Intake Assistant

Position: Intake Assistant

The Intake Assistant provides administrative and operational support throughout the client intake process, helping ensure new client information, documentation, insurance details, and scheduling requirements are completed accurately and efficiently. This role works closely with the Intake Coordinator, BCBAs, Authorizations team, Case Management, families, and other internal departments to support a smooth transition from initial inquiry through assessment. The Intake Assistant plays an important role in maintaining accurate client records, coordinating appointments, managing communications, and keeping the intake process organized and up to date.

Responsibilities:

• Provide administrative support throughout the intake process for new clients, including gathering required information and documentation.
• Create and maintain accurate client profiles, records, labels, and other information in CentralReach and related systems.
• Assist with collecting and organizing insurance information and required documentation, and support insurance verification as needed.
• Monitor and manage intake-related inboxes, calls, and communications, ensuring questions and requests are routed to the appropriate team member.
• Coordinate evaluation and assessment appointments based on clinician availability and established scheduling requirements.
• Communicate with families regarding appointments, required documentation, next steps, and other intake-related information.
• Follow up with families and other stakeholders to obtain outstanding documents, signatures, insurance information, and other required items.
• Assist the Intake Coordinator with maintaining accurate records of pending, active, and waitlisted clients.
• Support communication and coordination between families, BCBAs, Authorizations, Case Management, and other internal teams to facilitate timely transitions throughout the intake process.
• Assist with preparing client information and documentation for BCBA assignment and assessment.
• Maintain accurate call logs, tracking documents, and other intake-related records.
• Provide general administrative and organizational support to the Intake team and other departments as needed.
• Ensure all client information is handled confidentially and in accordance with company policies and applicable regulations.
• Represent Attain professionally and courteously in all client, family, and internal communications.
• Perform other duties as assigned.

EDUCATION/EXPERIENCE/SKILLS REQUIREMENTS:

• High School Diploma or equivalent required; Associate’s or Bachelor’s degree preferred.
• One year of experience in an administrative, customer service, healthcare, behavioral health, or similar support role preferred.
• Experience in ABA, healthcare intake, clinical scheduling, or an EMR system is preferred.
• Proficiency with Microsoft Office, including Word and Excel.
• Experience with CentralReach or similar EMR systems preferred.
• Strong attention to detail and ability to maintain accurate records.
• Excellent written and verbal communication skills.
• Strong organizational and multitasking skills, with the ability to manage multiple priorities and deadlines.
• Ability to learn new software, systems, and processes quickly.
• Ability to work collaboratively with families, clinicians, and internal departments.
• Demonstrated professionalism, confidentiality, and strong customer service skills.
• Ability to work effectively in a fast-paced environment while maintaining accuracy and a positive, helpful approach.
• Reliable transportation required; valid driver’s license and current insurance.
• Must clear DOJ/FBI background check and meet required training and physical capability standards.

Attain ABA is a fast-paced and rapidly growing nationwide ABA company with a primary focus on helping individuals reach their highest potential through high-quality ABA therapy. Our team works together—from corporate staff to local clinicians—to accomplish the goal of helping one individual at a time.

The Equal Employment Opportunity Policy of Attain ABA is to provide a fair and equal employment opportunity for all associates and job applicants regardless of race, color, religion, national origin, gender, sexual orientation, age, marital status, or disability.

Pay: $45,000.00 per year

Benefits:

• 401(k)
• AD&D insurance
• Dental insurance
• Disability insurance
• Flexible spending account
• Free parking
• Health insurance
• Health savings account
• Life insurance
• Opportunities for advancement
• Paid sick time
• Paid time off
• Retirement plan
• Vision insurance

Education:

• Bachelor's (Preferred)

Experience:

• administrative assistant: 1 year (Required)

Ability to Commute:

• Lakewood, NJ 08701 (Required)

Work Location: In person