Intake Specialist, SBH

South Middlesex Opportu; Framingham (MA); Hybrid; USD 45,000 - 65,000; Full time

Benefits offered by this job

Paid Time Off

Employer-paid Life Insurance & AD&D

Comprehensive Benefits Package

403(B) Retirement Plan

Flexible Spending Accounts

Job summary

SMOC Behavioral Health is seeking an Intake Specialist to support program intake processes, set up evaluations, and manage client referrals. The role requires bilingual English/Spanish communication and strong customer service skills, with hybrid work options available.

The position emphasizes accurate data entry, insurance verification, and coordination with clinical staff to ensure timely client access to services within a supportive team.

Qualifications

• Bilingual in English and Spanish is required.
• Proficiency with Excel and Word skills required.
• Experience with authorizations preferred.
• Customer service experience is desirable.

Responsibilities

• Assist programs and clients in person and over the phone to set up diagnostic evaluations.
• Maintain and update daily admission log of all intakes.
• Manage weekly waitlist and communicate status to Clinical Directors.
• Verify insurance eligibility and explain coverage and patient payments.
• Enter new clients into electronic health records and coordinate referrals.

Skills

Bilingual English/Spanish

Excel

Word

Customer service

Authorizations (preferred)

Tools

Excel

Word

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Intake Specialist, SBH

Full Time 7 Bishop Street, Framingham, MA, Framingham, MA, US

4 days ago Requisition ID: 4207

Summary: Maintain an in-depth knowledge of the service types and providers available in order to set up intake appointments for new clients of SBH. Work closely with SMOC programs to set-up quick appointments that help clients stay engaged in their treatment or recovery. Bilingual and Trilingual candidates are needed for this position.

Why Work for SMOC?

• Paid Time Off: All full-time employees can accrue up to 3 weeks of vacation, and 2 weeks of sick time and are eligible for 12 paid holidays during their first year of employment.
• Employer-paid Life Insurance & AD&D and Long-Term Disability for full-time employees.
• Comprehensive Benefits Package including Medical Plans through Mass General Brigham with an HRA Employer cost‑sharing program, Dental Plans with Orthodontic Coverage, and EyeMed Vision Insurance available to full‑time employees.
• 403(B) Retirement Plan with a company match starting on day one for all full‑time and part‑time employees.
• Additional voluntary benefits including; Term and Whole Life Insurance, Accident Insurance, Critical Illness, Hospital indemnity, and Short‑Term Disability.
• Flexible Spending Accounts, Dependent Care Accounts, Employee Assistance Program, Tuition Reimbursement and more.

Primary Responsibilities:

• Assist programs and clients in person and over the phone in setting up diagnostic evaluations with an appropriately skilled provider at SMOC Behavioral Health.
• Maintain and update daily admission log of all intakes.
• Manage and deliver weekly waitlist to the Clinicial Directors, make periodic contacts to clients awaiting services.
• Communicate with referring parties by email and phone who are inquiring about the status of clients waiting to be seen.
• Work with directors as needed for programs requiring specialized documentation of new clients or referrals.
• Maintain up to date knowledge of clinician's areas of specialization and availability working with clinicians and their supervisors.
• Document all necessary client demographics and billing information.
• Enter all new clients into the electronic health record.
• Check insurance eligibility, verify copay amounts, and make sure clients understand the limits of their insurance coverage and any payments they will be expected to make.
• Obtain initial authorizations when required by payers.
• Place clients into Substance Use Residential Recovery programs and enter clients into Virtual Gateway for BSAS enrollment.
• Engage all clients by understanding and addressing their needs whether within or outside the scope of work.
• Attend & participate in engagement team meetings as requested and communicate effectively with clients and staff in other areas.
• Communicate effectively with clients and staff in other areas.
• Maintain confidentiality of client, employee, and agency information in accordance with federal and state laws and funder requirements.
• Ensure compliance with program/department, agency and/or funder requirements, as well as, SMOC policies & procedures.
• Provide front desk coverage as needed.
• Other duties as assigned.

Knowledge and Skill Requirements:

• Bilingual in English and Spanish required.
• Proficiency with Excel and Word skills required.
• Experience with authorizations preferred.
• Customer service experience.

