Trauma-Informed Intake & Scheduling Coordinator

Canvas Health; Minnesota; On-site; USD 29,000 - 34,000; Full time

Benefits offered by this job

Generous paid time off

Healthcare coverage

Flexible accounts for medical savings

Employee Assistance Program

Exclusive discounts

Retirement savings plan

Recognition opportunities

Job summary

Canvas Health is seeking an Intake and Scheduling Specialist in Oakdale, MN. The role handles patient scheduling, referrals, and insurance verification in a call-center setting, supporting trauma-informed care and accurate data entry.

Schedule is Monday–Friday, 7:30am–5pm, 40 hours per week, in-office. Candidates will manage appointments across programs and assist with prior authorizations and patient information.

Qualifications

• High school diploma or equivalent.
• Minimum of two years of call-center based customer service experience in a fast-paced environment.
• Minimum of two years of data entry and data quality.
• Proficiency in technology and computer use including Microsoft Office Suite.

Responsibilities

• Primarily conducts all patient interactions through incoming and outgoing phone calls in a prompt, pleasant and kind manner, providing accurate information or triaging as appropriate.
• Ensures a positive first impression for patients and referents by guiding them through the scheduling process with professionalism and empathy.
• Schedule, reschedule, cancel subsequent appointments across programs for clients who contact the agency by telephone, online intake form, and as requested by service providers.
• Collects and verifies all client data from clients and enters it into the Electronic Health Record accurately at the time of scheduling to ensure smooth revenue cycle.
• Screens clients for sliding fee scale or behavioral fund eligibility.
• Educates clients on the different services, programs, and modalities offered by Canvas Health.
• Follows-up with clinicians and external parties regarding patient scheduling issues.
• Prepares and routes electronic administrative intake packets to be completed electronically prior to client's initial appointment.
• Collaborates with Canvas Health providers and supervisors to ensure the effective placement and scheduling of a client.
• Assist behavioral health professional staff in the preparation of insurance prior authorization forms. Monitor insurance prior authorization denials.

Skills

Customer service

Call-center experience

Data entry

Education

High School Diploma

Tools

Microsoft Office

Job description

Canvas Health is seeking an Intake and Scheduling Specialist in Oakdale, MN. The role handles patient scheduling, referrals, and insurance verification in a call-center setting, supporting trauma-informed care and accurate data entry.

Schedule is Monday–Friday, 7:30am–5pm, 40 hours per week, in-office. Candidates will manage appointments across programs and assist with prior authorizations and patient information.