Intake Coordinator I - Client Services

The Intake Coordinator I reflects the mission, vision, and values of NM, adheres to the organization’s Code of Ethics and Corporate Compliance Program, and complies with all relevant policies, procedures, guidelines and all other regulatory and accreditation standards.The Intake Coordinator I supports the clinician by performing the preliminary clinical intake and referral functions for potential department patients. Responsibilities:Conducts initial phone contact, clinical intake and triage.Ensures all relevant and necessary clinical documentation is received and available to the clinician prior to the scheduled appointment.Assists with insurance eligibility verification.Documents and tracks referrals.May perform other duties as assigned.Additional ResponsibilitiesAssists consumers in scheduling and registering new patient appointments.Provides exceptional customer service to consumers which establishes a positive first impression of Northwestern Medicine. Exceed all consumer requests and alert management of issues or concerns that require escalation.Demonstrated ability in the handling of complex issues and strong problem-solving skillsTriages incoming and initiates outgoing phone calls.Provides a high level of customer service both internally and externally. Handling sensitive client accounts first and contacting sales and service with any issues within these accounts.Educates consumers about Client Services programs including Executive Health, International Health, Concierge Medicine and Human Longevity Lab. Maximize opportunities to cross-sell products within the service lines.Manages work schedule efficiently, completing tasks and assignments on time.Cross training between Client Services departments may take place to ensure coverage.Completes accurate handoff instructions and notes to scheduling staff by documenting appropriately in electronic medical record systems.May perform other duties as assigned.