Intake Coordinator

Benefits:

Competitive salary

Flexible schedule

Opportunity for advancement

Evolve Yourself LLC is seeking a compassionate, organized, and professional Intake Coordinator to serve as the first point of contact for clients seeking mental health services. The Intake Coordinator is responsible for managing referrals, conducting intake screenings, scheduling appointments, verifying insurance eligibility, maintaining accurate documentation, and ensuring a smooth onboarding experience for clients and families.

The ideal candidate is detail-oriented, customer-service driven, and capable of working in a fast-paced behavioral health environment while maintaining confidentiality and professionalism.

Essential Duties & Responsibilities

Serve as the primary contact for new client inquiries via phone, email, and walk-ins

Conduct initial intake screenings and gather demographic, insurance, and referral information

Schedule intake assessments and coordinate appointments with clinical staff

Verify insurance eligibility and obtain authorization when required

Maintain accurate client records within the electronic health record (EHR) system

Ensure all intake documentation, consents, and releases are completed and uploaded timely

Communicate with referral sources, hospitals, schools, community agencies, and families regarding intake status

Explain agency programs, services, policies, and procedures to clients and caregivers

Monitor intake pipelines and maintain referral tracking logs

Assist with collecting required documentation for admissions and program eligibility

Coordinate with clinical and administrative staff to ensure continuity of care

Follow HIPAA and confidentiality guidelines at all times

Assist with front office administrative duties as needed

Participate in staff meetings, trainings, and quality improvement activities

Must be willing to travel to clients home in order to fill form and get parent signatures. (Not in all cases)

Qualifications

Education & Experience

High school diploma or GED required

Associate’s or Bachelor’s degree in Healthcare Administration, Social Work, Psychology, Human Services, or related field preferred

Minimum of 1–2 years of administrative, intake, healthcare, or behavioral health experience preferred

Experience working with Medicaid, managed care organizations, or behavioral health services preferred

Knowledge, Skills & Abilities

Strong communication and interpersonal skills

Excellent organizational and multitasking abilities

Ability to handle sensitive information with discretion and professionalism

Knowledge of medical terminology and behavioral health services preferred

Proficient in Microsoft Office, Google Workspace, and EHR systems

Ability to work independently and as part of a team

Strong problem-solving and customer service skills

Physical Requirements

Ability to sit for extended periods

Frequent use of computers, phones, and office equipment

Ability to occasionally lift up to 15 pounds