Intake Specialist

Job Description

Job Description

Best Point Education & Behavioral Health is seeking a detail-oriented, customer-focused Intake Specialist in our Hamilton office to serve as a key connection point for children, families, adults, referral partners, and clinical teams. In this role, you'll help ensure timely access to behavioral health services by coordinating referrals, verifying insurance and payer information, scheduling appointments, and supporting the intake process from start to finish.

Pay & Benefits:

$18/hr starting based on experience

• Health, dental, and vision insurance
• FSA or HSA with a match
• Retirement plan (403b) with a match
• Tuition assistance
• Public Loan Forgiveness eligibility
• Paid time off and holidays
• Mileage reimbursement

• High school diploma or equivalent.
• Strong customer service, communication, and organizational skills.
• Ability to manage multiple priorities while maintaining accuracy and attention to detail.
• Experience working with confidential information in a professional setting.
• Minimum of three (3) years of experience in a healthcare, behavioral health, medical office, or related setting preferred
• Experience with insurance verification, benefits coordination, referrals, scheduling, or patient intake processes.
• Knowledge of EHR systems, scheduling software, and electronic documentation processes.

• Coordinate and process referrals from providers, hospitals, schools, community agencies, and other referral sources.
• Serve as a primary point of contact for clients, families, providers, and community partners throughout the intake and referral process.
• Open new client records and maintain accurate demographic, insurance, and payer information within electronic health record (EHR) systems.
• Verify insurance coverage and update financial payer information to support service authorization and billing readiness.
• Schedule intake appointments, medication management appointments, and other clinical services.
• Maintain referral logs, intake trackers, and supporting documentation to ensure compliance and accuracy.
• Manage incoming referral documentation, faxes, authorizations, releases of information, and related records.
• Communicate referral updates, documentation needs, and appointment information to clinical and administrative staff.
• Answer office and referral phone lines in a professional, compassionate, and solution-focused manner.
• Assist with appointment scheduling, client check-in processes, and collection of co-payments when applicable.
• Provide guidance to front desk and office staff regarding insurance, referrals, and intake procedures.
• Support daily office operations and provide coverage at other agency locations as needed.
• Maintain HIPAA compliance and ensure the confidentiality of all client information.

Exposed to a combination of office, school, and mental health treatment environments. The employee may be exposed to children/adults with behavior concerns, including shouting or children/adults who are upset. The role may also involve typical office conditions and occasional coverage at other agency locations.

The physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Regularly sit, stand, walk, bend, and move throughout the workday.
• Use hands to manipulate, handle, feel, and control items or equipment.
• Talk to other employees and clients and hear them.
• See and be able to read, write, and interpret written documents.
• Occasionally lift and move objects weighing up to 20 pounds.

Best Point Education & Behavioral Health is Greater Cincinnati’s most prolific non-profit specializing in education, behavioral and therapeutic health services, and autism services for vulnerable, at-risk youth, their families, and caregivers.

Best Point Education & Behavioral Health is proud to embrace its ideals of an equal opportunity workplace through actions as well as words. We lead our community with respect and tolerance, internally and externally, and we expect employees to embrace this ideal and express it in their day-to-day interactions.

All qualified applicants will receive consideration for employment without regard to, and will not be discriminated against, based on age, race, gender, color, religion, national origin, sexual orientation, gender identity, veteran status, disability, or any other protected category.