The Intake Specialist supports the full intake cycle for prospective ABA therapy clients, serving as a key point of contact for families, referring providers, and internal departments throughout enrollment. Working under the direction of the Lead Intake Specialist, this role is responsible for capturing and processing new referrals, verifying insurance eligibility, coordinating initial documentation, and supporting authorization workflows to move families from referral to active service as efficiently as possible. The ideal candidate is organized, compassionate, detail-oriented, and comfortable navigating healthcare insurance processes in a high-volume, regulated environment. KEY RESPONSIBILITIES Referral Intake & Processing Receive and log all incoming referrals via phone, fax, email, and referral portals in the intake tracking system accurately and in real time Conduct initial eligibility screenings to verify insurance coverage, benefit levels, and ABA service authorization requirementsGather and organize all required intake documentation from families and referring providers, including diagnostic evaluations, prescription letters, and consent forms Communicate referral receipt and next-step instructions to families promptly and professionally Escalate complex or high-priority referrals to the Lead Intake Specialist as appropriate Authorization Support Assist in the preparation and submission of prior authorization requests for ABA services to Medicaid, managed care organizations, and commercial insurance payers Follow up on pending authorization submissions and document status updates in the tracking system Coordinate with clinical staff (BCBAs / LBAs) to collect required clinical documentation in support of authorization requestsFlag cases that may require Single Case Agreement (SCA) processing and refer them to the Lead Intake Specialist or SCA Specialist Monitor approaching authorization expiration dates and initiate re-authorization outreach under the direction of the Lead Intake Specialist Family & Referral Source Communication Contact families in a timely manner upon referral receipt to explain the intake process, collect required information, and address general inquiries Provide empathetic and professional communication throughout the enrollment process, recognizing that families are often navigating a complex and unfamiliar system Respond to inbound inquiries from families, pediatricians, schools, and other referral sources regarding intake status, required documents, and next steps Ensure families are informed of any delays, documentation gaps, or payer-related requirements affecting their enrollment timelineDocumentation & Data Integrity Maintain accurate, complete, and up-to-date records for all referrals and active intake cases in the designated tracking system Ensure all intake files meet documentation standards required by payers, regulatory bodies Conduct routine audits of assigned intake cases to identify missing documents, outstanding items, or stalled pipeline stagesGenerate status reports on assigned caseload as requested by the Lead Intake Specialist or Director of Operations Cross-Functional Coordination Collaborate with the billing, clinical, and scheduling teams to ensure seamless handoff from intake authorization to active service delivery Participate in intake team huddles, pipeline reviews, and cross-departmental coordination meetings as directed Support the Lead Intake Specialist with special intake projects, payer-specific workflows, or capacity-driven assignments as needed Adhere to all HIPAA regulations and confidentiality policies when handling client records and communicationsRequirementsHigh school diploma or equivalent required; Associate's or Bachelor's degree in Healthcare Administration, Human Services, Business, or a related field preferred Minimum 1–2 years of experience in a healthcare intake, patient access, insurance coordination, or administrative support role Working knowledge of health insurance terminology, including prior authorizations, eligibility verification, EOBs, and Medicaid managed care Strong organizational skills with the ability to manage multiple active cases simultaneously without sacrificing accuracy Excellent written and verbal communication skills, with demonstrated ability to communicate sensitively with families navigating healthcare systems Proficiency in Microsoft Office Suite and/or Google Workspace; comfort learning new intake and tracking systems quicklyStrict adherence to HIPAA regulations and confidentiality standards in all aspects of the role Preferred Experience in an ABA therapy, behavioral health, or pediatric healthcare intake or patient access environment Familiarity with New York State Medicaid managed care plans, commercial payer prior authorization portals, and ABA-specific authorization requirements Bilingual in English and Spanish — strongly preferredExperience using electronic health record (EHR) systems, CRM platforms, or intake management software Demonstrated ability to work within structured, process-driven environments with defined performance metrics and turnaround standardsMinimum Technical and Work Environment Requirements:Internet Connection:Primary internet connection with a minimum speed of 15 Mbps.Backup internet connection with at least 10 Mbps.Backup connection must be capable of supporting work during a power outage.Primary Device:Desktop or laptop equipped with at least:Intel Core i5 (8th generation or newer), Intel Core i3 (10th generation or newer), AMD Ryzen 5, or an equivalent processor.A minimum of 8 GB RAM.Backup Device:Must meet or exceed the performance of an Intel Core i3 processor.Must be functional during power interruptions.Peripherals and Workspace:A functioning webcam.A noise-canceling USB headset.A quiet, dedicated home office space.A smartphone for communication and verification purposes.Benefits Join Our Dynamic Team: Experience our fun, inclusive, innovative culture that values your unique contributions and supports your professional growth. Embrace the Opportunities: Seize daily chances to learn, innovate, and excel. Make a real impact in your field. Limitless Career Growth: Unlock a world of possibilities and resources to propel your career forward. Fast-Paced Thrills: Thrive in a high-energy, engaging atmosphere. Embrace challenges and reap stimulating rewards. Flexibility, Your Way: Embrace the freedom to work from home or any location of your choice. Create your ideal work environment. Work-Life Balance at Its Best: Say goodbye to stressful commutes and hello to quality time with loved ones. Achieve a healthy work-life integration to perform at your best.
The Intake Specialist supports the full intake cycle for prospective ABA therapy clients, serving as a key point of contact for families, referring providers, and internal departments throughout enrollment. Working under the direction of the Lead Intake Specialist, this role is responsible for capturing and processing new referrals, verifying insurance eligibility, coordinating initial documentation, and supporting authorization workflows to move families from referral to active service as efficiently as possible. The ideal candidate is organized, compassionate, detail-oriented, and comfortable navigating healthcare insurance processes in a high-volume, regulated environment.
