Intake Coordinator

Believe Therapies•Montgomery, TX

About The Position

Welcome to Believe Therapies! We’re so glad you’re here! Our Mission: We believe in creating the best life for everyone! Our Values: Collaboration, Transparency, Supportive Mentorship, Opportunity, and Faith Your Mission: The Intake Coordinator is vital in introducing Believe Therapies' services to referred clients and converting them into new client evaluations. You are a proactive, organized, and empathetic professional who helps potential clients understand how we can help them achieve their best life.

Requirements

High school diploma or equivalent
1 year of Intake/Authorization experience

Nice To Haves

Bilingual preferred

Responsibilities

Caring, empathetic communication with clients/families to ensure clients have a basic understanding of the referral to Believe Therapies and what services Believe Therapies can provide.
Continually check the EMR fax for client referrals while using correct EMR parameters as outlined in the training manual.
Complete accurate insurance verifications and financial agreements for clients.
Accurately explain the insurance and financial agreements to the clients.
Complete evaluation reminder communications.
Educate clients about the importance of keeping and arriving on time his/her initial evaluation and rescheduling prior to 24 in advance.
Ensure that all comprehensive referral information is obtained timely.
Ensure referrals convert into evaluations as quickly and efficiently as possible, tracking through the completion of tasks, workflows and the intake report.
Ensure all client charts are set up with comprehensive and accurate information (e.g., demographic, PCP (Primary Care Physician), referring provider, contacts, case, insurance, and billing) within the EMR system.
Ensure all client authorizations are obtained prior to initial evaluations based on individual insurance requirements.
Oversee the setting of new client evaluation appointments efficiently and for maximum production.
Provide excellent customer service to all clients, including but not limited to professional and courteous greetings and verbal exchanges (phone and in person), assisting clients with all needs as appropriate, or transitioning clients to the appropriate staff member, and portraying the company in a positive manner with appropriate self-presentation and a tidy workspace and waiting room/area.
Keep a record of all functions daily in a way that there is an electronic trail for all production (e.g., workflows, tasks, sign-in sheets, EOD (End of Day), communication logs, email, etc.)
Maintain client confidentiality and following all HIPAA (Health Insurance Portability & Accountability Act) and company policies and procedures
Perform other duties as requested