Organizational Relationship:

• Directly reports to Operations Manager
• Indirectly reports to Clinical Directors
• Direct reports of this position are None
• Indirect reports of this position are None

Physical Requirement:Periodic sitting and standing. Dress is business casual.

Working Conditions: As part of the responsibilities of this position, the Intake Specialist will have direct or incidental contact with clients served by SMOC in various programs funded or administered through the Executive Office of Health and Human Services. A successful background check is required. Business casual dress is required.

Hybrid Work Option:Hybrid work is permissible in some positions at SMOC depending on the key functions and responsibilities. The Intake Specialist, SBH position is eligible to work from home 20%of the week in scheduling coordination with the department manager.

Summary: Maintain an in-depth knowledge of the service types and providers available in order to set up intake appointments for new clients of SBH. Work closely with SMOC programs to set-up quick appointments that help clients stay engaged in their treatment or recovery. Bilingual and Trilingual candidates are needed for this position.

Why Work for SMOC?

• Paid Time Off: All full-time employees can accrue up to 3 weeks of vacation, and 2 weeks of sick time and are eligible for 12 paid holidays during their first year of employment.
• Employer-paid Life Insurance & AD&D and Long-Term Disability for full-time employees.
• Comprehensive Benefits Package including Medical Plans through Mass General Brigham with an HRA Employer cost‑sharing program, Dental Plans with Orthodontic Coverage, and EyeMed Vision Insurance available to full‑time employees.
• 403(B) Retirement Plan with a company match starting on day one for all full‑time and part‑time employees.
• Additional voluntary benefits including; Term and Whole Life Insurance, Accident Insurance, Critical Illness, Hospital indemnity, and Short‑Term Disability.
• Flexible Spending Accounts, Dependent Care Accounts, Employee Assistance Program, Tuition Reimbursement and more.

Primary Responsibilities:

• Assist programs and clients in person and over the phone in setting up diagnostic evaluations with an appropriately skilled provider at SMOC Behavioral Health.
• Maintain and update daily admission log of all intakes.
• Manage and deliver weekly waitlist to the Clinicial Directors, make periodic contacts to clients awaiting services.
• Communicate with referring parties by email and phone who are inquiring about the status of clients waiting to be seen.
• Work with directors as needed for programs requiring specialized documentation of new clients or referrals.
• Maintain up to date knowledge of clinician's areas of specialization and availability working with clinicians and their supervisors.
• Document all necessary client demographics and billing information.
• Enter all new clients into the electronic health record.
• Check insurance eligibility, verify copay amounts, and make sure clients understand the limits of their insurance coverage and any payments they will be expected to make.
• Obtain initial authorizations when required by payers.
• Place clients into Substance Use Residential Recovery programs and enter clients into Virtual Gateway for BSAS enrollment.
• Engage all clients by understanding and addressing their needs whether within or outside the scope of work.
• Attend & participate in engagement team meetings as requested and communicate effectively with clients and staff in other areas.
• Communicate effectively with clients and staff in other areas.
• Maintain confidentiality of client, employee, and agency information in accordance with federal and state laws and funder requirements.
• Ensure compliance with program/department, agency and/or funder requirements, as well as, SMOC policies & procedures.
• Provide front desk coverage as needed.
• Other duties as assigned.

Knowledge and Skill Requirements:

• Bilingual in English and Spanish required.
• Proficiency with Excel and Word skills required.
• Customer service experience.
• Experience with authorizations preferred.

Organizational Relationship:

• Directly reports to Operations Manager
• Indirectly reports to Clinical Directors
• Direct reports of this position are None
• Indirect reports of this position are None

Physical Requirement:Periodic sitting and standing. Dress is business casual.

Working Conditions: As part of the responsibilities of this position, the Intake Specialist will have direct or incidental contact with clients served by SMOC in various programs funded or administered through the Executive Office of Health and Human Services. A successful background check is required. Business casual dress is required.

Hybrid Work Option:Hybrid work is permissible in some positions at SMOC depending on the key functions and responsibilities. The Intake Specialist, SBH position is eligible to work from home 20%of the week in scheduling coordination with the department manager.

Monday and Tuesday: 11:00AM - 7:00PM. Wednesday through Friday: 9:00AM - 5:00PM. Includes a 1-hour unpaid meal break.
35 Hours per week.