Clinic Intake Coordinator, Grade 4

Reports to: Clinic Operations Manager

FLSA Status: Non-Exempt

Essential Functions:

  • Receive and process calls from individuals requesting clinical services
  • Complete Intake Call sheet for individuals requesting clinical services
  • Record insurance information, verify insurance coverage, and develop fee contracts
  • Advise Clinical Director of individuals who are waiting for services and assign cases
  • Check all scheduled clients’ insurance the day of appointment
  • Schedule intakes for therapists and input information into Evolv (EHR)
  • Assist in maintaining maximum productivity levels for clinicians by completing weekly chart of scheduled clients and filling available appointment slots with clinical intakes
  • Provide Brief Mental Health Screening:
    • Assess for risk to harm self and others
    • Alert clinical staff if an immediate intervention or a further assessment is required
  • Uphold code of ethics, code of conduct and all ARISE policies and procedures
  • Exercise sound judgment as a matter of course, and hold protected health information and other sensitive information in the strictest of confidence in accordance with ARISE and HIPAA policies
  • Other duties as assigned


  • High school diploma/GED
  • Experience working in the field of Mental Health
  • Clerical skills including word processing, transcription, and development of forms
  • Experience with an Electronic Health Record(EHR), Evolv preferred
  • Ability to manage crisis situations and triage cases appropriately
  • Excellent interpersonal skills