Compassionate Mental Health Scheduling & Intake Specialist

Winning Assistants LLC.; Philippines; Remote; PHP 521,000 - 608,000; Full time

Benefits offered by this job

HIPAA & Cybersecurity Training

VPN Access (Optional)

Job summary

Winning Assistants LLC. is seeking a Client Scheduling & Intake Specialist to support behavioral health clients from a remote location.

The role involves handling intake, scheduling, and coordination with therapists, ensuring accurate records and confidential handling of PHI in a U.S.-healthcare context. The position requires English proficiency, at least 1 year of related experience, and the ability to navigate multiple software tools.

Qualifications

• 1+ year of experience handling client intake, appointment scheduling, lead generation, insurance verification, and client communication in behavioral health.
• Must speak and write English clearly and professionally.

Responsibilities

• Respond to incoming calls from prospective clients seeking mental health services.
• Match clients with appropriate therapists based on availability and needs.
• Schedule initial therapy appointments and coordinate calendars.
• Verify insurance eligibility and benefits as needed.
• Enter and maintain client records in practice management software.
• Provide administrative support to clinic operations.
• Conduct appointment-setting activities and follow-up to maximize conversions.

Skills

Customer service

Verbal communication

Written communication

Detail oriented

Learn new software

Tools

SimplePractice EHR

Grasshopper VoIP

Go High Level CRM

TherapyFlow

Job description

Winning Assistants LLC. is seeking a Client Scheduling & Intake Specialist to support behavioral health clients from a remote location.

The role involves handling intake, scheduling, and coordination with therapists, ensuring accurate records and confidential handling of PHI in a U.S.-healthcare context. The position requires English proficiency, at least 1 year of related experience, and the ability to navigate multiple software tools.