client intake specialist

Consumer Attorney Network

We are rapidly expanding and looking for driven, phone-confident professionals to join our intake team.This role is ideal for candidates with experience in:<ul><li>Call centers</li><li>Appointment setting</li><li>Customer service</li><li>Sales support</li></ul>You will NOT be closing deals &mdash; your job is to connect, qualify, and schedule appointments for our senior consultants.What You&rsquo;ll Do<ul><li>Handle inbound calls from prospects actively seeking timeshare exit help</li><li>Make outbound follow-up calls to warm leads (no cold calling)</li><li>Ask structured questions to qualify clients</li><li>Build trust and guide prospects through the next step</li><li>Schedule consultations with our sales team</li><li>Enter detailed notes and updates in CRM</li><li>Follow up on missed appointments and nurture leads</li></ul>What We&rsquo;re Looking For<ul><li>Strong communication and phone skills</li><li>Ability to build rapport quickly and professionally</li><li>Comfortable handling high daily call volume</li><li>Organized and detail-oriented</li><li>Motivated by performance and bonuses</li></ul>Preferred Experience<ul><li>Call center or appointment setting</li><li>Inside sales or lead qualification</li><li>CRM systems (Salesforce, HubSpot, GoHighLevel, etc.)</li><li>Financial services, timeshare, or debt relief (a plus, not required)</li></ul>Compensation &amp; Perks<ul><li>Base Commission + uncapped bonus potential</li><li>Weekly / monthly performance incentives</li><li>Training scripts provided</li><li>Consistent inbound lead flow (no prospecting required)</li><li>Growth opportunities into sales or leadership roles</li></ul>What Success Looks Like<ul><li>Booking qualified appointments daily</li><li>Maintaining high contact and conversion rates</li><li>Ensuring strong appointment show-up rates</li><li>Consistent follow-up and CRM accuracy</li></ul>Why This Role Stands Out<ul><li>Warm, high-intent leads (people actively looking for help)</li><li>No cold prospecting grind</li><li>Fast-growing company with real demand</li><li>Clear path to higher income</li></ul>Apply NowIf you&rsquo;re confident on the phone, driven by results, and ready to grow with a high-performance team &mdash; apply today.Pay: $45,000.00 - $85,000.00 per yearPeople with a criminal record are encouraged to applyWork Location: Remote

Client Intake Specialist

Harbor Behavioral Health

<div>Harbor is seeking a Client Registration/Intake Specialist to join the Toledo team! This position is responsible for a welcoming and thorough client registration process.

Position is full-time, 20 hours per week.

Education/Experience/Other Requirements:
<ul>
<li>High school diploma or equivalent required with two years of closely related office experience strongly preferred.</li>
<li>Demonstrated knowledge and understanding of health/behavioral health billing procedures and eligibilities for third-party providers preferred.</li>
<li>Prior experience strongly preferred in customer service and behavioral health setting.</li>
<li>Must have strong attention to detail and be able to communicate effectively with various individuals.</li>
<li>Competent computer/PC skills using Microsoft Office 365, Excel, and electronic health record systems.</li>
<li>Must be able to establish daily work priorities and work independently and efficiently to meet deadlines</li>
<li>Must be honest, dependable, self-disciplined, organized and be able to work well as a team member.</li>
</ul>
Essential Job Competencies/Primary Duties:
<div>
<ul><li>Reviews and updates client accounts timely to ensure accurate demographic and account information, including insurance information, and fee agreements.</li></ul>
<ul><li>Proactively and collaboratively works with other departments to ensure a thorough and accurate client registration process.</li></ul>
<ul><li>Receives incoming questions from clients, payers, and/or other departments regarding client accounts; initiates data submission for any additional information needed, and interprets information back to the client, payer and/or clinician.</li></ul>
<ul><li>Reviews, monitors, updates, and prepares Client Record to ensure required Intake/Registration forms and data are completed and updated, as necessary.</li></ul>
<ul><li>Coordinates client&rsquo;s application and subsequent verification process for public assistance funding sources. Updates client records accordingly (internal and external systems) and monitors assigned client records to ensure adequate coverage for services.</li></ul>
<ul><li>Provides quality and timely support to both internal and external customers and strives for customer satisfaction</li></ul>
<ul><li>Promotes client usage for Patient Portal and educates on the benefits it can offer.</li></ul>
<ul><li>Monitors assigned clients to ensure services are scheduled appropriately based on insurance coverage.</li></ul>
<ul><li>Verifies insurance for any new clients or new card being scanned before the time of their appointment.</li></ul>
<ul><li>Monitors client coverages for any missing coverages or termed coverages and updates appropriately.
</li></ul><ul><li>Keeps current with trends and developments related to essential job competencies and demonstrates continued growth.</li></ul>
</div>
About Harbor:
<ul>
<li>A leading provider of mental health and substance use treatment for over 100 years</li>
<li>350+ clinical staff serve over 24,000 clients across multiple locations and in the community each year</li>
<li>Services ranging from counseling, pharmacological management, primary care, psychological testing, case management, substance use treatment, residential services, vocational program, and more!</li>
</ul>
Why Work for Harbor?

