Intake Coordinator

Join to apply for the Intake Coordinator role at LifeStance Health . At LifeStance Health, we strive to help individuals, families, and communities with their mental health needs—everywhere, every day. As the country’s fastest growing mental health practice group, now is the perfect time to join our team LifeStance Health Values Belonging: We cultivate a space where everyone can show up as their authentic self. Empathy: We seek out diverse perspectives and listen to learn without judgment. Courage: We are all accountable for doing the right thing—even when it’s hard—because we know it’s worth it. One Team: We realize our full potential when we work together toward our shared purpose. Benefits As a full‑time employee of LifeStance Health, you will receive medical, dental, vision, AD&D, short‑ and long‑term disability, and life insurance. Additional benefits include a 401(k) retirement savings plan with employer match, paid parental leave, paid time off, holiday pay, and an Employee Assistance Program. Role Overview The Intake Coordinator plays a vital role in assisting new patients to establish care with a LifeStance provider. This position is responsible for scheduling initial assessments, collecting necessary demographic data, verifying insurance eligibility, and managing referrals and clinical history to match patients with the most suitable providers. The Intake Coordinator facilitates the initial stages of client engagement and must possess excellent interpersonal skills. Hours: 8:00 am – 5:30 pm MST, Monday – Friday Compensation: $20/hour Responsibilities Efficiently handle communications via phone (inbound and outbound), email, voicemail, fax, and chat. Identify and communicate patient trends and feedback, including scheduling barriers. Interact with the Practice Operations team as necessary to ensure proper patient matching. Conduct thorough intake assessments to understand patient needs and match them with the most appropriate provider. Schedule initial appointments promptly and accurately, detailing patients’ needs for talk therapy and/or medication management. Collect patient insurance information and run eligibility checks to ensure in‑network benefits for the matched provider. Obtain and verify patient clinical history, demographic details, insurance information, and eligibility. Collect credit card information for file and maintain compliance. Assist new patients with portal setup and new patient paperwork. Process and manage referral paperwork efficiently. Ensure all patient interactions and transactions are accurately documented in the Electronic Health Record (EHR) system. Proactively contact referral source, patient, and/or provider office to obtain additional information required to complete benefits verification and/or prior authorizations. Contact existing patients to initiate new services based on internal and external referrals. Assist new patients with any questions regarding appointments or referrals. Professionally and calmly assist with incoming emergency calls as appropriate and follow crisis call protocols. Perform additional tasks and responsibilities as assigned by management to support overall intake department efficiency. Adhere to all relevant policies, regulations, and compliance standards throughout the intake process, including HIPAA and PCI. Competencies & Skills Adaptability: Quickly learn and adapt to intake department processes and technology, including EHR systems, appointment‑scheduling tools, and contact‑center systems. Communication Skills: Strong verbal and written communication to interact effectively with patients, providers, and referral sources. Organizational Skills: Excellent organizational abilities with the capacity to manage multiple tasks and priorities simultaneously. Customer Service: A patient‑centric approach with a strong commitment to exceptional customer service, empathy, and compassion. Problem‑Solving: Ability to handle complex situations and make informed decisions to resolve issues efficiently. Detail Oriented: Demonstrates meticulous attention to detail, ensuring accuracy and completeness in all tasks. Team Player: Collaborative attitude with the ability to work well in a team‑oriented environment. Skills & Experience High school diploma or equivalent required; Bachelor’s degree preferred. 2+ years of experience in a contact center environment and/or healthcare environment. Strong computer proficiency with knowledge of Microsoft Office, Internet, and email. Prior experience working with Electronic Health Record systems (EHRs) preferred. Clear understanding of insurance‑related terminology. Fluency in English required; fluency in Spanish preferred. Quiet, distraction‑free, dedicated HIPAA‑compliant workspace in your remote office with high‑speed hard‑wired internet access. Must be able to multi‑task and prioritize work in a fast‑paced environment. Physical Requirements Representative of the physical demands required to perform the essential functions of the job. Reasonable accommodations may be made. Regularly required to sit, stand, bend, talk, and hear; frequently required to walk; must be able to lift and/or move objects up to 25 pounds. Specific vision abilities required include close, distance, color, peripheral, and depth perception, and the ability to adjust focus. LifeStance is an equal opportunity employer. We celebrate diversity and are fully committed to creating an inclusive work environment for all our employees. Learn more about Diversity, Equity, and Inclusion at LifeStance. #J-18808-Ljbffr