Lead Intake Coordinator

The Lead Intake Coordinator plays an important role in overseeing the day-to-day operations of the practice's intake team, ensuring that all intake processes run smoothly, efficiently, and accurately while following established practice policies, procedures, and applicable regulations.

The Lead Intake Coordinator plays an important role in overseeing the day-to-day operations of the practice's intake team, ensuring that all intake processes run smoothly, efficiently, and accurately while following established practice policies, procedures, and applicable regulations.

In this leadership role, the Lead Intake Coordinator is responsible for providing guidance, training, and ongoing support to intake coordinators, helping the team maintain a high level of organization, professionalism, and patient care. This includes managing daily workflows, addressing complex scheduling concerns, resolving issues as they arise, and collaborating with other departments to ensure a seamless experience for both patients and providers.

In addition to overseeing team operations, the Lead Intake Coordinator remains actively involved in daily intake responsibilities. These include answering incoming calls, returning voicemails, responding to emails in a timely manner, creating and maintaining patient charts within the practice management software, coordinating appointments, assisting with billing‑related tasks, and troubleshooting patient or scheduling concerns.

The Lead Intake Coordinator also plays a key role in identifying opportunities to improve existing processes and procedures. This includes recommending and implementing workflow improvements, streamlining daily operations, supporting team efficiency, and helping establish consistent practices across the department. Additional responsibilities include conducting routine audits, monitoring the accuracy and completeness of intake documentation, preparing reports, tracking team performance, and identifying areas where additional training or support may be needed.

The Lead Intake Coordinator is expected to lead by example by maintaining a positive, approachable, and solution‑focused attitude. This position requires strong communication, attention to detail, accountability, and the ability to create a welcoming and supportive environment for patients, team members, and colleagues.

• Supervise, mentor, and support a team of Intake Coordinators.
  
  Provide constructive feedback, recognize team accomplishments, and address performance concerns in collaboration with the leadership team.
• Conduct regular team meetings to discuss goals, updates, challenges, and process improvements.
• Provide ongoing training, coaching, and guidance to help team members succeed in their role.
• Monitor daily intake operations including incoming calls, voicemails, emails. Ensure tasks are completed accurately and in a timely manner.
• Serve as the primary point of contact for escalated patient concerns, complex scheduling issues, and intake‑related questions that require additional support or problem‑solving.
• Develop, implement, and maintain standardized intake procedures and workflows to promote consistency, accuracy, and efficiency across the department. Identify workflow challenges, recurring errors, and areas for improvement, and work with leadership for effective solutions.
• Conduct routine audits of patient charts, intake documentation, scheduling accuracy, and other department activities to identify discrepancies and ensure compliance with practice standards.
• Review intake reports and monitor key performance…