Position Type: Full-Time

Working Hours: Saturday–Sunday: 10:00 AM–7:00 PM

Monday 5:00 PM–9:00 PM

Tuesday–Friday: 4:00 PM–9:00 PM Eastern Daylight Time
Salary rate: $6-$8

Job Responsibilities:

- Provide weekend intake coverage by handling a high volume of inbound and outbound calls.
- Guide families through a step-by-step, decision-tree intake form.
- Gather and accurately document patient and family information in Lumary.
- Explain intake requirements and next steps clearly and compassionately.
- Follow up with families after the initial intake to obtain missing documentation, including:

- Referrals
- Diagnosis paperwork
- Insurance information
- Other required intake documents

- Develop positive, professional relationships with families and serve as a reliable point of contact throughout the intake process.
- Process intake-related faxes by uploading documents to the correct patient profile.
- Send fax requests for missing documentation when necessary.
- Maintain accurate, organized, and HIPAA-compliant patient records.
- Escalate complex intake concerns or cases according to established procedures.
- Complete assigned tasks independently while following company workflows and documentation standards.

Requirements

- At least 1 year of previous experience in ABA services, healthcare, behavioral health, or patient intake.
- Experience handling phone-intensive responsibilities involving both inbound and outbound calls.
- Familiarity using Lumary and Salesforce is preferred




- Strong experience communicating with families, patients, or caregivers.
- Ability to communicate with compassion, patience, professionalism, and care.
- Ability to follow structured intake forms and decision-tree workflows with minimal supervision.
- Excellent verbal and written communication skills.
- Ability to manage follow-ups and maintain organized patient records.
- Professional demeanor when handling sensitive and patient-facing interactions.
- Availability to provide weekend coverage.
- Experience collecting referrals, diagnosis documents, and insurance information.

Basic Requirements

- Must speak and write English clearly and professionally.
- Must have relevant work experience.
- Must be able to provide an NBI Clearance and/or Local Police Clearance before onboarding (mandatory).
- Must be available to attend video meetings with camera on when required.

Technical Requirements

- Computer: Reliable laptop or desktop computer.
- Internet: Stable high-speed internet connection (minimum 25 Mbps).
- Audio: Noise-canceling headset.
- Video: Working webcam for virtual meetings.
- Workspace: Quiet and professional work environment.

Benefits





- Dedicated HR & Contractor Support Team: Access to world-class support for questions, guidance, contract matters, and client communication.
- Premium VPN Access (Optional): A secure VPN license can be provided upon request to enhance privacy and security for client-related tasks.
- HIPAA & Cybersecurity Training + Certification (Provided): Access to our internal HIPAA compliance training, cybersecurity modules, and certification to help you confidently handle PHI for U.S. healthcare clients.
- Top 1% VA Performance Training: Access to our proprietary training on communication, client management, productivity systems, and best practices to help you become a top-performing VA and increase long-term client retention.
- Client-Approved U.S.

Holidays: Contractors may take U.S. holidays off according to the client’s needs and schedule.
- Client-Approved Paid or Unpaid Time Off: Time off may be granted by your client.

Paid time off is optional and only if offered by the client.
- Access to Tools & Resources: Templates, workflow guides, productivity tools, and client-specific SOP support to help you perform at your best.
- Optional Performance-Based Incentives: Some clients may offer bonuses, incentives, or increased hours based on your performance.

These are optional resources and client-approved allowances available to you as an independent contractor.

Any resources, training, or allowances listed are optional contractor perks and not employee benefits.

📌 Bilingual Intake Coordinator (México)
🏢 Winning Assistants
📍 México