Intake Specialist

Best Point; Hamilton (OH); On-site; USD 20,000 - 29,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

FSA or HSA with a match

403b retirement plan with a match

Tuition assistance

Public Loan Forgiveness eligibility

Paid time off and holidays

Mileage reimbursement

Job summary

Best Point Education & Behavioral Health seeks an Intake Specialist in our Hamilton office to coordinate referrals, verify insurance, schedule appointments, and support the intake process from start to finish. You will be a key connection point for children, families, adults, referral partners, and clinical teams.

The role also involves maintaining accurate records in EHR, communicating with staff, and ensuring timely access to behavioral health services.

Qualifications

• High school diploma or equivalent.
• Strong customer service, communication, and organizational skills.
• Ability to manage multiple priorities while maintaining accuracy and attention to detail.
• Experience handling confidential information in a professional setting.
• 3+ years in healthcare/behavioral health or related setting preferred.
• Experience with insurance verification, referrals, scheduling, or intake processes.
• Knowledge of scheduling software and electronic documentation.

Responsibilities

• Coordinate and process referrals from providers, hospitals, schools, and other sources.
• Serve as primary contact for clients, families, providers, and partners through intake and referral.
• Open new client records and maintain demographic, insurance, and payer data in EHR.
• Verify insurance coverage and update payer information for service authorization and billing.
• Schedule intake, medication management, and other clinical appointments.
• Maintain referral logs and intake documentation for compliance and accuracy.
• Manage incoming referral documents, faxes, authorizations, and releases of information.
• Communicate updates and needs to clinical and administrative staff.
• Answer office and referral lines professionally and compassionately.
• Assist with scheduling, check-in, and co-pay collection when applicable.
• Guide front desk staff on insurance, referrals, and intake procedures.
• Provide coverage at other agency locations as needed and support daily operations.
• Maintain HIPAA confidentiality of all client information.

Skills

Customer service

Communication

Organizational skills

Insurance verification

EHR systems

Scheduling

Education

High school diploma

Tools

EHR systems

Scheduling software

Job description

Best Point Education & Behavioral Health is seeking a detail-oriented, customer-focused Intake Specialist in our Hamilton office to serve as a key connection point for children, families, adults, referral partners, and clinical teams. In this role, you'll help ensure timely access to behavioral health services by coordinating referrals, verifying insurance and payer information, scheduling appointments, and supporting the intake process from start to finish.

Opportunity to work at our Hamilton or Lebanon office!

Pay & Benefits:

$18/hr starting based on experience

Full benefits package includes:

• Health, dental, and vision insurance
• FSA or HSA with a match
• Retirement plan (403b) with a match
• Tuition assistance
• Public Loan Forgiveness eligibility
• Paid time off and holidays
• Mileage reimbursement

Qualifications

• High school diploma or equivalent.
• Strong customer service, communication, and organizational skills.
• Ability to manage multiple priorities while maintaining accuracy and attention to detail.
• Experience working with confidential information in a professional setting.
• Minimum of three (3) years of experience in a healthcare, behavioral health, medical office, or related setting preferred
• Experience with insurance verification, benefits coordination, referrals, scheduling, or patient intake processes.
• Knowledge of EHR systems, scheduling software, and electronic documentation processes.

What You'll Do

• Coordinate and process referrals from providers, hospitals, schools, community agencies, and other referral sources.
• Serve as a primary point of contact for clients, families, providers, and community partners throughout the intake and referral process.
• Open new client records and maintain accurate demographic, insurance, and payer information within electronic health record (EHR) systems.
• Verify insurance coverage and update financial payer information to support service authorization and billing readiness.
• Schedule intake appointments, medication management appointments, and other clinical services.
• Maintain referral logs, intake trackers, and supporting documentation to ensure compliance and accuracy.
• Manage incoming referral documentation, faxes, authorizations, releases of information, and related records.
• Communicate referral updates, documentation needs, and appointment information to clinical and administrative staff.
• Answer office and referral phone lines in a professional, compassionate, and solution-focused manner.
• Assist with appointment scheduling, client check-in processes, and collection of co-payments when applicable.
• Provide guidance to front desk and office staff regarding insurance, referrals, and intake procedures.
• Support daily office operations and provide coverage at other agency locations as needed.
• Maintain HIPAA compliance and ensure the confidentiality of all client information.

Work Environment

Exposed to a combination of office, school, and mental health treatment environments. The employee may be exposed to children/adults with behavior concerns, including shouting or children/adults who are upset. The role may also involve typical office conditions and occasional coverage at other agency locations.

Physical Demands

The physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Regularly sit, stand, walk, bend, and move throughout the workday.
• Use hands to manipulate, handle, feel, and control items or equipment.
• Talk to other employees and clients and hear them.
• See and be able to read, write, and interpret written documents.
• Occasionally lift and move objects weighing up to 20 pounds.

Our Culture

Best Point Education & Behavioral Health is Greater Cincinnati’s most prolific non-profit specializing in education, behavioral and therapeutic health services, and autism services for vulnerable, at-risk youth, their families, and caregivers.

Best Point Education & Behavioral Health is proud to embrace its ideals of an equal opportunity workplace through actions as well as words. We lead our community with respect and tolerance, internally and externally, and we expect employees to embrace this ideal and express it in their day-to-day interactions.

All qualified applicants will receive consideration for employment without regard to, and will not be discriminated against, based on age, race, gender, color, religion, national origin, sexual orientation, gender identity, veteran status, disability, or any other protected category.