Intake Coordinator

Sims Social Services (New Orleans) / Evolve Yourself (Houston)

Intake Coordinator

Houston, TX
Full Time
Paid
  • Responsibilities

    Benefits:

    Competitive salary

    Flexible schedule

    Opportunity for advancement

    Evolve Yourself LLC is seeking a compassionate, organized, and professional Intake Coordinator to serve as the first point of contact for clients seeking mental health services. The Intake Coordinator is responsible for managing referrals, conducting intake screenings, scheduling appointments, verifying insurance eligibility, maintaining accurate documentation, and ensuring a smooth onboarding experience for clients and families.

    The ideal candidate is detail-oriented, customer-service driven, and capable of working in a fast-paced behavioral health environment while maintaining confidentiality and professionalism.

    Essential Duties & Responsibilities

    Serve as the primary contact for new client inquiries via phone, email, and walk-ins

    Conduct initial intake screenings and gather demographic, insurance, and referral information

    Schedule intake assessments and coordinate appointments with clinical staff

    Verify insurance eligibility and obtain authorization when required

    Maintain accurate client records within the electronic health record (EHR) system

    Ensure all intake documentation, consents, and releases are completed and uploaded timely

    Communicate with referral sources, hospitals, schools, community agencies, and families regarding intake status

    Explain agency programs, services, policies, and procedures to clients and caregivers

    Monitor intake pipelines and maintain referral tracking logs

    Assist with collecting required documentation for admissions and program eligibility

    Coordinate with clinical and administrative staff to ensure continuity of care

    Follow HIPAA and confidentiality guidelines at all times

    Assist with front office administrative duties as needed

    Participate in staff meetings, trainings, and quality improvement activities

    Must be willing to travel to clients home in order to fill form and get parent signatures. (Not in all cases)

    Qualifications

    Education & Experience

    High school diploma or GED required

    Associate’s or Bachelor’s degree in Healthcare Administration, Social Work, Psychology, Human Services, or related field preferred

    Minimum of 1–2 years of administrative, intake, healthcare, or behavioral health experience preferred

    Experience working with Medicaid, managed care organizations, or behavioral health services preferred

    Knowledge, Skills & Abilities

    Strong communication and interpersonal skills

    Excellent organizational and multitasking abilities

    Ability to handle sensitive information with discretion and professionalism

    Knowledge of medical terminology and behavioral health services preferred

    Proficient in Microsoft Office, Google Workspace, and EHR systems

    Ability to work independently and as part of a team

    Strong problem-solving and customer service skills

    Physical Requirements

    Ability to sit for extended periods

    Frequent use of computers, phones, and office equipment

    Ability to occasionally lift up to 15 pounds