Client Onboarding Coordinator

6 days ago

Addison Texas, United States Behavioral Innovations Full time
About the Role

We are seeking a highly skilled Client Intake Advocate to join our team at Behavioral Innovations. As a Client Intake Advocate, you will play a critical role in the client journey from initial contact to the first day at our treatment center.

Key Responsibilities
  • Establish relationships with inquiring families through effective communication and customer service to achieve a goal of getting the child enrolled in our treatment center within 30-45 days from the start of the intake process.
  • Obtain and verify all required demographic information, including client details, insurance coverage, autism diagnosis, and physician referrals.
  • Demonstrate professionalism through effective communication, reliability, and a positive attitude in all interactions with colleagues, clients, and stakeholders.
  • Track and document client information stage by stage from the first call through the first day in the center in both our CRM and HER systems.
  • Work closely with designated center staff and authorizations team to efficiently move families through the intake pipeline.
  • Obtain and verify all documentation that meets insurance requirements, including referrals, diagnoses, insurance cards, and driver's licenses.
  • Continue consistent follow-up based on BI admissions procedures and cadence.
Requirements
  • Experience with intake and/or sales, as you will be receiving inbound calls/making outbound calls and using other forms of communication to prospective clients who have requested information about our services.
  • Ability to work in a fast-paced, continually changing, and results-oriented environment as part of a rapidly growing organization.
  • Bachelor's degree or relevant work experience as an Intake Specialist in a healthcare setting is highly preferred.
  • Ability to multi-task, listening, typing, taking notes, and working with different operating systems.
  • Experience with Salesforce and Electronic Medical Records (EMR) systems is preferred.
About Us

Behavioral Innovations is a fast-growing healthcare company that provides innovative solutions for individuals with autism. We are committed to delivering exceptional customer service and creating a supportive team environment.

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