Patient Intake & Access Concierge

INcompass Healthcare

Lawrenceburg (IN)

On-site

USD 32,000 - 42,000

Full time

2 days ago
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Benefits offered by this job

Medical Insurance
Dental Insurance
Vision Insurance
Prescription Coverage
Company Paid Life Insurance
AD&D Insurance
Disability Insurance
401k matching

Job summary

INcompass Healthcare is seeking an Intake Specialist to serve as a key contact for patients during the intake and registration process. The role emphasizes organization, data entry, and strong communication to support efficient client onboarding.

The ideal candidate has experience in customer service and, ideally, behavioral health. You will collaborate with internal teams and referral sources to ensure seamless access to services and crisis resources when needed.

Qualifications

  • Minimum of High School Diploma or equivalency with one year of customer experience.
  • Preferred two years of experience working in a behavioral health setting or similar position.
  • Excellent organization and communication skills.
  • Knowledge of and experience with risk assessments.
  • Demonstrates skill and sensitivity to cultural differences.

Responsibilities

  • Process and address all inquiries, referrals, and initial requests for information, such as answering incoming calls, managing incoming referrals, and walk-ins from clients.
  • Ensure consent forms and intake documentation is complete.
  • Understand client’s presenting problem as well as referral source’s requests.
  • Understand client’s needs and connect the client with crisis services when emergent.
  • Connect clients with needed support, services, and resources.
  • Collaborate with all internal and external contacts to promote effective customer service at all times.
  • Maintain contact with referral sources and other organizations as required.
  • Work as a team on the access team by assisting with access and registration tasks to ensure exceptional care.
  • Participate in all required training and meetings as appropriate and assigned.

Skills

Compassion
Trauma-informed care
Communication
Data entry
Customer service
Intake processing
Risk assessments
Cultural sensitivity
Team player
Multi-tasking

Education

High School Diploma or equivalent

Job description

INcompass Healthcare is seeking an Intake Specialist to serve as a key contact for patients during the intake and registration process. The role emphasizes organization, data entry, and strong communication to support efficient client onboarding.

The ideal candidate has experience in customer service and, ideally, behavioral health. You will collaborate with internal teams and referral sources to ensure seamless access to services and crisis resources when needed.

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