Mental Health New Patient/Insurance Coordinator

Job Description

Job DescriptionBenefits/Perks

• Competitive Compensation
• Great Work Environment
• Career Advancement Opportunities

New Patient Intake & Coordination

• Respond to inquiries from prospective patients seeking mental health services.
  
  
• Conduct initial intake calls to gather demographic, clinical, and scheduling information.
  
  
• Assess the urgency and appropriateness of services requested and guide patients accordingly.
  
  
• Schedule new patient appointments with appropriate providers based on clinical fit, availability, and insurance network status.
  
  

Insurance Verification & Eligibility

• Verify mental/behavioral health insurance benefits before the first appointment.
  
  
• Confirm patient eligibility, co-pays, deductibles, out-of-pocket maximums, and service limits.
  
  
• Communicate benefit details to patients clearly, including potential out-of-pocket costs.
  
  
• Contact insurance companies directly or use verification portals as needed.
  
  

Pre-Authorization and Documentation

• Determine if prior authorization is required for services and obtain it when needed.
  
  
• Collect and upload all required documents into the EHR (Electronic Health Record) system.
  
  
• Maintain accurate records of insurance conversations, authorizations, and benefit summaries.
  
  

Interdepartmental Coordination

• Work closely with billing, clinical, and administrative teams to ensure a smooth onboarding experience.
  
  
• Alert clinical staff to any coverage limitations or delays that may affect patient care.
  
  
• Assist in transitioning new patients into ongoing care by tracking appointment follow-through and troubleshooting insurance issues.