Client Intake Coordinator

Work set-up: 
Full Remote
Contract: 
Experience: 
Entry-level / graduate

Offer summary

Qualifications:

High school diploma or equivalent; Associate's or Bachelor's degree preferred., At least one year of experience working with clients and families in medical or therapeutic settings., Experience with individuals on the Autism Spectrum or in ABA therapy is preferred., Previous experience in medical offices, call centers, or with Customer Relations Management software is a plus..

Key responsibilities:

  • Assist clients by providing high-level customer service and information about services.
  • Schedule diagnostic appointments and coordinate care transitions.
  • Maintain accurate records and manage client data in internal systems.
  • Communicate effectively with families, staff, and stakeholders to ensure seamless service delivery.

Caravel Autism Health logo
Caravel Autism Health Large https://caravelautism.com/
1001 - 5000 Employees
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Job description

Caravel Pay Details:

  • $20.00 to $25.00
  • Compensation for the role will depend on a number of factors, including a candidate’s qualifications, skills, competencies and experience and may fall outside of the range shown.  At Caravel we provide competitive wages with excellent benefits, including medical and dental insurance, employer-matched 401(k), paid time-off, paid travel, short-term disability and more. 

Important: Our Client Intake Coordinator is a Full Time remote/work from home opportunity, and we are open to candidates in the following states:

  • Illinois
  • Iowa
  • Minnesota
  • Wisconsin

The Client Intake Coordinator is responsible for delivering the high level of customer service while assisting all clients in a timely manner. They are responsible for creating seamless care transitions throughout the client’s journey through services at Caravel. The Client Intake Coordinator will also be responsible for the scheduling of all diagnostic appointments with our psychological services team and initial touchpoint meetings with Caravel Clinic Directors. This role will possess excellent communication and organizational skills along with the ability to multi-tasking and use critical thinking while speaking with clients on the telephone and data entering information into Caravel’s technology systems.

Primary Responsibilities:

  1. Engages in activities to support our mission:  We Change Lives.  Abides by our values of advocacy, clinical commitment, operational excellence, passion, professional development, and teamwork.
  2. Responsible for customer relations management including inputting data into required databases, client registration, and maintaining records for clinical services in an accurate and timely manner, ensuring coordination of appropriate services.
  3. Provides a general overview of Caravels mission, values, services and therapy provided to all inquiries and prospective clients. 
  4. Schedules all diagnostic appointments to include updating the diagnosticians’ schedule with intake activity.
  5. Provides the organization with necessary information through the accurate and consistent collection of administrative data and effective communication to provide continuous quality care for clients. 
  6. Uses internal standards of work while processing all prospective clients during client intake registration. Communicates with families, clinical and leadership staff, practitioner’s offices, and other stakeholders to keep them informed about clients in the intake process.
  7. Collaborates with authorization team for benefit verification and authorization for services.
  8. Maintains information on community resources and options for care and disseminates as needed.
  9. Identifies opportunities for improvement and collaborates with others to make positive changes in the development, documentation and implementation of processes related to intake and starting services.
  10. Adheres to Caravel Autism Health policies and procedures, maintains strictest confidentiality; and adheres to all HIPAA guidelines/regulations.
  11. Accountable for performance results as measured by Key Process Indicators (KPIs).
  12. Consistent and regular attendance is a requirement of the position. 
  13. Responding to initial inquiries high level educating on Caravels mission, values, services/therapy

Qualifications:

Education:  

  • High school diploma or equivalent 
  • At least an Associates Degree or  Bachelor’s Degree preferred. 

Experience:

  • At least one year comparable experience working with clients and/or families in a medical or therapeutic setting.
  • Previous knowledge and/or experience working with individuals on the Autism Spectrum, or in an ABA therapy setting.
  • Previous experience working in a medical office environment, including insurance processes, is a plus.
  • Previous call center experience preferred.
  • Previous Customer Relations Management software experience preferred.



Required profile

Experience

Level of experience: Entry-level / graduate
Spoken language(s):
Zulu
Check out the description to know which languages are mandatory.

Other Skills

  • Customer Service
  • Critical Thinking
  • Scheduling
  • Organizational Skills
  • Communication
  • Multitasking
  • Teamwork

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