Banyan Treatment Center
We are seeking a highly organized, customer-service–driven
Intake Coordinator
to join our
Behavioral Health Support (BHS)
team in an onsite, per-diem capacity.
This role supports the intake and admissions workflow through administrative coordination, documentation management, and direct communication with clients, families, and referral partners. The Intake Coordinator plays a vital role in supporting admissions flow, maintaining compliance with Joint Commission standards, and delivering a professional, compassionate client experience.
Reports to:
Clinical Director
Department:
Intake/ Behavioral Health Support
Schedule:
Per-diem, as needed.
Key Responsibilities Intake Coordination & Admissions Support
Monitor
Salesforce
regularly for new inquiries and pending admissions requiring onsite support
Support lead progression through timely follow-up, intake assistance, and accurate documentation
Convert leads to admits in Salesforce as directed and in coordination with Admissions
Communicate effectively with referral sources, utilization reviewers, and case managers to support the admissions process
Administrative & Systems Management
Create and maintain potential admission files in
Kipu EMR
Upload, organize, and track all required documentation, including: Verification of Benefits (VOB), Pre-Admission Screenings, Demographic and insurance information, Marketer and referral source details
Assist in obtaining all required consents, identification, and financial documentation prior to admission
Maintain accurate, complete, and compliant records in accordance with Joint Commission standards
Update onsite intake tracking tools (e.g., whiteboard) with travel details, projected bed availability, client summaries, and contact information
Customer Service & Client Experience
Serve as an onsite point of contact for clients, families, visitors, and referral partners
Communicate intake steps and expectations clearly, using trauma-informed and client-centered communication
Address questions, concerns, and objections with professionalism, empathy, and solution-focused responses
Maintain confidentiality and professionalism in all interactions
Coordination & Support
Assist with intake calls and screenings as needed
Coordinate client travel logistics in collaboration with
BHT supervisors
Work closely with Behavioral Health Support, Admissions, Clinical, and Facility teams to ensure smooth, compliant transitions into care
Maintain required competencies related to intake processes, documentation standards, and client assessments
Qualifications & Requirements Associate’s Degree and/or equivalent relevant experience
1–2 years of experience in
behavioral health, substance use treatment, healthcare coordination, or healthcare-based customer service
preferred
Current
CPR certification
(required)
Strong administrative, organizational, and time-management skills
Experience with customer service, intake coordination, or sales support functions
Excellent verbal and written communication skills
Ability to build rapport quickly with clients, families, and referral partners
Experience with
Kipu EMR
and/or
Salesforce
preferred
Working knowledge of confidentiality laws, accreditation requirements, and Joint Commission standards
Strong attention to detail with a focus on documentation accuracy and compliance
Ability to analyze information, follow procedures, and support quality improvement efforts
This is an opportunity to make a meaningful impact within a nationally recognized leader in addiction and mental health care. As our
Intake Coordinator (Behavioral Health Support) , you will:
Join a mission-driven,
Joint Commission–accredited
organization with nationwide reach and a strong commitment to ethical, compliant care.
Serve as a key onsite support in the intake process, helping clients and families navigate their first steps into care with clarity, compassion, professionalism, and trauma-informed communication.
Play an essential role in supporting admissions flow through strong administrative coordination, timely follow-up,
accurate EMR documentation (Kipu preferred) , and adherence to confidentiality and accreditation standards.
Collaborate closely with Behavioral Health Support, Admissions, Clinical, and Facility teams to ensure a smooth,
compliant , and client-centered transition into treatment.
Make a direct, day-to-day impact on client access to care by providing exceptional customer service while supporting
documentation accuracy, survey readiness, and quality standards
in a fast-paced, team-oriented environment.
Apply Now If you are detail-oriented, customer-service driven, and passionate about supporting access to quality behavioral health care, we encourage you to apply. Join Banyan Treatment Centers and be part of a mission-driven team making a meaningful impact every day.
