Trauma-Informed Scheduling Specialist | Client Care

Canvas Health; Oakdale (MN); On-site; USD 30,000 - 35,000; Full time

Benefits offered by this job

Generous paid time off

Healthcare coverage

Flexible health savings accounts

Employee Assistance Program

Exclusive discounts

Retirement savings plan

Performance-based awards

Job summary

Canvas Health in Oakdale, MN is seeking an Intake and Scheduling Specialist to welcome clients and manage scheduling, referrals, and insurance validation. This call-center role involves educating clients on services, collecting verified data, and coordinating with clinicians to ensure timely care.

The position emphasizes trauma-informed service, insurance processing, and maintaining accurate records, with a Monday–Friday schedule and 40 hours per week.

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 handles patient interactions through inbound/outbound calls, providing accurate information or triaging as needed.
• Guides scheduling with professionalism and empathy to create a positive first impression.
• Schedules, reschedules, and cancels appointments across programs via phone, online intake, or by request.
• Collects and verifies client data and enters into the Electronic Health Record at scheduling time.
• Screens clients for sliding fee scale or behavioral health fund eligibility.
• Educates clients on Canvas Health services and modalities offered.
• Coordinates with clinicians and case managers on scheduling issues and access to care.
• Prepares and routes electronic intake packets before the first appointment.
• Collaborates with providers to ensure correct client placement and scheduling.
• Assists with insurance prior authorizations and monitors denials for action.

Skills

Customer service

Data entry

Microsoft Office

Education

High school diploma

Tools

Electronic Health Record systems

Job description

Canvas Health in Oakdale, MN is seeking an Intake and Scheduling Specialist to welcome clients and manage scheduling, referrals, and insurance validation. This call-center role involves educating clients on services, collecting verified data, and coordinating with clinicians to ensure timely care.

The position emphasizes trauma-informed service, insurance processing, and maintaining accurate records, with a Monday–Friday schedule and 40 hours per week.