Client Service/ Intake Coordinator (Bilingual)

This role involves coordinating with internal teams, managing therapists’ onboarding and caseload, and maintaining high standards of client satisfaction.

DUTIES & RESPONSIBILITIES:

• Manage the caseload building, orientation, and onboarding process for new therapists.


• Process referrals and physician orders, while maintaining documentation for proper tracking.


• Verify patient information, insurance, & location (map) once a referral and/or physician order is received.


• Serve as the primary point of contact for patient families regarding staffing schedules.
  


• Work closely with office staff to promote positive and effective communication to ensure appropriate client care.
  


• Proactively follow up with families while managing and maintaining staffing schedules.
  


• Assume responsibility in coordinating care for assigned patients, working to support a goal-directed care plan from admission to discharge.
  


• Assist with answering incoming telephone calls from caregivers and clients.
  


• Collaborate with the Outreach team to maintain client relations and address service failures.
  


• Demonstrate the ability to prioritize multiple tasks to meet deadlines.
  


• Adhere to and demonstrate thorough knowledge of company policies and procedures.
  


• Cross train in other administrative departments to assist during vacations or illness.


• Maintain an excellent rapport with patients and staff, effectively promoting harmonious interpersonal relationships.
  


• Maintain and update referral, patients, therapists, and office staff rosters.


• Manage all aspects of relationships with patients and referral sources to ensure company expectations are met or exceeded.

QUALIFICATIONS:

• Bachelor’s Degree or 2- Year college degree preferred.


• Strong proficiency in English and Spanish language.


• 3-5 years of experience in a medical facility and/or home health pediatric therapy company.


• Comfortable speaking to patients, families, and staff over the phone.


• Must be proactive in communicating with clinical staff and other departments.


• Experience working with electronic health records/practice management software.


• Experience with insurance verification, referral requests, and insurance processes and benefits.


• Must be a self-starter, take initiative, and drive growth strategies.


• Leadership experience with individuals and/or teams preferred.


• Demonstrate a high degree of skill in problem solving and working effectively with people.


• Ability to maintain filling systems and company documentation.


• Strong organizational skills, attention to detail, good time management skills, and great customer service skills.
  
  

REQUIREMENTS:

• Ability to sit for long periods of time.


• Must be a team player and have a positive attitude.


• Ability to manage high volume workload environments.


• Ability to multi-task and work on multiple assignments to completion.


• Ability to bend, lift, pull and push at least 25 lbs.


• Must have the visual ability to prepare, analyze and transcribe data and figures.


• Ability to read extensive use of computer screens.
  

WHAT WE OFFER:

• Health & Wellness:
  
  
  
  • Comprehensive health, dental, and vision insurance
  
  
  • Health Savings Account (HSA)
  
  
  • 100% company-paid life insurance and accidental death & dismemberment (AD&D)
  
  
  • Optional short-term and long-term disability
  
  
  • Critical illness coverage
  
  
  • Employee Assistance Program (EAP)
  
  
  
  


• Work-Life Balance:
  
  
  
  • Generous paid time off (PTO) including holidays, sick leave, and vacation
  
  
  
  


• Financial Security:
  
  
  
  • 401(k) with company match
  
  
  • Employee Bonus Referral Program