Referral & Intake Coordinator
About The Position
Make a Difference from the Very First Conversation Are you passionate about helping families access the care and services they need? Do you excel at customer service, organization, and communication? We are seeking a compassionate, detail-oriented Referral & Intake Coordinator to serve as the first point of contact for families and referral partners seeking therapy services. In this vital role, you will guide families through the intake process, coordinate referrals, maintain accurate records, and ensure a positive, seamless experience from initial inquiry through enrollment. If you enjoy building relationships, solving problems, and working in a mission-driven healthcare environment, we'd love to hear from you.
Requirements
- High School Diploma or GED
- Previous customer service, healthcare, administrative, intake, scheduling, or related experience
- Strong organizational skills with exceptional attention to detail
- Excellent verbal and written communication skills
- Ability to manage multiple priorities in a fast-paced environment
- Experience working in a healthcare, therapy, medical office, or human services environment
- Knowledge of Medicaid, insurance verification, or referral processes
- Experience with electronic health record (EHR) systems
- Proficient in Microsoft Office applications, internet navigation, database systems, and electronic health record (EHR) software
Nice To Haves
- Bilingual English/Spanish preferred
Responsibilities
- Serve as the first point of contact for families and referral sources seeking therapy services
- Receive, process, and coordinate referrals from a variety of sources
- Guide families through the intake and enrollment process, providing exceptional customer service and support
- Collect, verify, and accurately enter client, referral, and insurance information into the electronic health record system
- Verify insurance and payer information to support service authorization and billing
- Collaborate with families, physicians, therapists, and referral partners to obtain required documentation and coordinate services
- Maintain accurate records and ensure compliance with HIPAA and organizational standards
- Support scheduling, reporting, and other intake-related activities to ensure a seamless experience for families
Benefits
- Live and on demand Professional Development opportunities
- Medical, Dental, and Vision Plans
- Paid Holidays, Vacation, Sick, and Personal Time
- Several Supplemental Insurance Policies
- Employee Assistance Program
- 401(k) Savings Plan
- Easterseals Cares Wellness Program
- Work Life Balance
- The Opportunity to Make a Difference in the Community and the Organization
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
