Behavioral Health Intake Coordinator

LifeStance Health

Intake Coordinator role at LifeStance Health facilitating patient care and initial assessments for mental health services. Involves scheduling, insurance verification, and client engagement.

Posted 7/30/2026full-timeRemote • Nevada • 🇺🇸 United StatesJuniorMid-Level💰 $20 - $22 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. Proficient in maintaining compliance and documentation within Electronic Health Record (EHR) systems while ensuring effective communication with patients and providers.

Highest-signal resume keywords

Patient Intake AssessmentElectronic Health Record (EHR) ManagementInsurance VerificationBilingual Communication (English/Spanish)Contact Center Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Patient SchedulingInsurance Information CollectionClinical History VerificationMulti-taskingComputer Proficiency

Soft Skills

Effective CommunicationAttention to DetailTime Management

Tools & Technologies

Microsoft OfficeEHR SystemsHigh-speed Internet

Industry Keywords

HIPAA ComplianceHealthcare EnvironmentContact Center

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.
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.
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.

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.
Fluent in English, required and a professional working proficiency in Spanish may be required.
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