Intake Coordinator Job

Children's Health - Psychiatry Careers

Job Number: 54778

Location: Dallas, TX

Date Posted: 6-29-2018



Responsible for the assessment and triage of children of all ages and for coordinating the delivery of care. Is an active member of the multidisciplinary team, working closely with physicians, clinical therapists, financial staff, and ancillary staff to facilitate those functions associated with arranging care and providing referrals. Researches, identifies, and implements initiatives and opportunities to improve multidisciplinary communication. Represents Children's Medical Center to patients and families, potential referral sources, agencies, and payers from initial inquiry through discharge from the service. Must be knowledgeable in regards to psychiatric and/or developmental disorders; evidenced-based assessments and treatments; and research methodologies. Provides patient-centered care with a strong focus on customer service.


Coordinates and provides clinical triage that is responsive to patient and family needs. Work with the team or directly determines whether patient's benefits provide coverage for services and communicates this information back to families. Educates patient families regarding programs, assessment process, scheduling, billing systems. Promotes the integration of research and clinical care by providing information to patients, families, and referral sources regarding opportunities to participate in research.

Participates in daily conference calls and weekly meetings to become a visible and contributing team member. Collaborates to determine need and communicates necessary information to appropriate professionals (i.e., clinical therapists, physicians, RN/MA, clinical manager). Continually communicates and follows up with patients and families, physicians, care team members, financial staff and support staff to facilitate coordination of clinical activities and improve the experience for patients and providers. Works collaboratively with other departments and services. Participates in development, implementation, evaluation, and ongoing revision of programs and initiatives to improve quality, continuity, and cost-effectiveness.

Develops an internal and external referral resource directory and provides referral advice to patients, families and providers. Serves as a consultant to patient families and providers, while collaborating to determine additional referral resource needs. Serves as a liaison to community resources. Provides feedback to referral resources in order to enhance continuity of care.

Develops a scheduling template and monitors the weekly occupancy for each provider. Communicates scheduling availability to support staff with the intent of maximizing occupancy. Reports weekly numbers to clinical manager and provides as necessary.

As appropriate by licensure, may provide individual evaluations and/or may lead or co-lead group therapy sessions.


Minimum 3 - 5 years of related experience.


Four-year Bachelor's degree or equivalent experience, required.

A Masters Level Mental Health clinicians, or BSN is required.


  • Maintain effectiveness when experiencing major changes in work responsibilities or environment; adjust effectively to work within new work structures, processes, requirements, or cultures.
  • Use appropriate interpersonal styles to establish effective relationships with customers and internal partners; interact with others in a way that promotes openness and trust and gives them confidence in one's intentions.
  • Meet patient and patient family needs; take responsibility for a patient's safety, satisfaction, and clinical outcomes; use appropriate interpersonal techniques to resolve difficult patient situations and regain patient confidence.
  • Ensure that the customer perspective is a driving force behind business decisions and activities; craft and implement service practices that meet customers' and own organization's needs.
  • Develop and use collaborative relationships to facilitate the accomplishment of work goals.
  • Identify and understand issues, problems, and opportunities; compare data from different sources to draw conclusions; use effective approaches for choosing a course of action or developing appropriate solutions; take action that is consistent with available facts, constraints, and probable consequences.
  • Take prompt action to accomplish objectives; take action to achieve goals beyond what is required; be proactive.
  • Deal effectively with others in an antagonistic situation; use appropriate interpersonal styles and methods to reduce tension or conflict between two or more people.
  • Effectively manage one's time and resources to ensure that work is completed efficiently.
  • Accomplish tasks by considering all areas involved, no matter how small; showing concern for all aspects of the job; accurately checking processes and tasks; being watchful over a period of time.
  • Set high standards of performance for self and others; assume responsibility and accountability for successfully completing assignments or tasks; self impose standards of excellence rather than having standards imposed.
  • Assimilate and apply new job-related information in a timely manner.
  • Clearly convey information and ideas through a variety of media to individuals or groups in a manner that engages the audience and helps them understand and retain the message.


Masters Level mental health clinician - social work, counseling, psychology, family therapy or BSN with experience in psychiatric triage and case management. For outpatient psychiatry position, licensure is preferred but not required

BLS certification must be completed within 60 days of hire and renewed every 2 years if providing individual evaluations and/or group therapy

Intake coordinators in Psychiatry and Autism who provide direct patient care are required to complete PPMAB (Pediatric Prevention and Management of Aggressive Behaviors) within 60 days of hire and every 12 months thereafter.


Sedentary - Exerting up to 10lbs. occasionally or negligible weights frequently; sitting most of the time.

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