1

Manager Intake Analyst Jobs in California (NOW HIRING)

Legal Intake Sales Executive

Newport Beach, CA

$20 - $26/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... clients analyzing their case fit and making sure they feel seen and heard. * Build relationships with potential clients and vendors. * Work with the firm's intake management team to determine ...

Intake Specialist - PAR Representative

Chula Vista, CA ยท On-site

$18.50 - $24.50/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Navigate multiple EMR and online systems to obtain and manage documentation. * Ensure appropriate ... Excellent verbal and written communication skills including analytical, problem-solving and ...

Intake Specialist - PAR Representative

Chula Vista, CA ยท On-site

$18 - $24.25/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Experience in management, administrative, clerical, insurance, billing, claims, call center, or ... Excellent verbal and written communication skills including analytical, problem-solving and ...

Intake Specialist

Covina, CA ยท On-site

$19 - $21/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Manages patient documents promptly and accurately received in the patient EMR. * Obtains necessary ... Basic math and analytical skills * Proficient in Microsoft Word, Excel, and Outlook required * Good ...

Showing results 41-60

Manager Intake Analyst information

What is a manager intake analyst?

A manager intake analyst is responsible for reviewing and prioritizing incoming requests or projects, often using data analysis and communication skills to determine resource allocation and workflow. They typically work closely with teams to ensure efficient processing and may use tools like spreadsheets or project management software. This role requires strong organizational skills and understanding of business processes.

What is the difference between Manager Intake Analyst vs Intake Coordinator?

AspectManager Intake AnalystIntake Coordinator
Required CredentialsBachelor's degree, relevant certifications (e.g., healthcare, data analysis)Bachelor's degree often preferred, relevant certifications less common
Work EnvironmentOffice setting, data analysis, reportingOffice or clinical setting, scheduling, client interaction
Employer & Industry UsageHealthcare, insurance, social servicesHealthcare, social services, nonprofit organizations
Common Search & ComparisonFocuses on data management, oversight, and strategic intake processesFocuses on scheduling, client communication, and initial case assessment

The Manager Intake Analyst typically handles data analysis, process oversight, and strategic planning for intake procedures, often requiring advanced certifications. In contrast, an Intake Coordinator focuses on scheduling, client communication, and initial assessments, with a more operational role. Both roles are essential in healthcare and social service settings but differ in scope and responsibilities.

What does a manager intake analyst do?

A manager intake analyst is responsible for reviewing and prioritizing incoming requests or cases, ensuring they are properly documented and assigned to appropriate teams. They analyze data, coordinate with stakeholders, and use tools like spreadsheets or case management systems to streamline processes and improve efficiency.

What are the most commonly searched types of Intake Analyst jobs in California?

The most popular types of Intake Analyst jobs in California are:

What cities in California are hiring for Manager Intake Analyst jobs?

Cities in California with the most Manager Intake Analyst job openings:

Intake Care Coordinator

New U Therapy Center & Family Services, Inc.

Valencia, CA โ€ข On-site

$18.25 - $24.75/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 4 days ago


Job description

Join Our Growing Team at New U Therapy Center & Family Services!

New U Therapy Center & Family Services is a multidisciplinary mental health organization dedicated to delivering innovative, high-quality behavioral health services that improve the lives of individuals, couples, and families. As we continue to expand our services and develop new programs, we are seeking an experienced and results-driven Intake Care Coordinator to help bring our next phase of growth to life.

We are seeking an experienced and results-driven Intake Care Coordinator to support our growing admissions team. This role is ideal for someone with strong healthcare, client coordination, customer service, and consultative sales experience who is passionate about helping individuals access quality mental health care.

If you thrive in fast-paced environments, enjoy building new initiatives from the ground up, and want to make a meaningful impact within a mission-driven organization, we encourage you to apply.
Why Join Us?  

  • A Well-Established Local Practice: Be part of a respected mental health organization with a strong reputation for quality care and community impact. 
  • Supportive & Collaborative Environment: Work closely with clinicians, staff, and leadership in a team-oriented setting that values communication and support.
  • Meaningful Impact: Play a key role in supporting clinicians and enhancing the patient experience through efficient, organized office operations.
  • Stability & Growth: Be part of a growing organization offering long-term stability and opportunities for professional development and career advancement.


