Charlie Health

Financial Planning and Analysis

• Place outbound calls, emails and texts to admitted clients to ensure they fully enrolled in their treatment plan
• Reach out to clients to ensure they understand their insurance benefits and have successfully completed their program financial enrollments
• Act as a liaison between patients and internal Charlie Health teams such as, Admissions, Billing, Utilization Review, Outreach and Clinical
• Support client-related requests from the Clinical Care team to improve the patient’s experience
• Identifying gaps in treatment attendance and reaching out to clients to resolve issues with treatment that may be leading to non-attendance proactively
• Communicate aftercare resources (i.e. outpatient therapy providers) to families and work with families to schedule appointments post-Charlie Health
• Managing client schedule, scheduling and rescheduling appointments
• Complete all documentation in a timely and accurate manner
• Adapt to organizational change and departmental restructuring to fit the needs of our clients, families, and referral sources
• Meet determined KPIs including: Appointments scheduled, financial agreements completed, daily call volume, issue resolution rate, time to resolution, aftercare appointment scheduling rate, customer satisfaction scores etc.

Patient Finance Specialist

Manager

• Lead, manage, and develop a team of 5+ credentialing specialists, owning team KPIs including enrollment turnaround times and applications submitted & approved
• Own and operate the delegated credentialing program end-to-end, including provider onboarding, primary source verification, and maintaining NCQA-aligned standards
• Lead the internal credentialing committee — presenting cases, maintaining meeting minutes, and managing approvals
• Manage required payor audits and internal audits to ensure ongoing NCQA and delegated credentialing compliance
• Set and drive long-term credentialing strategy, partnering with Commercial Strategy to expand delegated credentialing statuses across payors
• Build and maintain a centralized “Credentialing Source of Truth” documenting payor-specific requirements (provisional credentialing, SLAs, backdating policies, etc.)
• Partner with RevOps to align on KPIs and incentive structure, and with RCM to troubleshoot problem payors and credentialing-related denials
• Identify and implement process improvements that increase team efficiency, including automation and AI-enabled workflows
• Oversee day-to-day payor and Medicaid enrollment across group and individual submissions, ensuring timely, accurate, and compliant applications tracked in Salesforce

Credentialing Manager

Therapist

• Demonstrate personable and competent communication skills to develop rapport with clients and referral sources
• Present programming information in a thorough and supportive manner to help clients gain access to care
• Complete virtual biopsychosocial assessments for a wide range of ages, including children, teens, young adults, and adults with various mental health concerns
• Determine appropriateness and fit for virtual intensive outpatient program (IOP) level of care
• Construct provisional mental health diagnoses utilizing DSM-V criteria
• Document client information in accordance with regulatory standards using electronic medical record
• Assign treatment team members and group schedules while informing staff of new admissions
• Interface with Admissions, Verification of Benefits, Utilization Review, and Clinical teams in facilitating intake
• Collaborate with referral sources: hospitals, treatment centers, psychiatrists, therapists, and other behavioral health providers upon admission

Clinical Admissions Therapist

• Demonstrate personable and competent communication skills to develop rapport with clients and referral sources
• Present programming information in a thorough and supportive manner to help clients gain access to care
• Complete virtual biopsychosocial assessments for a wide range of ages, including children, teens, young adults, and adults with various mental health concerns
• Determine appropriateness and fit for virtual intensive outpatient program (IOP) level of care
• Construct provisional mental health diagnoses utilizing DSM-V criteria
• Document client information in accordance with regulatory standards using electronic medical record
• Assign treatment team members and group schedules while informing staff of new admissions
• Interface with Admissions, Verification of Benefits, Utilization Review, and Clinical teams in facilitating intake
• Collaborate with referral sources: hospitals, treatment centers, psychiatrists, therapists, and other behavioral health providers upon admission
• Looking to cover the following shifts to meet the schedules and needs of our clients:
• Mornings and Afternoons - Must be available 11am - 7pm MT
• Afternoons and Evenings - Must be available 12pm - 8pm MT
• Weekends encouraged
• Will consider alternative availability on individual basis
• Work authorized in the United States and native or bilingual English proficiency
• Strong communication and interpersonal skills
• Access to reliable technology resources to deliver uninterrupted, confidential, and compliant telehealth services
• Ability to thrive in fast-paced environment while maintaining high attention to detail and quality of care

• Demonstrate personable and competent communication skills to develop rapport with clients and referral sources
• Present programming information in a thorough and supportive manner to help clients gain access to care
• Complete virtual biopsychosocial assessments for a wide range of ages, including children, teens, young adults, and adults with various mental health concerns
• Determine appropriateness and fit for virtual intensive outpatient program (IOP) level of care
• Construct provisional mental health diagnoses utilizing DSM-V criteria
• Document client information in accordance with regulatory standards using electronic medical record
• Assign treatment team members and group schedules while informing staff of new admissions
• Interface with Admissions, Verification of Benefits, Utilization Review, and Clinical teams in facilitating intake
• Collaborate with referral sources: hospitals, treatment centers, psychiatrists, therapists, and other behavioral health providers upon admission
• Looking to cover the following shifts to meet the schedules and needs of our clients: Mornings and Afternoons, Afternoons and Evenings, Weekends encouraged, and will consider alternative availability on individual basis
• Work authorized in the United States and native or bilingual English proficiency

Sales Development Rep

• Execute high-volume outbound cold calling and email outreach to healthcare provider accounts (80-100+ touchpoints per day), including clinics, treatment programs, hospitals, and other referral sources
• Qualify provider accounts based on clinical fit, patient population, referral intent, and Charlie Health program awareness
• Build and maintain a tiered account database in Salesforce, tracking account status, outreach history, and readiness for field engagement
• Deliver warm, well-documented lead handoffs to field-based outreach teams for accounts expressing referral interest or demonstrating strong clinical alignment
• Participate in regular pipeline reviews with field teams, incorporating their on-the-ground feedback to sharpen targeting and outreach strategy
• Develop and maintain a thorough understanding of Charlie Health's clinical model, program offerings, and target patient population in order to communicate value clearly to provider contacts
• Collaborate cross-functionally to continuously refine outreach messaging, account prioritization criteria, and qualification standards

Patient Finance Specialist

Credentialing Manager

Clinical Admissions Therapist

Clinical Admissions Therapist

Clinical Admissions Therapist

Clinical Admissions Therapist

Community Engagement SDR