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Northbrook

    Intake and Scheduling Coordinator - Northbrook, United States - HRBoost

    HRBoost
    HRBoost Northbrook, United States

    3 weeks ago

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    Description

    Job Description

    Job Description


    Job Summary

    Our growing counseling practice seeks an energetic, self-disciplined, organized, effective problem-solver to support our team in responding to new clients' inquiries about our services, scheduling new clients, and collaborating with our clinical staff. A strong emphasis on operational efficiency and outstanding client care is essential to the success of this role.

    Our Ideal Candidate:

    • is a friendly, effective, and efficient communicator
    • is highly organized
    • is detail-oriented
    • is able to balance multiple and competing tasks
    • is compassionate
    • has strong computer skills to effectively learn and utilize multiple software platforms simultaneously
    • is poised and professional, even under pressure
    • enjoys a fast-paced environment with friendly staff
    • has professional experience in a high-energy office, preferably in the medical or mental health field

    Client Intake Responsibilities include:

    • Following established intake process to successfully and smoothly onboard new clients and ensure charts are complete for existing clients
    • Responding to client intake calls and contact forms within 24 hours
    • Matching clients with best fit therapists for personality and expertise
    • Advising potential clients on therapy process
    • Extensive use of project management software to ensure timely follow up with all intake tasks
    • Maintaining the client intake log based on practice guidelines
    • Ensuring all intake forms are completed and uploaded to our electronic medical records (EMR) system
    • Charging client-provided credit or debit card for first session, so clinicians can effectively charge card for each session going forward
    • Other duties as needed/assigned

    Records Documentation Responsibilities include:

    • Sending new and needed updated intake documents, ensuring completion, with necessary signatures
    • Uploading all intake and supplementary documents to new and existing clients' charts, noting any missing or needed documentation, so clinical/administrative staff can ensure completion
    • Noting missing and incomplete documents in Project Management Tool and update tasks and due dates, as needed
    • Checking EMR calendar each day and sending reminders to complete missing documentation to clear alerts
    • Documenting HMO authorization requests for additional sessions in our Project Management Tool, and ensuring completion prior to next session
    • Responding to inquiries by staff and clients regarding documentation
    • Other duties as needed/assigned

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