Compassionate Intake & Scheduling Specialist

canvashealth; Oakdale (MN); On-site; USD 45,000 - 52,000; Full time

Benefits offered by this job

Generous PTO

Healthcare coverage

Medical savings plan

Employee assistance

Exclusive discounts

Retirement plan

Performance awards

Job summary

Canvas Health in Oakdale, MN is seeking an Intake and Scheduling Specialist to schedule client appointments, process referrals, verify insurance, and coordinate with clinicians for seamless care.

The role requires a high school diploma and at least two years of call-center customer service and data entry experience, plus proficiency with Microsoft Office and EHR systems. Monday–Friday, 40 hours.

Qualifications

• High school diploma or equivalent required.
• Minimum of two years of call-center customer service experience in a fast-paced environment.
• Minimum of two years of data entry and data quality experience.
• Proficiency in technology and computer use including Microsoft Office Suite.

Responsibilities

• Primarily conducts all patient interactions through incoming and outgoing phone calls in a prompt, pleasant and kind manner, providing accurate information or triaging as appropriate.
• Ensures a positive first impression for patients and referents by guiding them through the scheduling process with professionalism and empathy.
• Schedule, reschedule, cancel subsequent appointments across programs for clients who contact the agency by telephone, online intake form, and as requested by service providers.
• Collects and verifies all client data from clients and enters it into the Electronic Health Record accurately at the time of scheduling to ensure smooth revenue cycle.
• Screens clients for sliding fee scale or behavioral fund eligibility.
• Educates clients on the different services, programs, and modalities offered by Canvas Health.
• Follows-up with clinicians and external parties (like case managers) regarding patient scheduling issues.
• Prepares and routes electronic administrative intake packets to be completed electronically prior to client's initial appointment.
• Collaborates with Canvas Health providers and supervisors to ensure the effective placement and scheduling of a client.
• Assist behavioral health professional staff in the preparation of insurance prior authorization forms. Monitor insurance prior authorization denials. Notify appropriate staff to edit, resubmit or contest denial.
• Provide administrative support services as assigned by supervisor.
• Maintain awareness of trends, patterns, and need for new services or availability; report these to management as needed.
• Attend appropriate meetings as designated.

Skills

Call-center experience

Customer service

Data entry

Education

High school diploma

Tools

Microsoft Office Suite

Electronic Health Records (EHR) systems

Job description

Canvas Health in Oakdale, MN is seeking an Intake and Scheduling Specialist to schedule client appointments, process referrals, verify insurance, and coordinate with clinicians for seamless care.

The role requires a high school diploma and at least two years of call-center customer service and data entry experience, plus proficiency with Microsoft Office and EHR systems. Monday–Friday, 40 hours.