Bilingual (Spanish) Intake Coordinator

About Wellity Health

Welcome to Wellity Health where we are committed to achieving true equity in mental health. We aim to provide equitable and accessible care to individuals from all backgrounds and we are committed to reducing mental health symptom severity, reducing and / or eliminating the need for utilization of higher levels of care, and foster lasting positive outcomes for our adolescent consumers and their loved ones in our intensive outpatient setting.

Bilingual (Spanish) Intake Coordinator - Be the First Connection to Life-Changing Mental Health Support

Are you someone who thrives in a fast-paced, mission-driven environment? Do you excel at balancing organization, empathy, and problem-solving while supporting individuals navigating mental health care? If so, you might be exactly who we're looking for!

At Wellity Health , we are committed to serving underserved populations by providing high-quality, compassionate mental health care . As the first point of contact for many of our clients, you will play a critical role in ensuring they feel supported from the moment they reach out.

What You'll Be Doing

Your ability to juggle multiple tasks, communicate effectively, and think critically will make all the difference in this role. Here's how you'll contribute :

Manage referral calls with professionalism and empathy - You will be the first voice our clients hear when seeking help. Your ability to provide reassurance and clarity is key.

Conduct initial triage screenings - Gather essential information, assess needs, and ensure clients understand their next steps.

Verify insurance benefits and resolve coverage questions - Work directly with insurance companies to confirm eligibility.

Secure and manage critical legal documentation - You will handle court orders, mental health diversion forms, guardianship records , and other necessary paperwork before scheduling with a clinician.

Keep everything organized - Track referral calls, maintain client records, and streamline intake processes for efficiency.

Collaborate with clinicians and team members - Your role ensures seamless communication and coordination between providers and clients.

What a Day in This Role Looks Like

You start your morning in the office checking your inbox -a few clinician schedule updates, patient follow-ups, and a new round of referrals. As the phone rings, you greet a client in Spanish , making them feel comfortable as you guide them through the intake process. You skillfully gather necessary details while keeping the conversation focused and efficient .

A client is nervous about their insurance coverage -you take the time to verify benefits, explain eligibility, and answer their questions with patience. Later in the day, you work through mental health diversion paperwork , ensuring legal documentation is collected before an appointment is scheduled. Between calls, you track and log client intake data , ensuring everything is documented correctly.

Before the day ends, you problem-solve a tech issue -a provider is having trouble accessing a patient's records. Thanks to your adaptability and critical thinking skills , you troubleshoot the issue, making sure everything is running smoothly before heading home, knowing you've made a difference.

What It Takes to Succeed in This Role

To thrive in this position, you'll need a unique combination of hard and soft skills :

Must-Have Skills & Experience

Bilingual in Spanish and English (verbal & written) - This is essential for serving our diverse community.

Experience in mental health or healthcare (preferred) - Understanding the needs of this population is a big plus.

Strong organizational & time management skills - You'll be handling multiple calls, documents, and processes at once.

Cultural competence & empathy - You will work with individuals from diverse backgrounds, including those experiencing mental health struggles.

Problem-solving & critical thinking - No two calls are the same. You'll need to adapt, troubleshoot, and find solutions.

Tech proficiency - Experience with Google Workspace (Gmail, Calendar, Docs, Sheets) and the ability to learn new systems quickly.

Soft Skills That Make a Difference

Compassionate communication - You'll be working with clients in vulnerable moments.

Ability to work under pressure - Managing a high volume of calls while ensuring quality service.

Team-oriented & collaborative - Success comes from working together.

Adaptability - We are growing rapidly, and we need someone who can pivot and grow with us.

How We Measure Success

Task Completion & Independence - Assigned responsibilities are completed on time and with minimal supervision .

Communication & Problem-Solving - You ask questions when needed, respond promptly within the hour , and troubleshoot issues effectively.

Call Management - Handling 150 intake calls per week while maintaining quality interactions.

Efficiency & Accuracy - Gathering all necessary information in a timely manner without unnecessary delays.

Challenges You Might Face

Time management - Keeping calls concise while ensuring all essential information is collected.

Handling patient emotions - Some clients may be experiencing anxiety, distress, or frustration . Your ability to remain calm and empathetic is crucial.

Tech troubleshooting - Whether it's an EHR system issue or a provider's connectivity problem, you'll need to think on your feet to resolve technical barriers.

Text-based communication - Many interactions happen via email or internal systems, requiring strong written communication skills to ensure clarity.

Why Work at Wellity Health?

A Mission-Driven Workplace - You'll be part of a team that truly cares about making mental health care more accessible.

Opportunities to Grow - We support continuous learning and professional development.

A Collaborative Culture - You won't be in this alone-we thrive together.

A Role That Matters - Your work directly impacts people's access to mental health care.

Ready to Apply?

If you're looking for a rewarding career where your skills make an impact, we'd love to hear from you! Apply today and become part of a team that's changing lives-one conversation at a time.

The pay range for this role is :

22 - 26 USD per hour (Fremont)