• Efficiently handle communications via phone (inbound and outbound), email, voicemail, faxes, and chat. • Identify and communicate patient trends and feedback, including scheduling barriers to Intake. • Interact with Practice Operations team as necessary to ensure proper patient matching. • Conduct thorough intake assessments to understand patient needs and match them with the most appropriate provider. • Schedule initial appointments promptly and accurately with detail outlining patients’ needs including talk therapy and/or medication management. • Collect patient insurance information and run eligibility ensuring in-network benefits for matched provider. • Obtain and verify patient clinical history, demographic details, insurance information, and eligibility. • Collect credit card for file and maintain compliance. • Assist new patients with portal setup and new patient paperwork. • Process and manage referral paperwork efficiently. • Ensure all patient interactions and transactions are accurately documented in the Electronic Health Record (EHR) system. • Proactively contact referral source, patient, and/or provider office to obtain additional information that is required to complete verification of benefits and/or prior authorizations. • Contact existing patients to initiate new services based on internal and external referrals. • Assist new patient with any questions regarding new patient appointments or referrals. • Professionally and calmly assist with incoming emergency calls as appropriate and follow crisis call protocols. • Perform additional tasks and responsibilities as assigned by management to support the overall efficiency of the intake department. • Adhere to all relevant policies, regulations, and compliance standards throughout the intake process including HIPAA and PCI.