Job Description
Answer incoming intake calls in a professional, empathetic, and client-centered manner Respond promptly to emails, website inquiries, leads, and voicemail messages Verify insurance eligibility and benefits for commercial and Medicaid plans Create and manage new client profiles within the TherapyNotes EHR system Upload insurance cards, intake documents, releases, and client records into the EHR Send intake paperwork and monitor completion status Follow up with clients regarding incomplete forms, scheduling needs, or missing information Coordinate scheduling between clients and clinicians based on availability, specialties, insurance compatibility, age range, and client preferences Maintain organized practice waitlists and accurate client documentation Monitor intake workflows and communicate updates to the administrative and clinical team Escalate urgent concerns or complex situations to licensed clinical staff as needed Maintain HIPAA compliance and confidentiality standards at all times Provide general administrative support related to intake coordination and client onboarding