Client Intake Associate jobs in United States
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Behavioral Innovations · 7 hours ago

Client Intake Associate

Behavioral Innovations is a leading provider in the behavioral health industry, focused on transforming lives through compassionate ABA therapy for children with autism. The Client Intake Associate will serve as the first point of contact for families seeking diagnostic services, ensuring a high-quality customer experience and facilitating timely enrollment into ABA therapy programs.

Electronic Health Record (EHR)Health CarePersonal Health

Responsibilities

Engage with families via phone, email, chat, and text to deliver a high-quality customer experience and drive timely enrollment
Ask targeted qualifying questions and actively listen to assess client needs and eligibility
Educate families on Behavioral Innovations, diagnostic services, and ABA therapy
Accurately document all client, provider, and insurance information in designated systems (e.g., Salesforce, Adobe Sign, CentralReach) and support daily and weekly audits
Maintain strict confidentiality in compliance with HIPAA and company standards

Qualification

Intake experienceSalesforceElectronic Medical RecordsBachelor’s degreeMulti-taskingData entryCustomer serviceActive listening

Required

Experience with Intake and/or sales as you will be receiving inbound calls/making outbound calls and using other forms of communication to prospective clients who have requested information about our service
Must be comfortable working in a fast-paced, continually changing, and results-oriented environment as part of a rapidly growing organization
Ability to multi-task; listening, typing, taking notes, and working with different systems with efficiency
Accurate and timely data entry is crucial in this role, as the information entered will directly contribute to the maintenance of precise and up-to-date medical records, ensuring the highest standards of patient care and administrative efficiency

Preferred

Bachelor's degree or relevant work experience as an Intake Specialist in a healthcare setting highly preferred
Experience with Salesforce and Electronic Medical Records (EMR) systems is preferred

Benefits

10 days PTO
7 paid holidays
Medical, Vision, Dental, and Supplemental Insurance Policies
Tools and programs to support physical, mental, and emotional wellness
Comprehensive support

Company

Behavioral Innovations

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Behavioral Innovations is a health care company that specializes in applied behavior analysis service.

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Tenex Capital Management
2024-06-06Acquired
2024-05-31Private Equity

Leadership Team

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Lori Russo
Co-Founder, Vice President Clinical Research & Development
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Chris Dardi, CPA
Chief Financial Officer
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Company data provided by crunchbase