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  • Serve as the first point of contact for families, coordinating consultations, tours, assessments, and intake documentation.
  • Track case progress across intake stages, ensuring a positive experience for families and the KBH team.
  • Collaborate to improve workflows and maintain HIPAA compliance while supporting evaluation and referral processes.

Customer Service Data Analysis Communication

20 jobs similar to Intake Specialist

Jobs ranked by similarity.

Global

  • Coordinate client intake, insurance authorization, and scheduling for healthcare clients
  • Manage staff schedules, client assignments, and communication with families and clinical teams
  • Maintain accurate records, track authorizations, and proactively resolve scheduling issues

Tele-Help-Ing provides professional remote staffing solutions to organizations that need skilled administrative and operational support. Team members work remotely while supporting established organizations as part of their remote staffing model.

US

  • Respond to clinical professionals and clients seeking treatment for addiction and mental health issues.
  • Gather and analyze client information to make appropriate referrals to behavioral health facilities.
  • Triage calls and ensure callers are connected to the right resource quickly.

Acadia Healthcare is a leading provider of behavioral healthcare services across the United States. With over 23,000 employees and 250+ facilities, it is the largest stand-alone behavioral health company in the U.S.

US

  • Act as a vital link between clients and clinicians, managing schedules, rescheduling appointments, and optimizing efficiency.
  • Serve as the first point of contact for client inquiries via phone, text, and email, providing timely and compassionate support.
  • Support clinicians with updates and client preferences to ensure seamless care delivery and foster a supportive experience.

Headlight is a mental healthcare company founded by psychiatrists that transforms access to care and delivery methods. As the most trusted behavioral health partner in the Western U.S., it operates with a collaborative culture and a focus on improving patient outcomes.

US

  • Manage referral management portals and process incoming referrals.
  • Perform insurance benefit verifications and coordinate admissions.
  • Respond to inquiries about facilities within policy timeframes.

Acadia Healthcare is a national leader in treating individuals with acute co-occurring mood, addiction, and trauma. They emphasize admissions and intake functions to help every possible person in need.

$21–$25/hr
US

  • Conducting first phone calls with new members to assess fit for Brightline services.
  • Scheduling appointments and ensuring member paperwork has been completed.
  • Supporting providers with administrative tasks and answering admin-related questions.

Brightline is a therapy and psychiatry practice delivering expert pediatric, teen, and parental mental health care to families and kids up to age 18. Founded in 2019, Brightline has delivered care to tens of thousands of families with industry-leading results and is backed by investors including Google Ventures and KKR.

US

  • Manage referral management portals and monitor all faxed and webform referrals.
  • Perform insurance benefit verifications and coordinate admissions with facility departments.
  • Document calls in Salesforce and ensure compliance with confidentiality policies.

Acadia Healthcare is a world-class organization that sets the standard for excellence in the treatment of mental health and addiction concerns. They are one of the nation's leaders in treating individuals with acute co-occurring mood, addiction, and trauma, with a strong emphasis on admissions and intake functions.

$25–$34/hr
US

  • Answer 70-80 calls per day, scheduling appointments and providing clinic information with extreme attention to detail.
  • Deliver high-level customer service to patients, providers, and staff, triaging calls and documenting in EMR.
  • Coordinate patient access, including referrals, authorizations, and scheduling ancillary studies.

OHSU is Oregon's only public academic health center, blending clinical expertise with research advances for digestive disorder care. As Portland's largest employer, we offer opportunities to learn and advance in a system of hospitals and clinics, striving to build an anti-racist, multicultural institution.

US 4w PTO

  • Provide outstanding customer service to families over the phone on the Intake queue.
  • Accurately enter patient registration information and schedule initial appointments.
  • Handle variable call-volume, averaging 40 to 70 calls per day, and review cost share amounts.

Cranial Technologies is the only company dedicated to treating plagiocephaly and infant ear deformities with non-invasive treatments. They have treated over 500,000 babies and are a leader in pediatric cranial shaping, with a large team.

$17–$17/hr
US

  • Review prospective admissions against approved criteria and schedule assessments for voluntary patients.
  • Respond promptly to inquiry calls and manage clerical duties including paperwork and data entry.
  • Coordinate with referral sources and arrange transportation for patients to ensure smooth admissions.

White Deer Run provides mental health and substance abuse treatment services. The organization values compassion and patient safety, operating with a focus on guiding patients through the admissions process.

$27–$32/hr
US 6w PTO

  • Serve as the primary point of contact for prospective families, driving conversion from initial inquiry through enrollment.
  • Manage a high volume of clients, tracking progress in Zoho to ensure consistent movement toward enrollment.
  • Partner with Site/Area Directors and clinical teams to ensure smooth handoffs and service start.

