Overview
Intake Coordinator Jobs in Redding, CA at North American Mental Health Services
Title: Intake Coordinator
Company: North American Mental Health Services
Location: Redding, CA
The Intake Coordinator serves as the primary liaison between patients and the assessing provider. This position is responsible for ensuring patients are fully prepared for their initial assessment, facilitating a smooth transition into ongoing care, and providing support throughout the onboarding process. The Intake Coordinator assists with collecting required documentation, coordinating scheduling, supporting medication-related needs, and ensuring patients successfully connect to their permanent care team.
The role is designed to provide a seamless patient experience from first contact through successful enrollment in ongoing behavioral health services.
Essential Duties And Responsibilities
Pre-Assessment Coordination
- Contact patients prior to their assessment appointment to ensure all required documentation has been completed.
- Obtain and upload necessary information, insurance cards, identification, consents, and other required documentation.
- Review patient accounts for completeness and accuracy within the Electronic Health Record (EHR).
- Identify any outstanding registration requirements.
- Educate patients regarding appointment expectations, technology requirements, and clinic processes.
- Troubleshoot barriers that may delay or prevent completion of the assessment process.
Assessment Support & Care Transition
- Meet with patients following their assessment to facilitate transition into ongoing treatment services.
- Schedule patients with their long-term medication management provider, therapist, or clinic based on provider recommendations.
- Coordinate warm hand-offs between the assessment provider and ongoing treatment teams.
- Ensure continuity of care by communicating scheduling needs, treatment recommendations, and follow-up requirements.
Medication & Pharmacy Coordination
- Assist patients with pharmacy selection and medication-related administrative needs following assessment appointments.
- Coordinate communication between patients, providers, medical assistants, and pharmacies.
Patient Checkout & Administrative Support
- Complete patient checkout activities following assessment appointments.
- Verify future appointments have been scheduled and patients understand next steps in treatment.
- Ensure all required documentation is finalized and properly filed within the EHR.
- Assist with obtaining any remaining missing information, signatures, or authorizations needed for ongoing services.
Customer Service & Communication
- Serve as a professional, compassionate point of contact for patients throughout the intake and onboarding process.
- Respond to patient inquiries in a timely and courteous manner.
- Provide education regarding clinic policies, treatment processes, scheduling expectations, and available services.
- Maintain confidentiality and compliance with HIPAA regulations.
Compliance & Documentation
- Maintain accurate and timely documentation within the EHR.
- Ensure patient records are complete, compliant, and audit-ready.
- Follow organizational policies, procedures, and regulatory requirements.
Qualifications
- Medical office and scheduling experience.
- High school diploma or general education degree (GED), or one to three months related experience and/or training, or equivalent combination of education and experience.
- Strong understanding of medical terminology, insurance policies, and healthcare regulations.
- Computer skills required: EHR, Office 360, and Microsoft Office.
- Able to react effectively and calmly in emergencies.
- Cooperatively interacts with the health care team to support and contribute to the shared group goals.
- Able to maintain patient/customer confidentiality.
- Bilingual in Spanish/English preferred.
- Other skills required:
- Communication skills
- Detail oriented
