Client Services Intake Coordinator
About The Position
The Client Services Intake Coordinator serves as a first point of contact for families and professionals, explaining Butterfly Effects’ services and guiding prospective clients from their initial inquiry through scheduling. The role requires a fast-paced, responsive, and client-focused approach, strong multitasking, and excellent customer service. The coordinator handles inquiries, supports referral development and client acquisition, verifies insurance coverage, and enters verification-of-benefits, start-of-care, and referral information into Salesforce and the Medical Records System. The coordinator also schedules clients with clinical staff for ABA therapy and works with the Client Services Team to evaluate and improve processes and client communications. The position must adhere to HIPAA guidelines and regulations. Related special projects and other duties may be assigned by management.
Requirements
- At least 2 years of customer service, intake, or referral development experience.
- Strong verbal and written communication skills.
- Positive and professional phone manner.
- Active and compassionate listening skills.
- Attention to detail and ability to multitask.
- Knowledge of Windows and Microsoft Office Suite.
- Excellent work ethic and ability to work with minimal direct supervision.
- High school diploma or equivalent.
Nice To Haves
- Previous healthcare experience performing verification of benefits and/or authorizations for services.
- CRM and EMR experience.
- Experience in the healthcare field.
- College degree.
- Bilingual ability.
Responsibilities
- Answer and respond to inquiries received by telephone, email, and website leads.
- Engage with internal and external resources to develop referral sources and acquire clients.
- Provide information about Butterfly Effects and its services to families and professionals.
- Verify insurance coverage and upload verification-of-benefits, start-of-care, and referral information into Salesforce and the Medical Records System.
- Engage clients responsively and in a client-focused manner to help them proceed with services.
- Schedule clients with clinical staff to begin ABA therapy.
- Evaluate and modify processes as part of the collaborative Client Services Team.
- Work collaboratively on process improvements related to client communication, referral-source development, and new-client acquisition.
- Adhere to HIPAA guidelines and regulations.
- Assist with related special projects and perform other related duties as assigned by management.
Benefits
- Major medical insurance
- Vision insurance
- Dental insurance
- Supplemental insurance programs
- 401(k)
- Relocation expense assistance for qualified applicants
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Education Level
High school or GED
