Intake Specialist

The Remedy•White Bear Lake, MN

8d•$23 - $30

About The Position

The Patient Intake Specialist is the first point of contact for patients inquiring about The Remedy Mental Health’s services. The role provides a welcoming, supportive experience, helps potential patients understand treatment options and services, and guides them through the intake process with empathy. The specialist answers questions about the organization, providers, and general processes, and stays in contact with potential patients as they consider care. The role also works with the marketing team, sharing feedback and insights to support patient outreach, community engagement, education, and engagement strategies. The position requires regular and reliable attendance and adherence to the designated work schedule. The employee must comply with organizational policies, maintain confidentiality and HIPAA compliance, demonstrate professionalism, and support a respectful, inclusive workplace. The job involves prolonged periods sitting at a desk and working on a computer, and may require lifting up to 15 pounds.

Requirements

High school diploma or equivalent.
1–2 years of customer service experience.
Exceptional phone and interpersonal communication skills and a warm, patient-centered approach.
Ability to multitask and prioritize in a fast-paced environment.
Comfort with scheduling systems, CRM tools, or electronic health records (EHR) systems.
Strong attention to detail and ability to maintain accurate and confidential records.
Team-oriented approach, positive attitude, and ability to collaborate.
Regular and reliable attendance and adherence to the designated work schedule.

Nice To Haves

Associate or bachelor’s degree in a related field.
Experience in healthcare or mental healthcare.
Familiarity with HIPAA compliance and patient confidentiality practices.
3+ years of intake experience.

Responsibilities

Answer incoming calls and respond to potential patients’ inquiries, providing clear and empathetic information about services.
Contact leads from online forms, referrals, and outreach efforts to support their decision-making process.
Collect and document patient information, including personal details, reasons for seeking care, and basic medical history.
Explain the organization’s services, treatment options, and specialties in a clear and compassionate manner.
Answer initial questions about services, providers, and general processes.
Guide potential patients through the next steps of intake, addressing concerns and offering reassurance.
Follow up with interested potential patients who have not completed intake.
Pass collected patient information to the scheduling team to facilitate appointment scheduling.
Maintain organized and accurate patient records in the system.
Coordinate with clinical, administrative, and marketing teams to support a smooth intake process.
Share insights and feedback with the marketing team to inform outreach, communications, and patient engagement strategies.
Maintain regular and reliable attendance and follow the designated work schedule.
Comply with organizational policies and procedures, maintain confidentiality and HIPAA compliance, demonstrate professionalism, and support a respectful, inclusive workplace.