Key Responsibilities

Client & Family-Facing
Serve as a welcoming, professional, and knowledgeable first point of contact for prospective clients and families.
Explain B Above Services, eligibility requirements, available services, and the intake process.
Answer questions and provide clear information regarding next steps.
Collect and verify demographic, insurance, and clinical information.
Schedule initial assessments, evaluations, and intake appointments.
Follow up with families regarding incomplete paperwork or missing documentation.
Maintain consistent communication with families throughout the intake process.
Provide families with updates regarding referral status, scheduling, waitlist status, and anticipated timelines.
Help families navigate potential barriers to accessing services and communicate concerns to the appropriate team members.
Insurance & Authorization
Verify insurance eligibility and advantages for prospective and existing clients.
Obtain and review insurance information and identify coverage requirements.




Assist with and coordinate insurance authorization processes.
Communicate with insurance companies, billing teams, and authorization teams as needed.
Ensure required information and documentation is collected for authorization.
Follow up on authorization requirements and outstanding items to help prevent delays in starting services.
Maintain accurate documentation related to insurance verification and authorization activities.

Administrative & Operational
Enter and maintain accurate client information in EMR, practice management, scheduling, and other company systems.
Track referrals from the initial inquiry through case assignment and/or the start of services.
Maintain accurate records and documentation throughout the intake process.
Coordinate with clinical staff to match new clients with available providers and therapists based on caseload, location, specialty, and availability.
Manage client waitlists and communicate expected timelines to fam

📌 Intake Navigator (India)
🏢 B Above Services
📍 India