Bilingual Intake Specialist - Weekend Coverage

Winning Assistants, Inc.; México; Remote; MXN 152,000 - 202,000; Full time

Benefits offered by this job

HIPAA training

VPN access

Contractor support team

US holidays

Performance incentives

Job summary

Winning Assistants, Inc. seeks a weekend intake coordinator to manage high-volume calls and guide families through intake procedures. You will document patient data in Lumary and ensure HIPAA-compliant records.

Strong communication and English proficiency are required. Responsibilities include following up for missing documents, coordinating referrals and insurance information, and maintaining professional client relationships during the intake process.

Qualifications

• At least 1 year of experience in ABA services, healthcare, behavioral health, or patient intake.
• Experience handling phone-intensive responsibilities with inbound and outbound calls.
• Must speak and write English clearly and professionally.

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 document patient and family information in Lumary.
• Explain intake requirements and next steps to families.
• Follow up with families to obtain missing documentation (referrals, diagnosis paperwork, insurance information).
• Maintain HIPAA-compliant patient records.

Skills

Inbound/Outbound calls

Compassionate communication

English proficiency

Tools

Lumary

Salesforce

Job description

Winning Assistants, Inc. seeks a weekend intake coordinator to manage high-volume calls and guide families through intake procedures. You will document patient data in Lumary and ensure HIPAA-compliant records.

Strong communication and English proficiency are required. Responsibilities include following up for missing documents, coordinating referrals and insurance information, and maintaining professional client relationships during the intake process.