Intake Coordinator

Intake Coordinator

We are seeking a compassionate and detail-oriented Intake Coordinator to join our team in Aston, PA. This role is responsible for serving as the first point of contact for new clients or patients, gathering and verifying information, coordinating intake documentation, and ensuring a smooth onboarding process. The ideal candidate has strong customer service skills, excellent attention to detail, and the ability to manage sensitive information in a professional and confidential manner.

Key Responsibilities:

• Serve as the primary point of contact for new clients, patients, or referrals
• Answer incoming calls and respond to inquiries in a professional and timely manner
• Collect, review, and verify intake information, documentation, and required forms
• Schedule appointments, assessments, or consultations as needed
• Enter and maintain accurate information in company databases, EMR, or CRM systems
• Coordinate with internal departments, providers, or case managers to facilitate the intake process
• Verify insurance, benefits, or eligibility information when applicable
• Explain intake procedures, required documentation, and next steps to clients or patients
• Maintain confidentiality and ensure compliance with HIPAA or other applicable privacy regulations
• Track intake status and follow up on missing information or incomplete documentation
• Provide administrative support and assist with additional office duties as assigned