Intake Specialist

Stonebridge Behavioral Health; San Antonio (TX); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

401K/Retirement Plan

Health Insurance

Dental, Vision, and Life Insurance

Paid Time Off (PTO)

Profit Sharing

Flexible Scheduling

Job summary

Stonebridge Behavioral Health is seeking an Intake Specialist in Texas to manage incoming calls, collect patient demographics, verify insurance details, and document referrals. The role emphasizes strong customer service, attention to detail, and efficient intake workflow for evaluations and assessments.

The position requires a high school diploma or equivalent, and at least one year in customer service, preferably in healthcare. Proficiency with EMR systems and Salesforce is a plus.

Qualifications

• High school diploma or equivalent preferred.
• Minimum of one year of customer service experience, preferably in a healthcare or call center setting.
• Experience with inbound call handling and data entry preferred.

Responsibilities

• Process incoming calls and collect patient demographics, insurance information, and other relevant details.
• Complete referral forms based on service requests and faxes.
• Accurately document all patient requests and intake information in the system.
• Maintain efficient call handling while ensuring excellent patient service.
• Assist clients in identifying the most appropriate location and appointment time.
• Transfer calls to the correct departments when necessary.
• Support team members as needed to maintain smooth operations.
• Perform additional duties as assigned by management.

Skills

Customer service

Communication

Empathy

Detail-oriented

Microsoft Office

EMR systems

Salesforce

Education

High school diploma or equivalent

Tools

Salesforce

EMR systems

Microsoft Office

Job description

Description

Intake Specialist

Department: Operations
Reports To: Operations Manager

About Stonebridge Behavioral Health

Stonebridge Behavioral Health, PA, is a rapidly growing and successful behavioral health company dedicated to providing essential psychological evaluation services to underserved communities across Texas. Since our founding in 2003, we have expanded to offices in San Antonio, Houston, Lubbock, and beyond, conducting mental health evaluations for children, adolescents, and adults in diverse settings, including child placing agencies and CPS offices.

At Stonebridge, we pride ourselves on our core values: integrity, empathy, professionalism, and collaboration. Every team member plays an invaluable role in fulfilling our mission to improve mental health outcomes through high-quality, timely evaluations and innovative approaches.

By joining our team, you are becoming part of a community-driven effort to make a meaningful impact in the lives of our clients and the communities we serve.

Position Summary

The Intake Specialist is responsible for processing incoming calls, collecting patient demographics, verifying insurance details, and ensuring accurate documentation of referrals. This role requires strong customer service skills, attention to detail, and the ability to work efficiently in a fast-paced environment. The Intake Specialist plays a key role in ensuring a smooth intake process for clients seeking psychological evaluations and CANS assessments.

Essential Job Duties and Responsibilities

• Process incoming calls and collect patient demographics, insurance information, and other relevant details.
• Complete referral forms based on service requests and faxes.
• Accurately document all patient requests and intake information in the system.
• Maintain efficient call handling while ensuring excellent patient service.
• Assist clients in identifying the most appropriate location and appointment time.
• Transfer calls to the correct departments when necessary.
• Support team members as needed to maintain smooth operations.
• Perform additional duties as assigned by management.

Job Requirements

Education and Experience:

• High school diploma or equivalent preferred.
• Minimum of one year of customer service experience, preferably in a healthcare or call center setting.
• Experience with inbound call handling and data entry preferred.

Skills and Competencies:

• Strong customer service and communication skills.
• Ability to empathize with clients in need of care.
• Detail-oriented with excellent organizational skills.
• Proficiency in Microsoft Office electronic medical records (EMR) systems and Salesforce.
• Ability to adapt to changing work environments and handle high call volumes efficiently.

Physical Requirements

• Prolonged periods of sitting and using a computer.
• Ability to handle repetitive tasks, including data entry and phone communication.
• Occasionally lifting up to 20 pounds for office materials.

Join Our Team and Enjoy Exceptional Benefits!

At Stonebridge, we believe in taking care of our employees. When you join us, you'll receive a benefits package designed to support your well-being and future.

For Full-Time Employees:

• 401K/Retirement Plan: Secure your future with competitive company matching.
• Health Insurance: No deductibles and no out-of-pocket costs when completing the baseline visit with Curative.
• Dental, Vision, and Life Insurance: Comprehensive coverage for you and your family.
• Paid Time Off (PTO): Start with 15 days of PTO in your first year.
• Profit Sharing: Share in the success of our company.
• Flexible Scheduling: Available for certain positions.

For Part-Time Employees:

• 401K/Retirement Plan: Secure your future with company matching.
• Flexible Scheduling: Available for certain positions.

Benefits eligibility may vary by role.