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Intake Specialist

Myrestoredpurpose, Florida, New York, United States

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Interested in joining our dynamic team? We're actively recruiting remote staff nationwide and on-site therapists and dietitians in Jacksonville and Winter Park, Florida. If you're interested in a role that's not currently listed, or interested in an intership, feel free to contact us via email at: careers@myrestoredpurpose.com.

Intake Specialist We are currently seeking an Intake Specialist position to join our practice. This is a Full Time W2 position that requires 40 hours M-F. We are currently looking for candidates with an openness to work in a remote setting. Candidates need access to an updated computer, high-speed internet access, a smartphone, and a quiet space to work. The Intake Specialist must reside in Florida, USA. Please do not apply if you do not live in Florida.

We are seeking a dedicated Intake Specialist to support our mental health practice. The ideal candidate will be responsible for scheduling clients promptly, ensuring all necessary paperwork is collected, and facilitating a smooth intake process. A background in mental health scheduling is preferred, along with strong customer service skills and experience answering phones. This role requires availability Monday through Friday to assist with scheduling, respond to phone calls and emails, and maintain regular communication with staff and clients regarding intake matters.

About Restored Purpose Counseling: Here at Restored Purpose Counseling, we believe in creating the best atmosphere for our clients and employees. Our mission is to create an environment that cultivates healing and safety to allow those that are hurting from various issues (eating disorders, trauma & life experiences) to find hope, healing and a life worth living. We work to reconnect individuals with their purpose. Our vision is to create an all-inclusive location(s) that has all the wrap around services needed for those seeking ED treatment and to expand across FL.

Our Values: Restored Purpose Counseling lives by values that guide who we are as a team and how we present to our communities. We hire staff who bring these values to life.

Creating strong relationships: Building strong, meaningful relationships is a basic need for all of us. We value building relationships within our community and helping our clients do the same. It’s also a hallmark of our business to promote strong, lasting bonds within our team and to work collaboratively both in the office and out in the community.

Invest in meaningful work: We’re committed to providing the best atmosphere for our clients and our team. This commitment is reflected not only in our beautiful, thoughtfully designed workspaces and comforting client environments, but also in a collaborative work-from-home culture that fosters connection, support, and a strong sense of teamwork—ensuring employees feel engaged, supported, and truly part of the organization.

Believe in Growth: We offer continuous education and promotion opportunities for all staff members. We believe in promoting from within whenever possible. The company is quickly growing and we are continually adding opportunities for advancement.

Promoting inclusion: We promote hiring staff of varying backgrounds, beliefs, and specialties to better serve our clients. It’s also important that our office promotes a foundation of diversity, equity, and inclusivity in its culture and practice.

Reports to: Intake Supervisor

Primary Job Description: The Intake Specialist plays a vital role in ensuring a smooth client intake process by managing scheduling and verifying paperwork with accuracy and efficiency. This position is responsible for scheduling clients in a timely manner, maintaining up-to-date client records, and ensuring all required documentation is complete. Additionally, the Intake Specialist will communicate with clients and staff regarding intake matters. Strong attention to detail, organizational skills, and excellent customer service are essential to support both clients and the administrative team.

Hours 40 hours a week. Hours are M-F

Compensation $35,000-$41,000 a year depending on experience

Location Remote in Florida, United States (required)

Initial Phase

Schedule clients with appropriate providers and manage onboarding in the EHR, ensuring all required documentation is completed prior to initial clinical sessions.

Coordinate with the Revenue Cycle Manager regarding billing inquiries, insurance updates, new client starts, outstanding balances, payment method updates, and follow-up on client payments.

Maintain accurate tracking of client inquiries, referral sources, waitlists, and new intakes; promptly notify staff of new clients and presenting concerns.

Collaborate closely with clinical teams, Billing, Operations, Marketing, and the Clinical Outreach Director to ensure seamless access to care and operational efficiency.

