Job Title: Intake Coordinator 

Position: Full-Time

Location: Virtual

Job Description

Urban Balance's mission is to provide accessible and insurance-friendly therapy to individuals, couples, and families. Our therapists collectively practice from a holistic, strengths-based approach that allows them to individualize their treatment methods. We celebrate diversity when it comes to all backgrounds and identities, and we encourage applications from minorities, LGBTQ+ individuals, therapists of all ages, and clinicians with nontraditional backgrounds. Specialties such as addictions, couples, EMDR certification, and spiritually based therapists are also valued.

The Intake Coordinator is the first point of contact for prospective clients seeking therapy services with Urban Balance. Providing a general overview of UB's services, the Intake Coordinator assesses the prospective client's needs by gathering a sufficient amount of information needed to place the prospect with desired services. The Intake Coordinator is also responsible for verifying insurance coverage and determining the initial financial arrangements for care.

Role and Responsibilities:

• Act as the first point of contact to all inquiries obtained through UB main phone line and mail.
• Assess potential client's needs to determine appropriateness for outpatient setting and optimal fit for service(s).
• Verifies client's insurance coverage and benefits coverage and quote for services before the appointment date.
• Assign new clients to the appropriate service based on availability, client's preference, and insurance information, and provide an alternative referral outside of UB when necessary.
• Collect all information gathered from a prospective client and record it in UB Intake Internal System.
• Provide backup coverage for the UB Intake Manager and other team members when needed.
• Provide adequate communication to UB Therapist regarding referral status and initial session.
• Provide follow-up for prospects who have not responded to service inquiry
• Other job duties as assigned

Reports to: Andria Emerick Brown, Director of Intake and Insurance Operations