Intake Coordinator

Title: Intake Coordinator

Location: CA, OR, WA, HI, AZ, Remote

Job Description:

Full time

job requisition id

JR-101533

Job Description

Are you a self-motivated, hands-on individual looking to do something passionate and meaningful with your career? Join us as we open a world of possibilities.

We are currently seeking Intake Coordinator to join our dynamic and growing team!

• Full-Time, Non-Exempt Position - $25-$32

• Remote - PST Hours

• Growth & Development Opportunities

Who we are: The Center for Social Dynamics (CSD) is an organization providing services to those with developmental delays, including autism, in the state of California, Oregon, Washington and Hawaii.

CSD’s people and programs deliver personalized, professional, evidence-based behavioral and developmental services to each participant, and peace of mind to caregivers that their loved ones are in the right hands and are receiving the best possible care.

What is a Intake Coordinator?

Intake Coordinators are responsible for managing the intake and referral process across the organization. They ensure timely and accurate processing of referrals, collect and verify all relevant client and authorization information, and serve as a key point of contact for clinicians, administrative staff, and funding sources. Intake Coordinators monitor the progress of assessments, support scheduling teams with treatment-related details, and maintain accurate documentation in referral and EMR systems. They also contribute to the orientation of new staff, help improve intake systems and processes, and assist with additional administrative tasks as needed to support regional operations.

What your role is:

• Processes referrals sent to the organization daily in a timely manner

• Provides Regional Director/Clinician/Admin team with comprehensive intake data within same day of intake being completed to ensure a timely response

• Serves as resource to other staff in the area of intake and triage

• Assists administrative team (e.g., scheduling) in understanding patient referrals treatment indicated and/or requested

• Participates in intake/triage orientation of new staff

• Responds to patient and non-patient emergencies according to CSD policies and procedures.

• Obtains and enters all relevant client information from referral source to ensure information is appropriately verified and accurate organization wide

• Collects and enters authorization information into EMR system; appropriately assigns CPT and ICD-9 codes when entering authorizations. Follows up with funding sources regarding missing authorizations in a timely manner.

• Reviews assessments for clerical mistakes before sending to the funding source

• Correctly identifies billing and documentation issues which need to be attended to by clinicians and managers and report them in a timely manner

• Answers inquiries from clinicians, clients and funding sources regarding authorizations, treatment/assessment status and services being offered; documents all interactions with clients

• Enters all relevant referral information to referral tracking systems for all referrals sent on a daily basis

• Utilizes referral tracking system to monitor and track referral process and assessment completion

• Tracks intakes requiring urgent attention and communicates difficulties to Regional Director or direct supervisor

• Creates and revises client-intake and treatment systems and processes for all funding sources by analyzing current operating practices and by communicating directly with the funding sources

• Provides detailed information to scheduling, Regional Directors/Manager regarding client timelines to ensure accurate and timely provision of services

• Additional administrative tasks as determined by the needs of the organization.

What’s required from you?

• Associate’s degree from an accredited college or university or the equivalent of two years of college coursework at an accredited college or university.

• 3-5 years of ABA intake required

• Spanish Speaking required

• Experience with CentralReach, Experience with CRM systems, High volume intake processes.

• Computer proficient in word processing, database, spreadsheet and Internet software programs.

• Able to professionally and effectively interact and communicate, verbally and in writing, with volunteers, staff, clients and a public from diverse cultural, socioeconomic, and disciplinary backgrounds. Strong editing skills.

• Able to work independently and as part of a team, take initiative, prioritize and accurately perform multiple tasks, and efficiently meet deadlines and changing priorities.

• Able to consistently demonstrate good judgment and decision-making skills.

• Able to exercise confidentiality and discretion pertaining to the work environment.

• Able to appropriately interpret and apply policies and procedures.

• Familiar with the ABA field.

• Sensitive to working with an ethnically, linguistically, culturally, and economically diverse population.

Benefits & Perks

You will have an opportunity to grow your career in this purpose-filled industry where you can see results every day. Benefits include:

• Competitive, market pay based on experience, location, and skills

• Bonus eligibility

• Paid time off (PTO)

• 401k

• CSD issued devices

• Free college or tuition reimbursement through our Dreams Come True program

CSD is a proud equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

Pursuant to applicable State and local laws, including but not limited to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

About Our TRUE Values

Transparency in the work that we do and the actions we take to achieve our mission. There are no hidden agendas or motives at Center for Social Dynamics. Each family’s unique cultures, values, and generational dynamics.

Respect for all and the value that everyone brings towards accomplishing our mission. No one at CSD is worth more or less, and together we are greater than the sum of our parts.

Understanding through tolerance, cooperation, and empathy in the pursuit of our mission. We never lose sight of who we are, the people we serve, and our purpose and meaning.

Excellence in our drive, passion, and commitment to our mission. CSD will always do what it takes to deliver the best, leave no one behind, and champion our cause.

#LI-REMOTE

About Us

At Center for Social Dynamics (CSD), we believe that every child deserves a chance to shine. We're a passionate team on a mission to open up a world of possibilities for individuals with autism and other developmental needs—through science, compassion, and a whole lot of heart.

From our very first session to each milestone we celebrate, we bring the power of play, connection, and evidence-based care to every moment. With services that are as unique as the individuals we support, we meet kids where they are—at home, in schools, and in communities—and guide them on a path toward growth.

We live our TRUE values—Transparency, Respect, Understanding, and Excellence—in everything we do. As a fast-growing leader in the field, we're known for our vibrant culture, hands-on training, and career pathways that help you grow just as much as those we serve.

At CSD, we don’t just change lives—we light them up.

About Our Values

• Transparency in the work that we do and the actions we take to achieve our mission. There are no hidden agendas or motives at Center for Social Dynamics. Each family’s unique cultures, values, and generational dynamics.

• Understanding through tolerance, cooperation, and empathy in the pursuit of our mission. We never lose sight of who we are, the people we serve, and our purpose and meaning.

• Respect for all and the value that everyone brings towards accomplishing our mission. No one at CSD is worth more or less, and together we are greater than the sum of our parts.

• Excellence in our drive, passion, and commitment to our mission. CSD will always do what it takes to deliver the best, leave no one behind, and champion our cause.

CSD is a proud equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

Physical requirements may include but is not limited to:

• Constant visual stimulation, including close vision, distance vision, reading, computer work

• Constant sitting; frequent up and down out of chair

• Constant use of telephone, speaking, listening

• Constant document handling, use of copier and fax machine, filing

• Frequent typing, use of computer

• Occasional walking around building

• Occasional bending, reaching, stooping, pulling

• Occasional lifting, carrying, moving of items up to 20 pounds

• Occasional walking to, bending to enter, sitting and using upper and lower limbs to drive car