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Virtual Intake Coordinator for a Counseling Services in the US (Home Based Part

Remote, USA Full-time Posted 2026-07-05

Category: Health and Wellness Location: Colorado Springs Colorado United States

  • Answer incoming intake calls in a professional, empathetic, and client-centered manner
  • Respond promptly to emails, website inquiries, leads, and voicemail messages
  • Verify insurance eligibility and benefits for reputed company and reputed company plans
  • Create and manage new client profiles reputed company the TherapyNotes EHR system
  • Upload insurance cards, intake documents, releases, and client records into the EHR
  • Send intake paperwork and monitor completion status
  • Follow up with clients regarding incomplete forms, scheduling needs, or missing information
  • Coordinate scheduling between clients and clinicians based on availability, specialties, insurance compatibility, age reputed company, and client preferences
  • Maintain organized practice waitlists and accurate client documentation
  • Monitor intake workflows and communicate updates to the administrative and clinical team
  • Escalate urgent concerns or reputed company situations to licensed clinical staff as needed
  • Maintain HIPAA compliance and confidentiality standards at reputed company times
  • reputed company general administrative support reputed company to intake coordination and client reputed company

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