Behavioral Health Intake and Outreach Coordinator

Ellie Mental Health

Intake and Outreach Coordinator at Ellie Mental Health matching clients with appropriate clinicians and overseeing referrals at the Chelmsford clinic.

Posted 7/28/2026part-timeChelmsford • Massachusetts • 🇺🇸 United StatesMid-LevelSenior💰 $20 - $23 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing the intake process within a mental health setting, including proficiency in Electronic Health Records (EHR) and strong communication skills for effective networking and relationship building with referral sources.

Highest-signal resume keywords

Electronic Health Records (EHR)Referral ManagementCommunication SkillsAttention to DetailHIPAA Compliance

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Intake Process ManagementClient ScreeningAppointment SchedulingInsurance VerificationData Entry

Soft Skills

EmpathyDiplomacyNetworking SkillsConsultative StyleAdaptability

Tools & Technologies

Microsoft OfficeGoogle SuiteCanvaSocial Media Management

Industry Keywords

Mental HealthPsychologySocial WorkPatient ConfidentialityKey Performance Indicators (KPIs)

About the role

Key responsibilities & impact

Oversee referrals and admissions through every step of the intake process.
Respond to phone/email inquiries
Conduct initial screening of client’s needs and match with appropriate therapist
Enter intake details into EHR system
Schedule initial appointment
Send intake paperwork/links to clients
Send information to our billing team to verify insurance
Manage waitlists
Identify and engage potential referral sources, including therapists, doctors, hospitals, residential facilities, and school counselors
Establish and foster positive working relationship by conducting in-person or virtual meetings to introduce our services, how our referral process works and provide brochures and swag as needed
Ongoing liaison with referring providers to discuss openings
Attend local events, conferences, and health fairs to represent the practice.
Track referral volume and trends, reporting on Key Performance Indicators (KPIs) to leadership.

Requirements

What you’ll need

Previous experience in a mental health setting, medical office, or customer service is preferred.
Ideally some knowledge/experience in psychology, social work, or a related field
Proficiency with Electronic Health Records (EHR) and Microsoft Office/Google Suite.
Strong attention to detail and ability to thrive in a fast-paced environment.
Exceptional communication and networking skills with a natural, consultative style.
Ideally some proficiency in social media management and Canva
Ability to act with diplomacy, empathy, and maintain strict patient confidentiality.
Familiarity with HIPAA compliance in marketing materials.

Benefits

Comp & perks

Bonus based on performance
Flexible schedule