• Efficiently handle communications via phone (inbound and outbound), email, voicemail, faxes, and chat. • Conduct thorough intake assessments to understand patient needs and match them with the most appropriate provider. • Schedule initial appointments promptly and accurately with detail outlining patients’ needs including talk therapy and/or medication management. • Collect patient insurance information and run eligibility ensuring in-network benefits for matched provider. • Obtain and verify patient clinical history, demographic details, insurance information, and eligibility. • Ensure all patient interactions and transactions are accurately documented in the Electronic Health Record (EHR) system. • Contact existing patients to initiate new services based on internal and external referrals.