EOE
Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
#J-18808-Ljbffr
Intake Coordinator
to join our
Behavioral Health Support (BHS)
team in an onsite, per-diem capacity.
This role supports the intake and admissions workflow through administrative coordination, documentation management, and direct communication with clients, families, and referral partners. The Intake Coordinator plays a vital role in supporting admissions flow, maintaining compliance with Joint Commission standards, and delivering a professional, compassionate client experience.
Reports to:
Clinical Director
Department:
Intake/ Behavioral Health Support
Schedule:
Per-diem, as needed.
Key Responsibilities Intake Coordination & Admissions Support
Monitor
Salesforce
regularly for new inquiries and pending admissions requiring onsite support
Support lead progression through timely follow-up, intake assistance, and accurate documentation
Convert leads to admits in Salesforce as directed and in coordination with Admissions
Communicate effectively with referral sources, utilization reviewers, and case managers to support the admissions process
Administrative & Systems Management
Create and maintain potential admission files in
Kipu EMR
Upload, organize, and track all required documentation, including: Verification of Benefits (VOB), Pre-Admission Screenings, Demographic and insurance information, Marketer and referral source details
Assist in obtaining all required consents, identification, and financial documentation prior to admission
Maintain accurate, complete, and compliant records in accordance with Joint Commission standards
Update onsite intake tracking tools (e.g., whiteboard) with travel details, projected bed availability, client summaries, and contact information
Customer Service & Client Experience
Serve as an onsite point of contact for clients, families, visitors, and referral partners
Communicate intake steps and expectations clearly, using trauma-informed and client-centered communication
Address questions, concerns, and objections with professionalism, empathy, and solution-focused responses
Maintain confidentiality and professionalism in all interactions
Coordination & Support
Assist with intake calls and screenings as needed
Coordinate client travel logistics in collaboration with
BHT supervisors
Work closely with Behavioral Health Support, Admissions, Clinical, and Facility teams to ensure smooth, compliant transitions into care
Maintain required competencies related to intake processes, documentation standards, and client assessments
Qualifications & Requirements Associate’s Degree and/or equivalent relevant experience
1–2 years of experience in
behavioral health, substance use treatment, healthcare coordination, or healthcare-based customer service
preferred
Current
CPR certification
(required)
Strong administrative, organizational, and time-management skills
Experience with customer service, intake coordination, or sales support functions
Excellent verbal and written communication skills
Ability to build rapport quickly with clients, families, and referral partners
Experience with
Kipu EMR
and/or
Salesforce
preferred
Working knowledge of confidentiality laws, accreditation requirements, and Joint Commission standards
Strong attention to detail with a focus on documentation accuracy and compliance
Ability to analyze information, follow procedures, and support quality improvement efforts
This is an opportunity to make a meaningful impact within a nationally recognized leader in addiction and mental health care. As our
Intake Coordinator (Behavioral Health Support) , you will:
Join a mission-driven,
Joint Commission–accredited
organization with nationwide reach and a strong commitment to ethical, compliant care.
Serve as a key onsite support in the intake process, helping clients and families navigate their first steps into care with clarity, compassion, professionalism, and trauma-informed communication.
Play an essential role in supporting admissions flow through strong administrative coordination, timely follow-up,
accurate EMR documentation (Kipu preferred) , and adherence to confidentiality and accreditation standards.
Collaborate closely with Behavioral Health Support, Admissions, Clinical, and Facility teams to ensure a smooth,
compliant , and client-centered transition into treatment.
Make a direct, day-to-day impact on client access to care by providing exceptional customer service while supporting
documentation accuracy, survey readiness, and quality standards
in a fast-paced, team-oriented environment.
Apply Now If you are detail-oriented, customer-service driven, and passionate about supporting access to quality behavioral health care, we encourage you to apply. Join Banyan Treatment Centers and be part of a mission-driven team making a meaningful impact every day.
EOE
Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
#J-18808-Ljbffr