Mental Health Intake Coordinator

Winning Assistants LLC; México; Teletrabalho; MXN 152 000 - 202 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

HR & Contractor Support

VPN access (optional)

HIPAA training + certification

Top VA training program

US holidays access

PTO options

Access to templates and SOPs

Performance-based incentives

Resumo da oferta

Winning Assistants LLC is seeking a Client Scheduling & Intake Specialist to handle calls, match clients with therapists, and schedule initial appointments. The role requires handling confidential information with care and coordinating calendars across providers.

The candidate should have experience with behavioral health intake, be able to verify insurance, and use EHR and CRM tools. English proficiency is required, Spanish bilingual is preferred for this remote role.

Qualificações

• 1 year of experience handling client intake, appointment scheduling, lead generation, insurance verification, and client communication in behavioral health preferred.
• Spanish bilingual candidates preferred.
• Experience using SimplePractice EHR, Grasshopper VoIP, Go High Level (GHL), and TherapyFlow or similar tools preferred.

Responsabilidades

• Respond to incoming calls from prospective clients seeking mental health services.
• Match clients with appropriate therapists based on availability, specialties, and client needs.
• Schedule initial therapy appointments and coordinate therapist calendars.
• Manage appointment availability, rescheduling requests, and intake scheduling workflows.
• Verify insurance eligibility and benefits as needed and assist with insurance questions.
• Enter and maintain client records in practice management software and ensure confidentiality.

Conhecimentos

Customer service

Spanish bilingual

English communication

EHR software

Ferramentas

SimplePractice EHR

Grasshopper VoIP

Go High Level

TherapyFlow

Descrição da oferta de emprego

Job Title: Client Scheduling & Intake Specialist

Position type: Full-Time

Working Hours: 9:00 AM - 6:00 PM Pacific Daylight Time (PDT), including weekends. The candidate may choose two weekdays as their days off.

Salary rate: $6-$8

Key Responsibilities

• Respond to incoming calls from prospective clients seeking mental health services.
• Provide compassionate, professional, and empathetic support during initial client interactions.
• Match clients with appropriate therapists based on availability, specialties, and client needs.
• Schedule initial therapy appointments and coordinate therapist calendars efficiently.
• Manage appointment availability, rescheduling requests, and intake scheduling workflows.
• Ensure smooth coordination between clients and providers.
• Answer basic questions regarding insurance coverage and therapy services.
• Verify insurance eligibility and benefits as needed.
• Collaborate with the billing department to resolve insurance or payment-related inquiries.
• Enter and maintain client records within practice management software.
• Ensure all information is accurate, organized, and handled confidentially in compliance with privacy standards.
• Provide administrative assistance to support day-to-day clinic operations.
• Assist with workflow organization, documentation, and communication tasks as needed.
• Conduct appointment-setting activities by engaging prospective clients, qualifying their needs, and scheduling consultations with appropriate providers.
• Utilize consultative sales techniques to build rapport, address concerns, and encourage prospective clients to proceed with mental health services.
• Follow up with leads, missed inquiries, and referral sources to maximize appointment conversions and maintain a positive client experience.
• Support client retention efforts through proactive communication, appointment reminders, and follow-up outreach.

Requirements

• At least 1 year of previous experience handling client intake, appointment scheduling, lead generation, insurance verification, and client communication in a behavioral health setting is highly preferred
• Spanish Bilingual candidates are highly preferred.
• Experience using SimplePractice EHR, Grasshopper VoIP, Go High Level (GHL) CRM, and TherapyFlow or any similar tools is highly preferred
• Ability to manage confidential and sensitive information professionally
• Excellent verbal and written communication skills
• Ability to learn and adapt to new software and systems independently
• High attention to detail and follow-through

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.