Intake & Billing Coordinator is responsible for the end-to-end onboarding process of new clients. This role combines high-touch customer service with technical insurance verification and billing accuracy. The primary goal is to convert inquiries into scheduled appointments while ensuring all financial and clinical data is audit-ready.
Key Responsibilities
1. Lead Management & Tracking
- Manage the New Client pipeline receiving all initial calls and web inquiries.
- Document every stage of the client journey in the CRM/EHR from initial contact to the first attended session.
- Conduct proactive follow-ups with pending leads to maintain high conversion rates.
2. Insurance Verification & Financial Counseling
- Perform comprehensive insurance eligibility checks and benefit verifications.
- Obtain necessary prior authorizations or referrals to ensure seamless billing.
- Communicate financial responsibilities (deductibles co-pays) to clients prior to their first visit.
- Enter accurate billing data into the system to prevent claim denials.
3. Scheduling & Onboarding
- Coordinate with clinical staff to match new clients with the appropriate provider.
- Distribute and collect digital intake packets ensuring all consents are signed.
- Maintain the waitlist and fill late-cancel gaps with pending new clients.
4. Quality Assurance & Reporting
- Administer client satisfaction surveys following the initial intake period.
- Compile monthly reports on referral sources conversion speed and client feedback.
- Troubleshoot administrative barriers that prevent clients from accessing care
5. Front and Back Office Coverage As needed
- Manage a multi-phone line system
- Perform EKG Phlebotomy Skills
- General office coordination duties
Qualifications :
Qualifications
- Experience: 2 years in medical/behavioral health intake front office or medical billing.
- Tech Skills: Proficiency in EHR systems (e.g. Epic SimplePractice Kareo) and lead-tracking software.
- Knowledge: Strong understanding of PPO HMO and Medicaid/Medicare billing workflows.
- Soft Skills: Exceptional phone personality detail-oriented and highly organized.
Additional Information :
- Seeking optimistic and open minded individual to start immediately work schedule flexible.
- average 30 hours per week to start
- Flexible scheduling between 10am-8:00pm five days per week. some Saturday work 10am-2pm once or twice monthly may be needed.
- Opportunity for growth for the right candidate.
- New Graduates welcome to apply.
- Being detail oriented is a plus.
- Ensure accurate contact information is on Resume.
- No calls please
Remote Work :
No
Employment Type :
Contract
Intake & Billing Coordinator is responsible for the end-to-end onboarding process of new clients. This role combines high-touch customer service with technical insurance verification and billing accuracy. The primary goal is to convert inquiries into scheduled appointments while ensuring all financi...
Intake & Billing Coordinator is responsible for the end-to-end onboarding process of new clients. This role combines high-touch customer service with technical insurance verification and billing accuracy. The primary goal is to convert inquiries into scheduled appointments while ensuring all financial and clinical data is audit-ready.
Key Responsibilities
1. Lead Management & Tracking
- Manage the New Client pipeline receiving all initial calls and web inquiries.
- Document every stage of the client journey in the CRM/EHR from initial contact to the first attended session.
- Conduct proactive follow-ups with pending leads to maintain high conversion rates.
2. Insurance Verification & Financial Counseling
- Perform comprehensive insurance eligibility checks and benefit verifications.
- Obtain necessary prior authorizations or referrals to ensure seamless billing.
- Communicate financial responsibilities (deductibles co-pays) to clients prior to their first visit.
- Enter accurate billing data into the system to prevent claim denials.
3. Scheduling & Onboarding
- Coordinate with clinical staff to match new clients with the appropriate provider.
- Distribute and collect digital intake packets ensuring all consents are signed.
- Maintain the waitlist and fill late-cancel gaps with pending new clients.
4. Quality Assurance & Reporting
- Administer client satisfaction surveys following the initial intake period.
- Compile monthly reports on referral sources conversion speed and client feedback.
- Troubleshoot administrative barriers that prevent clients from accessing care
5. Front and Back Office Coverage As needed
- Manage a multi-phone line system
- Perform EKG Phlebotomy Skills
- General office coordination duties
Qualifications :
Qualifications
- Experience: 2 years in medical/behavioral health intake front office or medical billing.
- Tech Skills: Proficiency in EHR systems (e.g. Epic SimplePractice Kareo) and lead-tracking software.
- Knowledge: Strong understanding of PPO HMO and Medicaid/Medicare billing workflows.
- Soft Skills: Exceptional phone personality detail-oriented and highly organized.
Additional Information :
- Seeking optimistic and open minded individual to start immediately work schedule flexible.
- average 30 hours per week to start
- Flexible scheduling between 10am-8:00pm five days per week. some Saturday work 10am-2pm once or twice monthly may be needed.
- Opportunity for growth for the right candidate.
- New Graduates welcome to apply.
- Being detail oriented is a plus.
- Ensure accurate contact information is on Resume.
- No calls please
Remote Work :
No
Employment Type :
Contract
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