Client Intake Specialist.

About Us

Join Navigate Family Therapy, a fast growing, trailblazing organization dedicated to fostering hope and facilitating healing for individuals, families, and organizations. We pride ourselves on connecting our clients with exceptional mental health providers, delivering unparalleled services that make a positive impact. As a leading business services provider to mental health clinicians, we offer comprehensive support in all aspects of their practice. Our cohesive team is comprised of passionate, client-centered professionals who prioritize building meaningful relationships and strive for excellence in the ever-evolving field of health. Together, we foster intentional professional community, rooted in continuous learning, growth, and unwavering support for one another. Moreover, we are steadfast advocates for marginalized communities, working diligently to address their unique needs. At Navigate Family Therapy, we embrace diversity in all its forms, creating an inclusive environment where everyone is welcomed and respected. If you share our commitment to excellence and shared values, we invite you to join our exceptional team.

Our Ideal Candidate

At Navigate Family Therapy, we are seeking an exceptional individual to join our team as an Intake Specialist. This dynamic role primarily operates remotely, with occasional on-site meetings as necessary. As the initial point of contact for new client intakes and referrals across all locations, the Intake Specialist plays a crucial role in establishing positive relationships with clients. We value individuals who possess a deep understanding of our mission, values, and organizational dynamics, as discussed in our previous interactions.

The ideal candidate for this position is outgoing, friendly, and genuinely enjoys connecting with people. They possess a natural ability to build strong, relational connections while maintaining healthy boundaries and exercising discernment. With a compassionate and caring nature, they are adept at setting appropriate expectations for clients regarding insurance, authorizations, payments, and individual provider policies. Exceptional organizational and administrative skills are a must for effectively managing intake processes and ensuring seamless transitions for clients.

Joining our team as an Intake Specialist offers a remarkable opportunity to gain valuable experience in a clinical setting. This part-time role entails an average of 20 hours per week, with morning and afternoon shifts, allowing for flexibility and work-life balance. If you are motivated to contribute to our mission of fostering hope and facilitating healing, while honing your organizational and interpersonal skills, we invite you to apply for this exceptional opportunity at Navigate Family Therapy.

Duties/Responsibilities:

• Use customer service phone techniques to create a warm and welcoming environment for new clients accessing care for the first time.Follow communication guidelines when handling different topics.
• Identify customers’ needs, clarify information, research every issue and provide solutions and/or alternatives.
• Build sustainable relationships and engage customers by going the extra mile.
• Frequently attend educational seminars to improve knowledge and performance level
• Set and meet personal/team objectives and key results.
• Answer intake requests (respond to phone and email inquiries from new and existing clients, schedule intake appointments with appropriate therapist, answer practice -related questions).
• Use computers and other technology to access various web-based programs.
• Coordinate with providers on filling their schedules.
• Coordinate with the billing team to communicate insurance coverage with clients and collection payments.
• Send new client paperwork and follow-up to ensure it is completed.
• Stay highly organized.
• Pay close attention to detail and prioritize tasks.
• Other duties as may be assigned.

Qualifications and Skills:

• Aligned with Navigate Family Therapy’s mission, vision, and values.
• Strong phone and verbal communication skills along with ability to actively listen.
• Client focus and able to adapt to different personality types
• Capacity to multitask, set priorities and manage time effectively
• Ability to connect with clients and serve their needs.
• Work at an efficient and productive pace, handle interruptions appropriately and meet deadlines
• Must be punctual in ing to work.
• Be organized and detail oriented.
• Be able to work independently on tasks assigned.
• Passionate about working with others.
• Must have your own computer dependable internet access and wifi connection.

Benefits:

• Monthly stipend to help cover the cost of internet and phone.
• You will learn every facet of private practice mental health: initial intake, scheduling clients, intake paperwork.
• Option to participate in monthly colleague gatherings with Navigate affiliate clinicians.
• Opportunities for advancement in a fast growing mental health services startup.

If you are interested in joining our relational, fun, caring team of business support staff for Navigate Family Therapy clinicians, please follow the link to upload your resume or send your resume. We look forward to hearing from you!