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.

• At least 1 year of previous experience handling client intake, appointment schedulin

📌 Client Scheduling (Colombia)
🏢 Winning Assistants
📍 Colombia