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Virtual Assistant Intake Jobs in Texas (NOW HIRING)

We are a combination of bricks and mortar locations and virtual service offerings across the state ... Respond and assist in the event of a medical emergency * Any additional duties that facilitate the ...

Website: www.kingwoodpines.com Click here for a virtual Facility Tour POSITION SUMMARY The Intake ... Stay abreast of organization's programs and services. * Assist Director with performance monitors.

Website: www.kingwoodpines.com Click here for a virtual Facility Tour POSITION SUMMARY The Intake ... Stay abreast of organization's programs and services. * Assist Director with performance monitors.

Website: www.kingwoodpines.com Click here for a virtual Facility Tour POSITION SUMMARY The Intake ... Stay abreast of organization's programs and services. * Assist Director with performance monitors.

The Virtual Medical Center provides Virtual Health services to multiple MTFs in the continental ... Instruct all patients on completion of data intake (Part one assessments of provider intake forms ...

The Virtual Medical Center provides Virtual Health services to multiple MTFs in the continental ... Instruct all patients on completion of data intake (Part one assessments of provider intake forms ...

The Virtual Medical Center provides Virtual Health services to multiple MTFs in the continental ... Instruct all patients on completion of data intake (Part one assessments of provider intake forms ...

The Virtual Medical Center provides Virtual Health services to multiple MTFs in the continental ... Instruct all patients on completion of data intake (Part one assessments of provider intake forms ...

Website: www.kingwoodpines.com Click here for a virtual Facility Tour POSITION SUMMARY The Intake ... Stay abreast of organization's programs and services. * Assist Director with performance monitors.

Website: www.kingwoodpines.com Click here for a virtual Facility Tour POSITION SUMMARY The Intake ... Stay abreast of organization's programs and services. * Assist Director with performance monitors.

Patient Care Assistant II

Caldwell, TX · On-site

$12 - $16.25/hr

... virtual care offerings. As our Patient Care Assistant, you'll help our patients feel safer and more ... Accurately measures, records, and reports intake and output * Obtains and records daily weight

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Virtual Assistant Intake information

What are the key skills and qualifications needed to thrive as a virtual assistant intake?

To thrive as a Virtual Assistant Intake, you need excellent organizational abilities, attention to detail, and strong communication skills, often supported by experience in administrative roles or customer service. Familiarity with CRM systems, scheduling software, and cloud-based collaboration tools is typically required. Exceptional interpersonal skills, discretion, and the ability to multitask make someone stand out in this position. These skills ensure efficient client onboarding, smooth workflow management, and a positive first impression for the organization.

What are some common challenges faced by virtual assistant intake professionals, and how can they be managed effectively?

Virtual Assistant Intake professionals often navigate high volumes of inquiries and must accurately gather and organize client information, which can sometimes be overwhelming. Effective time management and the use of robust CRM tools are essential to keep track of details and ensure prompt follow-up. Additionally, clear communication and active listening skills help avoid misunderstandings and ensure all client needs are addressed efficiently. Collaborating closely with other team members, such as account managers or support staff, also helps distribute workload and maintain service quality.

What is a virtual assistant intake?

Virtual Assistant Intake specialists are remote professionals who handle the initial onboarding, screening, and information gathering processes for clients or customers. They often serve as the first point of contact, collecting essential details, assessing needs, and ensuring that all necessary information is properly documented for further action. Their work streamlines workflows, improves client experiences, and supports organizations in managing new requests efficiently. This role is especially common in healthcare, legal, and service-based industries.

What is the difference between Virtual Assistant Intake vs Virtual Assistant?

AspectVirtual Assistant IntakeVirtual Assistant
CredentialsBasic administrative skills, familiarity with communication toolsSame as Intake, often with additional specialized skills
Work EnvironmentRemote, client-facing, often involves onboardingRemote, supporting various client tasks
Employer & Industry UsageUsed in service onboarding, client managementGeneral support across industries
Search & Comparison IntentFocus on client onboarding and intake processesBroader support tasks

The main difference is that a Virtual Assistant Intake specializes in onboarding and initial client communication, while a Virtual Assistant provides ongoing support across various tasks. Intake roles focus on client setup, whereas Virtual Assistants handle day-to-day administrative or operational duties.

