Intake Coordinator

NATIVE AMERICAN MENTAL HEALTH SERVICES CORPORATION•Redding, CA
•$20 - $24•Onsite

About The Position

The Intake Coordinator serves as the primary liaison between patients and the assessing provider. The role ensures patients are prepared for their initial assessment, supports their transition into ongoing care, and provides assistance throughout onboarding. Responsibilities include collecting required documentation, coordinating scheduling, supporting medication-related administrative needs, and helping patients connect with their permanent care team. The position is intended to provide a seamless patient experience from first contact through enrollment in ongoing behavioral health services. The work is primarily office-based and involves frequent telephone, computer, video conferencing, and patient interaction.

Requirements

  • High school diploma or equivalent required.
  • Strong organizational, communication, and customer service skills.
  • Ability to manage multiple priorities in a fast-paced environment.
  • Excellent interpersonal and relationship-building skills.
  • Strong attention to detail and accuracy.
  • Ability to coordinate multiple workflows simultaneously.
  • Ability to maintain confidentiality and professionalism.
  • Proficiency in Microsoft Office and EHR systems.
  • Ability to work independently and collaboratively within a team.

Nice To Haves

  • At least one year of healthcare, behavioral health, patient access, scheduling, care coordination, or medical office experience preferred.
  • Experience working with Electronic Health Records systems preferred.
  • Knowledge of behavioral health services, insurance verification, and scheduling processes preferred.

Responsibilities

  • Contact patients before assessment appointments to ensure required documentation is completed.
  • Obtain and upload insurance cards, identification, consents, and other required information; review patient accounts for accuracy and completeness in the EHR and identify outstanding registration requirements.
  • Explain appointment expectations, technology requirements, and clinic processes, and troubleshoot barriers to completing assessments.
  • Meet with patients after assessments and schedule them with ongoing medication management providers, therapists, or clinics based on provider recommendations.
  • Coordinate warm hand-offs and communicate scheduling needs, treatment recommendations, and follow-up requirements to support continuity of care.
  • Assist patients with pharmacy selection and medication-related administrative needs; coordinate communication among patients, providers, medical assistants, and pharmacies.
  • Complete patient checkout, verify future appointments, explain next steps, and finalize and file required EHR documentation.
  • Obtain any remaining information, signatures, or authorizations needed for ongoing services.
  • Serve as a professional and compassionate patient contact, respond to inquiries courteously and promptly, and explain clinic policies, treatment processes, scheduling expectations, and available services.
  • Maintain confidentiality and HIPAA compliance.
  • Maintain accurate, timely, complete, compliant, and audit-ready EHR records and follow organizational policies, procedures, and regulatory requirements.
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