Intake & Billing Coordinator at Alliance Credit Union

Lake Arbor, Maryland, United States -

Full Time

Start Date

Immediate

Expiry Date

05 Jun, 26

Salary

0.0

Posted On

07 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Onboarding, Insurance Verification, Billing Accuracy, CRM/EHR Management, Lead Management, Prior Authorizations, Financial Counseling, Scheduling, Quality Assurance, Customer Service, Phlebotomy, EKG, Phone Etiquette, Detail Oriented, Data Entry

Industry

Medical Practices

Description

Company Description Dare to Care too is a Multi Specialty Practice that serves the Maryland, Washington DC and Virginia area by providing a wide range of services including but not limited to the assessment and treatment of children ages six (6) and older and adults with physical and behavioral health disorders utilizing a comprehensive approach. Consideration and customer care and empowerment is extremely important to us and we seek team members who share these ideals. Job Description Intake & Billing Coordinator is responsible for the end-to-end onboarding process of new clients. This role combines high-touch customer service with technical insurance verification and billing accuracy. The primary goal is to convert inquiries into scheduled appointments while ensuring all financial and clinical data is audit-ready. Key Responsibilities 1. Lead Management & Tracking Manage the "New Client" pipeline, receiving all initial calls and web inquiries. Document every stage of the client journey in the CRM/EHR from initial contact to the first attended session. Conduct proactive follow-ups with pending leads to maintain high conversion rates. 2. Insurance Verification & Financial Counseling Perform comprehensive insurance eligibility checks and benefit verifications. Obtain necessary prior authorizations or referrals to ensure seamless billing. Communicate financial responsibilities (deductibles, co-pays) to clients prior to their first visit. Enter accurate billing data into the system to prevent claim denials. 3. Scheduling & Onboarding Coordinate with clinical staff to match new clients with the appropriate provider. Distribute and collect digital intake packets, ensuring all consents are signed. Maintain the waitlist and fill late-cancel gaps with pending new clients. 4. Quality Assurance & Reporting Administer client satisfaction surveys following the initial intake period. Compile monthly reports on referral sources, conversion speed, and client feedback. Troubleshoot administrative barriers that prevent clients from accessing care 5. Front and Back Office Coverage As needed Manage a multi-phone line system Perform EKG, Phlebotomy Skills General office coordination duties Qualifications Qualifications Experience: 2+ years in medical/behavioral health intake, front office, or medical billing. Tech Skills: Proficiency in EHR systems (e.g., Epic, SimplePractice, Kareo) and lead-tracking software. Knowledge: Strong understanding of PPO, HMO, and Medicaid/Medicare billing workflows. Soft Skills: Exceptional "phone personality," detail-oriented, and highly organized. Additional Information Seeking optimistic and open minded individual to start immediately work schedule flexible. average 30 hours per week to start Flexible scheduling between 10am-8:00pm five days per week. some Saturday work 10am-2pm once or twice monthly may be needed. Opportunity for growth for the right candidate. New Graduates welcome to apply. Being detail oriented is a plus. Ensure accurate contact information is on Resume. No calls please

Responsibilities

The Intake & Billing Coordinator manages the end-to-end onboarding process for new clients, handling initial inquiries, tracking leads in the CRM/EHR, and ensuring conversion to scheduled appointments. Key duties include comprehensive insurance verification, obtaining prior authorizations, communicating financial responsibilities, and coordinating scheduling with clinical staff.