It is fast-paced and challenging, but you will have a lot of fun in the process. You will have the opportunity to meet other motivated individuals who are also making a positive impact at our company. Harbor is committed to investing our resources in you! Some benefits of working with Harbor include:
<ul>
<li><div><ul><li>Medical, dental, and vision coverage</li>
<li>Retirement plan with company match</li>
<li>Generous paid time off, sick time, and paid holidays</li>
<li>Tuition and professional license reimbursement programs</li>
<li>Clinical supervision hours offered</li>
<li>Ability to make a difference in your community!</li></ul></div></li></ul></div>

Client Registration/Intake Specialist

Benesch Law

<div>Who We Are
At Benesch we pride ourselves on exceeding expectations and building trust not only with our clients but with our employees - Benesch's #1 asset. Committed to providing not only the highest level of legal service to our clients, Benesch also aspires to create a positive work environment for our employees. Our Firm continues to earn placement on Chicago and Cleveland's Top Workplaces list, along with Cleveland's NorthCoast 99 Top Workplaces rankings. We also continue to advance on the AmLaw 150 list, placing us among the top 150 law firms in the country.
Benesch is proud to be recognized for being a Firm that attracts and retains top talent - making Benesch a great place to work. We offer a hybrid schedule, career development and growth, transparent and visible leadership teams, and a place where diversity, equity and inclusion is celebrated. In addition, the Firm offers a full array of benefits which can be viewed at www.mybeneschbenefits.com.
Working with Us - Come and &quot;Be Benesch!&quot;
We are one of the fastest growing firms in the nation, and have offices in Chicago, Columbus, San Francisco, New York City, and Wilmington. We continue to expand our geographic footprint and value the talent that comprises each of our locations. If you are someone who champions a First in Service approach and are ready to be part of an exciting and growing Firm, we would invite you to apply to join our team.
Want to know more? To hear from some of our team, click here: https://www.beneschlaw.com/careers/index.html
Benesch is proud to announce the opening for an Accounting Intake Specialist in our Cleveland office! This position is hybrid and has work from home flexibility.
Position Summary:
Do you have prior billing or intake experience in a law firm? Are you looking for an opportunity to focus that experience in a concierge type position and assist stakeholders with the onboarding of new clients and matters? Then you may be interested in our Accounting Intake Specialist position. This role is perfect for the experienced administrative biller or law firm intake specialist who is detail-oriented and desires a strong sense of accomplishment at the end of the day. Join Benesch and play a pivotal role in shaping the financial success of our organization.
The Accounting Intake Specialist oversees the financial onboarding of new clients and matters. Key duties include ensuring the client/matter is set up correctly in the system from the intake team, managing client billing rates and assisting the finance team to ensure outside counsel guidelines and billing arrangements are set up correctly in the system.
Essential Functions:
1. Reviews and approves new client and new matter request forms for accuracy and completeness daily.
2. Reviews billing and collections portions of Outside Counsel Guidelines and Engagement Letters to verify they conform with Finance department policies.
3. Updates Aderant accounting system with information required for bills to be processed accurately. Regular duties include the following types of setups:
a. Client and matter level updates
b. Rates
c. Alternative Fee Arrangement (AFA) set up
d. Address changes
e. Contact information
f. Disbursement constraints
g. Attorney assignments
h. Invoice formats
i. Billing methods
j. Attorney relationship credit/split assignments
k. Other client, matter or attorney updates
4. Monitors Billing, Accounting Intake and Billing Guidelines email inboxes and responds to questions or refer to appropriate team.
5. Coordinates rate requests with the Client Value Team to ensure correct rates are updated in the Aderant accounting system.
6. Coordinates changes to intake forms and intake processes with the Intake team and software vendors as they related to clients, rates and billing.
7. Monitors &quot;Matter Not Yet Open&quot; matter and move time entries as new clients and matters open.
8. Communicates effectively with Legal Assistants, Attorneys and administrative staff to obtain complete and accurate information.
Qualifications:
The Accounting Intake Specialist preferably will possess a bachelor's degree from an accredited university and a minimum of three years of administrative billing, accounting, or law firm intake experience. Experience with Aderant, 3E, or Intapp is preferred. The Accounting Intake Specialist must demonstrate strong accuracy and attention to detail; the ability to multitask, prioritize, and effectively manage day-to-day tasks; and proficiency in data entry, processing, researching, cross-referencing, and validating data. Must also be highly proficient in Microsoft Office, especially Excel and Word, and bring strong analytical and problem-solving skills, initiative, sound judgment, and excellent follow-up skills. Excellent customer service and communication skills are required. 
The salary range for this position is $62K to $82K.
Please note that quoted salary ranges are based on Benesch's good faith belief at the time of the job posting and are not a guarantee of what final salary offers may be. Base pay is based on market location and may vary depending on job-related knowledge, skills, and experience. Base pay is only one part of the Total Rewards that Benesch provides to compensate and recognize our staff professionals for their work. Full-time positions are eligible for a discretionary bonus and a comprehensive benefits package. 
Benesch is an equal opportunity employer. We strongly value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, gender, sex, age, religion, creed, national origin, ancestry, citizenship, marital status, sexual orientation, physical or mental disability (where applicant is qualified to perform the essential functions of the job with or without reasonable accommodations), medical condition, protected veteran status, gender identity, genetic information, or any other characteristic protected by federal, state, or local law.
Applicants who are interested in applying for a position and require special assistance or an accommodation during the process due to a disability should contact the Benesch Human Resources Department by phone at 216-363-4578 or email Christine Watson at cwatson@beneschlaw.com.</div>

