Client Intake Associate

Overview:

Your Work and How You’ll Make a Difference:

They will assist in obtaining insurance information and verifying coverage as well as verifying diagnosis meets insurance requirements. Consistent partnership and feedback with Client Intake Advocates, Center Administrators, Authorization Specialists, and leadership is important to ensure we are providing the best service possible for each client.

BI’s commitment to our Client Intake Associate is to give you all of the tools you need to succeed. You will review a client’s medical history and autism diagnosis to ensure that there are no delays in enrollment and be privy to and responsible for highly sensitive and confidential information.

Why choose Behavioral Innovations:

• Daily Pay: Access your pay when you need it!
• Wellbeing Program: Equipping you with tools to achieve your wellness goals.
• OVIA Health: A Women's Health App supporting you throughout the entire Parenthood Journey.
• Employee Assistance Program (EAP): Comprehensive support for your mental, emotional, and physical health.
• 100% Tuition Reimbursement Program:We invest in your education for career advancement opportunities, including the path to becoming a BCBA.
• Supportive Team Structure: Our clients and families are our top priority, and we foster a collaborative and expert team environment.
• Additional Programs Offered at BI: ABA Intern, Referral Bonuses, Employee Recognition, Employee Perks.
• Career Advancement Opportunities: Ongoing training & Professional development for all employees.
• Insurance: Medical, Vision, Dental, and Supplemental Insurance Policies.
• University Partnerships: Enjoy tuition rate discounts.
• Pet Insurance!

What we are looking for:

• Experience with Salesforce and Electronic Medical Records (EMR) systems is preferred
• Bachelor’s degree or relevant work experience as an Intake Specialist is a healthcare setting highly preferred
• 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
• 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
• 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 work with different operating systems at one time.

Essential Duties & Responsibilities:

• Ask qualifying questions and actively listen to qualify potential clients
• Educate potential clients about BI, Diagnostic services, and ABA therapy
• Establish a relationship with inquiring families by phone, email, chat, and/or text to provide excellent customer service with the goal of getting child enrolled in our treatment center within 30-45 days from start of the intake process
• Fully document all information from potential clients, doctor’s office, and insurance companies in appropriate system (Salesforce, Adobe Sign, Central Reach, among others) to track the intake process in conjunction with daily/weekly audits.
• Support in verifying all required documents and demographic information (client details, insurance coverage, autism diagnosis, physician referral for assessment and ongoing ABA therapy, etc.)
• Supports in verifying diagnosis requirements. Following up with providers and/or client when information is missing.
• Maintain confidentiality with accordance of HIPPA and company standards.
• Performs other duties as assigned.

Skills:

• Exceptional Customer and Personal Service Skills- Knowledge of principles and processes for proving customer service, this includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction
• Active Listening- Giving full attention to what other people are asking, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times
• Problem Solving/ critical thinking - Analyzing information and evaluating results to choose the best solution and solve problems
• Social Perceptiveness- Being aware of others’ reactions and understanding why they react as they do
• Willing to learn and take on new tasks and responsibilities
• Demonstrates Resourcefulness and cooperation
• Exhibits BI’s Core values in all interactions

Upholding Integrity, Excellence, and the Heart of ABA:

At Behavioral Innovations (BI), our values drive us every day. Recognized with the Clinical Excellence Award in 2021, crowned Company of the Year in 2022, and listed on the prestigious Inc. 5000, we are proud to be one of America's Fastest Growing Private Companies.

Be a Client Intake Associate at Behavioral Innovations.

Where Potential Thrives.