Intake Coordinator - Recovery

St. Joseph Institute; Port Matilda (Centre County); On-site; USD 35,000 - 48,000; Full time

Job summary

St. Joseph Institute for Addiction in Port Matilda, Pennsylvania, seeks an Intake Coordinator - Recovery to manage front desk impressions, triage calls, pre-registration, insurance verification, and coordination with insurers to facilitate admissions.

The role emphasizes accurate documentation in the CRM, collaboration with admissions and treatment teams, and compassionate communication with clients and families.

Qualifications

• High School diploma required; bachelor preferred in social work, psychology, counseling, or related field.
• 1+ year healthcare admissions experience preferred, ideally in mental health or substance use disorder.
• Experience in client assessment, referrals, treatment planning, and communication with external review organizations.

Responsibilities

• Conduct pre-admission assessments.
• Interview clients, families, and collateral sources to ensure intake criteria.
• Lead discussions with referral sources for client support and business development with treatment/healthcare professionals.
• Respond to needs of referred clients and coordinate with external parties for admissions.
• Document daily activities, contacts, appointments, and events in the CRM; maintain admissions records.

Skills

Interpersonal skills

Interviewing

Assessment skills

Telephone etiquette

Paging procedures

Communication

Education

High School Diploma

Bachelor’s Degree in social work/psychology/counseling

Tools

CRM system

Job description

Intake Coordinator - Recovery | St. Joseph Institute for Addiction | Port Matilda, Pennsylvania

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 St. Joseph Institute for Addiction?

St. Joseph Institute for Addiction offers a comprehensive benefit plan and a competitive salary commensurate with experience and qualifications. St. Joseph Institute for Addiction is an EOE.

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.