Intake Specialist

Tender Touch Therapy, LLCKenosha, WI
$17 - $19Onsite

About The Position

We’re looking for a warm, detail-oriented, and proactive Intake Care Coordinator to be the first point of contact for new families seeking services. You’ll help guide them through the intake and evaluation process, ensuring a smooth and supportive start to their therapy journey.

Requirements

  • Warm and welcoming communication style
  • Superior customer service and follow-through
  • Strong attention to detail and time management
  • Tech-savvy and comfortable navigating digital systems
  • Reliable and punctual
  • Team player who thrives in a fast-paced environment

Nice To Haves

  • Spanish-speaking is a plus!

Responsibilities

  • Respond to phone calls, voicemails, emails, and clinic inquiries
  • Coordinate with clinic leadership to prioritize new patient intakes
  • Document communication thoroughly in our system
  • Identify workflow improvements and bring ideas to the team
  • Daily review of Task dashboard
  • Check documentation routing for new scripts received
  • Accurately enter new patients into our EMR system
  • Collect and maintain necessary intake documentation
  • Organize and manage patient charts (digital and physical)
  • Follow up on missing scripts or supplemental paperwork
  • Execute and record new intake calls
  • Completion of all intake form fields
  • Organize and manage waitlist in ERM system
  • Send screening documentation to physician
  • Follow Automated Evaluation script tracking report
  • ensure caregivers are notified to bring documentation
  • Review all patient form tabs in dashboard
  • Make sure evaluation list is up to date
  • Contact families to schedule evaluations
  • Track pending evaluations and follow up on no-shows or cancellations
  • Collaborate with clinicians to match patients with appropriate providers
  • Ensure welcome emails and intake confirmations are sent

Benefits

  • Supportive, mission-driven team
  • Make a meaningful difference in families’ lives
  • Growth opportunities within the clinic
  • Weekday-only hours – no weekends!
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