Intake Coordinator

Job Description:

• Serve as the first point of contact for patients and create a welcoming introduction to care
• Answer patient questions and educate patients about treatments, programs, and next steps
• Schedule appointments across multiple clinics and providers
• Verify insurance eligibility and explain coverage and financial considerations
• Provide appointment preparation instructions, consent information, and clinic orientation
• Manage referrals, care transitions, and follow-up communications
• Respond to patient inquiries by phone, email, and voicemail
• Maintain accurate and complete patient data in EMR and CRM systems
• Coordinate with clinic providers, administrative staff, and TCC teammates
• Participate in team meetings, daily huddles, and required trainings
• Support referral processing, document management, billing accuracy, authorization, payment, and documentation procedures
• Identify workflow opportunities and participate in process improvement initiatives
• Minimize appointment gaps through proactive schedule coordination
• Maintain patient health and financial information confidentiality in compliance with HIPAA

Requirements:

• High school diploma or equivalent
• 1–3 years of experience in a healthcare, call center, or patient access environment
• At least 1 year of healthcare, call center, or patient access experience
• At least 1 year of insurance verification / scheduling experience
• Proven ability to manage a high call volume and maintain service quality under pressure
• Excellent communication, empathy, and organizational skills
• Experience with EMR systems, insurance verification, and scheduling workflows
• Strong attention to detail and ability to follow established procedures accurately
• Must be available Monday through Friday, 9:00 AM–6:00 PM / 6:30 PM PST
• Preferred: Associate's or Bachelor's degree in Healthcare Administration or a related field
• Preferred: Experience in behavioral health or integrated care settings
• Preferred: Familiarity with CRM systems and HIPAA compliance standards
• Preferred: Bilingual English/Spanish
• Preferred: At least 1 year of EMR or CRM experience
• Must maintain HIPAA confidentiality and comply with applicable privacy, compliance, and regulatory standards

Benefits:

• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off, including your birthday off
• Vision insurance
• Paid Parental Leave
• Monthly bonus potential
• Supportive and collaborative work environment
• Mission-driven organization that makes a positive impact on people's lives