Intake Coordinator

Banyan Treatment Centers; Lake Worth (TX); On-site; USD 54,442,752 - 57,308,160; Full time

Job summary

Banyan Treatment Centers in Lake Worth, FL seeks an Intake Coordinator to support admissions on the Behavioral Health Support team. The role is onsite, full-time, Monday–Friday?

(per posting: Friday - Tuesday), and involves coordinating intake workflows, documentation, and serving as a compassionate point of contact for clients and referral partners. The position emphasizes compliance with Joint Commission standards, accurate record-keeping, and coordination across Admissions, Clinical, and

Qualifications

• Associate’s degree and/or equivalent relevant experience.
• 1–2 years in behavioral health, healthcare coordination, or healthcare-based customer service preferred.
• Current CPR certification (required).
• Strong administrative, organizational, and time-management skills.
• Excellent verbal and written communication with rapport-building ability.
• Experience with confidentiality laws, accreditation requirements, and Joint Commission standards.
• Experience with Kipu EMR and/or Salesforce systems preferred.

Responsibilities

• Monitor Salesforce for new inquiries and pending admissions requiring onsite intake support.
• Follow up on leads, assist with intake, and ensure accurate documentation; convert leads to admissions in Salesforce as directed.
• Communicate effectively with referral sources, utilization reviewers, and case managers to support admissions workflows.
• Create and maintain admission files in Kipu EMR; upload and track intake documentation and verification of benefits.
• Maintain compliant records and onsite intake tools with travel details, bed availability, and contact info.
• Serve as onsite contact for clients, families, visitors, and referral partners; communicate intake steps clearly with trauma-informed approach.
• Coordinate client travel logistics with BHT supervisors; collaborate with Admissions, Clinical, and Facility teams.
• Maintain competencies related to intake processes, documentation standards, and client assessments.

Skills

Customer service

Organizational skills

Verbal communication

Written communication

Time management

Education

Associate's degree

Tools

Kipu EMR

Salesforce

Job description

Banyan Treatment Centers is seeking an organized and customer-service–driven Intake Coordinator to support admissions operations within our Behavioral Health Support (BHS) team. This onsite, per-diem role plays a critical part in coordinating intake workflows, managing documentation, and serving as a professional and compassionate point of contact for clients, families, and referral partners.

The Intake Coordinator supports admissions flow, maintains accurate and compliant records, and helps ensure a smooth, welcoming transition into care while upholding Joint Commission standards and organizational expectations.

Position Details

• Reporting To: Executive Director
• Department: Intake / Behavioral Health Support
• Schedule: Full time, Friday - Tuesday
• Location: Lake Worth, FL
• Compensation: $19-20 hourly

Intake Coordination & Admissions Support

• Monitor Salesforce for new inquiries and pending admissions requiring onsite intake support.
• Support lead progression through timely follow-up, intake assistance, and accurate documentation. Convert leads to admissions in Salesforce as directed and in coordination with the Admissions team.
• Communicate effectively with referral sources, utilization reviewers, and case managers to support admissions workflows.

Administrative & Systems Management

• Create and maintain potential admission files in the Kipu electronic medical record (EMR).
• Upload, organize, and track required intake documentation, including verification of benefits (VOB), pre-admission screenings, demographic and insurance information, and referral source details.
• Assist in obtaining all required consents, identification, and financial documentation prior to admission.
• Maintain accurate, complete, and compliant records in accordance with Joint Commission and organizational standards.
• Maintain and update onsite intake tracking tools (e.g., whiteboards or electronic logs) with travel details, projected bed availability, client summaries, and contact information.

Customer Service & Client Experience

• Serve as an onsite point of contact for clients, families, visitors, and referral partners.
• Communicate intake steps and expectations clearly using trauma-informed, client-centered communication.
• Address questions, concerns, and objections with professionalism, empathy, and solution-focused responses.
• Maintain confidentiality and professionalism in all interactions.

Coordination, Collaboration & Support

• Assist with intake calls and screenings as needed.
• Coordinate client travel logistics in collaboration with Behavioral Health Technician (BHT) supervisors.
• Work closely with Behavioral Health Support, Admissions, Clinical, and Facility teams to ensure smooth, compliant transitions into care.
• Maintain required competencies related to intake processes, documentation standards, and client assessments.

Qualifications

• Associate’s degree and/or equivalent relevant experience.
• One (1) to two (2) years of experience in behavioral health, substance use treatment, healthcare coordination, or healthcare-based customer service preferred. Current CPR certification (required).
• Strong administrative, organizational, and time-management skills.
• Excellent verbal and written communication skills with the ability to build rapport quickly.
• Experience with customer service, intake coordination, or sales support functions.
• Working knowledge of confidentiality laws, accreditation requirements, and Joint Commission standards.
• Strong attention to detail with a focus on documentation accuracy and compliance.
• Ability to analyze information, follow procedures, and support quality improvement efforts.
• Experience with Kipu EMR and/or Salesforce systems, preferred.
• Prior experience supporting intake or admissions operations in a behavioral health setting, preferred.

Why Join Banyan Treatment Centers

• Join a mission-driven organization with nationwide reach and a strong commitment to ethical, compliant care.
• Serve as a key onsite support in the intake process, helping clients and families navigate their first steps into treatment with clarity, compassion, and professionalism.
• Play an essential role in supporting admissions flow through accurate documentation, timely follow-up, and adherence to accreditation standards.
• Collaborate closely with Behavioral Health Support, Admissions, Clinical, and Facility teams in a fast-paced, team-oriented environment.
• Make a direct impact on access to care by delivering exceptional customer service while supporting survey readiness and quality standards.

Apply Now

If you are detail-oriented, customer-service driven, and passionate about supporting access to quality behavioral health care, we encourage you to apply. Join Banyan Treatment Centers and be part of a mission-driven team making a meaningful impact every day.

EOE