with clinicians, intake staff, external providers, and clients to support a seamless referral and scheduling process. This is an in-person position based out of our North Kansas City, MO clinic. The Lilac Center is a leading outpatient mental health practice dedicated to helping individuals overcome emotional and behavioral challenges through compassionate, evidence-based care, with a focus on Dialectical Behavior Therapy (DBT) and integrated treatment approaches, serving adolescents and adults across multiple locations in Kansas and Missouri.

        That preserves all. Now ensure no duplicate content: We have not repeated the compensation line elsewhere. Check that we didn't include "Compensation And Benefits" heading; we used Pay and Benefits. Check that we didn't include "Requirements" heading duplicate with "Intake Coordinator Qualifications". We combined into Requirements list