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Open nowPosted 5 days ago

Client Scheduling & Intake Specialist

Workable (global search)108,016 open roles

Where
Philippines
Work mode
Remote
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Your applicationOpen nowClient Scheduling & Intake SpecialistWorkable (global search) · Philippines

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  4. CV RocketApplied on Workable (global search)'s own form.

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The clock on this job

Early applications get read.

7.9% of postings close within 7 days. Measured by our own scanner across the market. Workable (global search) postings stay open a median of 7 days.

Share of postings closed within
  1. 1.6%1 day
  2. 3.6%3 days
  3. 7.9%7 days
  4. 14.9%14 days
  5. 34.0%30 days
This job: posted 5 days ago

Workable (global search) median: 7 days open

The posting

Job Title: Client Scheduling & Intake Specialist

Position type: Full-Time

Working Hours: 9:00 AM – 6:00 PM Pacific Daylight Time (PDT), including weekends. The candidate may choose two weekdays as their days off.

Salary rate: $6-$7

Key Responsibilities:

  • Respond to incoming calls from prospective clients seeking mental health services.
  • Provide compassionate, professional, and empathetic support during initial client interactions.
  • Match clients with appropriate therapists based on availability, specialties, and client needs.
  • Schedule initial therapy appointments and coordinate therapist calendars efficiently.
  • Manage appointment availability, rescheduling requests, and intake scheduling workflows.
  • Ensure smooth coordination between clients and providers.
  • Answer basic questions regarding insurance coverage and therapy services.
  • Verify insurance eligibility and benefits as needed.
  • Collaborate with the billing department to resolve insurance or payment-related inquiries.
  • Enter and maintain client records within practice management software.
  • Ensure all information is accurate, organized, and handled confidentially in compliance with privacy standards.
  • Provide administrative assistance to support day-to-day clinic operations.
  • Assist with workflow organization, documentation, and communication tasks as needed.
  • Conduct appointment-setting activities by engaging prospective clients, qualifying their needs, and scheduling consultations with appropriate providers.
  • Utilize consultative sales techniques to build rapport, address concerns, and encourage prospective clients to proceed with mental health services.
  • Follow up with leads, missed inquiries, and referral sources to maximize appointment conversions and maintain a positive client experience.
  • Support client retention efforts through proactive communication, appointment reminders, and follow-up outreach.

Requirements

  • At least 1 year of previous experience handling client intake, appointment scheduling, lead generation, insurance verification, and client communication in a behavioral health setting is highly preferred
  • Spanish Bilingual candidates are highly preferred.
  • Experience using SimplePractice EHR, Grasshopper VoIP, Go High Level (GHL) CRM, and TherapyFlow or any similar tools is highly preferred
  • Ability to manage confidential and sensitive information professionally
  • Excellent verbal and written communication skills
  • Ability to learn and adapt to new software and systems independently
  • High attention to detail and follow-through

Basic Requirements

  • Must speak and write English clearly and professionally.
  • Must have relevant work experience.
  • Must be able to provide an NBI Clearance and/or Local Police Clearance before onboarding (mandatory).
  • Must be available to attend video meetings with camera on when required.

Technical Requirements

  • Computer: Reliable laptop or desktop computer.
  • Internet: Stable high-speed internet connection (minimum 25 Mbps).
  • Audio: Noise-canceling headset.
  • Video: Working webcam for virtual meetings.
  • Workspace: Quiet and professional work environment.

Benefits

  • Dedicated HR & Contractor Support Team: Access to world-class support for questions, guidance, contract matters, and client communication.
  • Premium VPN Access (Optional): A secure VPN license can be provided upon request to enhance privacy and security for client-related tasks.
  • HIPAA & Cybersecurity Training + Certification (Provided): Access to our internal HIPAA compliance training, cybersecurity modules, and certification to help you confidently handle PHI for U.S. healthcare clients.
  • Top 1% VA Performance Training: Access to our proprietary training on communication, client management, productivity systems, and best practices to help you become a top-performing VA and increase long-term client retention.
  • Client-Approved U.S. Holidays: Contractors may take U.S. holidays off according to the client’s needs and schedule.
  • Client-Approved Paid or Unpaid Time Off: Time off may be granted by your client. Paid time off is optional and only if offered by the client.
  • Access to Tools & Resources: Templates, workflow guides, productivity tools, and client-specific SOP support to help you perform at your best.
  • Optional Performance-Based Incentives: Some clients may offer bonuses, incentives, or increased hours based on your performance.

These are optional resources and client-approved allowances available to you as an independent contractor. Any resources, training, or allowances listed are optional contractor perks and not employee benefits.

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