# Client Scheduling & Intake Specialist

> Winning Assistants · Philippines (Remote) · Full-time · Posted 2026-09-29

**Salary:** USD 10,400–12,480

**Workplace:** remote

## Description

**Job Title: Client Scheduling & Intake Specialist** 

**Position type: Full-Time**

**Working Hours: 9:00 AM – 6:00 PM Pacific Daylight Time (PDT), including weekends. The candidate may choose two weekdays as their days off.**

**Salary rate: $6-$7**

**Key Responsibilities:**

-   Respond to incoming calls from prospective clients seeking mental health services.
-   Provide compassionate, professional, and empathetic support during initial client interactions.
-   Match clients with appropriate therapists based on availability, specialties, and client needs.
-   Schedule initial therapy appointments and coordinate therapist calendars efficiently.
-   Manage appointment availability, rescheduling requests, and intake scheduling workflows.
-   Ensure smooth coordination between clients and providers.
-   Answer basic questions regarding insurance coverage and therapy services.
-   Verify insurance eligibility and benefits as needed.
-   Collaborate with the billing department to resolve insurance or payment-related inquiries.
-   Enter and maintain client records within practice management software.
-   Ensure all information is accurate, organized, and handled confidentially in compliance with privacy standards.
-   Provide administrative assistance to support day-to-day clinic operations.
-   Assist with workflow organization, documentation, and communication tasks as needed.
-   Conduct appointment-setting activities by engaging prospective clients, qualifying their needs, and scheduling consultations with appropriate providers.
-   Utilize consultative sales techniques to build rapport, address concerns, and encourage prospective clients to proceed with mental health services.
-   Follow up with leads, missed inquiries, and referral sources to maximize appointment conversions and maintain a positive client experience.
-   Support client retention efforts through proactive communication, appointment reminders, and follow-up outreach.

## Requirements

-   At least 1 year of previous experience handling client intake, appointment scheduling, lead generation, insurance verification, and client communication in a behavioral health setting is highly preferred 
-   Spanish Bilingual candidates are highly preferred. 
-   Experience using SimplePractice EHR, Grasshopper VoIP, Go High Level (GHL) CRM, and TherapyFlow or any similar tools is highly preferred 
-   Ability to manage confidential and sensitive information professionally
-   Excellent verbal and written communication skills
-   Ability to learn and adapt to new software and systems independently
-   High attention to detail and follow-through

### **Basic Requirements**

-   Must speak and write English clearly and professionally.

-   Must have relevant work experience.
-   Must be able to provide an NBI Clearance and/or Local Police Clearance before onboarding (mandatory).
-   Must be available to attend video meetings with camera on when required.

### Technical Requirements

-   Computer: Reliable laptop or desktop computer.
-   Internet: Stable high-speed internet connection (minimum 25 Mbps).
-   Audio: Noise-canceling headset.
-   Video: Working webcam for virtual meetings.
-   Workspace: Quiet and professional work environment.

## Benefits

-   **Dedicated HR & Contractor Support Team:** Access to world-class support for questions, guidance, contract matters, and client communication.
-   **Premium VPN Access (Optional):** A secure VPN license can be provided upon request to enhance privacy and security for client-related tasks.
-   **HIPAA & Cybersecurity Training + Certification (Provided):** Access to our internal HIPAA compliance training, cybersecurity modules, and certification to help you confidently handle PHI for U.S. healthcare clients.
-   **Top 1% VA Performance Training:** Access to our proprietary training on communication, client management, productivity systems, and best practices to help you become a top-performing VA and increase long-term client retention.
-   **Client-Approved U.S. Holidays:** Contractors may take U.S. holidays off according to the client’s needs and schedule.
-   **Client-Approved Paid or Unpaid Time Off:** Time off may be granted by your client. Paid time off is optional and only if offered by the client.
-   **Access to Tools & Resources:** Templates, workflow guides, productivity tools, and client-specific SOP support to help you perform at your best.
-   **Optional Performance-Based Incentives:** Some clients may offer bonuses, incentives, or increased hours based on your performance.

These are optional resources and client-approved allowances available to you as an independent contractor. Any resources, training, or allowances listed are optional contractor perks and not employee benefits.

## Apply

[Apply at Winning Assistants](https://apply.workable.com/winning-assistants/j/0C65E4C870/apply)

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