Full Time Intake Coordinator

Summit BHC; Stone (CA); On-site; USD 36,000 - 48,000; Full time

Job summary

Summit BHC's Stone River Recovery Center in San Antonio, TX seeks a Full Time Intake Coordinator to manage front desk operations, triage calls, pre-registration, and insurance verifications. You will document activity in the CRM and coordinate admissions with treatment teams to ensure timely access to services.

The role requires strong interpersonal and communication skills, experience in healthcare admissions, and the ability to assess client needs and coordinate with referral sources.

Qualifications

• High School Diploma or equivalent required; Bachelor's degree preferred in social work, psychology, counseling, or related field.
• One or more years' experience in healthcare admissions preferred, preferably mental health or substance use disorder.
• Experience in client assessment, referral, treatment planning, and external review communications.
• Knowledge of community resources and strong interpersonal/assessment skills.
• Telephone etiquette and paging procedures are essential.

Responsibilities

• Conducts pre-admission assessments.
• Interviews client, family members, or collateral sources to ensure intake criteria are met.
• Engages referral sources for client support, conflict resolution, and business development.
• Responds to needs of referred clients; coordinates with treatment teams.
• Assess family needs for mediation, sober escort, and appropriate professional resources.
• Decides which Interventionist and facility to recommend, dates, and travel.
• Documents admissions activities daily in CRM; maintains all admission documentation.
• Verifies insurance benefits for all clients; screens referrals and arranges transportation.
• Maintains waiting list and communicates with potential candidates to facilitate admissions.

Skills

Interpersonal skills

Telephone etiquette

Communication skills

Assessment experience

Education

High School Diploma

Bachelor’s Degree in social work or related field

Tools

CRM software

Job description

Full Time Intake Coordinator | Stone River Recovery Center | San Antonio, Texas

About the Job:

PURPOSE STATEMENT: The Intake Coordinator is responsible for establishing and maintaining a first- impressions environment at the facility front desk. Duties include phone triage, addressing requests for services and performing client call backs and documents all call activities. Answers inquiry calls about facility services and availability, performs pre-registration, verifies insurance eligibility, and coordinates with the insurance company. Facilitates assessment and/or intake to facility services when appropriate. Provides administrative support to the department of admissions, ensuring the quality of service to clients and their families.

Roles and Responsibilities:

ESSENTIAL FUNCTIONS:

• Conducts pre-admission assessments.
• Interviews client, family members and/or collateral sources to assure intake criteria are met. Reviews prospective admissions against approved admission criteria, policies, and procedures.
• Generates, guides, and leads independent discussions with referral sources for client support, conflict resolution and business development with other treatment and healthcare professionals,
• Responds and reacts to the needs of referred clients.
• Assess family needs for mediation, sober escort and intervention and determines which professional resources are most appropriate to contact based on information gathered.
• Decides which Interventionist and facility to recommend, the dates, and the travel.
• Works closely with other department as well as external parties to ensure the timely admission of clients.
• Documents daily all activities, contacts, appointments, and events in the designated Customer Relationship Management system. Maintains all the documentation involved with the admissions process.
• Utilizes resources to ensure insurance verifications of benefits for all clients on all private insurance admissions.
• Screens calls from referrals and sets up transportation for admission.
• Maintains a waiting list for admissions and stays in contact with potential candidates to facilitate admissions.

EDUCATION/EXPERIENCE/SKILL REQUIREMENTS:

• High School Diploma or equivalent required. Bachelor’s Degree in social work, psychology, counseling, or other related field of study preferred.
• One or more years' experience in healthcare admissions preferred. Preferably in the mental health or substance use disorder field.
• Experience in client assessment, referral, treatment planning and communication with external review organizations or comparable entities.
• Knowledge of community resources.
• Outstanding interpersonal and interviewing and assessment skills. Skill in telephone etiquette and paging procedures.

LICENSES/DESIGNATIONS/CERTIFICATIONS:

• CPR certification and de-escalation training required (training available upon hire and offered by facility).
• First aid may be required based on state or facility requirements.

SUPERVISORY REQUIREMENTS:

This position is an Individual Contributor.

Why Stone River Recovery Center?

• Stone River Recovery Center offers a comprehensive benefit plan and a competitive salary commensurate with experience and qualifications.

Stone River Recovery Center is an EOE.

Summit BHC is dedicated to serving Veterans with specialized programming at our treatment centers across the country. We recognize and value the unique strengths of the military community in supporting our mission to serve those who have served.