What are the responsibilities and job description for the Intake Coordinator position at Banyan Treatment Centers?
Position Summary
We are seeking a highly organized, customer-service–driven Intake Coordinator to join our Behavioral Health Support (BHS) team in an onsite, per-diem capacity.
This role supports the intake and admissions workflow through administrative coordination, documentation management, and direct communication with clients, families, and referral partners. The Intake Coordinator plays a vital role in supporting admissions flow, maintaining compliance with Joint Commission standards, and delivering a professional, compassionate client experience.
Position Details:
- Reports to: Clinical Director
- Department: Intake/ Behavioral Health Support
- Location: Waelder, TX (On-site)
- Schedule: Per-diem, as needed.
Key Responsibilities
Intake Coordination & Admissions Support
- Monitor Salesforce regularly for new inquiries and pending admissions requiring onsite support
- Support lead progression through timely follow-up, intake assistance, and accurate documentation
- Convert leads to admits in Salesforce as directed and in coordination with Admissions
- Communicate effectively with referral sources, utilization reviewers, and case managers to support the admissions process
Administrative & Systems Management
- Create and maintain potential admission files in Kipu EMR
- Upload, organize, and track all required documentation, including: Verification of Benefits (VOB), Pre-Admission Screenings, Demographic and insurance information, Marketer and referral source details
- Assist in obtaining all required consents, identification, and financial documentation prior to admission
- Maintain accurate, complete, and compliant records in accordance with Joint Commission standards
- Update onsite intake tracking tools (e.g., whiteboard) with travel details, projected bed availability, client summaries, and contact information
Customer Service & Client Experience
- Serve as an onsite point of contact for clients, families, visitors, and referral partners
- Communicate intake steps and expectations clearly, using trauma-informed and client-centered communication
- Address questions, concerns, and objections with professionalism, empathy, and solution-focused responses
- Maintain confidentiality and professionalism in all interactions
Coordination & Support
- Assist with intake calls and screenings as needed
- Coordinate client travel logistics in collaboration with BHT supervisors
- Work closely with Behavioral Health Support, Admissions, Clinical, and Facility teams to ensure smooth, compliant transitions into care
- Maintain required competencies related to intake processes, documentation standards, and client assessments
Qualifications & Requirements
- Associate's Degree and/or equivalent relevant experience
- 1–2 years of experience in behavioral health, substance use treatment, healthcare coordination, or healthcare-based customer service preferred
- Current CPR certification (required)
- Strong administrative, organizational, and time-management skills
- Experience with customer service, intake coordination, or sales support functions
- Excellent verbal and written communication skills
- Ability to build rapport quickly with clients, families, and referral partners
- Experience with Kipu EMR and/or Salesforce preferred
- Working knowledge of confidentiality laws, accreditation requirements, and Joint Commission standards
- Strong attention to detail with a focus on documentation accuracy and compliance
- Ability to analyze information, follow procedures, and support quality improvement efforts
Why Join Banyan Treatment Centers?
This is an opportunity to make a meaningful impact within a nationally recognized leader in addiction and mental health care. As our Intake Coordinator (Behavioral Health Support), you will:
- Join a mission-driven, Joint Commission–accredited organization with nationwide reach and a strong commitment to ethical, compliant care.
- Serve as a key onsite support in the intake process, helping clients and families navigate their first steps into care with clarity, compassion, professionalism, and trauma-informed communication.
- Play an essential role in supporting admissions flow through strong administrative coordination, timely follow-up, accurate EMR documentation (Kipu preferred), and adherence to confidentiality and accreditation standards.
- Collaborate closely with Behavioral Health Support, Admissions, Clinical, and Facility teams to ensure a smooth, compliant, and client-centered transition into treatment.
- Make a direct, day-to-day impact on client access to care by providing exceptional customer service while supporting documentation accuracy, survey readiness, and quality standards in a fast-paced, team-oriented environment.
Apply Now
If you are detail-oriented, customer-service driven, and passionate about supporting access to quality behavioral health care, we encourage you to apply. Join Banyan Treatment Centers and be part of a mission-driven team making a meaningful impact every day.
EOE
Equal Opportunity Employer
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