Intake Specialist (Chinese Bilingual)
The Intake Specialist supports the full intake cycle for prospective ABA therapy clients, serving as a key point of contact for families, referring providers, and internal departments throughout enrollment. Working under the direction of the Lead Intake Specialist, this role is responsible for capturing and processing new referrals, verifying insurance eligibility, coordinating initial documentation, and supporting authorization workflows to move families from referral to active service as efficiently as possible. The ideal candidate is organized, compassionate, detail-oriented, and comfortable navigating healthcare insurance processes in a high-volume, regulated environment.
Key responsibilities
Receive, process, and track referrals while completing initial eligibility and insurance screenings.
Collect required documentation and communicate intake requirements and next steps to families and referral sources.
Assist with ABA authorization submissions, follow-ups, re-authorizations, and required clinical documentation.
Maintain accurate, complete, and up-to-date referral and intake records, including tracking outstanding items and case status.
Communicate professionally and empathetically with families, providers, schools, and other referral sources throughout the intake process.
Coordinate with clinical, billing, and scheduling teams to ensure smooth transition from intake and authorization to services.
Escalate complex cases, authorization concerns, and SCA requirements to the appropriate team member.
Support intake reporting, pipeline reviews, special projects, and payer-specific workflows as needed.
Maintain HIPAA compliance and confidentiality when handling client information.
Skills & Qualifications
High school diploma or equivalent required; Associate's or Bachelor's degree in Healthcare Administration, Human Services, Business, or a related field preferred
Minimum 1–2 years of experience in a healthcare intake, patient access, insurance coordination, or administrative support role
Working knowledge of health insurance terminology, including prior authorizations, eligibility verification, EOBs, and Medicaid managed care
Strong organizational skills with the ability to manage multiple active cases simultaneously without sacrificing accuracy
Excellent written and verbal communication skills, with demonstrated ability to communicate sensitively with families navigating healthcare systems
Proficiency in Microsoft Office Suite and/or Google Workspace; comfort learning new intake and tracking systems quickly
Strict adherence to HIPAA regulations and confidentiality standards in all aspects of the role
