Bilingual Intake Coordinator

Winning Assistants Llc; México; On-site; MXN 150,000 - 200,000; Full time

Benefits offered by this job

HIPAA & Cybersecurity training (Proved

VPN access (Optional)

U.S. holidays per client

Templates & SOP support

Performance incentives (possible)

Job summary

Winning Assistants Llc busca un Coordinador de Intake Bilingüe para manejar llamadas entrantes y salientes y guiar a las familias a través de procesos de intake en un entorno de atención de ABA/Salud.

El candidato ideal debe hablar inglés con fluidez, experiencia en atención al cliente y habilidades para documentar con precisión en Lumary. Se requiere disponibilidad para cobertura de fines de semana y cumplimiento de normas HIPAA.

Qualifications

• Al menos 1 año de experiencia en ABA, salud, salud conductual o intake de pacientes.
• Experiencia en responsabilidades telefónicas con llamadas entrantes y salientes.
• Familiaridad con Lumary y Salesforce es deseable.
• Habilidad para comunicarse con familias, pacientes o cuidadores.

Responsibilities

• Proporcionar cobertura de intake durante fines de semana manejando un alto volumen de llamadas entrantes y salientes.
• Guiar a las familias a través de un formulario de intake paso a paso y por árbol de decisiones.
• Recopilar y documentar información de pacientes y familias en Lumary.
• Explicar requisitos de intake y próximos pasos de forma clara y empática.
• Hacer seguimiento con las familias para obtener documentación faltante (referencias, diagnósticos, seguros).
• Desarrollar relaciones profesionales con las familias y actuar como punto de contacto durante el proceso de intake.
• Procesar faxes relacionados con intake subiendo documentos al perfil del paciente correcto.

Skills

English fluency

Phone handling

Compassionate communication

Tools

Lumary

Salesforce

Job description

Bilingual Intake Coordinator

Empresa : Winning Assistants Llc Tipo de empleo : Tiempo completo Mexico

Descripción del trabajo - Bilingual Intake Coordinator

Description

Position Type: Full-Time

Working Hours: Saturday–Sunday: 10:00 AM–7:00 PM

Monday 5:00 PM–9:00 PM

Tuesday–Friday: 4:00 PM–9:00 PM Eastern Daylight Time
Salary rate: $6-$8

Job Responsibilities:

• Provide weekend intake coverage by handling a high volume of inbound and outbound calls.
• Guide families through a step-by-step, decision-tree intake form.
• Gather and accurately document patient and family information in Lumary.
• Explain intake requirements and next steps clearly and compassionately.
• Follow up with families after the initial intake to obtain missing documentation, including:
• Referrals
• Diagnosis paperwork
• Insurance information
• Other required intake documents
• Develop positive, professional relationships with families and serve as a reliable point of contact throughout the intake process.
• Process intake-related faxes by uploading documents to the correct patient profile.
• Send fax requests for missing documentation when necessary.
• Maintain accurate, organized, and HIPAA-compliant patient records.
• Escalate complex intake concerns or cases according to established procedures.
• Complete assigned tasks independently while following company workflows and documentation standards.

Requirements

• At least 1 year of previous experience in ABA services, healthcare, behavioral health, or patient intake.
• Experience handling phone-intensive responsibilities involving both inbound and outbound calls.
• Familiarity using Lumary and Salesforce is preferred
• Strong experience communicating with families, patients, or caregivers.
• Ability to communicate with compassion, patience, professionalism, and care.
• Ability to follow structured intake forms and decision-tree workflows with minimal supervision.
• Excellent verbal and written communication skills.
• Ability to manage follow-ups and maintain organized patient records.
• Professional demeanor when handling sensitive and patient‑facing interactions.
• Availability to provide weekend coverage.
• Experience collecting referrals, diagnosis documents, and insurance information.

Basic Requirements

• Must speak and write English clearly and professionally.
• Must have relevant work experience.
• Must be able to provide an NBI Clearance and/or Local Police Clearance before onboarding (mandatory).
• Must be available to attend video meetings with camera on when required.

Technical Requirements

• Computer: Reliable laptop or desktop computer.
• Internet: Stable high‑speed internet connection (minimum 25 Mbps).
• Audio: Noise‑canceling headset.
• Video: Working webcam for virtual meetings.
• Workspace: Quiet and professional work environment.

Benefits

• Dedicated HR & Contractor Support Team: Access to world‑class support for questions, guidance, contract matters, and client communication.
• Premium VPN Access (Optional): A secure VPN license can be provided upon request to enhance privacy and security for client‑related tasks.
• HIPAA & Cybersecurity Training + Certification (Provided): Access to our internal HIPAA compliance training, cybersecurity modules, and certification to help you confidently handle PHI for U.S. healthcare clients.
• Top 1% VA Performance Training: Access to our proprietary training on communication, client management, productivity systems, and best practices to help you become a top‑performing VA and increase long‑term client retention.
• Client-Approved U.S. Holidays: Contractors may take U.S. holidays off according to the client’s needs and schedule.
• Client-Approved Paid or Unpaid Time Off: Time off may be granted by your client. Paid time off is optional and only if offered by the client.
• Access to Tools & Resources: Templates, workflow guides, productivity tools, and client‑specific SOP support to help you perform at your best.
• Optional Performance-Based Incentives: Some clients may offer bonuses, incentives, or increased hours based on your performance.

These are optional resources and client‑approved allowances available to you as an independent contractor. Any resources, training, or allowances listed are optional contractor perks and not employee benefits.

Sobre la empresa

Winning Assistants Llc

Winning Assistants is one of the fastest-growing virtual staffing companies in the world, helping high-performing businesses scale with top-tier offshore talent. We provide long-term, stable career opportunities for virtual assistants who want to grow, learn, and perform at an elite level. Our cultu...