Administrative Assistant | Intake & Referral Department

LENAPE VALLEY FOUNDATION•Doylestown, PA

2d•Onsite

About The Position

The Intake & Referral Assistant is a dynamic and adaptable professional who provides cross-functional support across the Intake and Referral Department. Based primarily in Doylestown, this role requires flexibility to work in Bristol as needed to ensure seamless operations across both locations. This position plays a vital role in supporting intake workflows, referral coordination, HIPAA compliance, and administrative functions. You will ensure a welcoming and efficient experience for clients, whether in person or over the phone, and collaborate with internal departments to maintain continuity of care and operational excellence.

Requirements

High School Diploma required; Bachelor’s degree preferred
Strong verbal and written communication skills
Flexibility to work a varied scheduled in both Doylestown and Bristol locations
Proficiency in computer systems and data entry, especially within Electronic Medical Records (EMR)
Ability to multitask and engage clients while accurately entering data
Knowledge of HIPAA regulations and commitment to confidentiality
Ability to meet the physical demands of the role, with our without accommodation

Responsibilities

Review, scan, and manage medical records in compliance with HIPAA
Maintain accurate destruction logs and scanning databases
Answer and triage incoming calls promptly
Provide information on LVF and community services
Verify insurance and initiate outpatient intake processes
Greet and check in clients professionally
Verify insurance, collect payments, and manage appointment logistics
Maintain a clean and welcoming reception area
Engage clients from first contact, ensuring accurate data entry
Collaborate with departments to support client access to services
Balance client needs with financial and administrative requirements
Monitor and support clients identified as high risk for suicide
Coordinate aftercare with hospitals, LVF providers, and community resources
Document outreach and care coordination in the EMR

Benefits

NEW!! DailyPay- gives you the flexibility to access your earnings instantly- on your own schedule!!
Generous PTO Policy
15 PTO Days, 10 Paid Sick Days, 4 Paid Personal Days, 7 Paid Holidays, 5 Paid Conference Days
Medical, Dental, and Vision Insurance
Credit available for medical opt-out
Pet Insurance
Flexible Spending Account (FSA)
Long-Term Disability and Basic Life Insurance
Employee Assistance Program (EAP)
Continuing Education Assistance Program
Access to student loan management and repayment support