KEY RESPONSIBILITIES
Referral Intake & Processing
- Receive and log all incoming referrals via phone, fax, email, and referral portals in the intake tracking system accurately and in real time
- Conduct initial eligibility screenings to verify insurance coverage, benefit levels, and ABA service authorization requirements
- Gather and organize all required intake documentation from families and referring providers, including diagnostic evaluations, prescription letters, and consent forms
- Communicate referral receipt and next-step instructions to families promptly and professionally
- Escalate complex or high-priority referrals to the Lead Intake Specialist as appropriate
Authorization Support
- Assist in the preparation and submission of prior authorization requests for ABA services to Medicaid, managed care organizations, and commercial insurance payers
- Follow up on pending authorization submissions and document status updates in the tracking system
- Coordinate with clinical staff (BCBAs / LBAs) to collect required clinical documentation in support of authorization requests
- Flag cases that may require Single Case Agreement (SCA) processing and refer them to the Lead Intake Specialist or SCA Specialist
- Monitor approaching authorization expiration dates and initiate re-authorization outreach under the direction of the Lead Intake Specialist
Family & Referral Source Communication
- Contact families in a timely manner upon referral receipt to explain the intake process, collect required information, and address general inquiries
- Provide empathetic and professional communication throughout the enrollment process, recognizing that families are often navigating a complex and unfamiliar system
- Respond to inbound inquiries from families, pediatricians, schools, and other referral sources regarding intake status, required documents, and next steps
- Ensure families are informed of any delays, documentation gaps, or payer-related requirements affecting their enrollment timeline
Documentation & Data Integrity
- Maintain accurate, complete, and up-to-date records for all referrals and active intake cases in the designated tracking system
- Ensure all intake files meet documentation standards required by payers, regulatory bodies
- Conduct routine audits of assigned intake cases to identify missing documents, outstanding items, or stalled pipeline stages
- Generate status reports on assigned caseload as requested by the Lead Intake Specialist or Director of Operations
Cross-Functional Coordination
- Collaborate with the billing, clinical, and scheduling teams to ensure seamless handoff from intake authorization to active service delivery
- Participate in intake team huddles, pipeline reviews, and cross-departmental coordination meetings as directed
- Support the Lead Intake Specialist with special intake projects, payer-specific workflows, or capacity-driven assignments as needed
- Adhere to all HIPAA regulations and confidentiality policies when handling client records and communications
Requirements
- High school diploma or equivalent required; Associate's or Bachelor's degree in Healthcare Administration, Human Services, Business, or a related field preferred
- Minimum 1–2 years of experience in a healthcare intake, patient access, insurance coordination, or administrative support role
- Working knowledge of health insurance terminology, including prior authorizations, eligibility verification, EOBs, and Medicaid managed care
- Strong organizational skills with the ability to manage multiple active cases simultaneously without sacrificing accuracy
- Excellent written and verbal communication skills, with demonstrated ability to communicate sensitively with families navigating healthcare systems
- Proficiency in Microsoft Office Suite and/or Google Workspace; comfort learning new intake and tracking systems quickly
- Strict adherence to HIPAA regulations and confidentiality standards in all aspects of the role
Preferred
- Experience in an ABA therapy, behavioral health, or pediatric healthcare intake or patient access environment
- Familiarity with New York State Medicaid managed care plans, commercial payer prior authorization portals, and ABA-specific authorization requirements
- Bilingual in English and Spanish — strongly preferred
- Experience using electronic health record (EHR) systems, CRM platforms, or intake management software
- Demonstrated ability to work within structured, process-driven environments with defined performance metrics and turnaround standards
Minimum Technical and Work Environment Requirements:
- Internet Connection:
- Primary internet connection with a minimum speed of 15 Mbps.
- Backup internet connection with at least 10 Mbps.
- Backup connection must be capable of supporting work during a power outage.
- Primary Device:
- Desktop or laptop equipped with at least:
- Intel Core i5 (8th generation or newer), Intel Core i3 (10th generation or newer), AMD Ryzen 5, or an equivalent processor.
- A minimum of 8 GB RAM.
- Backup Device:
- Must meet or exceed the performance of an Intel Core i3 processor.
- Must be functional during power interruptions.
- Peripherals and Workspace:
- A functioning webcam.
- A noise-canceling USB headset.
- A quiet, dedicated home office space.
- A smartphone for communication and verification purposes.
Benefits
- Join Our Dynamic Team: Experience our fun, inclusive, innovative culture that values your unique contributions and supports your professional growth.
- Embrace the Opportunities: Seize daily chances to learn, innovate, and excel. Make a real impact in your field.
- Limitless Career Growth: Unlock a world of possibilities and resources to propel your career forward.
- Fast-Paced Thrills: Thrive in a high-energy, engaging atmosphere. Embrace challenges and reap stimulating rewards.
- Flexibility, Your Way: Embrace the freedom to work from home or any location of your choice. Create your ideal work environment.
- Work-Life Balance at Its Best: Say goodbye to stressful commutes and hello to quality time with loved ones. Achieve a healthy work-life integration to perform at your best.
CrewBloom is on a mission to connect global professionals with remote jobs they love. Since launching in 2016, we have expanded our global footprint to 22 countries in Asia, the Middle East, and Europe.
CrewBloom is on a mission to connect global professionals with remote jobs they love. Since launching in 2016, we have expanded our global footprint to 22 countries in Asia, the Middle East, and Europe.
