Intake Coordinator
About The Position
The Intake Coordinator is the first point of contact for patients and visitors, helping create a welcoming, organized, and efficient healthcare experience. The role combines administrative coordination with basic clinical support to help patients access care and resources and support the healthcare team's daily operations. The coordinator manages patient intake, check-in and check-out, appointment scheduling, documentation, and standardized screenings. The position also supports referrals, patient education, provider-directed follow-up, and coordination with healthcare professionals, while maintaining patient confidentiality and compliance with healthcare privacy standards.
Requirements
- Minimum of 1 year of experience in a healthcare, medical office, or customer service environment.
- Experience working with Electronic Health Record (EHR) systems.
- Ability to manage multiple priorities in a fast-paced setting.
- Understanding of medical terminology and basic healthcare practices.
- Knowledge of HIPAA regulations and patient privacy requirements.
- Familiarity with health insurance processes and procedures.
- Exceptional customer service and communication skills.
- Strong attention to detail and accuracy.
- Excellent organizational and multitasking abilities.
- Sound judgment and effective problem-solving skills.
- Cultural awareness and ability to work with diverse populations.
- Collaborative, positive, and patient-centered approach.
- Confidence using computers, healthcare systems, and office technology.
Nice To Haves
- Associate degree in Health Administration, Medical Assisting, or a related field.
- Bilingual skills, particularly Spanish.
- Experience working in a community health setting.
- Understanding of social determinants of health and available community resources.
Responsibilities
- Welcome patients and visitors in person and support telehealth appointment check-ins.
- Manage patient check-in and check-out processes.
- Collect co-pays and other required payments.
- Verify and gather patient paperwork, insurance information, and medical records.
- Maintain accurate demographic, medical, and appointment information in electronic records, and ensure documentation is completed and filed appropriately.
- Schedule future appointments and answer questions about appointments, services, and required forms.
- Conduct standardized screenings and assessments in accordance with organizational protocols, including tools such as PHQ-2, PHQ-9, GAD-7, PRAPARE, GPRA, and tobacco cessation screenings.
- Document screening outcomes accurately in the electronic health record and promptly communicate high-risk results to healthcare providers and care team members.
- Provide approved educational materials to patients.
- Coordinate referrals and connect patients with resources to address identified social needs.
- Assist with provider-directed follow-up tasks.
- Partner with physicians, nurses, social workers, care coordinators, and other healthcare professionals.
- Maintain strict patient confidentiality and comply with healthcare privacy standards.
- Participate in ongoing learning and professional development initiatives.
- Support a team-focused environment centered on high-quality patient care.
Benefits
- Comprehensive medical and dental coverage
- Vision insurance options
- Flexible spending accounts
- 403(b) retirement plan with employer matching
- Employer-paid life insurance and long-term disability coverage
- Generous paid time off and holidays
- Mileage reimbursement
- Tuition reimbursement
- Employer-sponsored training and continuing education opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