Accounting Intake Specialist

Changing Faves

Treatment Specialist working with teenage population 12-17 in a residential settingCase Manager/Rehab Daily Duties:<ul><li>Meet with each present client to gauge program participation and general mood and address any needs, behavioral concerns, instabilities, and refer as needed. Reflect on the current situation and set goals for the day. Record in EHR</li><li>Preview all daily shift notes and Incident reports since the last shift.</li><li>Tend to immediate daily need and or pressing issues regarding clients.</li><li>Provide/Assist with supervision of clientele.</li><li>Schedule and/or Attend sick/follow up/specialty physician visits as needed, and oversee the appointment, documentation and EHR input.</li><li>Input/Update following all medical appointments that all medications are retrieved from pharmacy and inputted/removed into electronic record in accordance with medication lists biweekly</li><li>Conduct daily medication checks to ensure medications are distributed and signed for.</li><li>Ensure and support youth to attend Day Program and psychotherapy as assigned</li><li>Provide assist with any transportation needs of the youth</li><li>Oversee study hour/homework.</li><li>Meet with every youth, every day and address their behaviors, daily function impairments, successes and failures, high risk behaviors, recent incidents etc.</li></ul>Other Duties/Expectations<ul><li>Review all client history, need for placement, and historical information to best understand their needs for behavior modification/management, medical, and therapeutic care.</li><li>Initial Safety Plan .</li><li>Ensure medi-cal cards/#&rsquo;s are received and promptly transitioned to cencal.</li><li>Schedule intake medical/dental appts</li><li>Enroll youth in school at intake.</li><li>Initiate/Update AWOL plans as needed or identified in the CFT</li><li>Review intake paperwork with new youth within 24 hours of intake (unless placed on a Saturday.</li><li>Ensure all intake documents are signed and in electronic record. Ensure STRTP agreements are complete and sent back to SW</li><li>Develop/Update Needs and Service Plans monthly to align with CFT&rsquo;s</li><li>Conduct Staying Healthy Assessments within 48 hours of intake</li><li>Complete activity/physical activity schedule</li><li>Monitor/Supervise Day Program youth and assist with homework</li><li>Supervise/assist study hour, assess needs for additional tutoring, ensure proper materials are in place</li><li>Schedule sick/follow up/specialty physician visits as needed, and oversee the appointment, documentation and EHR input.</li><li>Input/Update following appointments that all medications are inputted/removed into electronic record in accordance with medication lists biweekly</li><li>Attend Dr Sal appointments as scheduled to ensure medication documentation is complete, medications are gained and inputted, ensure all coordinating documentation is gained and filed in all locations.</li><li>Conduct weekly medication audits ensuring MARS, JV220&rsquo;s, Med lists all sync.</li><li>Schedule and supervise/monitor and document family visits in person/zoom</li><li>Maintain resident roster/LIC 9020</li><li>Make CADA referrals/ schedule intake appointment as specified by SUD specialist</li><li>Ensure referrals to outside services IE; TBS, nutritionists, eating d/o clinics, LGBTQ groups are complete and services implemented as needed in collaboration with the clinical Tx team.</li><li>Arrange, facilitate and conduct CFT&rdquo;S and ensure updating of white boards for new privileges for all CFT&rsquo;s.</li><li>Request/Attend IEP&rsquo;s and 504&rsquo;s for all students as needed.