Clinical Intake Coordinator

Leap

23h

About The Position

The Clinical Intake Coordinator ensures members are successfully onboarded into care by collecting complete and accurate intake information and preparing each case for a seamless transition to the care team. You will engage members directly, gather and validate intake documentation, and deliver high-quality handoffs that allow Care Guides to begin ongoing care without additional follow-up. The role partners closely with Care Guides, Member Growth, and Care Operations to move members efficiently through the intake pipeline. This position reports to the Care Guide Clinical Manager.

Requirements

Active certification or licensure as a Medical Assistant (CMA/RMA), Licensed Practical Nurse (LPN), or Pharmacy Technician (CPhT or state-licensed).
2+ years of experience in patient intake, care coordination support, or member outreach within a healthcare environment.
Experience verifying insurance benefits and supporting prior authorization workflows.
Familiarity with infusion therapy concepts or specialty medication workflows.
Strong written and verbal communication skills with the ability to build trust with patients remotely.
Experience using CRM, EHR, or healthcare operations systems.

Nice To Haves

Experience in infusion centers, specialty infusion programs, or virtual care operations.
Experience working in a healthcare startup or fast-paced care delivery environment.
Spanish fluency (spoken and written).

Responsibilities

Conduct proactive outreach to members via phone, SMS, and email to collect required clinical intake information.
Serve as the primary point of contact for patient inquiries, delivering clear and empathetic communication throughout the intake process.
Gather and validate patient demographic, clinical, and treatment information required to initiate care.
Schedule and confirm treatment appointments while coordinating with nursing agencies and infusion providers.
Verify medication receipt and ensure patients understand treatment preparation requirements prior to therapy.
Prepare comprehensive handoffs to Care Coordinators, including intake summaries, supporting documentation, and next steps.
Verify member eligibility and benefits, confirming insurance coverage, payer details, and cost-sharing information needed to initiate care.
Support preparation of prior authorization documentation and track authorization, renewal, and extension status.
Identify and escalate urgent clinical or safety concerns to licensed clinical staff according to protocol.
Maintain accurate documentation across CRM and EHR systems to ensure continuity of care.
Uphold strict HIPAA compliance and member privacy standards in all communications and records.