Client Intake And Community Liaison

* Access to Care & Family Engagement

* Serve as the primary point of contact for individuals and families seeking ABA therapy services, supporting timely and equitable access to care

* Provide a welcoming, respectful, and person-centered introduction to the organization, services, and care processes

* Respond to intake inquiries via phone, email, and referral platforms in a timely and professional manner

* Collect, review, and organize intake information (demographics, insurance details, referrals, and relevant records) to support efficient clinical review and authorization processes

* Communicate next steps, timelines, and expectations clearly to families to support informed decision-making and transparency

* Collaborate with clinical, scheduling, and operations teams to support smooth transitions from intake to service initiation

* Continuity of Care & Communication

* Support continuity of care by ensuring accurate handoff of intake information to clinical teams

* Monitor intake pipelines and waitlists and communicate access-to-care trends or barriers to leadership

* Maintain consistent, professional communication with families throughout the intake process

* Ethical & Person-Centered Practices

* Interact with families in a manner consistent with ethical ABA practice, including respect for dignity, privacy, cultural responsiveness, and informed consent

* Provide accurate, non-clinical information about services while deferring clinical questions to appropriate licensed or credentialed staff

* Maintain confidentiality and adhere to HIPAA and organizational privacy standards

* Documentation & Quality Support

* Maintain accurate, complete, and timely documentation within the electronic health record (EHR) and intake systems

* Follow established intake workflows and quality standards that support clinical oversight, utilization management, and compliance

* Participate in training related to documentation standards, quality improvement, and ethical service delivery

* Support organizational quality initiatives by ensuring intake data is reliable and audit-ready

* Community Outreach & Stakeholder Engagement

* Support relationship-building with referral sources and community partners in alignment with organizational values and quality standards

* Proactively identify and initiate outreach opportunities with community organizations, schools, and referral partners to build meaningful partnerships and expand access to care

* Take an active role in planning and coordinating companyhosted events for clients, families, and community partners, ensuring events are wellorganized, engaging, and aligned with organizational values

* Represent the organization professionally at community events, conferences, school events, and outreach activities

* Coordinate event logistics, including registration, materials, scheduling, and follow-up

* Provide general information regarding services, referral pathways, and access to care to community stakeholders

* Track outreach activities and assist with reporting on engagement and referral trends