</li><li>Coordinate regularly with school admin, liaisons, teachers, and counselors at the youth&rsquo;s school to address behavior, academic, attendance needs are addressed.</li><li>Update Google Calendar with upcoming CFT and all appts for each youth</li><li>Ensure Treatment binders and in house client binders stay up to date</li><li>Input all services in identified Hipaa compliant program ie; SmartCare/ Extended Reach</li><li>Complete daily notes for each shift/client.</li><li>Review weekly point sheets with the youth during weekly sessions so they have an idea of expectation and where they are regarding functional skills. Remind of % goal on N&amp;S plan</li><li>Review incident reports daily and assist youth in reflecting on their behaviors following major incidents.</li><li>Crisis Intervention/ Prevention with youth</li><li>Schedule and implement weekly motivational/psycho-education group</li><li>Initiate and develop safety plans upon intake</li></ul>Job Type: Full-timePay: $26.00 - $30.00 per hourBenefits:<ul><li>Employee assistance program</li><li>Flexible schedule</li><li>Life insurance</li><li>Retirement plan</li></ul>Ability to Commute:<ul><li>Santa Maria, CA (Required)</li></ul>Ability to Relocate:<ul><li>Santa Maria, CA: Relocate before starting work (Required)</li></ul>Work Location: In person

Case Manager

Dakota Autism Center

About the role Dakota is seeking a driven Community Outreach Specialist to grow our ABA program. Your primary mission: build referral relationships with healthcare providers, schools, and community organizations to generate qualified client leads for Dakota to serve.This is a community-facing, relationship-driven role that makes a real impact &mdash; connecting children and families to life-changing autism and developmental services.What you'll doReferral development &amp; lead generation<ul><li>Build and maintain a referral network with pediatricians, developmental specialists, neurologists, and primary care providers serving children ages 0&ndash;21</li><li>Cultivate partnerships with school districts, ECSE teams, Head Start, and Early Intervention coordinators</li><li>Connect with county social services, DHS case managers, and disability resource navigators to generate client leads</li><li>Conduct outreach visits, presentations, and attend community events to position Dakota as the preferred EIDBI provider</li><li>Track all leads, referrals, and conversions in CRM &mdash; updated within 24 hours of each contact</li><li>Follow up on all referral leads to support intake and enrollment of eligible clients</li></ul>Community education &amp; provider relations<ul><li>Educate referring providers on client eligibility, the CMDE process, and Dakota's service offerings</li><li>Represent Dakota at health fairs, disability expos, school transition events, and provider networking meetings</li><li>Help families navigate access to EIDBI services and reduce enrollment barriers</li></ul>Compliance &amp; coordination<ul><li>Operate in full compliance with MN Statute 256B.0949, HIPAA, and DHS EIDBI program rules</li><li>Collaborate with leadership, intake team, and clinical staff to ensure smooth client onboarding</li><li>Report referral pipeline data and market intelligence to leadership regularly</li></ul>Job Types: Full-time, Part-time, Temporary, ContractPay: $30.00 - $35.00 per hourExpected hours: 20.0 &ndash; 40.0 per weekBenefits:<ul><li>Flexible schedule</li></ul>Education:<ul><li>Bachelor's (Preferred)</li></ul>Experience:<ul><li>Behavioral health: 1 year (Preferred)</li><li>Outreach: 1 year (Preferred)</li></ul>Language:<ul><li>English (Required)</li><li>Spanish (Preferred)</li><li>Hmong (Preferred)</li><li>Somali (Preferred)</li></ul>Work Location: On the road