Support Marketing and outreach initiatives through referral relationship management, metric tracking, and professional outreach to physician offices, treatment centers, and allied professionals to obtain records or service information.

Maintain open, consistent communication with all members of the RPC team and actively participate in team meetings.

Model professional boundaries and a peaceful, recovery-aligned relationship with food and body in all client interactions.

Effectively manage multiple priorities using strong time management skills and proficiency in Slack, Go High Level, Google Workspace, eFax, and internal systems.

Perform other duties as assigned to support team and organizational needs.

Future Responsibilities (3-6 months)

Verify, document, and interpret client insurance benefits through online portals and direct payer outreach.

Prepare and send Benefit Summary Verifications, Shared Cost Estimates, and Good Faith Estimates.

Monitor and track failed or declined payment transactions; promptly notify clients of payment issues and coordinate session pauses in accordance with billing and clinical policies.

Operational and admin tasked as assigned

Perform other duties as assigned to support team and organizational nee

Coordinate with the Revenue Cycle Manager regarding billing inquiries, insurance updates, new client starts, outstanding balances, payment method updates, and follow-up on client payments.

Maintain accurate tracking of client inquiries, referral sources, waitlists, and new intakes; promptly notify staff of new clients and presenting concerns.

Collaborate closely with clinical teams, Billing, Operations, Marketing, and the Clinical Outreach Director to ensure seamless access to care and operational efficiency.

Support Marketing and outreach initiatives through referral relationship management, metric tracking, and professional outreach to physician offices, treatment centers, and allied professionals to obtain records or service information.

Maintain open, consistent communication with all members of the RPC team and actively participate in team meetings.

Model professional boundaries and a peaceful, recovery-aligned relationship with food and body in all client interactions.

Effectively manage multiple priorities using strong time management skills and proficiency in Slack, Go High Level, Google Workspace, eFax, and internal systems.

Perform other duties as assigned to support team and organizational needs.

Core Skills / Qualifications

Understanding of scheduling, CRM, and EHR systems

Strong organizational and communication skills

Ability to prioritize independently

Attention to detail

Ability to think critically and problem solve in challenging and complex situations

Ability to work in a highly collaborative, multidisciplinary, team oriented environment

And the ability to create space from work for your own mental, emotional and physical wellbeing.

Familiarity with community mental health resources

Highly Organized and self starter.

Proficiency and fluency in speaking, understanding, reading, and writing English.

Excellent written and verbal communications skills

Understanding of eating disorders and mental health concerns.

Qualifications

BA/BS, preferably in Communications, Social Sciences, Psychology, or a related field preferred but not required

1+ year experience with scheduling multiple providers within a mental health or medical setting preferred

Experience with billing preferredStrong understanding of HIPAA

Align with Restored Purpose Counseling mission, vision, and values.

Must be punctual in reporting to work.

Be organized and detail oriented.

Be a team player.

Be able to work independently on tasks assigned.

Have strong written and verbal communication skills and strong interpersonal skills.

Ideal candidates will have:

Availability and interest in working 40 hours per week and available Monday-Friday

Ideal candidates should have at least one-year of experience in a clinical or outpatient setting working with scheduling.

Experience working in scheduling with a mental health practice

1+ year experience with EHR systems

Strong interpersonal, organizational and communication skills

The ability to work collaboratively with the team and build strong rapport

A willingness to receive and integrate feedback

A commitment to learning about and being open to the administrative practices utilized by Restored Purpose

Friendly, people oriented and excited to be a part of this team!

Send your resume/CV in addition to any previous work/accomplishments pertinent to this position.

Email the above to: careers@myrestoredpurpose.com

1776 N Pine Island Rd Ste 314, Plantation, FL 33322

Position Title: Intake Specialist Primary Job Description: Roles and responsibilities About Restored Purpose Counseling Skills and knowledge To apply Ready to Apply? Send us your resume at careers@myrestoredpurpose.com #J-18808-Ljbffr