Mental Health Intake & Client Onboarding Specialist

Active Path Mental Health; Tigard (OR); On-site; USD 42,000 - 64,000; Full time

Job summary

Active Path Mental Health in Tigard, OR is seeking an intake coordinator to join our corporate office. You will serve as the first contact for prospective patients, schedule evaluations, verify insurance, and perform phone screens to move clients into treatment efficiently and compassionately.

This role emphasizes teamwork, HIPAA-compliant communication, and accurate data entry in EHR and CRM systems, supporting providers and admissions across the patient journey.

Qualifications

• One year of experience in a medical administrative role preferred.
• Experience coordinating patient services in a medical/behavioral health setting is advantageous.
• Strong knowledge of insurance processes and terminology is desirable.

Responsibilities

• Serve as the first contact for prospective patients, greeting them with empathy and professionalism.
• Screen potential patients via phone consultations using the APMH criteria.
• Schedule consultations and evaluations with providers to advance patients into treatment.
• Perform insurance eligibility checks and follow up on medical history or paperwork as needed.
• Coordinate with referring providers and collaborate with payers as part of care coordination.

Skills

Appointment scheduling

Phone system experience

EHR data entry

CRM data entry

Insurance terminology

Teamwork

Adaptability

Customer service

Professional communication

HIPAA confidentiality

Education

Administrative experience in medical field

Admissions in behavioral/mental health

Tools

CRM systems

EHR systems

Job description

Active Path Mental Health in Tigard, OR is seeking an intake coordinator to join our corporate office. You will serve as the first contact for prospective patients, schedule evaluations, verify insurance, and perform phone screens to move clients into treatment efficiently and compassionately.

This role emphasizes teamwork, HIPAA-compliant communication, and accurate data entry in EHR and CRM systems, supporting providers and admissions across the patient journey.