Client Intake Specialist

Davis Behavioral Health•Layton, UT
•Onsite

About The Position

Davis Behavioral Health (DBH) is seeking a part-time Client Intake Specialist to join its clinical support team. DBH is committed to providing exemplary customer services to its clients and employees. As a member of the Clinical Support team, the Intake Specialist serves as the initial point of contact for clients seeking behavioral health services. This position is responsible for gathering demographic, insurance, and clinical information; assessing immediate needs; and coordinating with clinical staff to facilitate timely access to appropriate services. The Intake Specialist plays a critical role in ensuring that clients feel welcomed, informed, and supported through the initial steps of the care process.

Requirements

  • Minimum of two (2) years of experience working in a medical office or clinical setting.
  • Previous customer service skills are required.
  • Must be at least 18 years old.
  • Must successfully pass a pre-employment criminal background check.
  • Must successfully pass a pre-employment drug screening.
  • Must comply with Federal drug laws, including no use of medical marijuana.
  • Must have reliable transportation and a valid driver's license.
  • A clean driving record is also required to utilize the DBH vehicle fleet.
  • Computer literacy and familiarity with Microsoft Office products is required.
  • High school graduation and one year of full-time employment in a related clerical field.

Nice To Haves

  • Previous experience working in a behavioral health clinic or facility is preferred.
  • Previous experience working with medical insurance and billing is also preferred.
  • Bi-Lingual English/Spanish fluency is beneficial.
  • Microsoft Word and Outlook knowledge preferred.
  • Typing a net of 35-40 wpm preferred but not mandatory.

Responsibilities

  • Answer incoming calls and respond to inquiries regarding services.
  • Complete intake assessments to determine client needs and appropriate levels of care.
  • Schedule initial appointments and provide information about clinic procedures.
  • Enter accurate client data into the electronic health record (EHR) system.
  • Verify insurance eligibility and obtain necessary authorizations.
  • Maintain confidentiality and adhere to HIPAA regulations at all times.
  • Collaborate with clinical and administrative teams to ensure smooth client onboarding.
  • Conduct screening interviews with potential clients using standardized tools.
  • Identify high-risk or crisis situations and promptly escalate to clinical staff.
  • Provide referrals and resources to individuals who are not eligible for clinic services.
  • Track and follow up with clients who miss intake appointments or need rescheduling.
  • Support coordination of care with external agencies as needed.
  • Maintain updated knowledge of clinic services, provider schedules, and intake procedures.
  • Participate in quality improvement initiatives and team meetings.

Benefits

  • Robust Employee Assistance Program (EAP) through Intermountain LiVe Well.
  • Spanish-language incentive stipend available for candidates who successfully pass a Spanish-language assessment upon hire.
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