What cities in Texas are hiring for Virtual Assistant Intake jobs? Cities in Texas with the most Virtual Assistant Intake job openings:

$65K - $75K/yr

Full-time

Medical, Dental, Vision, Life, PTO

Posted 20 days ago


Job description

Intake Specialist
Mindful Health is a fast-growing company with the goal of providing an intentionally different approach to mental health and well-being. We are a combination of bricks and mortar locations and virtual service offerings across the state of Texas to create a high-end client experience. We currently have locations in the following locations: Rockwall, Heath, San Antonio, Georgetown, Conroe amp; Cypress!
Mindful Health creates an atmosphere that supports and values our clients and team members. Our commitment is to cultivate a place that provides intentional and exceptional care for our clients and a warm and nurturing environment for our team so we can make a lasting impact in our communities. We believe that health encompasses the whole person, mind, and body, and our clinical programming is built around this belief. We work to empower clients to live fuller and healthier lives. We maintain these same beliefs in developing and supporting our Mindful Health team. We seek enthusiastic individuals passionate about helping clients and value working in a team environment. Please visit our website for more information about our services and team at www.mindful.health.
Position Summary:
The Intake Specialist plays a vital role in welcoming individuals seeking mental health services at Mindful Health. As one of the first points of contact, this position is responsible for conducting initial assessments with empathy and professionalism, ensuring that each client is accurately evaluated and thoughtfully guided to the appropriate services within our organization. By creating a compassionate and supportive environment, the Intake Specialist helps foster trust and comfort for clients and their families during a pivotal moment in their wellness journey.
Education amp; Experience:
  • Must have a master’s degree in social work, psychology, human development, counseling or behavioral science field from an accredited college or university or be a Registered Nurse.
  • Must be actively licensed (LCSW/LPC OR LMSW/LPC-Associate) in the state of Texas to provide clinical care, treatment, and services.
  • A minimum of 1 year of experience (preferred) in clinical assessment amp; diagnosis, with a focus on the treatment and prevention of mental, emotional, and behavioral health challenges.
  • Will be required to participate in active supervision toward advanced clinical permanent licensure with an LCSW-S or LPC-S, if applicable.
  • Active CPR Certification

Job Duties:
  • Conduct in-person initial intake assessments for new clients.
  • Collect and document relevant client information.
  • Evaluate urgency and severity of each case to prioritize and determine appropriate clinical pathways.
  • Determine service eligibility and match clients with appropriate mental health providers and services.
  • Assist clients and their families with PHP/IOP discharge planning, including community resources and referrals.
  • Provide excellent customer service to clients and staff.
  • Ensure client satisfaction and participate in addressing issues if they arise.
  • Maintain a positive, professional image in the office and in the community.
  • Maintain regular work hours, being on time and managing time well.
  • Demonstrate personal characteristics of patience, tact, cheerfulness and enthusiasm toward the administration and clients. Must be able to appropriately respond to all types of behavior.
  • Provide complete, timely, and thorough documentation of client history and current assessment of needs. Competent in assessing client high risk symptoms and behaviors and creating a plan for safety.
  • Report necessary clinical information to physicians and nurse practitioners
  • Respond and assist in the event of a medical emergency
  • Any additional duties that facilitate the effective operations of the programs and services provided.

Knowledge and Skills:
  • Knowledge and experience in the therapeutic milieu.
  • Knowledge of Joint Commission and state and federal regulations related to care, treatment, and services.
  • Knowledge of HIPAA, and other laws applicable to mental health services.
  • Knowledge of continuous process improvement concepts and practices.
  • Knowledge of behavioral health levels of care and the criteria for admission for each level of care.
  • Emotional intelligence and empathy, as demonstrated by the ability to identify with and understand another person’s point of view and ask the right questions to determine the focus for treatment.
  • Communication, as demonstrated by the ability to clearly convey, both verbally and in writing, detailed directions, describe processes in understandable terms, and concise documentation of the therapeutic process.
  • Active listening skills, as shown by interpreting verbal and non-verbal cues, determine the treatment focus and understand information from colleagues and other mental health professionals.
  • Critical thinking skills, as demonstrated by using creative problem-solving as part of the therapeutic process to find the best available options for clients.
  • Organizational skills, as demonstrated by making sure each case is updated in a timely manner with the correct information and cases are prioritized based on client needs.
  • Cultural competency, as demonstrated by being sensitive to diverse ideas, views, and beliefs, seeking to learn more about others while understanding one’s own background and beliefs.
  • Boundary setting, as demonstrated by setting boundaries in the clinician-client relationship but also in establishing a good work-life balance.
  • Professionalism, as demonstrated by constantly learning and developing better ways to serve clients and the community. Using knowledge gained to improve services with clients, families, and groups.
  • Time management, as demonstrated by giving clients the attention they need both in interpersonal interaction but also in completing documentation in a timely manner.
  • Advocacy, as demonstrated by verbally representing clients in connecting with services, resources, and opportunities, especially for clients who may not know how to advocate for themselves.

Mindful Health offers:
  • A healthy amp; positive atmosphere where everyone is valued.
  • Schedule: Monday-Friday, 8AM-5PM
  • Salary: $65K - $75K

Mindful Health offers a comprehensive benefits package to support the well-being and professional development of our employees. This position is eligible for the following benefits:
  • 120 hours (15 days) of paid time off
  • 40 hours (5 days of sick leave
  • 24 hours (3 days) of paid bereavement leave per occurrence.
  • Medical and supplemental health insurance (vision, dental, long-term disability, short-term disability, life insurance, etc.).
  • Professional development opportunities

The job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without notice. Employee signature below indicates the employee’s understanding of the requirements, essential functions, and duties of the position.