Community Outreach Specialist

Journey 4 Success

Job Title: Admission Specialist (Behavioral Health / Addiction / Mental Illness)Company: Management and Implementation of Result-driven Nuances in Allocation and Ascendancy (M.I.R.N.A.A. Consulting Inc.)Job Type: 1099 Independent Contractor (Hybrid / Remote)Compensation: $5,000 - $6,000 Monthly Base + Performance BonusesUrgency: Immediate Hire (Contracting decisions made following the initial interview)Company OverviewAt M.I.R.N.A.A. Consulting Inc. we operate at the forefront of the behavioral health, addiction treatment, and mental health sectors. We build high-reliability organizational structures and drive operational excellence. We are currently seeking a highly driven, results-oriented Admission Specialist to facilitate seamless patient intake and aggressive census growth. This role demands a proactive professional who understands the clinical and operational nuances of all levels of care within the behavioral health industry.Role SummaryThe Admission Specialist will serve as the primary catalyst for client acquisition, intake, and census management. This is an immediate-fill, hybrid/remote position requiring a highly autonomous contractor capable of generating their own leads and managing the end-to-end admissions pipeline. We utilize a KPI-driven operational model, and compensation is heavily aligned with aggressive accountability and measurable performance.Mandatory Requirements &amp; Qualifications<ul><li>Established Pipeline (Non-Negotiable): You must possess your own active pipeline for lead generation and referral sources, OR maintain a minimum of two (2) established business relationships with facilities/entities capable of providing consistent, high-quality referrals and leads across all levels of care.</li><li>Industry Expertise: Comprehensive understanding of the behavioral health, addiction, and mental illness treatment landscape, including patient criteria for various levels of care (Detox, RTC, PHP, IOP, OP).</li><li>Contractor Status: Ability to operate effectively as a 1099 Independent Contractor.</li><li>Technology Proficiency: Capable of remote collaboration, CRM management, and executing digital communication flawlessly.</li></ul>Core Responsibilities, Duties &amp; Obligations<ul><li>Lead Generation &amp; Conversion: Actively leverage personal networks and external facility relationships to drive consistent admissions and maintain census targets.</li><li>Intake Management: Conduct pre-admission screenings, verify clinical appropriateness, and facilitate a streamlined, compliant intake process.</li><li>Referral Relationship Management: Cultivate, sustain, and expand business-to-business (B2B) relationships with external facilities, healthcare providers, and community partners.</li><li>Compliance &amp; Documentation: Ensure all admission protocols adhere to internal standards and overarching industry regulations (e.g., DHCS, The Joint Commission, CARF).</li><li>Mandatory Reporting: Attend and actively participate in mandatory weekly operational meetings via Zoom or Google Meets to review pipeline health, KPIs, and strategic adjustments.</li></ul>Company Expectations<ul><li>KPI Achievement: We operate on a data-driven model. You are expected to consistently meet or surpass established key performance indicators (KPIs) related to lead volume, conversion rates, and total monthly admissions.</li><li>Aggressive Accountability: Take complete ownership of your pipeline. We expect proactive problem-solving and immediate communication of both bottlenecks and victories.</li><li>Professional Nuance: Represent the firm with the highest degree of professionalism, maintaining strict confidentiality and ethical standards in all patient and B2B interactions.</li></ul>Compensation &amp; Pay ScheduleWe offer a highly competitive, performance-based compensation structure designed to reward top-tier results:<ul><li>Standard Base Pay: $5,000 per month.</li><li>Advanced Base Pay ($6,000 per month): The monthly base increases to $6,000 for candidates who bring demonstrable expertise in Social Media Management, Digital Marketing, Advertisement &amp; Marketing, or Financial Allocation.</li></ul>Note: To qualify for this tier, you must provide a proven track record, professional references, or a comprehensive portfolio showcasing your specialty during the interview.<ul><li>Performance Bonus: Uncapped, KPI-driven bonus structure based on meeting and exceeding target goals. (Additional bonuses apply for those qualifying for the Advanced Base Pay tier).</li><li>Pay Schedule: Base pay is disbursed Monthly. Performance bonuses are calculated and disbursed Bi-monthly.</li></ul>Application ProcessThis position needs to be filled immediately. We are expediting the hiring process; a definitive contracting decision will be made based on the initial interview. If you are a high-performing professional with the required referral pipeline and industry expertise, please submit your resume, along with any relevant portfolios or references, for immediate consideration.Pay: $5,000.00 - $6,000.00 per monthBenefits:<ul><li>Flexible schedule</li><li>Paid time off</li><li>Parental leave</li><li>Professional development assistance</li><li>Referral program</li></ul>People with a criminal record are encouraged to applyWork Location: Remote

