Intake Coordinator

Summit BHC

About The Position

The Intake Coordinator establishes and maintains a welcoming first impression at the facility front desk and supports the admissions department. The role handles phone triage, responds to service inquiries, performs client callbacks, documents calls, answers questions about facility services and availability, completes pre-registration, verifies insurance eligibility, and coordinates with insurance companies. The coordinator facilitates assessments and intake to facility services when appropriate and helps ensure quality service for clients and their families. The position conducts pre-admission assessments and interviews clients, family members, and collateral sources to determine whether intake criteria are met. It reviews prospective admissions against approved criteria, policies, and procedures; responds to referred clients’ needs; and works with internal departments and external parties to support timely admissions. The coordinator also maintains admissions documentation and activity records in the designated Customer Relationship Management system, verifies benefits for private-insurance admissions, arranges transportation, and maintains contact with people on the admissions waiting list. The role may involve assessing family needs for mediation, sober escort, or intervention; identifying appropriate professional resources; and recommending an interventionist, facility, dates, and travel arrangements. The coordinator also communicates with referral sources and other treatment and healthcare professionals to support clients, resolve conflicts, and develop business relationships.

Requirements

High school diploma or equivalent.
Experience in client assessment, referral, treatment planning, and communication with external review organizations or comparable entities.
Knowledge of community resources.
Strong interpersonal, interviewing, and assessment skills.
Skill in telephone etiquette and paging procedures.
CPR certification and de-escalation training are required; training is available upon hire and offered by the facility.

Nice To Haves

Bachelor’s degree in social work, psychology, counseling, or a related field.
One or more years of healthcare admissions experience, preferably in mental health or substance use disorder services.
First aid may be required based on state or facility requirements.

Responsibilities

Conduct pre-admission assessments and interview clients, family members, and collateral sources to determine whether intake criteria are met.
Review prospective admissions against approved admission criteria, policies, and procedures.
Communicate with referral sources and other treatment and healthcare professionals to support clients, resolve conflicts, and develop business relationships.
Respond to the needs of referred clients.
Assess family needs for mediation, sober escort, or intervention and determine which professional resources are appropriate.
Recommend an interventionist and facility, and determine dates and travel arrangements.
Coordinate with internal departments and external parties to facilitate timely client admissions.
Document daily activities, contacts, appointments, and events in the designated Customer Relationship Management system and maintain admissions documentation.
Verify insurance benefits for clients with private insurance.
Screen referral calls and arrange transportation for admissions.
Maintain an admissions waiting list and stay in contact with prospective candidates to facilitate admissions.
Handle phone triage, respond to inquiries about services and availability, perform client callbacks, and document call activities.
Complete pre-registration, verify insurance eligibility, and coordinate with insurance companies.
Facilitate assessments and intake to facility services when appropriate.
Provide administrative support to the admissions department and help ensure quality service to clients and families.