Behavioral Health Intake Specialist
Alliance Healthcare Services, Memphis, TN, United States
Summary:
The Behavioral Health Intake Specialist serves as a primary access point for individuals seeking outpatient behavioral health services. This position is responsible for welcoming clients, completing intake and admission processes, verifying insurance coverage, collecting required documentation, and providing front desk and administrative support. The Intake Specialist gathers basic clinical information when applicable, assists clients with telehealth access, and ensures all documentation is completed accurately and in compliance with agency policies, regulatory standards, and confidentiality requirements.
Education Requirement:
High school diploma or GED
Experience Requirement:
Ability to accurately collect and document vital signs (training provided)
Knowledge of insurance verification processes and electronic health record systems
Strong organizational, communication, and customer service skills
Preferred
Experience in community mental health settings
Experience in healthcare, intake, or medical office setting
Familiarity with Medicaid and safety-net programs
Experience supporting telehealth services
Licensure/Certification Requirement:
None
Key Job Responsibilities:
Client Intake and Registration
Greet clients and facilitate both walk-in and scheduled intake appointments
Collect required intake documentation, including intake forms, identification, insurance cards, and signed consents
Create new client records and assign appropriate intake programs or treatment teams
Verify and enter demographic information, referral sources, pay sources, and client photographs
Complete all required admission and intake paperwork, including HIPAA forms, financial agreements, and client rights documentation
Assist clients with telehealth setup, access, and basic troubleshooting
Provide agency materials and general guidance related to the intake process
Notify therapists and care team members of pending intakes and/or appointments
Complete Releases of Information for primary care providers, emergency contacts, and prior providers etc. as needed
Upload intake forms and supporting documents to client charts
Maintain accurate, timely, and complete documentation within the electronic health record
Insurance Verification and Financial Screening
Verify insurance eligibility and network participation using approved payer portals
Inform clients when insurance is out of network and provide appropriate referral resources
Complete BHSN and self-pay screenings and collect required supporting documentation
Run reports that indicate upcoming pay source issues (e.g., BHSN) and assist with resolution
Enter insurance or self-pay information into the electronic health record (EHR) billing system and clearly document any coverage issues
Front Desk and Administrative Support
Provide coverage for front desk operations, including answering phones, checking in clients, and supporting clinic flow
Schedule appointments as appropriate
Make appointment reminder calls to clients
Obtain and document vital signs, including blood pressure, heart rate, temperature, height, and weight, when required
Notify clinical staff of abnormal vital signs according to agency protocols
Maintain a welcoming, professional, and trauma-informed environment
Other Duties as assigned
Knowledge/Skills/Abilities:
Exceptional written and verbal communication skills, including effective interpersonal and collaboration skills.
Attention to detail and accuracy.
Proficient in MS Word, Outlook, Excel and PowerPoint.
Ability to multi-task.
Open to change and willing to learn new skills.
Ability to follow up on pending issues.
Ability to meet deadlines
Supervision Provided by this Job:
None.
Physical Demands/Conditions:
Prolonged standing and walking; lifting, turning patients and equipment. Heavy Work - Exerting up to 150 pounds of force occasionally, and/or up to 75 pounds of force frequently, and/or up to 30 pounds of force constantly to move objects.
(May be further defined as "with or without assistance.") .
Work Hours
Mon, Tuesday, Thursday 8-4:30
Wednesday 8-5:30
Friday 8-3:30
The Behavioral Health Intake Specialist serves as a primary access point for individuals seeking outpatient behavioral health services. This position is responsible for welcoming clients, completing intake and admission processes, verifying insurance coverage, collecting required documentation, and providing front desk and administrative support. The Intake Specialist gathers basic clinical information when applicable, assists clients with telehealth access, and ensures all documentation is completed accurately and in compliance with agency policies, regulatory standards, and confidentiality requirements.
Education Requirement:
High school diploma or GED
Experience Requirement:
Ability to accurately collect and document vital signs (training provided)
Knowledge of insurance verification processes and electronic health record systems
Strong organizational, communication, and customer service skills
Preferred
Experience in community mental health settings
Experience in healthcare, intake, or medical office setting
Familiarity with Medicaid and safety-net programs
Experience supporting telehealth services
Licensure/Certification Requirement:
None
Key Job Responsibilities:
Client Intake and Registration
Greet clients and facilitate both walk-in and scheduled intake appointments
Collect required intake documentation, including intake forms, identification, insurance cards, and signed consents
Create new client records and assign appropriate intake programs or treatment teams
Verify and enter demographic information, referral sources, pay sources, and client photographs
Complete all required admission and intake paperwork, including HIPAA forms, financial agreements, and client rights documentation
Assist clients with telehealth setup, access, and basic troubleshooting
Provide agency materials and general guidance related to the intake process
Notify therapists and care team members of pending intakes and/or appointments
Complete Releases of Information for primary care providers, emergency contacts, and prior providers etc. as needed
Upload intake forms and supporting documents to client charts
Maintain accurate, timely, and complete documentation within the electronic health record
Insurance Verification and Financial Screening
Verify insurance eligibility and network participation using approved payer portals
Inform clients when insurance is out of network and provide appropriate referral resources
Complete BHSN and self-pay screenings and collect required supporting documentation
Run reports that indicate upcoming pay source issues (e.g., BHSN) and assist with resolution
Enter insurance or self-pay information into the electronic health record (EHR) billing system and clearly document any coverage issues
Front Desk and Administrative Support
Provide coverage for front desk operations, including answering phones, checking in clients, and supporting clinic flow
Schedule appointments as appropriate
Make appointment reminder calls to clients
Obtain and document vital signs, including blood pressure, heart rate, temperature, height, and weight, when required
Notify clinical staff of abnormal vital signs according to agency protocols
Maintain a welcoming, professional, and trauma-informed environment
Other Duties as assigned
Knowledge/Skills/Abilities:
Exceptional written and verbal communication skills, including effective interpersonal and collaboration skills.
Attention to detail and accuracy.
Proficient in MS Word, Outlook, Excel and PowerPoint.
Ability to multi-task.
Open to change and willing to learn new skills.
Ability to follow up on pending issues.
Ability to meet deadlines
Supervision Provided by this Job:
None.
Physical Demands/Conditions:
Prolonged standing and walking; lifting, turning patients and equipment. Heavy Work - Exerting up to 150 pounds of force occasionally, and/or up to 75 pounds of force frequently, and/or up to 30 pounds of force constantly to move objects.
(May be further defined as "with or without assistance.") .
Work Hours
Mon, Tuesday, Thursday 8-4:30
Wednesday 8-5:30
Friday 8-3:30