Intake Specialist – Outpatient Mental Health Counseling

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Logo of Staffing For Doctors

Staffing For Doctors

11 - 50 employees

Founded 2025

🏥 Healthcare

🤝 B2B

🎯 Recruiter

Healthcare • B2B • Recruitment

Staffing For Doctors is a U. S. -based staffing service that places HIPAA-trained, specialty-matched virtual medical assistants and related clinical support staff for medical practices. Their remote team members handle scheduling, EHR documentation and charting, prior authorizations, patient communication, and other administrative/clinical tasks across dozens of specialties; hires are presented quickly (matched in 24 hours and live/onboarded within ~48 hours) at a flat $14/hr rate with no long-term contracts. The company emphasizes compliance and data security (HIPAA-trained staff, SOC 2 certified, BAA included, 256-bit SSL), white-glove onboarding via a dedicated customer success manager, and serves practices through a portal and demo/onboarding process.

📋 Description

• Contact new patient inquiries within 1 hour of receiving them • Manage the full intake pipeline in the ADMIRA CRM • Ensure every lead is marked complete or lost within a maximum 7-day window • Keep CRM records accurate and current • Cover inbound and outbound calls • Answer questions and guide new clients through the intake process • Schedule new client intakes and appointments in Simple Practice EMR • Coordinate appointments around therapists’ availability and appointment cadence • Verify insurance for new clients, primarily for in-network plans • Provide self-pay clients with clear cost and payment information • Use Availity as a manual fallback for insurance verification when needed

🎯 Requirements

• Prior experience in a medical or mental health intake, front desk, or patient coordination role • Experience with lead response and CRM pipeline management • Comfortable working against response-time and pipeline-aging targets • Experience with insurance verification, including manual verification through payer platforms • Excellent phone presence; warm, clear, and reassuring communication with people reaching out during difficult times • Strong organizational skills • Ability to juggle live calls, scheduling, and CRM updates without letting leads go stale • Experience with Simple Practice EHR preferred • Experience with ADMIRA or a similar CRM platform preferred • Experience with Availity or other payer verification portals preferred • Background specifically in outpatient mental health or counseling intake preferred

🏖️ Benefits

• Meaningful front-line work supporting people beginning therapy • Responding quickly and warmly to help clients smoothly reach their first appointment

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