Evolve Yourself LLC is seeking a compassionate, organized, and professional Intake Coordinator to serve as the first point of contact for clients seeking mental health services. The Intake Coordinator is responsible for managing referrals, conducting intake screenings, scheduling appointments, verifying insurance eligibility, maintaining accurate documentation, and ensuring a smooth onboarding experience for clients and families.
The ideal candidate is detail-oriented, customer-service driven, and capable of working in a fast-paced behavioral health environment while maintaining confidentiality and professionalism.
Essential Duties & Responsibilities
- Serve as the primary contact for new client inquiries via phone, email, and walk-ins
- Conduct initial intake screenings and gather demographic, insurance, and referral information
- Schedule intake assessments and coordinate appointments with clinical staff
- Verify insurance eligibility and obtain authorization when required
- Maintain accurate client records within the electronic health record (EHR) system
- Ensure all intake documentation, consents, and releases are completed and uploaded timely
- Communicate with referral sources, hospitals, schools, community agencies, and families regarding intake status
- Explain agency programs, services, policies, and procedures to clients and caregivers
- Monitor intake pipelines and maintain referral tracking logs
- Assist with collecting required documentation for admissions and program eligibility
- Coordinate with clinical and administrative staff to ensure continuity of care
- Follow HIPAA and confidentiality guidelines at all times
- Assist with front office administrative duties as needed
- Participate in staff meetings, trainings, and quality improvement activities
- Must be willing to travel to clients home in order to fill form and get parent signatures. (Not in all cases)
Qualifications
Education & Experience
- High school diploma or GED required
- Associate’s or Bachelor’s degree in Healthcare Administration, Social Work, Psychology, Human Services, or related field preferred
- Minimum of 1–2 years of administrative, intake, healthcare, or behavioral health experience preferred
- Experience working with Medicaid, managed care organizations, or behavioral health services preferred
Knowledge, Skills & Abilities
- Strong communication and interpersonal skills
- Excellent organizational and multitasking abilities
- Ability to handle sensitive information with discretion and professionalism
- Knowledge of medical terminology and behavioral health services preferred
- Proficient in Microsoft Office, Google Workspace, and EHR systems
- Ability to work independently and as part of a team
- Strong problem-solving and customer service skills
Physical Requirements
- Ability to sit for extended periods
- Frequent use of computers, phones, and office equipment
- Ability to occasionally lift up to 15 pounds
