Intake Coordinator (WHWC)

Methodist Healthcare Ministries of S. TxSan Antonio, TX
Onsite

About The Position

The Intake & Registration Specialist serves as the first point of contact for patients, providing a welcoming and informative experience. This role is responsible for assessing program eligibility, managing patient intake, maintaining accurate electronic records, and connecting clients to community and health services. The role supports patient access and eligibility for Methodist Healthcare Ministries (MHM) programs across multiple service lines, including Medical, Dental, and Behavioral Health. The position has a significant impact on patient satisfaction, program participation, and efficient clinic operations. This position requires moderate decision-making, especially in evaluating patient eligibility and resolving intake-related issues. Works under established guidelines but exercises discretion in managing sensitive patient information and resolving concerns.

Requirements

  • High school diploma or GED.
  • Bilingual in English and Spanish (required).
  • Electronic Health Records (EHR) experience.
  • Basic proficiency in Microsoft Office (Word, Excel, Outlook, Teams).
  • Strong verbal and written communication.
  • Problem-solving and critical thinking.
  • Ability to work independently and as part of a team.
  • Professional and empathetic customer service demeanor.
  • Attention to detail and organization.
  • Ability to read, write, and communicate clearly in both languages.

Nice To Haves

  • At least one year of experience in program eligibility screening preferred.
  • Experience working with underserved populations.
  • Familiarity with local, state, and federal healthcare and social service programs.
  • Knowledge of financial assistance programs and application processes.

Responsibilities

  • Conduct in-person and phone interviews to gather financial and personal information; evaluate eligibility for MHM programs and other local/federal services.
  • Serve as an ambassador for patient experience using AIDET principles; resolve patient inquiries and complaints.
  • Input and update patient information in Electronic Health Records (EHR); manage forms and records according to program and HIPAA standards.
  • Refer unqualified clients to external services; share updated community resources with patients and team.
  • Verify insurance information and assist with MHS Financial Assistance Program applications.
  • Answer intake calls, schedule and update appointments, maintain office cleanliness, and support other administrative functions.
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