Intake & Benefits Navigator

Best Point; Hamilton (OH); On-site; USD 20,457 - 29,136; Full time

Benefits offered by this job

Health, dental, and vision insurance

FSA or HSA with a match

Retirement plan (403b) with a match

Tuition assistance

Public Loan Forgiveness eligibility

Paid time off and holidays

Mileage reimbursement

Job summary

Best Point Education & Behavioral Health in Hamilton, OH is seeking an Intake Specialist to be a key connector for children, families, adults, and clinical teams. You will coordinate referrals, verify insurance, schedule appointments, and support the intake process from start to finish.

$18/hr starting based on experience with a benefits package including health/dental/vision, FSA/HSA, retirement plan, tuition assistance, and PTO, plus mileage reimbursement.

Qualifications

• High school diploma or equivalent.
• Strong customer service, communication, and organizational skills.
• Ability to manage multiple priorities while maintaining accuracy and attention to detail.
• Experience working with confidential information in a professional setting.
• Minimum of three (3) years of experience in a healthcare, behavioral health, medical office, or related setting preferred
• Experience with insurance verification, benefits coordination, referrals, scheduling, or patient intake processes.
• Knowledge of EHR systems, scheduling software, and electronic documentation processes.

Responsibilities

• Coordinate and process referrals from providers, hospitals, schools, community agencies, and other referral sources.
• Serve as a primary point of contact for clients, families, providers, and community partners throughout the intake and referral process.
• Open new client records and maintain accurate demographic, insurance, and payer information within electronic health record (EHR) systems.
• Verify insurance coverage and update financial payer information to support service authorization and billing readiness.
• Schedule intake appointments, medication management appointments, and other clinical services.
• Maintain referral logs, intake trackers, and supporting documentation to ensure compliance and accuracy.
• Manage incoming referral documentation, faxes, authorizations, releases of information, and related records.
• Communicate referral updates, documentation needs, and appointment information to clinical and administrative staff.
• Answer office and referral phone lines in a professional, compassionate, and solution-focused manner.
• Assist with appointment scheduling, client check-in processes, and collection of co-payments when applicable.
• Provide guidance to front desk and office staff regarding insurance, referrals, and intake procedures.
• Support daily office operations and provide coverage at other agency locations as needed.
• Maintain HIPAA compliance and ensure the confidentiality of all client information.

Job description

Best Point Education & Behavioral Health in Hamilton, OH is seeking an Intake Specialist to be a key connector for children, families, adults, and clinical teams. You will coordinate referrals, verify insurance, schedule appointments, and support the intake process from start to finish.

$18/hr starting based on experience with a benefits package including health/dental/vision, FSA/HSA, retirement plan, tuition assistance, and PTO, plus mileage reimbursement.