MeBe is a provider of evidence-based therapies for children with autism and other special needs. Their mission is to empower families, professionals, and communities by educating and training them on evidence-based approaches, with a team focused on play-filled, research-based care across multi-disciplines.

$47,840–$52,000/yr
US

  • Act as the primary point of contact for new patients via phone and email, guiding them through initial enrollment.
  • Proactively support patients in completing initial enrollment tasks and track progress to reduce drop-off.
  • Efficiently register and onboard a high volume of new patients by phone, collecting insurance details and setting up charts.

Form Health is a virtual obesity medicine clinic delivering multi-disciplinary evidence-based obesity treatment through telemedicine. Founded in 2019, Form Health is a venture-backed innovative startup with an experienced clinical and leadership team.

$1,142–$1,220/mo
US

  • Handle inbound calls from prospective clients and screen lead quality.
  • Schedule consultations and process payments accurately.
  • Follow established procedures to ensure a smooth and professional intake experience.

The company provides professional services and manages client intake processes. It maintains a structured, client-focused culture with remote work options.

US

  • Serve as the first point of contact for prospective and current students, delivering high-quality customer service via calls, emails, and web appointments.
  • Accurately enter and maintain data in LMS and CRM platforms, process applications, enrollment updates, payments, and refunds, and audit documentation for compliance.
  • Identify and merge duplicate records, provide daily activity reports, and recommend process improvements to support cross-functional projects.

Nightingale College is a higher education institution focused on nursing, using a blended-distance learning model to transform rural health landscapes. They have graduated nearly 5,000 nurses and foster a culture of professional development, work-life integration, and fun.

United States 3w PTO

  • Manage patient intake, scheduling, and payment collection to support clinic growth.
  • Handle virtual check-ins, welcome calls, and authorization management via WelcomeWare platform.
  • Track and analyze reports on patient metrics, referrals, and clinical performance using Power BI.

Upstream Rehabilitation provides outpatient physical therapy and rehabilitation services across multiple locations. As a large organization, they emphasize a collaborative, patient-centered culture and support for teammates.

US 3w PTO

  • Serve as the first point of contact for patients and families, managing referrals and coordinating information to connect them with appropriate services.
  • Ensure accurate documentation and communication with clinical teams, referral sources, and community partners to support seamless patient care.
  • Thrive in a fast-paced healthcare environment, using organizational skills and attention to detail to manage the intake process from referral to transition.

Optimal Care is a clinician-owned organization providing Physician Services, Home Health, and Hospice care. They have been recognized as a Top Workplace for 12 consecutive years and certified as a Great Place to Work for 6 years, fostering a culture of collaboration and clinical excellence.

Global

  • Respond to inbound SMS inquiries promptly and professionally.
  • Conduct consultative conversations to understand client health goals and needs.
  • Coordinate phone consultations and accurately document intake details in CRM.

Hire Hangar is a talent platform that connects professionals with vetted employers. It supports fast-growing global companies and offers competitive pay and growth opportunities.

US 3w PTO

  • Work independently to handle a high volume of calls and messages, engaging new inbound leads quickly via phone, text, and email.
  • Schedule and conduct detailed phone interviews to assess case potential, qualifying and signing potential clients using a soft sales approach.
  • Manage and track prospect pipeline with lead management software, meeting staffing needs for a Wednesday-Sunday shift.

The Advocates is a growing personal injury law firm with branches across the United States. We are dedicated to representing victims of accidents with kindness and respect, and our team genuinely cares about getting the best results for our clients.

US

  • Provide high-quality scheduling and administrative support for patients and clinical teams.
  • Manage complex coordination activities, including registrations, prior authorizations, and documentation.
  • Ensure seamless healthcare access through strong communication and attention to detail.

Jobgether is a job platform using AI to match candidates with roles. They focus on fair hiring processes and provide tools for application management.

US

  • Reviewing time-sheets for accuracy and reconciling discrepancies.
  • Validating data accuracy through periodic audits.
  • Resolving inconsistencies by contacting the source for clarification.

We are a national organization dedicated to nurturing children with autism and special needs through applied behavior analysis. With 20 years of clinical insights, we have a caring team focused on personalized treatment plans.

$74,090–$125,954/yr
US

  • Lead day-to-day intake and case initiation operations, including work assignments, queue monitoring, and quality assurance.
  • Supervise, coach, and develop a team of Intake and Case Initiation Coordinators, providing clear expectations and feedback.
  • Collaborate with legal service providers, data teams, and project leadership to ensure efficient case movement from referral through handoff.

This organization is a federally funded legal services network that supports vulnerable populations through case management and legal services. It emphasizes collaboration, accountability, and continuous improvement in a fully remote, mission-driven environment.