Client Service/ Intake Coordinator (Bilingual)
Client Service/ Intake Coordinator (Bilingual)
Posted on :
11-09-2025
Employer Active
1 Vacancy
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Job Description
This role involves coordinating with internal teams managing therapists onboarding and caseload and maintaining high standards of client satisfaction.
DUTIES & RESPONSIBILITIES:
- Manage the caseload building orientation and onboarding process for new therapists.
- Process referrals and physician orders while maintaining documentation for proper tracking.
- Verify patient information insurance & location (map) once a referral and/or physician order is received.
- Serve as the primary point of contact for patient families regarding staffing schedules.
- Work closely with office staff to promote positive and effective communication to ensure appropriate client care.
- Proactively follow up with families while managing and maintaining staffing schedules.
- Assume responsibility in coordinating care for assigned patients working to support a goal-directed care plan from admission to discharge.
- Assist with answering incoming telephone calls from caregivers and clients.
- Collaborate with the Outreach team to maintain client relations and address service failures.
- Demonstrate the ability to prioritize multiple tasks to meet deadlines.
- Adhere to and demonstrate thorough knowledge of company policies and procedures.
- Cross train in other administrative departments to assist during vacations or illness.
- Maintain an excellent rapport with patients and staff effectively promoting harmonious interpersonal relationships.
- Maintain and update referral patients therapists and office staff rosters.
- Manage all aspects of relationships with patients and referral sources to ensure company expectations are met or exceeded.
QUALIFICATIONS:
- Bachelors Degree or 2- Year college degree preferred.
- Strong proficiency in English and Spanish language.
- 3-5 years of experience in a medical facility and/or home health pediatric therapy company.
- Comfortable speaking to patients families and staff over the phone.
- Must be proactive in communicating with clinical staff and other departments.
- Experience working with electronic health records/practice management software.
- Experience with insurance verification referral requests and insurance processes and benefits.
- Must be a self-starter take initiative and drive growth strategies.
- Leadership experience with individuals and/or teams preferred.
- Demonstrate a high degree of skill in problem solving and working effectively with people.
- Ability to maintain filling systems and company documentation.
- Strong organizational skills attention to detail good time management skills and great customer service skills.
REQUIREMENTS:
- Ability to sit for long periods of time.
- Must be a team player and have a positive attitude.
- Ability to manage high volume workload environments.
- Ability to multi-task and work on multiple assignments to completion.
- Ability to bend lift pull and push at least 25 lbs.
- Must have the visual ability to prepare analyze and transcribe data and figures.
- Ability to read extensive use of computer screens.
WHAT WE OFFER:
- Health & Wellness:
- Comprehensive health dental and vision insurance
- Health Savings Account (HSA)
- 100% company-paid life insurance and accidental death & dismemberment (AD&D)
- Optional short-term and long-term disability
- Critical illness coverage
- Employee Assistance Program (EAP)
- Work-Life Balance:
- Generous paid time off (PTO) including holidays sick leave and vacation
- Financial Security:
- 401(k) with company match
- Employee Bonus Referral Program
Required Experience:
Senior IC
Employment Type
Full-Time
Key Skills
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