Intake Coordinator (Bilingual Spanish)

LifeStance Health; United States; Remote; USD 40,000 - 55,000; Full time

Job summary

LifeStance Health is seeking a full-time bilingual Intake Coordinator to assist new patients in establishing care. The role involves scheduling assessments, verifying insurance, and managing referrals. Ideal candidates possess strong communication and organizational skills, with a focus on patient care.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401k

Paid Parental Leave

PTO

Holidays

Employee Assistance Program

Qualifications

• 2+ years in a contact center and/or healthcare environment.
• Fluent in English; proficiency in Spanish may be required.

Responsibilities

• Schedule initial assessments and collect demographic information.
• Verify insurance eligibility and manage referrals.
• Document patient interactions in the Electronic Health Record system.

Skills

Communication Skills

Organizational Skills

Customer Service

Problem-Solving

Detail-Oriented

Team Player

Adaptability

Education

High school diploma or equivalent

Bachelor's degree

Tools

Microsoft Office

Electronic Health Record systems

Job description

At LifeStance Health, we strive to help individuals, families, and communities with their mental health needs. Everywhere. Every day. It’s a lofty goal; we know. But we make it happen with the best team in mental healthcare.

Thank you for exploring a career with us. As the fastest-growing mental health practice group in the country, now is the perfect time to join our team!

LifeStance Health Values

• Belonging: We cultivate a space where everyone can show up as their authentic self.

• Empathy: We seek out diverse perspectives and listen to learn without judgment.

• Courage: We are all accountable for doing the right thing— even when it's hard— because we know it's worth it.

• One Team: We realize our full potential when we work together towards our shared purpose.

Position Details:

Full Time
M-F 8:00am-5:00pm
Must live in the PST time zone
Bilingual - Spanish

Role Overview

The bilingual Intake Coordinator plays a vital role in assisting new patients to establish care with a LifeStance provider. This position is responsible for scheduling initial assessments, collecting necessary demographic information, verifying insurance eligibility, and managing referrals and clinical history to appropriately match patients with the most suitable providers. The Intake Coordinator facilitates the initial stages of client engagement and must possess excellent interpersonal skills.

Responsibilities

1. Intake Department Interactions:
   • Handle communications via phone (inbound and outbound), email, voicemail, faxes, and chat efficiently.
   • Identify and communicate patient trends and feedback, including scheduling barriers to Intake.
   • Interact with Practice Operations team as necessary to ensure proper patient matching.
2. New Patient Assistance:
   • Conduct thorough intake assessments to understand patient needs and match them with the most appropriate provider.
   • Schedule initial appointments promptly, outlining patients’ needs including talk therapy and/or medication management.
   • Collect patient insurance information and verify eligibility to ensure in-network benefits.
   • Obtain and verify patient clinical history, demographic details, insurance information, and eligibility.
   • Collect credit card information for files and maintain compliance.
   • Assist new patients with portal setup and paperwork.
   • Process and manage referral paperwork efficiently.
3. Other:
   • Ensure all patient interactions and transactions are accurately documented in the Electronic Health Record (EHR) system.
   • Proactively contact referral sources, patients, and provider offices to obtain additional information required for verification of benefits and prior authorizations.
   • Contact existing patients to initiate new services based on referrals.
   • Assist patients with questions regarding appointments or referrals.
   • Handle incoming emergency calls professionally and calmly, following crisis protocols.
   • Perform additional tasks as assigned by management to support the intake department’s efficiency.
   • Adhere to all relevant policies, regulations, and compliance standards, including HIPAA and PCI.

Competencies & Skills

• Adaptability: Quickly learn and adapt to department processes and technology.
• Communication Skills: Strong verbal and written skills for effective interaction.
• Organizational Skills: Manage multiple tasks and priorities efficiently.
• Customer Service: Patient-centric approach with empathy and compassion.
• Problem-Solving: Handle complex situations and make informed decisions.
• Detail-Oriented: Ensure accuracy and completeness in tasks.
• Team Player: Collaborate effectively within a team environment.

Skills & Experience

• High school diploma or equivalent required; Bachelor's degree preferred.
• 2+ years in a contact center and/or healthcare environment.
• Proficient with Microsoft Office, Internet, and Email.
• Experience with Electronic Health Record systems (preferred).
• Understanding of insurance terminology.
• Fluent in English; proficiency in Spanish may be required.
• Quiet, distraction-free, HIPAA-compliant remote workspace with high-speed internet.
• Ability to multi-task in a fast-paced environment.
• Legally authorized to work in the United States.

Additional Information

LifeStance is an EEO/Affirmative Action Employer committed to diversity and inclusion. We offer benefits including medical, dental, vision, AD&D, disability, life insurance, 401k, paid parental leave, PTO, holidays, and Employee Assistance Program.