Intake Coordinator

Key Responsibilities

Patient Reception & Administrative Support

• Welcome patients and visitors in person and support telehealth appointment check-ins.
• Manage patient check-in and check-out processes.
• Collect co-pays and other required payments.
• Verify and gather patient paperwork, insurance information, and medical records.
• Maintain accurate demographic, medical, and appointment information in electronic records.
• Ensure all documentation is completed correctly and filed appropriately.
• Schedule future appointments and support a seamless patient experience.

Clinical Screening & Assessment

• Conduct standardized screenings and assessments in accordance with organizational protocols.
• Administer tools such as PHQ-2, PHQ-9, GAD-7, PRAPARE, GPRA, tobacco cessation screenings, and other approved assessments.
• Document screening outcomes accurately within the electronic health record.
• Communicate high-risk screening results to healthcare providers and care team members promptly.

Patient Education & Support

• Provide approved educational materials to patients.
• Coordinate referrals and connect patients with resources to address identified social needs.
• Assist with provider-directed follow-up tasks.
• Answer questions related to appointments, services, and required forms.

Team Collaboration & Professional Growth

• Partner with physicians, nurses, social workers, care coordinators, and other healthcare professionals.
• Maintain strict patient confidentiality and compliance with healthcare privacy standards.
• Participate in ongoing learning opportunities and professional development initiatives.
• Support a team-focused environment centered on high-quality patient care.

Skills, Knowledge & Expertise

• Exceptional customer service and communication skills.
• Strong attention to detail and accuracy.
• Excellent organizational and multitasking abilities.
• Sound judgment and effective problem-solving skills.
• Cultural awareness and the ability to work with diverse populations.
• A collaborative, positive, and patient-centered approach.
• Confidence using computers, healthcare systems, and office technology.

Required

• Minimum of 1 year of experience in a healthcare, medical office, or customer service environment.
• Experience working with Electronic Health Record (EHR) systems.
• Ability to manage multiple priorities in a fast-paced setting.
• Understanding of medical terminology and basic healthcare practices.
• Knowledge of HIPAA regulations and patient privacy requirements.
• Familiarity with health insurance processes and procedures.

Preferred

• Associate degree in Health Administration, Medical Assisting, or a related field.
• Bilingual skills, particularly Spanish.
• Experience working in a community health setting.
• Understanding of social determinants of health and available community resources.

Benefits

• Comprehensive medical and dental coverage
• Vision insurance options
• Flexible spending accounts
• 403(b) retirement plan with employer matching
• Employer-paid life insurance and long-term disability coverage
• Generous paid time off and holidays
• Mileage reimbursement
• Tuition reimbursement
• Employer-sponsored training and continuing education opportunities