Receptionist

The In2Great Receptionist:

• Phone Responsibilities 

• Answer all phone calls pleasantly and direct as needed 

• Answer all questions patiently and politely 

• Check voicemail daily, return phone calls within 24 hours of message, relay messages left on VM to appropriate people 

• IF VM is inquiring about services- fill out a new intake form with all information available from VM 

• Intakes 

• Answers phone calls in a kind, knowledgeable and diligent manner 

• Gather all information needed for new patient referrals 

• Fill out the digital intake form in its entirety  
• Immediately send a message in the INTAKES TEAMS to let the Head of Department know about new intake  
• Get insurance info regardless of in or out of network status. 

• Send the family the “Welcome “DocuSign/Email” 

 

ADDITIONAL FRONT DESK RESPONSIBILITIES:
 

• Add to “Intake referrals by month” 
• LOMN Responsibility
• Manage the waiting area
• Charting for new Clients
• Conversing with several departments and therapists

• Web contact  

          Check Web Contact Email Daily: Start your day by checking the designated email inbox where web contact inquiries are received. Make sure to do this regularly to stay on top of new inquiries. 

• Respond to Web Contact Inquiries
  
  

Check in clients: 

• Check in all clients upon arrival  

• Alert therapist that their client arrives via teams  

• Filing 

• Assists with filing all paperwork as necessary 

• Assists with filing charts when necessary 

• Intake packets 
• Copy and stuff hard copies of the intake paperwork packet as needed.