Overview:
We are seeking a highly organized and detail-oriented individual to join our team as an Office Manager and Intake Coordinator. As an Intake Coordinator, you will play a crucial role in managing the intake process for our organization. This position requires excellent organizational skills, strong attention to detail, and the ability to multitask effectively. You need to be proactive and confident in your communication. Work Location: Mostly online, but the ability to come to the bay area offices occasionally would be helpful.
Please read to the end for our application process instructions.
The ideal candidate will have availability off and on all day most days, enabling you to respond to client inquiries as quickly as possible. You will be my right hand person, and the more available you are, the more valuable you are to me.
Responsibilities:
- Manage the intake process for new clients, including gathering necessary information and documentation
- Conduct initial assessments to determine client needs and eligibility for services
- Complete benefits checks with insurance companies in a timely manner
- Coordinate and schedule client appointments
- Accurately track and document steps in the intake process
- Communicate effectively with team members and clients
- Maintain accurate and up-to-date client records in our database
- Assist with training development and implementation for new staff members
- Document workflow and develop efficient systems
- Generally support business owner and take over as many tasks as possible
Experience:
- Previous experience in an administrative or coordinator role preferred
- Strong organizational skills with the ability to prioritize tasks effectively
- Proficient in Google Suite (google docs, sheets, etc)
- Experience with calendar management and scheduling software
- Excellent phone etiquette and communication skills
- Ability to work independently and as part of a team
- Familiarity with Simple Practice is a plus, but it is very easy to learn
- Experience with insurance billing is also helpful
This is a part-time position offering competitive compensation. I welcome the possibility of you taking on more tasks and increasing your hours. As you take on more tasks, I am generous with raises.
If you are a highly organized individual with excellent communication skills, we encourage you to apply for the position of Intake Coordinator.
In order to apply, please create a draft google sheet for tracking new client inquiries. Identify columns that you think would be helpful to track. Feel free to make up potential dropdown options etc in order to make the sheet useful for tracking client inquiries. Appearance is not very important; consider this a draft. I want to see your critical thinking skills in action. Share this sheet with the email address shown in the footer of our company website Therapy4EveryBody.com. Do NOT spend more than one hour on this project. If I am impressed by your spreadsheet, and you meet the qualifications in this ad, I will give you a $25 Amazon gift card even if I don't hire you.
NO OTHER KINDS OF CONTACT ARE WELCOME
Job Type: Part-time
Pay: From $27.00 per hour
Expected hours: 6 – 12 per week
Benefits:
401(k)
401(k) matching
Work Location: Mostly online, but the ability to come to the bay area offices occasionally would be helpful