Intake Coordinator (Remote)

Wellstead Mental Health; Tallahassee (FL); Remote; USD 38,000 - 58,000; Full time

Job summary

Wellstead Mental Health is seeking an Intake Coordinator to ensure a smooth, compassionate intake process for new and returning patients. You will manage assessments, verify insurance, and ensure compliance with clinical and administrative protocols.

This role requires strong communication and organizational skills, plus familiarity with mental health services. You will collaborate with clinicians and provide essential support in a busy local office environment.

Qualifications

• Associate degree or 3+ years of experience in a behavioral health setting.
• Understanding of mental health diagnoses and crisis intervention.
• Proficient with EMR and insurance verification processes.
• Excellent interpersonal, organizational and problem‑solving skills.

Responsibilities

• Manage intake and scheduling operations for patients.
• Coordinate with clinicians for levels of care and scheduling needs.
• Document patient information accurately in the EMR.
• Verify insurance benefits and obtain pre-authorizations as needed.
• Maintain knowledge of community resources and referrals.
• Support patient engagement during intake and improve workflows.
• Serve as liaison between patients, families, and clinical teams.
• Ensure HIPAA compliance and other regulatory standards.
• Assist with various duties in the local office.

Skills

Strong communication

Organizational skills

Problem solving

Interpersonal skills

Scheduling coordination

HIPAA awareness

Education

Associate degree or 3+ years in behavioral health

Tools

EMR systems

Insurance verification

Job description

Description

Summary

The Intake Coordinator plays a critical role in ensuring a smooth, compassionate, and efficient intake process for new and returning patients. This individual facilitates assessments, verifies insurance, and ensures compliance with clinical and administrative protocols. This role requires strong communication and organizational skills, along with an understanding of mental health services.

Key responsibilities

• Manage intake and scheduling operations for patients.
• Coordinate with clinicians to determine appropriate levels of care and scheduling needs.
• Ensure accurate and timely documentation of patient information in the EMR.
• Verify insurance benefits and obtain pre-authorizations as needed.
• Maintain up-to-date knowledge of community resources and referral options.
• Support best practices for patient engagement during the intake process.
• Identify opportunities to improve intake workflows to enhance patient experience and clinic efficiency.
• Serve as a liaison between patients, families, and clinical teams during the intake process.
• Ensure compliance with HIPAA and other regulatory standards.
• Assist with various duties as needed in the local office.
• Be proficient in office-related tasks and provide support when necessary.

Requirements

Qualifications

• Associate degree in psychology, social work, healthcare administration, or related field or 3+ years of experience in a behavioral health or psychiatric setting.
• Strong understanding of mental health diagnoses, treatment modalities, and crisis intervention.
• Proficiency with EMR systems and insurance verification processes.
• Excellent interpersonal, organizational, and problem-solving skills.

Physical requirements

• Prolonged periods of sitting at a desk