Intake Specialist


Job details

Job TypeFull-time

Full Job Description

At LifeStance Health, we strive to help individuals, families, and communities with their behavioral health needs. Everywhere. Every day. It’s a lofty goal; we know. But we make it happen with the best team in behavioral health.
Thank you for taking the time to explore a career with us. As the fastest growing behavioral health practice group in the country, now is the perfect time to join our corporate team!

Remote position. Required to to work in the Carmel, NY office for outages and technical issues. Must live within 1 hour of the Carmel office.

Monday-Friday Full Time 9:00am-5:30pm
LIFESTANCE OVERVIEW LifeStance Health (NASDAQ: LFST) is one of the nation’s largest providers of virtual and in-person outpatient mental health care for children, adolescents and adults experiencing a variety of mental health conditions. LifeStance Health is based in Scottsdale, Arizona.
Our Vision: A truly healthy society where mental and physical healthcare are unified to make lives better. Our Mission: To help people lead healthier, more fulfilling lives by improving access to trusted, affordable and personalized mental healthcare.
Our Values: Delivering Compassion – We care for people unconditionally and act with empathy always. Building Relationships – We are collaborative, building enduring relationships to achieve more together. Celebrating Difference – We respect the diversity of every individual’s lived experiences. Since LifeStance Health was founded in 2017, we have grown to nearly 5,000 clinicians and team members serving patients in more than 370 locations. We acquire clinical practices and open new locations across the country, with thousands of new clinicians joining our mission every year. We are reimagining mental health. Learn more at
ROLE OVERVIEW The Customer Care Intake Coordinator is responsible for assisting new patients in establishing care with a LifeStance provider. Tasks include initial assessment scheduling, collection of necessary demographic and insurance information, handling of referrals and clinical history to properly match a patient to the most appropriate provider. Ideal candidates should be able to quickly learn and adapt to the intake department processes and technology. Technology includes Electronic Health Record (EHR), appointment scheduling, phone, and contact center systems.
RESPONISIBILITIES Handle intake department interactions via phone (Inbound and Outbound), email, voicemail, faxes, and chat Assist new patients establishing care with a provider Intake Assessment Scheduling initial appointment Obtaining patient clinical historical, demographic, and insurance information Processing and managing of referral paperwork Assess patient needs to match patient to an appropriate provider Follow up activities may include Contact referral source, patient, and/or provider office to obtain additional information that is required to complete verification of benefits and/or prior approvals Communication with patient and provider regarding delays in processing referral or prior authorization Screen any inquiry calls to schedule potential new patients Reaching out to patients to initiate new services and complete assessment Assist caller/patient with any questions regarding new patient appointments or referrals Communicate regularly with key referral sources to ensure proper placement Assist with incoming emergency calls as appropriate Other tasks as assigned by management
SKILLS & EXPERIENCE High school diploma or equivalent required; Associate degree with relevant work experience preferred 2+ years of experience in a call center environment 2+ years of experience in healthcare environment, medical or mental health practices Prior experience working with Electronic Health Record systems (EHRs), Call Center and phone systems Must have strong computer proficiency with knowledge of Microsoft Office, Internet, and Email Ability to type fluently
About LifeStance Health LifeStance is a national provider of behavioral healthcare services focused on evidenced-based, medically driven treatment services for children, adolescents and adults suffering from a variety of mental health issues in an outpatient care setting, both in-person at its 450+ clinics nationwide and through its digital health telemedicine offering. At LifeStance, patient care is paramount – the driving force in everything we do. LifeStance is committed to state-of-the-art clinical excellence, to partnership and collaboration with other treating health care providers to ensure continuity of care, to utilization of data to individually tailor services for continual improvement in outcomes, and to empowering patients to make informed choices and help them achieve their goals. This is offered in a compassionate and safe environment that provides education, support, and best practices in integrated care.


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