Intake and Booking Coordinator at Mindsession clinic in Montreal assisting with client intake and scheduling. Requires fluency in French and English with strong organizational skills.
Responsibilities
Conduct initial intake assessments with new clients over the phone
Review client request form and assign clinic clinicians to clients
Explain clinic policies, procedures, and available services to clients
Maintain confidentiality and sensitivity when discussing client information
Coordinate scheduling of appointments for new clients according to clinicians schedules
Create new client files in our EHR system and ensure it fully completed and intake documents are sent correctly
Communicate appointment details to new clients, including date, time, location, and any necessary preparation instructions
Reschedule appointments as needed, accommodating both client and clinician availability
Serve as the primary point of contact for clients, addressing inquiries, concerns, and requests in a timely and professional manner (phone and email)
Provide assistance and support to clients in navigating clinic services and resources
Communicate with clinicians regarding client needs, appointment changes, and other relevant information
Input payment details into EHR system and client file
Updating credit card information as needed
Following up on unpaid client sessions
Ensuring client billing and invoicing is done accurately
Managing client or clinician inquiries regarding billing
Tracking inbound referrals & following up
Creating & updating waiting lists
Calculating monthly conversion rates
Updating weekly or monthly key performance indicators (KPIs)
Provide assistance and support to clinic clinicians in following clinic administrative procedures
Sending weekly reports to therapists for missing or unlocked notes
Helping to screen and onboard new hires
Calculating & preparing monthly payroll for clinicians
Maintain accurate and up-to-date client records in the clinic database
Collaborate with administrative staff to ensure smooth clinic operations
Maintain accurate and complete records of SOPs (standard operating procedures) and clinic training materials
Complete additional administrative tasks as assigned by clinic management (as needed)
Assist clinic director in business development efforts and additional clinic projects (as needed)
Developing high-quality and engaging content, including text and images, most relevant to your ideal clients
Planning and scheduling posts in advance using a social media management tool to maintain a consistent posting schedule
Actively engaging with the audience through comments, likes, shares, and direct messages to build relationships and boost visibility
Requirements
French and English Proficiency
Bachelor's degree in psychology, social work, counseling, or related field preferred
Previous experience in a similar role, preferably in a healthcare or mental health setting
Strong organizational skills with the ability to manage multiple tasks simultaneously
Excellent interpersonal skills and a compassionate approach to client interactions
Proficiency in computer applications, including Microsoft Office, Google workspace, and electronic medical records systems
Knowledge of HIPAA regulations and ability to maintain confidentiality of client information
Flexibility to adapt to changing priorities and work collaboratively within a team environment
Curiosity, transparency, and drive to continuously improve processes and results
Benefits
Work-from home with flexible work arrangements
Competitive salary commensurate with experience
Dynamic and fulfilling work context (mental health)
Opportunities for professional development and growth
Autonomy and space to creatively contribute towards company goals
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