Intake Manager
On-siteForest, Virginia, United States
Forest, Virginia, United StatesOn-siteFull TimeMid LevelSmall
Full TimeMid LevelSmall
Job Summary
Conduct client intake screenings, collect insurance and demographic data, and schedule appointments with appropriate providers via phone, email, and online requests. Lead and supervise the Intake team by training new members, providing coaching, and maintaining performance metrics through an Intake Scorecard. Ensure HIPAA compliance and accurate documentation within the EHR and HubSpot platforms while collaborating with Clinical Directors, Billing, and Marketing to optimize workflows. Maintain accurate records and analyze data to identify operational improvements across office locations and teletherapy services.
Required Qualifications
- High School diploma or equivalent
- Minimum of two years of experience in client intake, scheduling, client services, or healthcare administration
- Strong computer proficiency
- Ability to learn new software platforms
Desired Qualifications
- Associate's or Bachelor's degree in Psychology, Healthcare Administration, Business, or a related field
- Previous experience leading, training, or supervising staff
- Experience in a behavioral health, counseling, or healthcare setting
- Experience with Electronic Health Record (EHR) systems
- Experience using HubSpot or other CRM platforms
- Knowledge of insurance verification and behavioral health documentation
- Experience developing or managing performance metrics and operational reporting
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