Intake Representative - Behavioral Health

Trinity Health; Ann Arbor (MI); On-site; USD 21,000 - 30,000; Full time

Job summary

Trinity Health IHA Medical Group is seeking an Intake Representative to serve as the vital link between patients and the care team. This role handles phone screenings, schedules appointments, verifies insurance, and supports portal access.

You will collaborate with outpatient psychiatry and counseling staff to ensure a smooth patient journey, maintain intake data, and prepare monthly intake activity reports. High school diploma required; prior patient services experience preferred.

Qualifications

• High School Diploma or GED required; coursework in insurance/billing or medical practice education preferred.
• Previous experience in patient services, medical reception, call center (medical environment), or other customer service environment.

Responsibilities

• Serve as the first point of contact for patients by phone.
• Provide intake services to callers requesting outpatient mental health, chemical dependency or psychoeducational services.
• Schedule, confirm, and coordinate patient appointments.
• Verify patient registration and insurance information.
• Assist patients with MyChart and other patient portal support.
• Support referrals, authorizations, and patient outreach activities.
• Maintain accurate documentation and patient records.
• Partner with providers and office teams to create a seamless patient experience.

Skills

Customer service

Phone screening

Medical reception

Call center experience

Patient portal support

Education

High School Diploma or GED

Tools

MyChart

Job description

Employment Type:Full timeShift:Day ShiftDescription:

Intake Representative

Be the Connection Between Patients and Care!

Trinity Health IHA Medical Group is seeking a customer-focused Intake Representative to serve as a key connection between patients and their healthcare team. In this role, you will provide front line support to the Outpatient Psychiatry and Counseling Center through the performance of phone screenings, assigning prospective patients to therapists and physicians, and patient phone calls. Assists with maintenance of the intake database and monthly reports on intake activity.

What You'll Do:

• Serve as the first point of contact for patients by phone.
• Provides intake services to callers requesting outpatient mental health, chemical dependency or psychoeducational services.
• Schedule, confirm, and coordinate patient appointments.
• Answer questions, route calls appropriately, and relay messages to clinical staff.
• Verify patient registration and insurance information.
• Assist patients with MyChart and other patient portal support.
• Support referrals, authorizations, and patient outreach activities.
• Maintain accurate documentation and patient records.
• Partner with providers and office teams to create a seamless patient experience.

General Requirements:

• EDUCATION: High School Diploma or GED. Course work in insurance/billing, medical practice education or seminars are all preferred.
• CREDENTIALS/LICENSURE: None
• MINIMUM EXPERIENCE: Previous experience in a combination of patient services, medical reception, call/customer service center (medical environment) or other customer service environment.

Why Join Trinity Health IHA Medical Group?

• Day-one benefits for eligible team members with no waiting period.
• Opportunities for professional growth and career advancement.
• Supportive, collaborative team environment.
• Meaningful work helping patients navigate their healthcare journey.
• A mission-driven organization dedicated to serving communities across Southeast Michigan.

About Us

At Trinity Health IHA Medical Group, we are committed to delivering exceptional patient care through our core values of Commitment, Advocacy, Respect, Efficiency, and Service. If you're passionate about helping others and creating outstanding customer experiences, we'd love to hear from you.

Our Commitment

Rooted in our Mission and Core Values, we honor the dignity of every person and recognize the unique perspectives, experiences, and talents each colleague brings. By finding common ground and embracing our differences, we grow stronger together and deliver more compassionate, person-centered care. We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other status protected by federal, state, or local law.