Job Description
The Role
What You’ll Do
Intake Management
- Gather essential information from families regarding their insurance, therapy needs, and scheduling preferences.
- Ensure every detail is accurately and thoroughly recorded to create a seamless onboarding experience.
Client Communication
- Serve as the primary point of contact for families, engaging primarily via phone.
- Collect required documentation, provide timely updates, and guide parents step-by-step through the intake process.
- Maintain a clear, compassionate, and professional tone in all interactions.
Document Processing
- Verify the accuracy and completion of all required forms, ensuring clinicians sign where necessary.
- Upload documents into Google Drive, send contracts via PandaDoc, and follow up to obtain signatures.
Insurance Verification & Data Entry
- Submit insurance verification requests with 100% accuracy, ensuring families can access services without delay.
- Enter and manage client data in Central Reach, maintaining precision across all records.
Tracking & Follow-Ups
- Keep detailed and organized records of leads, follow-ups, and pending tasks.
- Monitor all client interactions and ensure all necessary actions are completed promptly and efficiently.
Attention to Detail
- Use standardized documents to ensure all client information matches requirements.
- Double-check details to prevent errors and streamline the onboarding process.
Software Proficiency
- Leverage tools like Google Drive, Excel (basic spreadsheets), and Central Reach to handle documentation, reporting, and administrative tasks.
Ideal Profile
What You Bring
- Outstanding Communication Skills: Exceptional written and verbal communication skills in English (Spanish fluency is a plus).
- Experience in Related Fields: Background in home care, ABA therapy, healthcare, or insurance verification is highly advantageous.
- Detail-Oriented & Organized: Proven ability to manage multiple moving parts, track deadlines, and follow up without missing a beat.
- Emotional Intelligence: Patience and professionalism to handle sensitive conversations with families, providing support when they need it most.
- Tech-Savviness: Proficiency with Google Drive, Central Reach, Excel, and other administrative tools.
- Proactive & Reliable: A self-starter who can independently document interactions, track tasks, and ensure no detail falls through the cracks.
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Why You’ll Love This Role
This role is ideal for someone who thrives in a fast-paced environment and is motivated by the opportunity to make a difference. You’ll play a critical part in ensuring families receive the care they need, all from the comfort of your home. If you’re an organized, compassionate professional with a strong customer service mindset, we’d love to hear from you!
Take the next step in your career and apply today to help families access life-changing therapy services!
What’s on Offer?
- Flexible working options
- Join a well known brand within Hospital / Health Care / Healthtech
- A role that offers a breadth of learning opportunities