Clinical Intake Specialist

Posted by
Published 23 days ago

Position: Full-Time Clinical Intake Coordinator

Immediate Report: Program Director/ Chief Operations Officer

Job Supervision Duty: None

About Us: Fathers’ UpLift is the country’s first mental health and substance abuse treatment facility for fathers and families, helping fathers become and remain emotionally stable for their children. Fathers' UpLift uses peer coaching, father-child therapy, training, youth programs, and support for incarcerated and recently released fathers to honor and rehabilitate the relationship between thousands of fathers and families in the Boston area. In their outpatient clinic, over 800 fathers and families receive mental health services from clinicians trained in trauma who reflect the population being served. Outside of the clinic, Fathers' UpLift partners with community centers, substance abuse programs, and other agencies to build a holistic approach to helping fathers rebuild their lives and their relationship with their families.

General Summary: The Clinical Intake Coordinator is a master multi-tasker with excellent communication skills and an upbeat attitude. Candidates will assist management and all visitors in the company by handling incoming referrals, general office tasks and providing polite and professional assistance via phone, mail, and e-mail, generally helpful and positive. Additionally, the Clinical Intake Coordinator supports coordination, tracking, and scheduling meetings for executive and director-level management within Fathers’ UpLift. The Clinical Intake Coordinator typically reports and works directly with the Director of Operations to ensure all administrative tasks are executed quickly. They also perform clerical and office duties; these may include creating reports, screening phone calls, facilitating training/meetings and drafting letters, and other documentation on behalf of the Director of Operations. The Clinical Intake Coordinator must possess excellent written and verbal communication skills, interpersonal skills, and well-organized skills.

Essential Responsibilities of The Participant:

● Respond to all incoming service inquires/referrals.

● Handle office tasks, such as filing, generating reports and presentations, setting up for meetings.

● Provide real-time scheduling support by booking appointments and preventing conflicts for the coaches/clinician staff.

● Screening referrals, assigning clients, updating/maintaining waitlists.

● Use computers to generate reports, transcribe minutes from meetings, create presentations, and conduct research.

● Maintain polite and professional communication via phone, e-mail, and mail.

● Anticipate the needs of others to ensure that they experience a seamless and positive experience.

● Act as the point of contact for internal and external clients.

● Assist in the preparation of regularly scheduled reports.

● Work with Billing specialists by using Kareo.

● Check and verify the client’s insurance using Kareo.

● Collect co-pays from clients that enter the office.

● File patient forms in the appropriate place after scanning them into Kareo.

● Verify insurance information over the phone when the patient makes the appointment, then again upon patient arrival. Verify that clients’ insurance is still active the day before the appointment.

● Schedule the next appointments on behalf of staff Psychiatrists.

● Remain in constant communication with the Billing Specialist regarding any issues and questions that surface.

● Meet deadlines.

● Familiar with insurance explanation of benefits.

● Make necessary arrangements for medical records requests, complete additional information requests, etc., as requested by insurance companies.

● Respond to inquiries from insurance companies, patients, and providers if needed as the billing specialist's back up.

● Regularly meet with the Billing Specialist to discuss and resolve reimbursement issues or billing obstacles.

● Regularly attend weekly staff meetings and continuing education sessions as requested.

● Perform additional duties as requested by the Supervisory or Management team.

● Maintain a caseload of 5-10 clients.


• Degree: Master of Social Work or Master in Psychology (in the process of obtaining licensure within 1 year of employment).

• Strong communication skills, both verbal and written. Must be computer literate (working knowledge of word processing, PowerPoint, Excel).

• Self-motivated, good organizational and interpersonal skills, detail-oriented, ability to multitask, and prioritize.

• Ability to ensure the confidentiality of fathers, youth, and families.

• Enthusiasm for working with fathers, youth, and families.

Position: Full-Time Clinical Intake Coordinator

Immediate Report: Program Director/ Chief Operations Officer

Job Supervision Duty: None

About Us: Fathers’ UpLift is the country’s first mental health and substance abuse treatment…

Details at a Glance

  • Time Commitment
    Full Time Schedule
  • Education
    Master's Degree Required
  • Professional Level
At least USD $50,000
/ year


We provide a full benefits package.

We provide a full benefits package.


Temporarily Remote
Work must be performed in or near Boston, MA
Associated Location
12 Southern Avenue, Boston, MA 02124, United States

Apply to This Job


The ideal candidate has strong assessment skills, practically applies their knowledge of therapy and effective treatment modalities, is an adaptive problem-solver, and is a thoughtful writer. We will ask promising candidates to complete a written exercise so that we can assess these skills and abilities. Being bi-lingual is a plus.

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