Client Success Liaison

Mindfully Behavioral Health; Cincinnati (OH); On-site; USD 19,000 - 28,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

Paid time off

Paid holidays

HSA with employer match

Dependent care FSA

Life and AD&D insurance

Short-term disability

Long-term disability

Wellness program

Employee assistance program

401(k) with employer match

Job summary

Mindfully Behavioral Health in Cincinnati, OH is seeking a full-time Client Care Coordinator to support patients after initial appointments. You will proactively reach out by phone, text, and email to boost attendance and answer questions about upcoming sessions, ensuring clients are prepared and informed.

You will help complete required forms, monitor no-shows, and address barriers such as transportation or insurance misunderstandings.

Qualifications

• Experience handling client outreach and scheduling.
• Knowledge of HIPAA and privacy rules.
• Strong communication and organizational skills.

Responsibilities

• Serve as primary contact for clients after initial appointment; provide timely outreach.
• Conduct outbound calls, texts, and emails to encourage attendance and answer questions.
• Assist with documentation and forms prior to first and second appointments.
• Monitor barriers leading to cancellations or no-shows; address them proactively.
• Maintain confidential documentation in CRM/EMR per HIPAA and internal policies.
• Provide reminders and guidance on logistics, insurance requirements, and payments.
• Track provider attendance trends and escalate issues with internal teams as needed.
• Communicate with Intake Team, Client Success Manager, and clinicians regarding readiness or concerns.
• Track and report on communication outcomes and attendance patterns.
• Participate in special projects and department trainings.

Skills

Outreach

CRM/EMR

HIPAA compliance

Communication

Documentation

Attendance tracking

Team collaboration

Problem solving

Organizational skills

Tools

CRM software

Job description

Description

At Mindfully, our mission is to promote and provide comprehensive, convenient access to high-quality mental health care that is affordable, progressive, and personalized.

Job Type

Full-time

OH

OH

Responsibilities

• Serve as a dedicated point of contact for clients after their initial appointment is scheduled, providing timely and proactive outreach.
• Conduct outbound calls, texts, and emails to encourage attendance, ensure preparedness, and answer questions about upcoming sessions.
• Follow up with clients regarding outstanding or incomplete documentation and support them in completing required forms prior to their first and second appointments.
• Monitor and proactively address barriers that may lead to cancellations or no-shows.
• Maintain accurate, organized, and confidential documentation within CRM and/or EMR systems, in accordance with HIPAA and internal policies.
• Provide reminders, instructions, and clarification regarding appointment logistics, insurance requirements, payment expectations, and clinician information.
• Track provider attendance trends and identify potential barriers for clients (e.g., technology issues, paperwork needs, transportation challenges, insurance misunderstandings) and collaborate with internal teams to resolve them.
• Communicate proactively with the Intake Team, Client Success Manager, and clinicians regarding client readiness, risk factors, or concerns requiring escalation.
• Track and report on communication outcomes, attendance patterns, and documentation completion.
• Participate in special projects and continuous improvement efforts.
• Attend regular departmental meetings and trainings to stay informed of new services, policies, and procedures.
• Contribute to a culture of service excellence, empathy, reliability, and professionalism.
• Manage sensitive client interactions with confidence, compassion, and discretion.
• Perform other duties as assigned.

Benefits

• Health, vision, and dental insurance
• Paid time off
• Paid holidays plus a floating holiday
• HSA with employer match
• Dependent care FSA
• Employer-paid Life and AD&D insurance
• Employer-paid short-term and long-term disability
• Wellness program
• Employee assistance program
• 401(k) with employer match

Mindfully Behavioral Health is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and internship. Mindfully Behavioral Health makes hiring decisions based solely on qualifications, merit, and business needs at the time. Furthermore, the Company will make reasonable accommodations for qualified individuals with known disabilities unless doing so would result in an undue hardship.

Salary Description

17.00