Intake Coordinator

Intake Coordinator

Banyan Treatment Centers is seeking an organized and customer-service–driven Intake Coordinator to support admissions operations within our Behavioral Health Support (BHS) team. This onsite, per-diem role plays a critical part in coordinating intake workflows, managing documentation, and serving as a professional and compassionate point of contact for clients, families, and referral partners.

The Intake Coordinator supports admissions flow, maintains accurate and compliant records, and helps ensure a smooth, welcoming transition into care while upholding Joint Commission standards and organizational expectations.

Position Details

Reporting To:
Executive Director Department:
Intake / Behavioral Health Support

Schedule:

Full time, Monday - Friday 8 - 4:30 pm

Key Responsibilities

Intake Coordination & Admissions Support

• Monitor Salesforce for new inquiries and pending admissions requiring onsite intake support.
• Support lead progression through timely follow-up, intake assistance, and accurate documentation. Convert leads to admissions in Salesforce as directed and in coordination with the Admissions team.
• Communicate effectively with referral sources, utilization reviewers, and case managers to support admissions workflows.

Administrative & Systems Management

• Create and maintain potential admission files in the Kipu electronic medical record (EMR).
• Upload, organize, and track required intake documentation, including verification of benefits (VOB), pre-admission screenings, demographic and insurance information, and referral source details.
• Assist in obtaining all required consents, identification, and financial documentation prior to admission.
• Maintain accurate, complete, and compliant records in accordance with Joint Commission and organizational standards.
• Maintain and update onsite intake tracking tools (e.g., whiteboards or electronic logs) with travel details, projected bed availability, client summaries, and contact information.

Customer Service & Client Experience

• Serve as an onsite point of contact for clients, families, visitors, and referral partners.
• Communicate intake steps and expectations clearly using trauma-informed, client-centered communication.
• Address questions, concerns, and objections with professionalism, empathy, and solution-focused responses.
• Maintain confidentiality and professionalism in all interactions.

Coordination, Collaboration & Support

• Assist with intake calls and screenings as needed.
• Coordinate client travel logistics in collaboration with Behavioral Health Technician (BHT) supervisors.
• Work closely with Behavioral Health Support, Admissions, Clinical, and Facility teams to ensure smooth, compliant transitions into care.
• Maintain required competencies related to intake processes, documentation standards, and client assessments.

Qualifications

Required:

• One to two years of experience in behavioral health, substance use treatment, healthcare coordination, or healthcare-based customer service
• High-school diploma/equivalent;
  Associate's degree or higher, preferred
• Strong administrative, organizational, and time-management skills
• Excellent verbal and written communication skills with the ability to build rapport quickly
• Experience with customer service, intake coordination, or sales support functions
• Working knowledge of confidentiality laws, accreditation requirements, and Joint Commission standards
• Strong attention to detail with a focus on documentation accuracy and compliance

Preferred:

• Associate's degree or higher
• Prior experience supporting intake or admissions operations in a behavioral health setting
• Experience verifying benefits
• Experience with Kipu EMR and/or Salesforce systems
• Lived experience with recovery is valued

Why Join Banyan Treatment Centers?

Banyan Treatment Centers is a nationally recognized leader in addiction and mental health care, accredited by The Joint Commission. As an Intake Coordinator you will:

Join a mission-driven organization with nationwide reach and a strong commitment to ethical, compliant care. Serve as a key onsite support in the intake process, helping clients and families navigate their first steps into treatment with clarity, compassion, and…