Client Scheduling & Intake Specialist

Job Title: Client Scheduling & Intake Specialist

Position type: Full-Time

Work hours: 9:00 AM - 6:00 PM Pacific Daylight Time

Work days: Monday - Friday

Salary: $6 - $7 per hour depending on experience

Job code: NK-TMH

Workplace: Remote

Preferred Candidate Location: Philippines

Key Responsibilities:

- Respond to incoming calls from prospective clients seeking mental health services. - Provide compassionate, professional, and empathetic support during initial client interactions. - Match clients with appropriate therapists based on availability, specialties, and client needs. - Schedule initial therapy appointments and coordinate therapist calendars efficiently. - Manage appointment availability, rescheduling requests, and intake scheduling workflows. - Ensure smooth coordination between clients and providers. - Answer basic questions regarding insurance coverage and therapy services. - Verify insurance eligibility and benefits as needed. - Collaborate with the billing department to resolve insurance or payment-related inquiries. - Enter and maintain client records within practice management software. - Ensure all information is accurate, organized, and handled confidentially in compliance with privacy standards. - Provide administrative assistance to support day-to-day clinic operations. - Assist with workflow organization, documentation, and communication tasks as needed. - Conduct appointment-setting activities by engaging prospective clients, qualifying their needs, and scheduling consultations with appropriate providers. - Utilize consultative sales techniques to build rapport, address concerns, and encourage prospective clients to proceed with mental health services. - Follow up with leads, missed inquiries, and referral sources to maximize appointment conversions and maintain a positive client experience. - Support client retention efforts through proactive communication, appointment reminders, and follow-up outreach. Requirements

- At least 1 year of previous experience handling client intake, appointment scheduling, lead generation, insurance verification, and client communication in a behavioral health setting is highly preferred - Experience using SimplePractice EHR, Grasshopper VoIP, Go High Level (GHL) CRM, and TherapyFlow or any similar tools is highly preferred - Ability to manage confidential and sensitive information professionally - Excellent verbal and written communication skills - Ability to learn and adapt to new software and systems independently - High attention to detail and follow-through Basic requirements

- Must be proficient in speaking and writing English very clearly - Must have relevant work experience - Be able to submit an NBI clearance and/or Local Police Clearance background check before onboarding [mandatory] - Must be available for video meetings with your camera on (when needed) Technical requirements

- Device: Reliable laptop or desktop computer. - Internet: High-speed connection (minimum 10 Mbps). - Audio: Noise-canceling headset. - Video: Webcam for virtual meetings. - Workspace: Quiet, professional environment. Benefits

- Dedicated HR & Contractor Support Team: Access to world-class support for questions, guidance, contract matters, and client communication. - Premium VPN Access (Optional): A secure VPN license can be provided upon request to enhance privacy and security for client-related tasks. - HIPAA & Cybersecurity Training + Certification (Provided): Access to our internal HIPAA compliance training, cybersecurity modules, and certification to help you confidently handle PHI for U.S. healthcare clients. - Top 1% VA Performance Training: Access to our proprietary training on communication, client management, productivity systems, and best practices to help you become a top-performing VA and increase long-term client retention. - Client-Approved U.S. Holidays: Contractors may take U.S. holidays off according to the client’s needs and schedule. - Client-Approved Paid or Unpaid Time Off: Time off may be granted by your client. Paid time off is optional and only if offered by the client. - Access to Tools & Resources: Templates, workflow guides, productivity tools, and client-specific SOP support to help you perform at your best. - Optional Performance-Based Incentives: Some clients may offer bonuses, incentives, or increased hours based on your performance. These are optional resources and client-approved allowances available to you as an independent contractor. Any resources, trainings, or allowances listed are optional contractor perks and not employee benefits.

Apply directly on RemoteJobs.org: https://remotejobs.org/remote-jobs/client-scheduling-intake-specialist-winning-assistants