Patient Access & Intake Coordinator

Banyan Treatment Center; Lake Worth (TX); On-site; USD 26,174 - 27,552; Full time

Benefits offered by this job

Onsite role

Competitive hourly compensation

Mission-driven organization

Job summary

Banyan Treatment Centers is seeking an organized and customer-service–driven Intake Coordinator to support admissions operations within our Behavioral Health Support team. This onsite, per-diem role coordinates intake workflows, manages documentation, and serves as a professional and compassionate point of contact for clients, families, and referral partners.

The Intake Coordinator supports admissions flow, maintains accurate records, and helps ensure a smooth transition into care while

Qualifications

• Associate’s degree and/or equivalent relevant experience.
• One (1) to two (2) years of experience in behavioral health, substance use treatment, healthcare coordination, or healthcare-based customer service preferred.
• Current CPR certification (required).
• Strong administrative, organizational, and time-management skills.
• Excellent verbal and written communication skills.
• Experience with customer service, intake coordination, or sales support functions.
• Working knowledge of confidentiality laws, accreditation requirements, and Joint Commission standards.
• Strong attention to detail with a focus on documentation accuracy and compliance.

Responsibilities

• Monitor Salesforce for new inquiries and pending admissions requiring onsite intake support.
• Support lead progression through timely follow-up, intake assistance, and accurate documentation.
• Convert leads to admissions in Salesforce as directed and in coordination with the Admissions team.
• Communicate effectively with referral sources, utilization reviewers, and case managers to support admissions workflows.
• Create and maintain potential admission files in the Kipu EMR.
• Upload, organize, and track required intake documentation, including verification of benefits, pre-admission screenings, demographic and insurance information, and referral source details.
• Assist in obtaining all required consents, identification, and financial documentation prior to admission.
• Maintain accurate, complete, and compliant records in accordance with Joint Commission and organizational standards.
• Maintain and update onsite intake tracking tools with travel details, projected bed availability, client summaries, and contact information.
• Serve as an onsite point of contact for clients, families, visitors, and referral partners.
• Communicate intake steps and expectations clearly using trauma-informed, client-centered communication.
• Address questions, concerns, and objections with professionalism, empathy, and solution-focused responses.
• Maintain confidentiality and professionalism in all interactions.
• Assist with intake calls and screenings as needed.
• Coordinate client travel logistics in collaboration with Behavioral Health Technician supervisors.
• Work closely with Behavioral Health Support, Admissions, Clinical, and Facility teams to ensure smooth, compliant transitions into care.
• Maintain required competencies related to intake processes, documentation standards, and client assessments.

Skills

Administrative excellence

Verbal and written communication

Salesforce

Kipu EMR

CPR certification

Attention to detail

Education

Associate’s degree

Tools

Salesforce

Kipu EMR

Job description

Banyan Treatment Centers is seeking an organized and customer-service–driven Intake Coordinator to support admissions operations within our Behavioral Health Support team. This onsite, per-diem role coordinates intake workflows, manages documentation, and serves as a professional and compassionate point of contact for clients, families, and referral partners.

The Intake Coordinator supports admissions flow, maintains accurate records, and helps ensure a smooth transition into care while