Intake Specialist

Stonebridge Behavioral Health • San Antonio, TX

1d

About The Position

The Intake Specialist is responsible for processing incoming calls, collecting patient demographics, verifying insurance details, and ensuring accurate documentation of referrals. This role requires strong customer service skills, attention to detail, and the ability to work efficiently in a fast-paced environment. The Intake Specialist plays a key role in ensuring a smooth intake process for clients seeking psychological evaluations and CANS assessments.

Requirements

• High school diploma or equivalent preferred.
• Minimum of one year of customer service experience, preferably in a healthcare or call center setting.
• Strong customer service and communication skills.
• Ability to empathize with clients in need of care.
• Detail-oriented with excellent organizational skills.
• Proficiency in Microsoft Office electronic medical records (EMR) systems and Salesforce.
• Ability to adapt to changing work environments and handle high call volumes efficiently.
• Prolonged periods of sitting and using a computer.
• Ability to handle repetitive tasks, including data entry and phone communication.
• Occasionally lifting up to 20 pounds for office materials.

Nice To Haves

• Experience with inbound call handling and data entry preferred.

Responsibilities

• Process incoming calls and collect patient demographics, insurance information, and other relevant details.
• Complete referral forms based on service requests and faxes.
• Accurately document all patient requests and intake information in the system.
• Maintain efficient call handling while ensuring excellent patient service.
• Assist clients in identifying the most appropriate location and appointment time.
• Transfer calls to the correct departments when necessary.
• Support team members as needed to maintain smooth operations.
• Perform additional duties as assigned by management.

Benefits

• 401K/Retirement Plan: Secure your future with competitive company matching.
• Health Insurance: No deductibles and no out-of-pocket costs when completing the baseline visit with Curative.
• Dental, Vision, and Life Insurance: Comprehensive coverage for you and your family.
• Paid Time Off (PTO): Start with 15 days of PTO in your first year.
• Profit Sharing: Share in the success of our company.
• Flexible Scheduling: Available for certain positions.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED