Intake Coordinator
Therapy and Beyond Tulsa
Job Description
The Intake Coordinator is a key member of our Home Office team, responsible for the intake process of new patients to our Clinics in Oklahoma and Texas. This role serves as the face of the organization and often the first point of contact for potential clients. Working closely with Clinic Management and Marketing, the Intake Coordinator will receive incoming inquiries related to our services and qualify the information for further review by our Treatment teams.
JOB SPECIFIC FUNCTIONS:
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Process incoming referrals into the CRM and EMR systems
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Facilitate the intake process for new patients, ensuring all necessary documentation is completed accurately and efficiently
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Collaborate with clinical and administrative teams to coordinate assessments, evaluations, and treatment plans for each child being considered for our programs
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Assist families with insurance verification and authorization processes to secure necessary coverage for ABA services
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Coordinate schedules for complimentary consultation, evaluations, and start dates
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Coordinate Financial Plan of Care with Billing Department
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Manage new patient intake from initial contact to first date of service
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Respond to Clinic Leadership requests and inquiries, escalating as necessary
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Collaborate with our marketing team to develop and maintain outreach materials and resources for prospective patients
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Passion for learning and a demonstrated ability to thrive in a continuous learning environment
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Perform other duties as assigned.
Qualifications:
Qualifications
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Education: An associate’s degree (or in progress) is required; a Bachelor’s Degree preferred, with a concentration in a Healthcare or Business related field.
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Experience in health care, health insurance, and/or medical terminology preferred.
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Prior experience with CRM software strongly desired.
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Computer-literate with the ability to learn new software applications.
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Professionally skilled in verbal and written communications.
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Meticulously organized and detail-oriented in the approach to medical record reviews.
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Demonstration of professional behavior and strong interpersonal skills.
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Ability to receive and deliver constructive feedback.
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Empathy and perspective taking of patient, staff, and families.
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Appropriate discretion to maintain confidentiality.
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Demonstrates commitment, professional growth, competency, and actions consistent with agency mission, code of conduct and agency standards.
Additional Information
All your information will be kept confidential according to EEO guidelines.
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