Intake and Scheduling Specialist, Bilingual; Spanish

Intake and Scheduling Specialist, Bilingual (Spanish)

Salary Range (Annualized): $47,336.31 – $54,810.47

Location: Oakdale, MN

Schedule: Monday – Friday, 40 hours/week (8:30 am – 5:00 pm)

All are welcome! We encourage veterans, people of color, individuals with disabilities, and members of the LGBTQIA+ community to apply.

The Intake and Scheduling Coordinator is often the first person that clients speak with. They are responsible for scheduling client appointments, processing referrals, communicating delays and wait times, supporting seamless trauma‑informed service, obtaining insurance information, and collecting and verifying patient information. The role is call‑center based and frequently interacts with clients with a history of mental health or substance use issues, or who may have experienced trauma.

• Conduct all patient interactions through incoming and outgoing phone calls in a prompt, pleasant, and kind manner, providing accurate information or triaging as appropriate.
• Ensure a positive first impression for patients and referrers by guiding them through the scheduling process with professionalism and empathy.
• Schedule, reschedule, or cancel subsequent appointments across programs for clients who contact the agency by telephone, online intake form, or as requested by service providers.
• Collect and verify all client data and enter it into the Electronic Health Record accurately at the time of scheduling to ensure a smooth revenue cycle.
• Screen clients for sliding fee scale or behavioral fund eligibility.
• Educate clients about the different services, programs, and modalities offered by Canvas Health.
• Follow up with clinicians and external parties (such as case managers) regarding patient scheduling issues.
• Prepare and route electronic administrative intake packets to be completed electronically prior to the client's initial appointment.
• Collaborate with Canvas Health providers and supervisors to ensure the effective placement and scheduling of a client.
• Assist behavioral health professional staff in the preparation of insurance prior authorization forms, monitor prior authorization denials, and notify appropriate staff to edit, resubmit, or contest denial.
• Provide administrative support services as assigned by supervisor and maintain awareness of trends, patterns, and needed services, reporting these to management.
• Attend appropriate meetings as designated.

• High school diploma (or equivalent).
• Minimum of two years of call‑center based customer service experience in a fast‑paced environment.
• Minimum of two years of data entry and data quality experience.
• Proficiency in technology and computer use, including Microsoft Office Suite.
• Fluent in Spanish (speaking and writing).

• Experience with Electronic Health Record systems.
• Experience working with and/or delivering services to diverse populations.
• Scheduling and/or customer service experience in a behavioral or medical health setting and third‑party coverage verification.
• Experience in a trauma‑informed agency or working with populations who may have experienced trauma.

Canvas Health is an Equal Opportunity Employer committed to creating a diverse workforce. Canvas Health will not discriminate against any employee or applicant based upon a person's race, color, creed, religion, national origin, sex, marital status, sexual orientation or perceived sexual orientation, gender identity, disability, status with regard to public assistance, age, sexual or affectionate orientation, familial status, ancestry, local human rights commission activity, citizenship, genetic information, protected veteran or military status, or any other protected class.

AA/EOE