Job Title: Client Scheduling & Intake Specialist

Position type: Full-Time

Working Hours: 9:00 AM – 6:00 PM Pacific Daylight Time (PDT), including weekends. The candidate may choose two weekdays as their days off.

Salary rate: $6-$8

Key Responsibilities:
- Respond to incoming calls from prospective clients seeking mental health services.
- Provide compassionate, professional, and empathetic support during initial client interactions.
- Match clients with appropriate therapists based on availability, specialties, and client needs.
- Schedule initial therapy appointments and coordinate therapist calendars efficiently.
- Manage appointment availability, rescheduling requests, and intake scheduling workflows.
- Ensure smooth coordination between clients and providers.
- Answer basic questions regarding insurance coverage and therapy services.
- Verify insurance eligibility and benefits as needed.
- Collaborate with the billing department to resolve insurance or payment-related inquiries.
- Enter and maintain client records within practice management software.




- Ensure all information is accurate, organized, and handled confidentially in compliance with privacy standards.
- Provide administrative assistance to support day-to-day clinic operations.
- Assist with workflow organization, documentation, and communication tasks as needed.
- Conduct appointment-setting activities by engaging prospective clients, qualifying their needs, and scheduling consultations with appropriate providers.
- Utilize consultative sales techniques to build rapport, address concerns, and encourage prospective clients to proceed with mental health services.
- Follow up with leads, missed inquiries, and referral sources to maximize appointment conversions and maintain a positive client experience.
- Support client retention efforts through proactive communication, appointment reminders, and follow-up outreach.

Requirements
- At least 1 year of previous experience handling client intake, appoin

📌 Client Scheduling (México)
🏢 Winning Assistants
📍 México