Intake Coordinator - Per-diem

Banyan Brand•Waelder, TX

1d•Onsite

About The Position

We are seeking a highly organized, customer-service–driven Intake Coordinator to join our Behavioral Health Support (BHS) team in an onsite, per-diem capacity. This role supports the intake and admissions workflow through administrative coordination, documentation management, and direct communication with clients, families, and referral partners. The Intake Coordinator plays a vital role in supporting admissions flow, maintaining compliance with Joint Commission standards, and delivering a professional, compassionate client experience.

Requirements

Associate’s Degree and/or equivalent relevant experience
1–2 years of experience in behavioral health, substance use treatment, healthcare coordination, or healthcare-based customer service preferred
Current CPR certification (required)
Strong administrative, organizational, and time-management skills
Experience with customer service, intake coordination, or sales support functions
Excellent verbal and written communication skills
Ability to build rapport quickly with clients, families, and referral partners
Experience with Kipu EMR and/or Salesforce preferred
Working knowledge of confidentiality laws, accreditation requirements, and Joint Commission standards
Strong attention to detail with a focus on documentation accuracy and compliance
Ability to analyze information, follow procedures, and support quality improvement efforts

Nice To Haves

1–2 years of experience in behavioral health, substance use treatment, healthcare coordination, or healthcare-based customer service preferred
Experience with Kipu EMR and/or Salesforce preferred

Responsibilities

Monitor Salesforce regularly for new inquiries and pending admissions requiring onsite support
Support lead progression through timely follow-up, intake assistance, and accurate documentation
Convert leads to admits in Salesforce as directed and in coordination with Admissions
Communicate effectively with referral sources, utilization reviewers, and case managers to support the admissions process
Create and maintain potential admission files in Kipu EMR
Upload, organize, and track all required documentation, including: Verification of Benefits (VOB), Pre-Admission Screenings, Demographic and insurance information, Marketer and referral source details
Assist in obtaining all required consents, identification, and financial documentation prior to admission
Maintain accurate, complete, and compliant records in accordance with Joint Commission standards
Update onsite intake tracking tools (e.g., whiteboard) with travel details, projected bed availability, client summaries, and contact information
Serve as an onsite point of contact for clients, families, visitors, and referral partners
Communicate intake steps and expectations clearly, using trauma-informed and client-centered communication
Address questions, concerns, and objections with professionalism, empathy, and solution-focused responses
Maintain confidentiality and professionalism in all interactions
Assist with intake calls and screenings as needed
Coordinate client travel logistics in collaboration with BHT supervisors
Work closely with Behavioral Health Support, Admissions, Clinical, and Facility teams to ensure smooth, compliant transitions into care
Maintain required competencies related to intake processes, documentation standards, and client assessments