Description review
Intake Coordinator
Winning Assistants · Philippines · back to the listing
HR standards
61/100
needs work
Title ↔ description
87/100
strong
Reads as
Unclear
no confident match
What the listing never says
- 43 bullet points. Long requirement lists deter qualified candidates, who read them as hard gates. Scope clarity
- No location or timezone policy stated, so a candidate cannot tell where they may work from. Scope clarity
The listing, marked up
Position Type: Full-Time
Working Hours: Saturday–Sunday: 10:00 AM–7:00 PM
Monday 5:00 PM–9:00 PM
Tuesday–Friday: 4:00 PM–9:00 PM Eastern Daylight Time
Salary rate: $5-$6
Job Responsibilities:
• Provide weekend intake coverage by handling a high volume of inbound and outbound calls.
• Guide families through a step-by-step, decision-tree intake form.
• Gather and accurately document patient and family information in Lumary.
• Explain intake requirements and next steps clearly and compassionately.
• Follow up with families after the initial intake to obtain missing documentation, including:
• Referrals
• Diagnosis paperwork
• Insurance information
• Other required intake documents
• Develop positive, professional relationships with families and serve as a reliable point of contact throughout the intake process.
• Process intake-related faxes by uploading documents to the correct patient profile.
• Send fax requests for missing documentation when necessary.
• Maintain accurate, organized, and HIPAA-compliant patient records.
• Escalate complex intake concerns or cases according to established procedures.
• Complete assigned tasks independently while following company workflows and documentation standards.
Requirements
• At least 1 year of previous experience in ABA services, healthcare, behavioral health, or patient intake.
• Experience handling phone-intensive responsibilities involving both inbound and outbound calls.
• Familiarity using Lumary and Salesforce is preferred
• Strong experience communicating with families, patients, or caregivers.
• Ability to communicate with compassion, patience, professionalism, and care.
• Ability to follow structured intake forms and decision-tree workflows with minimal supervision.
• Excellent verbal and written communication skills.
• Ability to manage follow-ups and maintain organized patient records.
• Professional demeanor when handling sensitive and patient-facing interactions.
• Availability to provide weekend coverage.
• Experience collecting referrals, diagnosis documents, and insurance information.
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 Unpaid1 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.
Originally posted on Himalayas
Working Hours: Saturday–Sunday: 10:00 AM–7:00 PM
Monday 5:00 PM–9:00 PM
Tuesday–Friday: 4:00 PM–9:00 PM Eastern Daylight Time
Salary rate: $5-$6
Job Responsibilities:
• Provide weekend intake coverage by handling a high volume of inbound and outbound calls.
• Guide families through a step-by-step, decision-tree intake form.
• Gather and accurately document patient and family information in Lumary.
• Explain intake requirements and next steps clearly and compassionately.
• Follow up with families after the initial intake to obtain missing documentation, including:
• Referrals
• Diagnosis paperwork
• Insurance information
• Other required intake documents
• Develop positive, professional relationships with families and serve as a reliable point of contact throughout the intake process.
• Process intake-related faxes by uploading documents to the correct patient profile.
• Send fax requests for missing documentation when necessary.
• Maintain accurate, organized, and HIPAA-compliant patient records.
• Escalate complex intake concerns or cases according to established procedures.
• Complete assigned tasks independently while following company workflows and documentation standards.
Requirements
• At least 1 year of previous experience in ABA services, healthcare, behavioral health, or patient intake.
• Experience handling phone-intensive responsibilities involving both inbound and outbound calls.
• Familiarity using Lumary and Salesforce is preferred
• Strong experience communicating with families, patients, or caregivers.
• Ability to communicate with compassion, patience, professionalism, and care.
• Ability to follow structured intake forms and decision-tree workflows with minimal supervision.
• Excellent verbal and written communication skills.
• Ability to manage follow-ups and maintain organized patient records.
• Professional demeanor when handling sensitive and patient-facing interactions.
• Availability to provide weekend coverage.
• Experience collecting referrals, diagnosis documents, and insurance information.
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 Unpaid1 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.
Originally posted on Himalayas