# Client Scheduling & Intake Specialist

> Winning Assistants · Philippines (Remote) · Full-time · Posted 2026-05-08

**Salary:** USD 12,480–14,560

**Workplace:** remote

## Description

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

**Position type:** Full-Time

**Work hours:** 9:00 AM - 6:00 PM Pacific Daylight Time

**Work days:** Monday - Friday

**Salary:** $6 - $7 per hour depending on experience

**Job code:** NK-TMH

**Workplace:** Remote

**Preferred Candidate Location:** Philippines

[](https://trustmentalhealth.com)We are seeking a compassionate, organized, and detail-oriented Mental Health Intake Coordinator to support our growing therapy practice. This role serves as the first point of contact for potential clients seeking mental health services and plays a key role in creating a welcoming and supportive client experience.

The ideal candidate is empathetic, professional, tech-savvy, and highly organized, with the ability to manage multiple moving parts while maintaining confidentiality and attention to detail.

### You'll be speaking with people seeking support for a variety of situations, including but not limited to:

-   Individuals experiencing anxiety, depression, or life transitions
-   Parents seeking help for their children
-   Couples seeking relationship support
-   People navigating grief, loss, or family challenges
-   Individuals who have experienced trauma or abuse
-   Individuals facing difficult life circumstances

### 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

## 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 
-   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 be proficient in speaking and writing English very clearly
-   Must have relevant work experience
-   Be able to submit an NBI clearance and/or Local Police Clearance background check before onboarding \[mandatory\]
-   Must be available for video meetings with your camera on (when needed)

### Technical requirements

-   **Device:** Reliable laptop or desktop computer.
-   **Internet:** High-speed connection (minimum 10 Mbps).
-   **Audio:** Noise-canceling headset.
-   **Video:** Webcam for virtual meetings.
-   **Workspace:** Quiet, professional 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, trainings, or allowances listed are optional contractor perks and not employee benefits.

## Apply

[Apply at Winning Assistants](https://apply.workable.com/winning-assistants/j/A80A062FF1/apply)

---
Powered by [Workable](https://www.workable.com)