Intake Coordinator

Intake Coordinator

Monsey, NY

$60,000 - $65,000

The Intake Coordinator plays a vital role in welcoming new clients. This position is responsible for promptly responding to inquiries, guiding families through the intake process, gathering essential documentation, and coordinating initial insurance verification and authorization. The Intake Coordinator ensures a smooth transition from initial inquiry to assessment, working closely with families, the billing team, and administrative staff. This role is essential to creating a positive first impression, supporting new client enrollment, and maintaining organized and efficient intake operations.

Responsibilities:

Follow up promptly with new leads to maximize conversions from inquiry to client.

Provide families with the enrollment form and consent forms, and clearly explain the required documentation.

Communicate with the billing department to submit benefit checks and relay any patient responsibility to caregivers.

Communicate with the billing department to submit for initial assessment authorization (97151).

Create the client profile, upload all intake documentation, and enter the 97151 authorization in Central Reach.

Send welcome emails, guides, and any additional materials to families; follow up to ensure timely completion of all forms and signatures.

Coordinate and update intake status regularly, documenting progress on shared spreadsheets.

If authorization is denied, follow up with families to gather missing documentation or information, and resubmit as needed.

Qualifications:

Minimum of 2 years of experience in healthcare administration, ABA therapy, or a related field.

Strong organizational skills and attention to detail.

Excellent verbal and written communication skills.

Ability to manage multiple tasks and follow through in a timely manner.

Familiarity with ABA services and insurance processes preferred.

Proficiency in Central Reach, Monday.com, and online intake systems

Comfortable speaking with families and explaining intake procedures clearly and compassionately.