Sailor Health - Patient Intake Specialist, Mental Health
Requirements
• Empathetic and clear communicator. You speak with kindness, listen actively, and make others feel at ease – even during difficult or emotional conversations. • Highly organized and detail-oriented. You can juggle multiple patients at different stages in the process and never let things slip through the cracks. • Tech-comfortable. You’re comfortable learning tools like Google Workspace, EHR platforms (e.g., Healthie), or CRMs like HubSpot, and pick up new software quickly. • Mission-aligned. You care deeply about improving care for older adults and are excited to play a key role in someone’s first step toward better mental health. • Experience welcome, not required. You may have worked in healthcare, customer service, or an administrative support role before – but most importantly, you’re organized, compassionate, and eager to grow.
Responsibilities
• Guide older adults and their caregivers through the intake process with warmth, clarity, and professionalism. • Match patients with the right therapist based on needs assessment tools like CareMatcher™. • Provide emotional guidance to help each new patient navigate into our services confidently. • Communicate effectively using various communication channels (phone calls, emails, text messages). • Maintain and update electronic health records for patients within the EHR platform used by Sailor Health. • Coordinate with other team members as needed regarding care plans or updates to patient information.
Benefits
• Mission with impact. Help bring life-changing care to a population that’s too often overlooked. • Remote-first team. Enjoy the flexibility of remote work while staying closely connected with a thoughtful, collaborative team rooted in purpose. • Growth and ownership. Be part of a small, agile team where you’ll take initiative, shape key processes, and grow as we grow. • Make someone’s day – every day. Your work helps older adults and their families feel seen, supported, and cared for. • If this sounds like you, we’d love to connect. Join us in redefining what it means to age with dignity, connection, and mental wellness.
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