Intake Coordinator

The Intake Coordinator plays a vital role in assisting new patients to establish care with a LifeStance provider. This position is responsible for scheduling initial assessments, collecting necessary demographic, verifying insurance eligibility, and managing referrals and clinical history to appropriately match patients with the most suitable providers. The Intake Coordinator facilitates the initial stages of client engagement and must possess excellent interpersonal skills.

Responsibilities include handling communications via phone, email, voicemail, faxes, and chat, identifying and communicating patient trends and feedback, conducting thorough intake assessments to understand patient needs and match them with the most appropriate provider, scheduling initial appointments promptly and accurately, collecting patient insurance information and running eligibility, obtaining and verifying patient clinical history, collecting credit card for file and maintaining compliance, assisting new patients with portal setup and paperwork, processing and managing referral paperwork efficiently, ensuring all patient interactions and transactions are accurately documented in the EHR system, and performing additional tasks and responsibilities as assigned by management to support the overall efficiency of the intake department.