Intake Specialist (Customer Service Representative - Healthcare)

We are looking for an experienced Intake Specialist to be the first point of contact for our patients. This role focuses on guiding patients through the intake process while driving appointments and clinic growth . You will guide patients through the initial intake process — collecting pertinent information, verifying insurance eligibility, educating them about our treatment offerings, and supporting them throughout their care journey.

This is a front-end role that blends patient advocacy with sales. You will be instrumental in driving clinic revenue while ensuring patients feel heard, informed, and supported.

Key Responsibilities

• Handle incoming patient inquiries via phone, email, and SMS with professionalism and empathy
• Conduct patient intake, collect information, and verify insurance eligibility
• Schedule consultations and manage follow-ups
• Educate patients on treatment options and guide them to the next steps
• Maintain and update CRM and tracking systems
• Follow up with leads and patients to ensure completion of appointments and continuity of care
• Support post-treatment check-ins and patient concerns

Requirements

• At least 4 years of experience in intake, patient coordination, or similar role
• Strong communication skills (phone, email, and messaging)
• Ability to handle sensitive conversations with professionalism
• Experience using CRM systems and managing pipelines
• Highly organized with strong attention to detail
• Comfortable balancing patient care and sales targets
• Willing to work on site: Ayala, Makati / Clark, Pampanga 

Nice to Have

• Background in healthcare or mental health settings
• Familiarity with ketamine, Spravato, or similar treatments

Benefits

• Salary: 36,000 - 40,500
• Work Setup: Onsite
• Work Schedule: Night Shift
• Legal Benefits:  
  HMO with 1 free dependent upon hire
  Life Insurance
  20 PTO credits annually
  10% Night Differential
• Annual Performance-Based Merit Increases and Employee Recognition
• Great Company Culture
• Career Growth and Learning