Intake Specialist

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Full Time Butler County, Hamilton, OH, US

14 days ago Requisition

Salary Range: $18.00 To $22.00 Hourly

Full-Time | | Hamilton or Middletown, Ohio

Be the Connection That Helps Families Access Care

Best Point Education & Behavioral Health is seeking a detail-oriented, customer-focused Intake Specialist to serve as a key connection point for children, families, adults, referral partners, and clinical teams.

As an Intake Specialist, you'll help make sure individuals and families can access the behavioral health services they need as quickly and smoothly as possible. From coordinating referrals and verifying insurance to scheduling appointments and maintaining accurate records, you'll help guide each client through the intake process from start to finish.

• Coordinate and process referrals from providers, hospitals, schools, community agencies, and other referral sources
• Serve as a primary point of contact for clients, families, providers, and community partners throughout the intake and referral process
• Open new client records and maintain accurate demographic, insurance, and payer information in electronic health record (EHR) systems
• Help ensure referrals move efficiently from initial contact through scheduled services

• Schedule intake appointments, medication management appointments, and other clinical services
• Communicate referral updates, documentation needs, and appointment information to clinical and administrative teams
• Assist with appointment scheduling and client check-in processes
• Collect co-payments when applicable
• Help clients and families understand next steps in the intake process

• Verify insurance coverage and maintain accurate financial payer information
• Support service authorization and billing readiness by ensuring required information is complete and accurate
• Provide guidance to front desk and office staff regarding insurance, referrals, and intake procedures
• Answer office and referral phone lines in a professional, compassionate, and solution-focused manner
• Support daily office operations and provide coverage at other agency locations as needed
• Maintain strict HIPAA compliance and protect the confidentiality of all client information

• High school diploma or equivalent
• Strong customer service, communication, and organizational skills
• Ability to manage multiple priorities while maintaining accuracy and attention to detail
• Experience working with confidential information in a professional setting
• At least 2 years of experience in a healthcare, behavioral health, medical office, or related setting preferred
• Experience with insurance verification, benefits coordination, referrals, scheduling, or patient intake preferred
• Familiarity with EHR systems, scheduling software, and electronic documentation processes preferred

We believe taking care of our employees is essential to taking care of our community. That's why we offer a comprehensive and affordable benefits package designed to support your health, financial well-being, career growth, and work-life balance.

Our benefit costs are approximately 38% lower than those of other organizations our size, helping you keep more of what you earn.

• Medical, dental, and vision coverage starting as low as $27/paycheck
• HSA with employer contributions up to $1,200 annually for 2+ person plans
• Flexible Spending Account (FSA)
• Free preventive care and wellness programs
• Employee Assistance Program (EAP) offering confidential emotional, financial, legal, and…