Intake Coordinator
Job Description
Marriage and Family Services
If you’re looking for an agency that offers the warmth, autonomy, and creative space of a private practice, while still providing structure, support, and a connected clinical team, you’ll feel right at home here!
We’re seeking a compassionate, motivated Intake Coordinator to join our team. Our environment is collaborative and clinician-centered, giving you the flexibility to shape your therapeutic style and build a niche that reflects your passion and strengths.
The position is virtual/work from home and helps manage 5 office location referrals and incoming client inquiries. Intake Coordinator will work on a team with other coordinators and has a managing supervisor.
Job Hours: Part-time or full-time, hourly
Job Type: 1099 Contractor role only
Pay: $20 per hour
Benefits:
- Flexible schedule during business hours
- Professional development assistance/clinical trainings in mental health
Work Location: Virtual from home, will need own laptop
Job Requirements and Expectations
Client Communication & Phone Engagement
- Serve as the primary contact for incoming calls, referrals, and service inquiries for potential clients.
- Conduct phone-based intake screenings, gathering demographic information, presenting concerns, and occasional safety assessments.
- Provide clear information about services, scheduling processes, insurance, and resources.
- Demonstrate active listening, empathy, and professionalism in every interaction.
Collaborative Care Coordination
- Work closely with therapists, psychiatrists, and support staff to determine appropriate clinical placements.
- Communicate regularly with internal administrative teams and the Intake supervisor to update them on client needs, scheduling changes, and emerging concerns.
- Participate in staff meetings, case discussions, and interdisciplinary collaboration to support seamless client transitions.
Administrative & Organizational Duties
- Maintain accurate and timely documentation for all client interactions, referrals, and follow-up tasks.
- Maintain efficient workflow with minimal delays in service.
- Organize and track referral sources, intake data, and required documentation for audits or reporting.
- Ensure compliance with HIPAA, agency policies, and confidentiality standards.
- Assist with onboarding new clients, collecting forms, verifying insurance, sending appropriate consent forms, and preparing charts for clinicians.
Required Skills & Qualifications
- Strong verbal communication skills, especially in phone-based environments.
- Excellent organizational and multitasking abilities with strong attention to detail.
- Ability to collaborate effectively across multidisciplinary teams.
- Compassionate and patient-centered approach to working with diverse populations.
- Proficiency with electronic health records (EHRs), scheduling systems, and basic administrative software, such as Google or Microsoft Office, including Word, Excel, Outlook, and Data Entry.
- Experience in behavioral health, social services, medical reception, or related fields preferred. Experience or awareness of legal policies surrounding medical consent.
- A growth mindset, with a willingness to learn and adapt to new systems and processes.
Personal Attributes
- Empathetic, calm, and professional in high-stress situations.
- Highly dependable, with strong follow-through and time-management skills.
- Comfortable balancing frequent phone calls with administrative tasks.
- Solutions-oriented mindset with a willingness to learn and adapt.
Job Qualifications
Education, Licenses & Certifications:
- Bachelor’s degree in social work, psychology, or related fields from an accredited university preferred.
- Florida Driver’s License and valid work authorization
Experience:
- At least one years of post-bachelor experience working with children or families in a medical or mental health setting.
- Preferred (not required): previous experience with medical or mental health insurance verification, billing, customer service
- Spanish speaking preferred, but not required