Intake Coordinator

Zohorecruit; Chicago (IL); On-site; USD 26,000 - 37,000; Part time

Benefits offered by this job

Monthly staff meetings

Team building activities

Paid sick leave

Job summary

Concentric Counseling & Consulting in Chicago, IL seeks an Intake Coordinator to be the first contact for prospective clients. The role blends compassion, clear communication, and follow-through to connect clients with suitable therapists and insurance options.

Responsibilities include handling inquiries, scheduling, intake paperwork, and HIPAA-compliant credentialing support. The position is hybrid, about 20 hours weekly, with potential for additional hours based on demand and performance.

Qualifications

• Three years of customer service, administrative, intake, scheduling, or healthcare admin experience.
• Strong written and verbal communication with confidence on calls.
• High emotional intelligence with warm, compassionate approach.
• Excellent organization, detail orientation, and ability to manage multiple conversations.
• Familiarity with email, calendars, referrals, and electronic health records; TheraNest is a plus.
• Trustworthiness and discretion with confidential information; passion for therapy.

Responsibilities

• Monitor referral log, shared email, and TheraNest daily; respond within four business hours during coverage.
• Communicate with prospective clients by phone and email with warmth and sound judgment.
• Gather client needs, verify insurance, and present therapist options and next steps.
• Learn therapists’ specialties, availability, and scheduling requirements for accurate matches.
• Schedule initial appointments, add clients to TheraNest, send intake paperwork, and follow up on items.
• Track inquiries, contact attempts, status, conversions, and report regularly.
• Prepare concise clinical summaries for assigned therapists when clients become established.
• Provide credentialing support and protect confidential information per HIPAA.

Skills

Customer service

Administrative work

Intake scheduling

Communication

HIPAA awareness

Education

Bachelor's degree in psychology

Tools

TheraNest

Job description

Chicago, United States | Posted on 09/24/2026

• Industry Concentric Counseling & Consulting

Concentric Counseling & Consulting is an established and thriving Chicago group therapy practice committed to warm, responsive, and coordinated care. We believe people are shaped by their relationships, families, work, communities, and cultures, and we help clients move through barriers toward more centered lives and healthier relationships. Our supportive team values everyone’s ideas, regularly shares gratitude, learns together, and makes space for humor and genuine connection.

The Opportunity

The Intake Coordinator is often the first person someone connects with at a vulnerable moment. This role is more than scheduling. It blends compassion, thoughtful communication, and strong follow through to help each prospective client feel heard and find a therapist who fits their needs, insurance, and schedule. The right person will make access to care feel clear, personal, and supportive from the first response.

Requirements

Key Responsibilities

• Monitor the referral log, shared email, and TheraNest each weekday and respond to new inquiries promptly, with a goal of responding within four business hours during scheduled coverage.
• Communicate with prospective clients by phone and email with warmth, compassion, and good judgment, including during sensitive or challenging conversations.
• Gather client needs and preferences, verify and explain insurance information, and provide a clear second response with appropriate therapist options and next steps.
• Learn each therapist’s specialties, style, availability, and scheduling requirements to make accurate matches.
• Schedule initial appointments, add clients to TheraNest, send intake paperwork, and follow up on incomplete items.
• Track inquiries, contact attempts, referral status, conversions, and next steps, including lead conversion rates, and provide clear daily, weekly, and monthly reporting.
• When a prospect becomes a client, prepare a concise, stand alone clinical summary for the assigned therapist.
• Provide credentialing support as assigned and protect confidential information by following HIPAA, privacy, and security requirements.

Qualifications

• At least three years of customer service, administrative, intake, scheduling, healthcare administration, or similar experience
• Strong written and verbal communication skills, confidence making phone calls, and comfort with challenging conversations
• High emotional intelligence with a warm, compassionate, and nonjudgmental approach
• Strong organization, attention to detail, follow through, and the ability to manage several active conversations
• Comfort with email, spreadsheets, calendars, referral logs, and electronic health records; TheraNest experience is a plus
• Trustworthiness, discretion, and an understanding of HIPAA and confidential information
• A passion for therapy and mental health; a bachelor’s degree in psychology or a related field is a plus

Schedule Compensation and Growth

• $23 per hour
• Approximately 20 hours per week, generally four hours per day, Monday through Friday
• Hybrid position with a consistent schedule established with the selected candidate
• Opportunity for additional hours based on referral demand, practice capacity, and performance

What We Offer

• Monthly staff meetings and group learning opportunities
• Employee appreciation and team building gatherings three to four times each year
• Applicable paid sick leave in accordance with policy and law