Intake Specialist
About The Position
The Intake Specialist supports the Neuro Wellness Spa (NWS) intake center, organizational culture, and functional workflow. This role is the first point of contact for prospective patients seeking treatment and prioritizes excellent customer service, administrative organization, and efficient patient registration, scheduling, and referral processes. Neuro Wellness Spa describes its workplace as compassionate, diverse, innovative, and focused on excellence. The organization aims to provide an efficient and supportive workplace and culturally responsive, individualized mental health and substance abuse treatment that emphasizes whole-person wellness.
Responsibilities
- Answer and triage incoming calls, return missed calls, and provide information about NWS and its treatment options.
- Complete preadmission activities, including collecting client demographics, verifying insurance benefits, and discussing financial responsibility.
- Send intake documentation to patients through JotForm.
- Enter and complete patient records through the Salesforce workflow.
- Review intake documentation and follow up with patients who have not completed required forms.
- Use DrChrono to coordinate patient appointment scheduling and ensure patient information is uploaded to the electronic health record accurately and promptly.
- Respond to Contact Form submissions, determine appropriate treatment pathways, and accurately document all data points.
- Monitor and respond to emails received through the NWS internal email system and take appropriate follow-up action.
Benefits
- Medical, dental, and vision insurance
- Life and disability coverage
- Retirement plan
- Paid sick time, time off, and holidays
- Employee Assistance Program
- Professional development opportunities
- Other company-sponsored wellness or support programs
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