What You Will Do:

Admission and Client Coordination

  • Serve as the primary point of contact for prospective clients, referral sources, and new patient inquiries, responding promptly and professionally.
  • Conduct intake consultations, assess client needs, and educate prospective clients about available services, with an emphasis on the Functional Psychiatry Membership Program.
  • Schedule consultations and new client appointments for Functional Psychiatry, Psychiatry, and Psychotherapy.
  • Manage the complete client onboarding and admissions process, including forms, documentation, EHR setup, enrollment, and follow-up.
  • Coordinate provider recommendations and ensure a smooth transition into care.

Lead Management and Sales Follow-Up

  • Manage the prospective client pipeline within the CRM and accurately document all interactions and lead activity.
  • Conduct consistent follow-up through phone calls, text messages, emails, and CRM workflows to maximize appointments and enrollment.
  • Re-engage inactive leads, former clients, and referral opportunities to support admissions and retention.
  • Work toward established admissions, enrollment, and conversion goals while maintaining an exceptional client experience.

Patient and Care Coordination

  • Coordinate scheduling and internal referrals across Psychiatry, Psychotherapy, and Functional Psychiatry services.
  • Collaborate with providers and clinical staff to support continuity of care and timely access to services.
  • Monitor client engagement and appointment attendance and conduct follow-up as needed.
  • Provide compassionate, professional, and confidential service while maintaining HIPAA compliance.

Insurance and Financial Coordination

  • Collect demographic, insurance, and financial information from prospective clients.
  • Initiate Verification of Benefits (VOB) and coordinate with billing regarding eligibility and coverage.
  • Explain insurance benefits, membership fees, estimated financial responsibilities, and payment expectations.
  • Coordinate applicable deposits, deductibles, copays, and membership payments in accordance with organizational policies.

Documentation and Administrative Support

  • Maintain accurate client records, CRM activity, EHR documentation, referrals, and follow-up information.
  • Track referral sources, admissions, enrollment activity, and conversion metrics.
  • Upload and maintain intake forms, medical records, and supporting documentation.
  • Manage multi-line phone systems and provide administrative support as needed.
  • Maintain confidentiality and comply with HIPAA and organizational policies.
What You Will Need:
  • 3+ years of healthcare admissions, healthcare sales, wellness membership sales, or similar experience.
  • Experience working in a medical or healthcare setting required; mental health experience preferred.
  • Strong communication, customer service, relationship-building, and consultative sales skills.
  • Excellent organizational, time-management, multitasking, and follow-up abilities.
  • Strong attention to detail, analytical thinking, and problem-solving skills.
  • Ability to confidently explain and promote mental health services and program options.
  • Proficiency with Microsoft Office, Google Docs, Gmail, CRM, and EHR systems.
  • Compassionate, professional, and patient-centered approach.
  • Ability to work effectively with diverse clients, providers, and team members.
  • Bachelor's degree in Healthcare Administration, Social Work, Mental Health, or a related field preferred.
  • Spanish-speaking preferred.
  • Commitment to confidentiality, HIPAA compliance, and exceptional client care.

What We Offer:

  • 100% Health Insurance and 75% Dental and Vision Insurance for employee coverage only
  • Company Life Insurance Coverage
  • 401K with up to 3% matching to help secure your financial future.
  • Paid two weeks vacation and 40 hours sick time to promote work-life balance.
  • Six paid holidays per year
  • A collaborative, team-oriented work culture that fosters professional growth.
  • Fully equipped, comfortable office space in Westlake Village.
  • Access to an electronic health record platform for seamless documentation.
  • Annual team-building and corporate in-person events
  • Monthly culture-building activities such as company lunches
  • Competitive Compensation

Rates:  $70,304 annually 
Work Location: Valencia or Torrance; In-Person
Expected hours: Exempt Position, Regular office hours 9-6 M-F 


Does this role sound like the perfect match for you? Submit your resume and cover letter here.

All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.


 

Powered by JazzHR

Zde1pbE1Ag