Intake Coordinator (Remote)

Paylocity; Tallahassee, Northern (FL, KY); Hybrid; USD 38,000 - 52,000; Full time

Job summary

Paylocity is seeking an Intake Coordinator to ensure a smooth, compassionate intake process for new and returning patients, including assessments and insurance verification.

The role requires strong communication, organizational skills, EMR proficiency, and a solid understanding of HIPAA and mental health protocols.

This full-time, on-site position in Tallahassee offers a collaborative clinic environment focused on efficient workflows and excellent patient care.

Qualifications

• Associate degree or 3+ years of experience in behavioral health/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.

Responsibilities

• Manage intake and scheduling operations for patients.
• Coordinate with clinicians to determine 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.

Skills

Communication skills

Organizational skills

Problem-solving

Crisis intervention knowledge

Education

Associate degree in psychology, social work, healthcare administration, or related field

Tools

EMR systems

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