California Licensed Intake Coordinator

Job Summary

A company is looking for an Intake and Engagement Coordinator.

Key Responsibilities

• Conduct phone consultations with prospective patients to assess fit and provide information about therapy
• Manage patient intake communications and schedule consultations via phone and text
• Maintain patient records in CRM, monitor engagement metrics, and propose process updates as needed

Required Qualifications

• High school diploma or equivalent; additional coursework in healthcare administration is a plus
• 2+ years of experience in healthcare customer service or patient engagement
• Direct patient experience in maternal health or mental health care
• Proficiency in healthcare software and CRM systems
• Knowledge of HIPAA regulations and patient privacy practices