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Intake Specialist

Role overview

Qualifications

  • High school diploma or equivalent and 3-4 years experience as an intake specialist
  • Bachelor's degree in Business Administration, Healthcare Administration, or related field preferred
  • Excellent customer service skills and professionalism
  • Experience using practice management software and Excel

Responsibilities

  • Coordinate scheduling of consultations, tours, and assessments
  • Collect, review, and organize intake information and documents
  • Track case progress across intake process stages
  • Ensure compliance with HIPAA and communicate updates to clients and clinicians

Key facts

Other skills

  • Customer Service
  • Communication
  • Organizational Skills
  • Microsoft Excel
  • Problem Solving
  • Detail Oriented
  • Time Management

About the company

Carolina Center for ABA & Autism Treatment logo

Carolina Center for ABA & Autism Treatment

Mental Health Care

Soon to be named Kind Behavior Health — Explore our new name and 15+ year commitment to life-changing care on our website! The Carolina Center for ABA and Autism Treatment is dedicated to improving the lives of children with autism, their families, and their surrounding communities. We believe in a collaborative approach, where caregivers and our clinicians work together to help kiddos learn the skills to have an independent, successful, and happy life. Applied behavior analysis (ABA) uses the science of learning and behavior to help individuals to navigate their everyday situations. Through this data-driven approach, our Behavior Analysts and Registered Behavior Technicians teach individuals to teach skills known as “socially significant behavior” that are important to clients, families, and communities and directly impact a person’s quality of life. CCABA is proud to be the leading provider of ABA services in North Carolina. With eleven clinics throughout the state and more on the way, we believe that strong clinicians are critical to strong outcomes. That is why we have created a culture of learning, collaboration, and continued growth. We are dedicated to the growth of Behavior Analysis and inspiring others to explore work in our growing field through meaningful growth opportunities and mentorship. Contact us today for more information on how to begin a career in Applied Behavior Analysis!

Company details

Company typeSME
IndustryMental Health Care
Company size201 - 500

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Job description

Kind Behavioral Health is a leading provider of Applied Behavior Analysis services in North Carolina and Georgia, dedicated to improving the lives of children with autism spectrum disorder (“ASD”). We provide life-changing treatment to children with ASD, providing outstanding quality care, and delivering exceptional clinical outcomes, in an environment in which all are encouraged to THINK BIG, HAVE FUN, DO GOOD, and BE KIND. We deliver treatment through individualized care plans, and target socially significant behaviors, enabling the clients we serve to lead more independent, fulfilling lives. 
 
Position Overview: 

The Intake Specialist plays a highly impactful role in helping children and families access the services they need. As one of the first points of contact with Kind Behavioral Health, this position sets the tone for each family’s experience by providing compassionate, responsive, and knowledgeable support throughout the intake process. 

The Intake Specialist also serves as a critical connector across KBH, collaborating closely with our clinical, scheduling, and authorization teams to move families efficiently from their initial inquiry to the start of services. This role is essential to creating a seamless, positive experience and ensuring every family feels informed, supported, and welcomed from the very beginning. 

This is a remote role. Our ideal candidate will reside in North Carolina, but other locations in EST and CST time zones are also eligible. 


Role Responsibilities:

Administrative & Client Coordination  

  • Coordinate scheduling of consultations, tours, and assessments. 
  • Communicate with clients, families, caregivers, and referral partners regarding appointment details, required documentation, and assessment procedures.
  • Serve as first-line support for routine questions regarding scheduling, required forms, and logistics, while directing all clinical questions to the BCBA or Clinic Director.  
  • Documentation   
  • Collect, review, and organize intake information, historical records, educational documentation, and consent forms.
  • Enter, upload, and maintain records within the EMR system with accuracy and timeliness. 
  • Evaluation Process Support  
  • Track case progress across intake process stages and ensure a positive experience for both the family and the KBH team. 
  • Serve as liaison to families referred for a diagnosisassisting with referral coordination and care navigation. 
  • Data, Reporting & Process Improvement  
  • Create, refine, and implement workflow and process enhancements to improve  efficiency and throughput.
  • Partner with the Director of Workforce Planning & Client Experience to compile, analyze, and communicate operational and client experience data trends.
  • Contribute to the development and maintenance of report templates and systemized documentation tools. 
  • Compliance & Client Service  
  • Ensure compliance with HIPAA and KBH privacy standards in all communications and data management.
  • Communicate updates promptly and professionally with clinicians, clients, and caregivers. 

  • Role Requirements:
  • High school diploma or equivalent and 3-4 years experience serving as an intake specialist (or equivalent role) with demonstrated success managing client intake  operations, required. 
  • Bachelor's degree in Business Administration, Healthcare Administration, Human Resources, Operations Management, or related field or related field and 2+ years experience serving as an Intake Specialist (or equivalent role) with demonstrated success managing client intake  operations, preferred. 
  • Provides excellent customer service to caregivers and clinicians; builds trust and maintains professionalism when handling the intake process, required. 
  • Analyzes data, prioritizes tasks, solves problems under pressure, and ensures timely follow-through, required. 
  • Organizes and manages multiple, shifting priorities effectively while maintaining attention to detail and process integrity, required. 
  • Communicates clearly and professionally with caregivers and clinical staff, both verbally and in writing, to resolve  conflicts and coordinate care, required. 
  • Experience in autism or ABA service environments, preferred. 
  • Experience using practice management software (CentralReach preferred) and Excel or reporting tools to monitor key metrics, required. 
  • Exposure to continuous improvement work (e.g., reducing process inefficiencies, improving intake throughput, streamlining overall processes), required. 
  • KBH is committed to creating a diverse environment and we are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Diversity is more than a commitment at KBH- it is the foundation of what we do, adhering to the highest professional standards while creating an environment in which exceptional people (like you!) can think big, have fun, and do good. 

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    MR

    Marcus Rivera

    Chief Revenue Officer

    m.rivera@company.com
    linkedin.com/in/marcusrivera
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