Positive Development

Bilingual

• Manage incoming client intake, including referral review, documentation collection, eligibility verification, system entry, and initial-service scheduling
• Process high volumes of referrals accurately, prioritizing work and meeting turnaround expectations
• Communicate professionally and supportively with families, caregivers, and referring providers
• Ensure regulatory, clinical, and operational documentation is complete before services begin
• Track onboarding status, follow-ups, and outstanding needs across multiple platforms
• Coordinate smooth handoffs and service readiness with team members
• Provide expectations and guidance throughout the onboarding journey via phone, email, and system messages
• Help families navigate paperwork, insurance requirements, and pre-service tasks
• Escalate complex or sensitive needs to the Director of Client Engagement or Clinical leadership
• Maintain data quality across CRM, intake systems, and workflow tracking tools
• Review intake information for completeness, accuracy, and compliance
• Identify workflow inconsistencies or delays and suggest improvements
• Partner with Inbound Engagement, Central Scheduling, and Clinical teams
• Communicate client readiness, barriers, and caseload priorities to internal stakeholders
• Support initiatives to reduce onboarding delays and improve client engagement

Bilingual Intake Coordinator, English/Spanish