Behavioral Health Intake & Referral Coordinator (Contract)

FIDELIA COUNSELING SERVICES INC•Woburn, MA

4d•Hybrid

About The Position

Fidelia Counseling Services is seeking a professional, highly organized Independent Contractor to manage our intake and referral operations. You will be the primary point of contact for families and providers, ensuring every referral is handled with efficiency and empathy. This role requires a deep understanding of the Massachusetts behavioral health landscape and a commitment to maintaining a professional virtual and community presence.

Requirements

Must follow a professional dress code and demonstrate high efficiency.
Must be respectful and empathetic to our clients' requests, aligning with our values and culturally sensitive values.
Mastery of Microsoft Office (Word, Excel, Spreadsheets) and prior experience with EHR/EMR software.
English, bilingual (Spanish or Portuguese is preferred)
1-2 years of experience in behavioral health administration.
Must be authorized to work in the U.S

Nice To Haves

Bachelor’s degree in Human Services or related field

Responsibilities

Manage the intake lifecycle by completing an online referral facesheet for every new lead prior to entering data into the Electronic Health Record (EHR).
Proactively manage the agency waitlist through bi-weekly outreach. You must be able to calmly de-escalate or diffuse issues with families who may be frustrated by wait times, ensuring they always feel respected and heard.
Answer directly to Management (Operations) to facilitate smooth provider matching and insurance authorizations.
Utilize Microsoft Word, Excel, and Spreadsheets to verify clients' insurance, maintain accurate, organized, and HIPAA-compliant digital files.
Apply your knowledge of CBHI, CBHC, and insurance verification to ensure referrals are processed correctly and families are eligible for services.