Intake Coordinator - Behavioral Healthcare Facility

The Ranch at Dove Tree; Lubbock (TX); On-site; USD 42,000 - 62,000; Full time

Job summary

The Ranch at Dove Tree in Lubbock, TX seeks an Intake Coordinator to manage front desk functions, perform phone triage, verify insurance, and coordinate admissions for behavioral health services.

Responsibilities include conducting pre-admission assessments, coordinating with referrals, and maintaining accurate CRM records to ensure smooth admissions. A strong emphasis on client service and interdepartmental collaboration is essential.

Qualifications

• High school diploma or equivalent required.
• Bachelor’s degree in social work, psychology, counseling, or related field preferred.
• One or more years' experience in healthcare admissions preferred.
• 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.

Responsibilities

• Conducts pre-admission assessments.
• Interviews client, family members and/or collateral sources to assure intake criteria are met.
• 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.
• 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 CRM 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.

Skills

Phone etiquette

Interpersonal skills

Client assessment

Healthcare admissions

Treatment planning

External review liaison

Education

High school diploma or equivalent

Bachelor’s degree preferred

Job description

Intake Coordinator - Behavioral Healthcare Facility | The Ranch at Dove Tree | Lubbock, 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 The Ranch at Dove Tree?

The Ranch at Dove Tree offers a comprehensive benefit plan and a competitive salary commensurate with experience and qualifications. The Ranch at Dove Tree is an EOE.

Veterans and military spouses are highly encouraged to apply. 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.