Intake Assistant

Suncoast Center, Inc.; Saint Petersburg (FL); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

EAP Supports

Company Paid Basic Life, AD&D, and LTD

Additional life/AD&D and short termDis

Paid time off + 10 holidays

Professional development

403b with company match

Monthly Social Committee Events

Job summary

Suncoast Center, Inc. is seeking a friendly, detail-oriented intake clerk to serve as the first point of contact for referrals. You will enter referrals into Avatar within 24 hours, create intake records, and coordinate scheduling for hospital discharge and enrollment.

The role requires strong data entry, medical office experience, and solid customer service in a fast-paced setting. Responsibilities include handling multi-channel referrals, processing Care Connect referrals, and maintaining

Qualifications

• High school diploma or GED required.
• One year clerical/data entry and two years customer service in medical/behavioral health or social services.
• Must pass typing test; read/write and document concurrently.
• Experience with an electronic medical record preferred; MS Office proficiency.

Responsibilities

• Enter referrals received by mail/phone/email and walk-ins into Avatar within 24 hours.
• Create Call Intake records in Avatar from third party referrals.
• Schedule or reschedule Hospital Discharge clients for Intake.
• Process Care Connect referrals from partner agencies.
• Follow up on all third party referrals to confirm disposition.
• Answer calls professionally and provide information/referrals as needed.

Skills

Clerical experience

Customer service

Medical office experience

Data entry

Microsoft Office

Electronic medical records

Education

High school diploma or GED

Tools

Avatar EMR

Email/phone multichannel

Job description

• Functions as access and intake point for new referrals.
• Speaks in a warm, friendly manner consistently to all clients, guests and staff.
• Enters referrals received by mail/phone/email and walk-in into Avatar within 24 hours of receipt.
• Create Call Intake records in Avatar from third party manual electronic referrals.
• Schedule or reschedule Hospital Discharge clients for Intake in the Open Access Clinics in preparation for screening or immediate enrollment.
• Process Care Connect referrals from partner agencies.
• Follow-up on all third party referrals to engage and to confirm disposition of the referral.
• Ensure that all manual referral documents are forwarded to HIM Dept. with a permanent medical record number.
• Schedules appointments for clients and providers as needed.
• Answers the telephone in a professional manner and directs the call to the appropriate person.
• Provides information and referral sources for consumers if needed.
• Relates well with others and deals calmly with a diverse population.
• Follows up on all pending client issues.
• Works well in a team environment.
• Is cross-trained to perform all duties required of the Department and covers assignments delegated to other team members when necessary.
• Coordinates with client/staff to obtain solutions to problems.
• Establishes and prioritizes job tasks, desired solutions to problems and develops a realistic plan for their accomplishment.
• Accomplishes individual goals.
• Additional duties as assigned.
• Minimum Qualifications:

  Education: High school graduate or GED certificate.

  Licensure:N/A

  Experience : One year clerical/data entry with minimum two years in customer service with a medical, behavioral health or social services organization; experience with an electronic medical record preferred. Must be able to read and comprehend written instructions; write legibly; document concurrently, and operate office equipment (fax machine, copier, multi-line phone, computer including Microsoft Office and electronic medical records); file accurately and keep records.

  Typing Test Required:Must pass typing test.

  Must be 21 years of age.

  Negative Drug Screening prior to hire and throughout employment.

  Clear Criminal Background Check throughout employment with Suncoast Center and local checks prior to hire and annually along with DCF Level II prior to hire and as required by DCF, and Must have valid Florida Driver's License Motor Vehicle checks prior to hire and annually with acceptable driving record maintained throughout employment along with reliable vehicle, valid registration, and valid vehicle insurance. (must be in compliance with Florida Laws and Administrative Codes with fingerprinting and determined to be of good moral character).

  Working Conditions:Indoor work. Busy, high stress office. Ability to work in high-stress environment; ability to work in team/multi-staff office setting; excellent customer service skills, both in person and on the telephone; ability to be flexible, able to multi-task and learn new procedures readily, copy machine, personal computer, calculator, fax machine, data entry.

  Computer Literate:Experience with an electronic health record a plus.

• Medical, dental, and vision insurance with 0 copy for Teledoc Appointments
• EAP Supports
• Company Paid Basic Life, Accidental Death and Dismemberment, and Long term Disability
• Options to secure additional Life/AD&D as well as short term disability

Work-Life Balance

• Paid time off + 10 company paid holidays

Growth & Development

• Professional development options through our Learning Management System and live trainings

Other Perks

• 403b with up to a 5% company match

Monthly Social Committee Events

Suncoast Center, Inc follows all federal guidelines related to marijuana use

All positions require a screening through the Clearinghouse. This site was implemented under the directive of House Bill 531 (2025). https://info.flclearinghouse.com/