Intake Specialist

Best Point; Hamilton (OH); On-site; USD 21,000 - 29,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

403(b) with match

Tuition support

Job summary

Best Point Education & Behavioral Health is seeking a detail-oriented Intake Specialist to serve as a key connection for children, families, adults, referral partners, and clinical teams in Hamilton or Middletown, OH.

The role involves coordinating referrals, verifying insurance, scheduling appointments, and maintaining accurate records to guide clients through the intake process from start to finish.

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.
• At least 2 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 preferred.
• Familiarity with EHR systems, scheduling software, and electronic documentation processes preferred.

Responsibilities

• 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 in electronic health record (EHR) systems.
• Help ensure referrals move efficiently from initial contact through scheduled services.
• Schedule intake appointments, medication management appointments, and other clinical services.
• Communicate referral updates, documentation needs, and appointment information to clinical and administrative teams.
• Assist with appointment scheduling and client check-in processes.
• Collect co-payments when applicable.
• Help clients and families understand next steps in the intake process.
• Verify insurance coverage and maintain accurate financial payer information.
• Support service authorization and billing readiness by ensuring required information is complete and accurate.

Skills

Customer service

Communication

Organization

Attention to detail

HIPAA compliance

EHR awareness

Education

High school diploma

Tools

EHR systems

Scheduling software

Billing software

Job description

Full-Time | | Hamilton or Middletown, Ohio

Be the Connection That Helps Families Access Care

Best Point Education & Behavioral Health is seeking a detail-oriented, customer-focused Intake Specialist to serve as a key connection point for children, families, adults, referral partners, and clinical teams.

As an Intake Specialist, you'll help make sure individuals and families can access the behavioral health services they need as quickly and smoothly as possible. From coordinating referrals and verifying insurance to scheduling appointments and maintaining accurate records, you'll help guide each client through the intake process from start to finish.

Job Responsibilities

Coordinate Referrals & Intakes

• 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 in electronic health record (EHR) systems
• Help ensure referrals move efficiently from initial contact through scheduled services

Support Scheduling & Access to Care

• Schedule intake appointments, medication management appointments, and other clinical services
• Communicate referral updates, documentation needs, and appointment information to clinical and administrative teams
• Assist with appointment scheduling and client check-in processes
• Collect co-payments when applicable
• Help clients and families understand next steps in the intake process

Insurance & Administrative Support

• Verify insurance coverage and maintain accurate financial payer information
• Support service authorization and billing readiness by ensuring required information is complete and accurate
• Provide guidance to front desk and office staff regarding insurance, referrals, and intake procedures
• Answer office and referral phone lines in a professional, compassionate, and solution-focused manner
• Support daily office operations and provide coverage at other agency locations as needed
• Maintain strict HIPAA compliance and protect the confidentiality of all client information

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
• At least 2 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 preferred
• Familiarity with EHR systems, scheduling software, and electronic documentation processes preferred

Benefits & Compensation

We believe taking care of our employees is essential to taking care of our community. That's why we offer a comprehensive and affordable benefits package designed to support your health, financial well-being, career growth, and work-life balance. Our benefit costs are approximately 38% lower than those of other organizations our size, helping you keep more of what you earn.

Health & Wellness

• Medical, dental, and vision coverage starting as low as $27/paycheck
• HSA with employer contributions up to $1,200 annually for 2+ person plans
• Flexible Spending Account (FSA)
• Free preventive care and wellness programs
• Employee Assistance Program (EAP) offering confidential emotional, financial, legal, and personal support
• Pet insurance options

Financial Security

• Competitive 403(b) retirement plan with up to 4% employer match
• Employer-paid life insurance valued at 2.5x annual salary, up to $300,000
• Short- and long-term disability coverage
• Educational loan forgiveness support and resources

Career Growth & Development

• Tuition reimbursement opportunities
• 10% tuition discount for online programs through the University of Cincinnati
• Leadership Academy and professional development programs at no cost
• Interest-free personal computer loan program
• Employee referral bonus of up to $1,000

Time Away & Work-Life Balance

• Generous PTO, withup to 34 days off in your first year for eligible employees
• 10 paid holidays
• Paid parental leave for birth, adoption, or foster placement
• Work-life balance support

$18/hour+ Based on Experience

Work Environment

This position is based in an office setting, with potential exposure to school and mental health treatment environments. The employee may interact with children and adults experiencing behavioral or emotional challenges, including individuals who may be upset or verbally escalated. The position may also require occasional coverage at other Best Point locations.

Physical Requirements

The physical demands described are representative of those required to perform the essential functions of the position. Reasonable accommodations may be made for individuals with disabilities.

• Sit, stand, walk, bend, and move throughout the workday
• Use hands to manipulate, handle, feel, and control equipment or materials
• Communicate with and listen to employees, clients, families, and referral partners
• Read, write, and interpret written documentation
• Occasionally lift and move objects weighing up to 20 pounds

Why Join Best Point?

At Best Point, every interaction is an opportunity to make a difference. As an Intake Specialist, you'll help remove barriers to care and create a welcoming, organized, and supportive experience for the people and families we serve.

If you're organized, compassionate, and ready to help connect people with the care they need, we'd love to have you join Best Point.

Best Point Education & Behavioral Health is committed to creating an inclusive, respectful, and supportive workplace. We are an equal opportunity employer and consider all qualified applicants without regard to age, race, gender, color, religion, national origin, sexual orientation, gender identity, veteran status, disability, or any other protected category.