Admissions Specialist

Family Love Care

Intake Specialist (Hybrid)Kansas City, MO (Hybrid &ndash; One to two times per week in office)Weekly and monthly bonus potential!Position OverviewWe are seeking a motivated and detail-oriented Intake Specialist to join our growing home health care team. This role is responsible for managing incoming inquiries, converting callers into qualified leads, and guiding potential patients and caregivers through the intake process until services begin.The ideal candidate is empathetic, organized, and persistent with follow-up, as the intake process can take several weeks to months before converting to start of care. Success in this role requires strong communication skills and the ability to handle a high volume of calls while providing excellent service.Key Responsibilities<ul><li>Answer and manage high-volume inbound calls from prospective patients, families, and caregivers</li><li>Convert incoming inquiries into qualified leads for home health services</li><li>Conduct outbound follow-up calls, emails, and texts to nurture potential patients throughout the intake process</li><li>Maintain consistent communication with prospects during the typical 3-month intake and onboarding timeline</li><li>Track and update lead and patient information in internal systems</li><li>Provide clear information about services, eligibility, and next steps</li><li>Coordinate with internal teams to ensure a smooth transition from intake to start of care</li><li>Meet call activity and conversion goals</li></ul>Qualifications<ul><li>1+ year of experience in customer service, intake coordination, call center, healthcare scheduling, or sales support preferred</li><li>Strong communication skills via phone, email, and text</li><li>Comfortable handling 50+ inbound and outbound calls per day</li><li>Strong follow-up and organizational skills</li><li>Basic technical proficiency with computers, CRM systems, and scheduling tools</li><li>Ability to multitask in a fast-paced, patient-focused environment</li><li>Experience in home health, healthcare intake, or patient coordination is a plus</li></ul>What We&rsquo;re Looking For<ul><li>A compassionate communicator who enjoys helping families navigate care options</li><li>Someone who is persistent with follow-up and relationship building</li><li>A team player who thrives in a high-volume, fast-paced environment</li></ul>Pay: $20.00 - $23.00 per hourBenefits:<ul><li>Dental insurance</li><li>Health insurance</li><li>Vision insurance</li></ul>Experience:<ul><li>Call center: 1 year (Required)</li></ul>Ability to Commute:<ul><li>Kansas City, MO 64126 (Required)</li></ul>Work Location: Hybrid remote in Kansas City, MO 64126

Intake Specialist

Search 10000+ Client intake specialist jobs near you this May. New roles added regularly across leading industries. Apply today.