Intake and Scheduling Coordinator for High Energy Therapy Office

Job Summary

 

Our growing counseling practice seeks an energetic, self-disciplined, organized, effective problem-solver to support our team in responding to new clients’ inquiries about our services, scheduling new clients, and collaborating with our clinical staff. A strong emphasis on operational efficiency and outstanding client care is essential to the success of this role.

 

ARE YOU AN IDEAL CANDIDATE FOR THIS POSITION? CLICK HERE TO APPLY!

 

Our Ideal Candidate:

  • is a friendly, effective, and efficient communicator
  • is highly organized
  • is detail-oriented
  • is able to balance multiple and competing tasks
  • is compassionate
  • has strong computer skills to effectively learn and utilize multiple software platforms simultaneously
  • is poised and professional, even under pressure
  • enjoys a fast-paced environment with friendly staff
  • has professional experience in a high-energy office, preferably in the medical or mental health field

 

Client Intake Responsibilities include:

  • Following established intake process to successfully and smoothly onboard new clients and ensure charts are complete for existing clients
  • Responding to client intake calls and contact forms within 24 hours
  • Matching clients with best fit therapists for personality and expertise
  • Advising potential clients on therapy process
  • Extensive use of project management software to ensure timely follow up with all intake tasks
  • Maintaining the client intake log based on practice guidelines
  • Ensuring all intake forms are completed and uploaded to our electronic medical records (EMR) system
  • Charging client-provided credit or debit card for first session, so clinicians can effectively charge card for each session going forward
  • Other duties as needed/assigned

 

Records Documentation Responsibilities include:

  • Sending new and needed updated intake documents, ensuring completion, with necessary signatures
  • Uploading all intake and supplementary documents to new and existing clients’ charts, noting any missing or needed documentation, so clinical/administrative staff can ensure completion
  • Noting missing and incomplete documents in Project Management Tool and update tasks and due dates, as needed
  • Checking EMR calendar each day and sending reminders to complete missing documentation to clear alerts
  • Documenting HMO authorization requests for additional sessions in our Project Management Tool, and ensuring completion prior to next session
  • Responding to inquiries by staff and clients regarding documentation
  • Other duties as needed/assigned

 

Please send your resume and cover letter to info@northshorefamilyservices.com and apply here.