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Intake Coordinator

2 months ago

Denton, United States Connections Wellness Group Full time
About CWG

Connections Wellness Group is committed to providing dynamic, holistically enriching mental health services. Our team of psychiatrists, counselors, and therapists are trained to foster lasting solutions for their patients through a variety of proven approaches, including individual and group therapy, full-service psychiatric care, and, where warranted, partial hospitalization programs. We are proud to offer premier telehealth and teletherapy services as an option for most of our programs. Quality of life is possible. Our team provides life-enriching care that connects clients back to what matters most while establishing a clear path to long-term wellness.

POSTION SUMMARY:

The Intake Coordinator is responsible for the intake process, from initial contact to admission, for potential patients and their families. As often the first contact for the company, they provide a quality and compassionate client experience. As a remote team member, the Intake Coordinator must be self-motivated with strong time-management skills. A successful Intake Coordinator shows a high-level of self-accountability, the ability to multitask, and solid prioritization.

RESPONSIBILITIES:

Client Experience:
  • Guide potential patients and referral sources through the intake process.
  • Respond to inquiries via various communication channels promptly and professionally.
  • Coordinate assessment appointments for new patients.
  • Handle sensitive conversations with compassion and professionalism.
  • Address customer issues to ensure resolution and satisfaction.
Insurance Verification & Payment Collection:
  • Collect insurance information and explain benefits to clients.
  • Facilitate initial payment collection and payment plans as necessary.
Operational Efficiency:
  • Conduct outbound calls and follow-ups and ensure timely processing of referrals.
  • Conduct outbound calls and follow-ups to ensure timely processing of referrals.
Internal Relationships:
  • Collaborate with team members and other departments to provide comprehensive service.
  • Coordinate with Account Executives regarding referrals.
Compliance:
  • Adhere to all federal and state healthcare regulations.
On-Site Training:
  • Candidates residing within approximately 90-minutes of physical CWG office locations may be required to attend initial onboarding as well as trainings or meetings in office. On-site trainings and meetings requirements typically occur no more than once a month.
QUALIFICATIONS:
  • Associate degree or higher preferred; consideration given to candidates with a High School Diploma along with relevant work experience.
  • 1 year of experience in a remote call center setting, preferably in healthcare admissions.
  • Excellent customer service skills.
  • Excellent communication skills, both verbal and written.
  • Driven by meeting and exceeding Key Performance Indicators (KPIs).
  • Ability to handle multiple software applications simultaneously, managing customer information while communicating via phone or chat.
  • Understanding of basic security protocols for protecting sensitive customer information and adherence to company data privacy policies.
  • Familiarity with common software applications such as Microsoft Office Suite (Word, Excel, PowerPoint), as well as email programs like Outlook or Gmail.
  • Proficiency with communication tools like Skype, Zoom, or Slack for internal organizational communication.
  • Basic troubleshooting skills to resolve minor technical issues that may arise during remote work, such as internet connectivity problems or software glitches.
  • Experience with call center software systems such as Salesforce, EMRs/EHRs is advantageous.
  • Flexibility to adapt to changing priorities, technology, and business needs.
  • Ability to react calmly and effectively in an emergency.
  • Familiarity with outpatient mental health settings and services preferred.
If you're ready to take on a high-level of responsibility and be on the front line of a compassionate team dedicated to transforming lives, apply now Let's work together to create positive change in the mental health community.

PHYSICAL, MENTAL, AND SPECIAL DEMANDS:
  • Ability to sit for long periods of time (8-10 hours),
  • Ability to see well enough to read handwritten and typewritten material.
  • Ability to stand and walk the facility grounds.
  • Ability to handle a variety of repetitive tasks at a moderate level.
  • Available to work varied hours (i.e., evenings/weekends) as required.
  • Ability to handle multiple projects and tasks under deadlines and with short notice.
Note: Nothing in this job specification restricts management's right to assign or reassign duties and responsibilities as necessary. Critical features of this job are described under various headings above. They may be subject to change at any time due to a reasonable accommodation or other reasons. The above statements are strictly intended to describe the general nature and level of the work being performed. They are not intended to be construed as a complete list of all responsibilities, duties and skills required of employees in this position.

Other details
  • Pay Type Hourly


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