The Intake and Registration Coordinator plays a critical role in ensuring timely, accurate, and compassionate access to Behavioral and Community Health Services. This position is responsible for managing referrals, processing administrative intake and registration, verifying insurance eligibility, and maintaining accurate client records in compliance with all legal, ethical, contractual, and agency standards. As the first point of contact for individuals and families seeking services, the Intake and Registration Coordinator must demonstrate professionalism, discretion, cultural responsiveness, and strong communication skills while supporting a seamless and welcoming intake experience. DUTIES SUMMARY The Intake and Registration Coordinator plays a critical role in ensuring timely, accurate, and compassionate access to Behavioral and Community Health Services. This position is responsible for managing referrals, processing administrative intake and registration, verifying insurance eligibility, and maintaining accurate client records in compliance with all legal, ethical, contractual, and agency standards. As the first point of contact for individuals and families seeking services, the Intake and Registration Coordinator must demonstrate professionalism, discretion, cultural responsiveness, and strong communication skills while supporting a seamless and welcoming intake experience. ESSENTIAL DUTIES To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Serves as the first point of contact for clients and families seeking services, providing a welcoming, trauma-informed, and culturally responsive intake experience. Conducts initial intake and registration processes, including collecting demographic, consent, and eligibility documentation in accordance with agency, county, and payer requirements. Verifies insurance coverage, Medi-Cal eligibility, and funding sources; identifies and communicates potential barriers to enrollment or service access. Accurately enters, updates, and maintains client information in the electronic health record (EHR) and related tracking systems, ensuring data integrity and timeliness. Coordinates intake workflows with clinical teams, program staff, and supervisors to support timely service linkage and appropriate program placement. Screens referrals for completeness and eligibility, following established protocols and escalating complex cases as needed. Communicates clearly with clients, families, and referral sources regarding intake status, next steps, and required documentation. Monitors intake caseloads, tracks pending registrations, and follows up to reduce delays in enrollment and service initiation. Maintains confidentiality and complies with HIPAA, DMH, Medi-Cal, Managed Care Plan requirements, and other applicable regulatory standards at all times. Supports quality assurance efforts by identifying data discrepancies, process gaps, or system issues impacting intake efficiency. Collaborates with leadership and program staff to improve intake processes and enhance the overall client experience. Participates in trainings, meetings, and cross-functional initiatives related to access, engagement, and workflow optimization. Performs other related duties as assigned to support program operations and organizational goals. ADDITIONAL DUTIES Other duties and special projects as assigned.
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Job Type
Full-time
Career Level
Entry Level