Intake Coordinator

1 month ago
Full-time
Junior
Customer and Technical Support
Winning Assistants

Winning Assistants

Winning Assistants specializes in providing HIPAA certified virtual assistants to healthcare professionals, enabling them to efficiently manage administrative tasks such as medical billing, coding, and patient communications, thereby allowing clients t...

Health Care Providers & Services

Description

  • Handle high-volume inbound and outbound calls for weekend and weekday intake coverage.
  • Guide families through structured, step-by-step intake forms and decision-tree workflows.
  • Collect and accurately document patient and family information in Lumary.
  • Explain intake requirements and next steps clearly and compassionately.
  • Follow up with families to obtain referrals, diagnosis paperwork, insurance information, and other missing documents.
  • Build professional relationships with families and serve as a reliable intake contact.
  • Upload intake-related faxes to the correct patient profiles and send requests for missing documentation.
  • Maintain organized, accurate, and HIPAA-compliant patient records.
  • Escalate complex intake concerns according to established procedures.
  • Complete assigned tasks independently while following company workflows and documentation standards.

Requirements

  • At least 1 year of experience in ABA services, healthcare, behavioral health, or patient intake.
  • Experience handling phone-intensive inbound and outbound calls.
  • Experience communicating with families, patients, or caregivers.
  • Familiarity with Lumary and Salesforce is preferred.
  • Strong verbal and written English communication skills.
  • Ability to communicate with compassion, patience, professionalism, and care.
  • Ability to follow structured intake workflows with minimal supervision.
  • Experience collecting referrals, diagnosis documents, and insurance information.
  • Availability for weekend coverage and scheduled hours: Saturday–Sunday 10:00 AM–7:00 PM, Monday 5:00 PM–9:00 PM, and Tuesday–Friday 4:00 PM–9:00 PM EDT.
  • Ability to provide NBI Clearance and/or Local Police Clearance before onboarding.
  • Reliable computer, minimum 25 Mbps high-speed internet, noise-canceling headset, working webcam, and quiet professional workspace.
  • Ability to attend camera-on video meetings when required.

Benefits

  • Hourly compensation of $5–$6.
  • Dedicated HR and contractor support team.
  • Optional premium VPN access.
  • HIPAA and cybersecurity training with certification.
  • Professional performance training, workflow guides, templates, and productivity resources.
  • Client-approved U.S. holidays and time off, subject to client needs; paid time off is optional.
  • Potential client-provided performance bonuses, incentives, or increased hours.

Interested in this position?

Apply directly on the company website

Apply Now

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