Intake Coordinator (Unlicensed)
About The Position
The Intake Coordinator (Unlicensed) serves as the first point of contact for prospective clients, family members, and referral sources seeking behavioral health and substance use services. The role guides individuals through the intake process with professionalism and empathy, supporting a welcoming and efficient entry into care. The coordinator gathers demographic, insurance, and other client information; completes intake documentation; schedules assessments; and verifies eligibility criteria. The position also tracks referrals, communicates program and treatment information, and coordinates with clinical, admissions, operations, and other staff to help ensure a smooth transition into services. It requires strong customer service, discretion when handling sensitive information, organizational skills, and collaboration. The role maintains confidentiality in accordance with HIPAA and 42 CFR Part 2. Prestige Healthcare Resources, Inc. describes its mission as providing compassionate care and support to underserved communities, with a focus on an integrated care model for people experiencing behavioral health issues. The organization reports serving more than 1,500 patients in two states and plans to grow to more than 10,000 patients in five states over the next three to five years.
Requirements
- High school diploma or equivalent.
- Minimum 1–2 years of experience in a healthcare, social services, or behavioral health setting.
- Excellent verbal and written communication skills and a client-first approach.
- Strong organizational skills and the ability to multitask and prioritize effectively.
- Ability to work independently and as part of a team in a fast-paced environment.
- Sensitivity to populations experiencing trauma, substance use, and mental health challenges.
- Proficient computer skills, including Microsoft Outlook and other standard software applications.
- Legally authorized to work in the U.S.A.
Nice To Haves
- Associate degree in healthcare administration, psychology, or a related field.
- Familiarity with intake procedures, EMR systems, and insurance verification processes.
Responsibilities
- Respond promptly and courteously to phone, email, and in-person inquiries from prospective clients, family members, and referral sources.
- Explain program offerings, intake requirements, and the treatment process clearly and compassionately.
- Schedule intake assessments with clinical staff and coordinate logistics with admissions and operations teams.
- Collect and enter client data, documentation, consents, and insurance information into the electronic medical records (EMR) system.
- Verify benefits and service eligibility through insurance portals or by coordinating with billing staff.
- Track incoming referrals and maintain updated status reports to support timely admissions.
- Identify and escalate urgent or high-risk situations to clinical supervisors as needed.
- Maintain confidentiality of client and program information in accordance with HIPAA and 42 CFR Part 2.
- Collaborate with case managers, program managers, and other departments to support a seamless transition into services.
- Participate in regular intake team meetings and training sessions to support quality improvement and consistency.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
