Behavioural Health Patient Intake Executive US

Citadel Healthcare Management (PVT) LTD. provides healthcare management services for practices across North America. Our dedicated team supports a wide range of medical administration tasks, working collaboratively across multiple disciplines.
Our mission is to offer employees meaningful opportunities to apply their expertise, grow in their careers, and contribute to the organization’s ongoing success.
We are committed to creating a workplace where employees feel valued, supported, and motivated. By fostering a collaborative and engaging environment, we ensure that every contribution is recognized and appreciated.
At Citadel, diversity and inclusion are at the heart of our culture. We welcome individuals from all backgrounds—regardless of gender, ethnicity, age, religion, lifestyle, or disability—and embrace the unique perspectives and experiences they bring. Through teamwork, innovation, and continuous professional development, we empower our employees to thrive and drive progress within the organization.

As a Customer Service Representative (Intake) at CHM, you will be the first point of contact for patients, ensuring smooth scheduling, accurate information collection, and compassionate service. This role requires strong organizational skills, attention to detail, and the ability to handle patient interactions with professionalism and empathy.

Key Responsibilities
- Scheduling & Communication Schedule patient appointments and make reminder calls.
- Inform patients about delays and waiting times.

- Patient Information Management Obtain and update patient addresses, contact details, insurance information, and medical histories.
- Verify patient information at every visit.
- Assist patients in completing forms (history, consent, payment contracts).

- Financial Transactions Receive and process cash and credit card payments.
- Review patient accounts, identify delinquent accounts, and collect overdue payments.

- Customer Service & Support Answer, investigate, and direct patient inquiries or complaints to appropriate medical staff.
- Follow up with patients to ensure satisfactory resolution.

- Administrative Duties Perform clerical tasks such as filing paperwork and maintaining records.

Qualifications
- High school diploma or equivalent; associate degree preferred.
- Prior experience in healthcare administration or customer service is an advantage.
- Strong communication and interpersonal skills.
- Proficiency in MS Office and healthcare management software.
- Ability to multitask, prioritize, and maintain confidentiality.

Core Competencies
- Organization & Time Management – Efficiently handles multiple tasks and schedules.
- Attention to Detail – Ensures accuracy in patient records and financial transactions.
- Empathy & Professionalism – Provides compassionate patient care and service.
- Collaboration – Works effectively with clinicians and office staff.