Intake Coordinator

Position Summary

The Intake Coordinator serves as the primary point of contact for prospective families after initial lead generation. This role is responsible for guiding families through the intake process, coordinating insurance and authorization requirements, maintaining ongoing communication, and ensuring cases are fully prepared for staffing and clinical assignment.

Key Responsibilities

• Serve as the primary family contact throughout the intake and case readiness process.
• Review intake documentation for completeness and accuracy.
• Coordinate insurance verification and authorization requirements with the appropriate departments.
• Maintain regular communication with families regarding intake progress, staffing updates, and anticipated timelines.
• Coordinate assessment scheduling with clinical staff.
• Track all intake activity within ClickUp, CentralReach, and other company systems.
• Ensure all required documents, consents, and intake forms are received prior to case readiness.
• Collaborate with recruiting, scheduling, and clinical teams to support timely client starts.
• Monitor case readiness status and escalate barriers or delays as needed.
• Assist with parent inquiries and direct clinical questions to the appropriate clinical team member.
• Participate in departmental meetings and maintain accurate reporting metrics.
  
  
  

Qualifications

• Minimum 1 year of healthcare, ABA, behavioral health, or medical intake experience preferred.
• Strong customer service and communication skills.
• Ability to manage multiple cases simultaneously.
• Experience with insurance verification and authorizations preferred.
• Strong organizational skills and attention to detail.
• Experience with CentralReach, ClickUp, or similar systems preferred.