Intake Coordinator

LifeStance Health

Intake Coordinator assisting new patients at LifeStance Health. Scheduling initial assessments and managing referrals in a remote role.

Posted 7/10/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $20 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in patient intake processes, including conducting assessments, scheduling appointments, and managing insurance verification while ensuring compliance with HIPAA and PCI standards. Proficient in utilizing Electronic Health Record (EHR) systems and maintaining accurate documentation of patient interactions.

Highest-signal resume keywords

Patient Intake AssessmentElectronic Health Record (EHR) ManagementInsurance VerificationHIPAA ComplianceMulti-tasking in Fast-paced Environment

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Patient SchedulingInsurance Information CollectionEligibility VerificationCrisis Call ProtocolsMicrosoft Office ProficiencyEHR Systems ExperienceData DocumentationPatient CommunicationReferral ManagementClinical History Collection

Soft Skills

Effective CommunicationProblem-solvingCalm Under PressureInterpersonal SkillsOrganizational Skills

Tools & Technologies

Electronic Health Record (EHR) SystemsMicrosoft OfficeHigh-speed InternetRemote Communication Tools

Industry Keywords

HIPAAPCI ComplianceContact Center ExperienceHealthcare EnvironmentInsurance Terminology

About the role

Key responsibilities & impact

Efficiently handle communications via phone (inbound and outbound), email, voicemail, faxes, and chat.
Identify and communicate patient trends and feedback, including scheduling barriers to Intake.
Interact with Practice Operations team as necessary to ensure proper patient matching.
Conduct thorough intake assessments to understand patient needs and match them with the most appropriate provider.
Schedule initial appointments promptly and accurately with detail outlining patients’ needs including talk therapy and/or medication management.
Collect patient insurance information and run eligibility ensuring in-network benefits for matched provider.
Obtain and verify patient clinical history, demographic details, insurance information, and eligibility.
Collect credit card for file and maintain compliance.
Assist new patients with portal setup and new patient paperwork.
Process and manage referral paperwork efficiently.
Ensure all patient interactions and transactions are accurately documented in the Electronic Health Record (EHR) system.
Proactively contact referral source, patient, and/or provider office to obtain additional information that is required to complete verification of benefits and/or prior authorizations.
Contact existing patients to initiate new services based on internal and external referrals.
Assist new patient with any questions regarding new patient appointments or referrals.
Professionally and calmly assist with incoming emergency calls as appropriate and follow crisis call protocols.
Perform additional tasks and responsibilities as assigned by management to support the overall efficiency of the intake department.
Adhere to all relevant policies, regulations, and compliance standards throughout the intake process including HIPAA and PCI.

Requirements

What you’ll need

High school diploma or equivalent required; Bachelor's degree preferred.
2+ years of experience in a contact center environment and/or healthcare environment.
Strong computer proficiency with knowledge of Microsoft Office, Internet, and Email.
Prior experience working with Electronic Health Record systems (EHRs), preferred.
Clear understanding of insurance-related terminology.
Fluency in English is required; fluency in Spanish preferred.
Quiet, distraction free, dedicated HIPAA compliant workspace in your remote office with high-speed hard-wired internet access.
Must be able to multi-task and prioritize work in a fast-paced work environment.

Benefits

Comp & perks

medical
dental
vision
AD&D
short and long-term disability
life insurance
401k retirement savings with employer match
paid parental leave
paid time off
holiday pay
Employee Assistance Program