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LifeStance Health

Intake Coordinator

LifeStance Health, New York, New York, United States

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Intake Coordinator – LifeStance Health At LifeStance Health, we strive to help individuals, families, and communities with their mental health needs. We are the fastest‑growing mental health practice group in the country and are looking for a dedicated Intake Coordinator to support our mission.

Values

Belonging: We cultivate a space where everyone can show up as their authentic self.

Empathy: We seek out diverse perspectives and listen to learn without judgment.

Courage: We are all accountable for doing the right thing – even when it’s hard – because we know it’s worth it.

One Team: We realize our full potential when we work together towards our shared purpose.

Benefits As a full‑time employee, you will receive medical, dental, vision, AD&D, short and long‑term disability, and life insurance. Additional benefits include a 401(k) retirement savings with employer match, paid parental leave, paid time off, holiday pay, and an Employee Assistance Program.

Role Overview The Intake Coordinator assists new patients in establishing care with a LifeStance provider. Responsibilities include scheduling initial assessments, collecting demographic information, verifying insurance eligibility, and managing referrals to match patients with the most suitable providers. The role requires excellent interpersonal skills and a commitment to high‑quality client engagement.

Hours & Compensation 8:00 am – 5:30 pm EST, Monday–Friday. $20 per hour.

Responsibilities

Handle phone, email, voicemail, fax, and chat communications efficiently.

Identify patient trends and feedback, including scheduling barriers.

Coordinate with Practice Operations to ensure proper patient matching.

Conduct thorough intake assessments to understand patient needs.

Schedule initial appointments promptly and accurately, detailing modality requirements.

Collect and verify patient insurance information and run eligibility checks for in‑network benefits.

Obtain and verify clinical history, demographic details, and eligibility.

Collect credit card information for file and maintain compliance.

Assist new patients with portal setup and paperwork.

Process referral paperwork efficiently.

Document all patient interactions in the Electronic Health Record (EHR) system.

Proactively contact referral sources, patients, or provider offices for additional verification or prior authorization.

Contact existing patients to initiate new services based on referrals.

Assist patients with questions about appointments or referrals.

Answer incoming emergency calls calmly, following crisis call protocols.

Perform additional tasks as assigned by management to support intake department efficiency.

Adhere to HIPAA, PCI, and all relevant policies and compliance standards.

Skills & Experience

High school diploma or equivalent required; bachelor’s degree preferred.

2+ years in a contact center and/or healthcare environment.

Strong computer proficiency with Microsoft Office, internet, and email.

Experience with EHR systems preferred.

Clear understanding of insurance terminology.

Fluency in English required; Spanish fluency preferred.

Dedicated HIPAA‑compliant workspace with high‑speed hard‑wired internet.

Ability to multi‑task and prioritize in a fast‑paced environment.

Physical Requirements Regularly sit, stand, bend, talk, and hear; frequently walk. Must lift or move up to 25 pounds. Requires visual abilities including close and distance vision, color, peripheral, depth perception, and focus adjustment.

EEO Statement LifeStance is an equal opportunity employer. We celebrate diversity and are fully committed to creating an inclusive work environment for all employees. Learn more about Diversity, Equity and Inclusion at LifeStance.

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