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Turnwell Mental Health Network

Intake Coordinator

Tempe, AZ · On-site

$17.50 - $23.75/hr

The Intake Coordinator utilizes systems such as Valant (EHR), Salesforce (CRM), and Podium (patient communication platform) to coordinate care, track referrals, and support efficient admissions ...

Ellie Mental Health - 027

Clinic Manager

Smyrna, TN

$80K - $90K/yr

Troubleshoot issues within Valant, ADP, Teams, Outlook, and billing * Review EHR service lines and complete error corrections as needed * Collaborate with clinic director to support clinic in ...

Ellie Mental Health

Clinic Manager

Smyrna, TN · On-site

$80K - $90K/yr

Troubleshoot issues within Valant, ADP, Teams, Outlook, and billing * Review EHR service lines and complete error corrections as needed * Collaborate with clinic director to support clinic in ...

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Valant information

What are the key skills and qualifications needed to thrive as a Valant EHR Specialist, and why are they important?

To thrive as a Valant EHR Specialist, you need a background in healthcare administration or health IT, familiarity with electronic health records, and often a relevant degree or certification. Proficiency with the Valant EHR platform, data management tools, and telehealth systems is commonly required. Strong problem-solving abilities, communication skills, and attention to detail help ensure effective support for clinical teams and users. These skills are crucial for optimizing practice workflows, maintaining compliance, and supporting quality patient care in behavioral health settings.

What is the difference between Valant vs Mental Health Technician?

AspectValantMental Health Technician
CredentialsTypically requires a degree in psychology, social work, or related field; certification may be preferredHigh school diploma or equivalent; some roles may require certification or training
Work EnvironmentPrimarily software-based, working in clinical or administrative settings, often in mental health clinics or hospitalsHands-on patient care in hospitals, clinics, or residential facilities
Employer & Industry UsageUsed by mental health providers for electronic health records and clinical managementEmployed directly in mental health facilities to support patient treatment

Valant professionals focus on software and administrative support within mental health settings, while Mental Health Technicians are involved in direct patient care. Both roles are essential in mental health services but differ in responsibilities, credentials, and work environment.

What are some common challenges faced by clinicians when using the Valant EHR platform in behavioral health settings?

Clinicians working with the Valant EHR platform may encounter challenges such as adapting to new workflows, ensuring accurate documentation, and managing time effectively while navigating digital forms and templates. Since Valant is designed specifically for behavioral health, clinicians need to familiarize themselves with its unique features, such as integrated outcome measures and scheduling tools. Collaboration with administrative staff and ongoing training can help address these challenges, ensuring seamless patient care and compliance with industry standards.

What is a Valant and what do they do?

Valant is not a job title itself, but rather the name of a company that provides electronic health record (EHR) and practice management software specifically for behavioral health professionals. People may refer to 'Valant' when talking about roles such as Valant Administrator, Valant Support Specialist, or Valant Implementation Specialist. These professionals help mental health practices implement, manage, and optimize the use of Valant's software, ensuring that clinicians and staff can efficiently document care, schedule appointments, and handle billing. Their work is crucial for improving workflow, data accuracy, and patient care within behavioral health practices.
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Infographic showing various Valant job openings in the United States as of May 2026, with employment types broken down into 96% Full Time, and 4% Part Time. Highlights an 81% Physical, 13% Hybrid, and 6% Remote job distribution.

Intake Coordinator

Turnwell Mental Health Network Inc

Tempe, AZ

$17.50 - $23.75/hr

Other

Posted 23 days ago

Job description

Description

The Intake Coordinator is responsible for managing the front-end patient intake process in an outpatient behavioral health setting. This role ensures the timely, accurate, and compassionate onboarding of patients while maintaining high standards of customer service, communication, and compliance. The Intake Coordinator utilizes systems such as Valant (EHR), Salesforce (CRM), and Podium (patient communication platform) to coordinate care, track referrals, and support efficient admissions workflows.  

Requirements

Patient Intake & Scheduling 

  • Serve as the first point of contact for incoming patient inquiries via phone, email, and messaging platforms 
  • Conduct initial intake screenings and gather required patient information 
  • Schedule patients based on provider availability, level of care, and clinical needs
  • Ensure timely follow-up with all referrals and patient inquiries 

Systems & Documentation 

  • Accurately enter and maintain patient information in Valant (EHR) 
  • Utilize Salesforce to track referral sources, patient pipeline, and admissions activity 
  • Communicate with patients through Podium for appointment confirmations, follow-ups, and engagement 
  • Ensure all documentation is complete, accurate, and entered in a timely manner  

Insurance Verification & Coordination 

  • Verify insurance eligibility and benefits, including authorization requirements 
  • Communicate coverage details clearly to patients and coordinate with billing when needed
  • Work closely with providers and clinical staff to ensure appropriate placement and scheduling 

Communication & Customer Service

  • Demonstrate professional, compassionate, and clear written and verbal communication at all times 
  • Provide excellent customer service to patients, families, and referral sources 
  • Address patient questions, concerns, and barriers to care with empathy and urgency
  • Maintain strong communication with internal teams to ensure smooth coordination of care 

Compliance & Quality 

  • Maintain compliance with HIPAA and organizational policies 
  • Ensure accuracy and completeness of all intake documentation 
  • Follow established workflows and protocols for admissions and scheduling 

Qualifications

Education & Experience 

  • High school diploma or equivalent required; associate preferred 
  • 1-2 years of experience in healthcare admissions, intake, or patient coordination preferred 
  • Experience in behavioral health or outpatient settings strongly preferred 

Skills & Competencies 

  • Strong written and verbal communication skills 
  • Experience with Valant (EHR), Salesforce (CRM), and/or Podium preferred 
  • Excellent phone etiquette and customer service skills 
  • Strong attention to detail and organizational skills 
  • Ability to multitask and work in a fast-paced environment 
  • Knowledge of insurance verification and healthcare workflows 
  • Understanding of HIPAA and patient confidentiality requirements 

Key Performance Indicators (KPIs) 

  • Timeliness of patient follow-up and scheduling 
  • Accuracy and completeness of documentation 
  • Referral conversion rates 
  • Patient satisfaction and communication quality 
  • No-show and cancellation rates 

Work Environment 

  • Outpatient behavioral health clinic setting 
  • Fast-paced, team-oriented environment 
  • Frequent communication with patients, providers, and administrative staff

Why This Role Matters 

The Intake Coordinator plays a critical role in ensuring patients have timely access to behavioral health services. By providing strong communication, accurate coordination, and efficient use of systems like Valant, Salesforce, and Podium, this role directly impacts patient experience and organizational success. 

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